LifeWealth Investments, LLC

13F filer, CIK 2033794, WINTER GARDEN, FL

LifeWealth Investments, LLC reported $207,945,016 across 127 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2026-01-26. Its ten largest share positions make up 38.27% of the portfolio.

Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC13F-HR/A 0002033794-26-000002

A NEW HOLDINGS amendment repeated most of the original and was read as a restatement (H3).

Period: 2025-03-31
Reported value: $208M
Holdings: 127
Top 10 weight: 38.27%
New: 35
Sold out: 56

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BUFFnew	+172,791	$7.62M
IWYadded	+31,346	$6.61M
IWXadded	+55,338	$4.55M
USFRadded	+87,919	$4.42M
EFVadded	+55,121	$3.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
UAPRreduced	-133,670	-$3.99M
VWOexited	-19,675	-$866K
BILZexited	-5,916	-$596K
VGKexited	-9,126	-$579K
MOexited	-10,490	-$549K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR/A 0002033794-26-000002, largest first. % of portfolio is the value over $207,945,016, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IWYISHARES TR	73,183	$15.4M	7.42%	+31,346	Timeline
USFRWISDOMTREE TR	214,041	$10.8M	5.18%	+87,919	Timeline
IWXISHARES TR	129,588	$10.6M	5.12%	+55,338	Timeline
BUFFINNOVATOR ETFS TRUST	172,791	$7.62M	3.66%	new	Timeline
AAPLAPPLE INC	33,814	$7.51M	3.61%	+9,187	Timeline
EFVISHARES TR	112,689	$6.64M	3.19%	+55,121	Timeline
EFGISHARES TR	56,265	$5.63M	2.71%	+25,537	Timeline
IAUISHARES GOLD TR	91,512	$5.4M	2.59%	+31,454	Timeline
PDIPIMCO DYNAMIC INCOME FD	266,972	$5.29M	2.54%	+100,764	Timeline
TLTISHARES TR	50,886	$4.63M	2.23%	+9,256	Timeline
IWSISHARES TR	36,228	$4.56M	2.19%	+15,838	Timeline
SPYMSPDR SERIES TRUST	61,560	$4.05M	1.95%	+28,110	Timeline
VNLAJANUS DETROIT STR TR	82,109	$4.04M	1.94%	+11,105	Timeline
IEMGISHARES INC	72,186	$3.9M	1.87%	+30,545	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	66,124	$3.78M	1.82%	+25,012	Timeline
MUBISHARES TR	35,315	$3.72M	1.79%	+12,680	Timeline
DJULFIRST TR EXCHNG TRADED FD VI	83,471	$3.41M	1.64%	+19,687	Timeline
VOOVANGUARD INDEX FDS	6,427	$3.3M	1.59%	+4,427	Timeline
AMZNAMAZON COM INC	15,447	$2.94M	1.41%	+1,801	Timeline
DFEBFIRST TR EXCHNG TRADED FD VI	68,267	$2.88M	1.38%	+14,243	Timeline
VMBSVANGUARD SCOTTSDALE FDS	60,032	$2.78M	1.34%	+22,401	Timeline
MSFTMICROSOFT CORP	7,222	$2.71M	1.3%	+544	Timeline
NVDANVIDIA CORPORATION	24,582	$2.66M	1.28%	+888	Timeline
USIGISHARES TR	51,754	$2.64M	1.27%	+19,098	Timeline
IWPISHARES TR	22,432	$2.64M	1.27%	+8,956	Timeline
VGSHVANGUARD SCOTTSDALE FDS	43,780	$2.57M	1.24%	+15,248	Timeline
TUASIMPLIFY EXCHANGE TRADED FUN	111,427	$2.45M	1.18%	+19,232	Timeline
SLVISHARES SILVER TR	75,792	$2.35M	1.13%	+28,529	Timeline
SIXOAIM ETF PRODUCTS TRUST	69,262	$2.19M	1.05%	+32,803	Timeline
DSEPFIRST TR EXCHNG TRADED FD VI	55,005	$2.18M	1.05%	+16,689	Timeline
COWZPACER FDS TR	39,169	$2.14M	1.03%	new	Timeline
DECWAIM ETF PRODUCTS TRUST	70,288	$2.11M	1.01%	+30,693	Timeline
JANWAIM ETF PRODUCTS TRUST	62,886	$2.09M	1%	+27,217	Timeline
MGVVANGUARD WORLD FD	15,887	$2.05M	0.98%	+5,070	Timeline
VGITVANGUARD SCOTTSDALE FDS	31,397	$1.87M	0.9%	+12,169	Timeline
DAUGFIRST TR EXCHNG TRADED FD VI	47,591	$1.85M	0.89%	+16,153	Timeline
SMMUPIMCO ETF TR	35,056	$1.75M	0.84%	0	Timeline
GDECFIRST TR EXCHNG TRADED FD VI	52,535	$1.74M	0.84%	+24,191	Timeline
MARMARRIOTT INTL INC NEW	7,115	$1.69M	0.82%	+2,801	Timeline
VTWOVANGUARD SCOTTSDALE FDS	20,363	$1.64M	0.79%	+7,343	Timeline
OCTWAIM ETF PRODUCTS TRUST	42,802	$1.5M	0.72%	+19,195	Timeline
GJANFIRST TR EXCHNG TRADED FD VI	39,373	$1.48M	0.71%	-2,548	Timeline
VCSHVANGUARD SCOTTSDALE FDS	16,897	$1.33M	0.64%	+5,266	Timeline
GOOGLALPHABET INC	8,513	$1.32M	0.63%	+1,852	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	24,963	$1.26M	0.61%	+1,031	Timeline
METAMETA PLATFORMS INC	2,079	$1.2M	0.58%	+506	Timeline
VOEVANGUARD INDEX FDS	7,415	$1.19M	0.57%	-827	Timeline
VGLTVANGUARD SCOTTSDALE FDS	19,345	$1.11M	0.54%	+7,576	Timeline
QQQEDIREXION SHARES ETF TRUST	12,619	$1.1M	0.53%	+4,386	Timeline
DDECFIRST TR EXCHNG TRADED FD VI	27,136	$1.06M	0.51%	+7,973	Timeline
IVVISHARES TR	1,850	$1.04M	0.5%	+680	Timeline
PMARINNOVATOR ETFS TRUST	25,205	$1.01M	0.48%	0	Timeline
VOTVANGUARD INDEX FDS	4,028	$985K	0.47%	new	Timeline
PGPROCTER & GAMBLE CO	5,425	$924K	0.44%	-579	Timeline
BUFDFIRST TR EXCHNG TRADED FD VI	35,779	$893K	0.43%	+5,649	Timeline
CMFISHARES TR	15,806	$890K	0.43%	0	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	26,166	$877K	0.42%	new	Timeline
QBERELEVATION SERIES TRUST	34,302	$850K	0.41%	+14,301	Timeline
TSLATESLA INC	3,165	$820K	0.39%	+1,073	Timeline
JANTAIM ETF PRODUCTS TRUST	20,340	$715K	0.34%	+5,533	Timeline
OCTTAIM ETF PRODUCTS TRUST	18,719	$697K	0.34%	+5,155	Timeline
FAUGFIRST TR EXCHNG TRADED FD VI	15,000	$682K	0.33%	+6,342	Timeline
DNOVFIRST TR EXCHNG TRADED FD VI	16,242	$681K	0.33%	0	Timeline
DGRSWISDOMTREE TR	14,496	$674K	0.32%	new	Timeline
SIXDAIM ETF PRODUCTS TRUST	25,330	$664K	0.32%	+6,954	Timeline
GOOGALPHABET INC	4,131	$645K	0.31%	-568	Timeline
NFLXNETFLIX INC.	687	$641K	0.31%	+210	Timeline
AVGOBROADCOM INC	3,816	$639K	0.31%	+447	Timeline
VTIVANGUARD INDEX FDS	2,258	$621K	0.3%	0	Timeline
FGDFIRST TR EXCHANGE-TRADED FD	24,751	$599K	0.29%	+9,098	Timeline
DISDISNEY WALT CO	5,950	$587K	0.28%	+3,362	Timeline
DJANFIRST TR EXCHNG TRADED FD VI	15,450	$587K	0.28%	new	Timeline
WDIVSPDR INDEX SHS FDS	8,979	$585K	0.28%	+3,152	Timeline
LISTED FD TRLISTED FD TR	15,480	$555K	0.27%	+6,452
DECTAIM ETF PRODUCTS TRUST	17,162	$532K	0.26%	+4,786	Timeline
COSTCOSTCO WHOLESALE CORPORATION	558	$528K	0.25%	+103	Timeline
TYASIMPLIFY EXCHANGE TRADED FUN	39,816	$527K	0.25%	+22,403	Timeline
QBULELEVATION SERIES TRUST	21,040	$523K	0.25%	+9,180	Timeline
XFEBFIRST TR EXCHNG TRADED FD VI	16,147	$520K	0.25%	new	Timeline
VVISA INC	1,444	$506K	0.24%	+185	Timeline
DEDEERE & CO	1,074	$504K	0.24%	+18	Timeline
LISTED FD TRLISTED FD TR	13,133	$490K	0.24%	new
LLYELI LILLY & CO	572	$472K	0.23%	+113	Timeline
XDECFIRST TR EXCHNG TRADED FD VI	12,790	$471K	0.23%	new	Timeline
DAPRFIRST TR EXCHNG TRADED FD VI	12,447	$463K	0.22%	-3,652	Timeline
VYMVANGUARD WHITEHALL FDS	3,494	$451K	0.22%	+1,198	Timeline
DIVGLOBAL X FDS	23,483	$442K	0.21%	+7,852	Timeline
ICLOINVESCO ACTIVELY MANAGED EXC	16,597	$423K	0.2%	+6,787	Timeline
SCHXSCHWAB STRATEGIC TR	17,454	$385K	0.19%	new	Timeline
PNOVINNOVATOR ETFS TRUST	10,019	$373K	0.18%	new	Timeline
JULUAIM ETF PRODUCTS TRUST	14,491	$370K	0.18%	new	Timeline
EDIVSPDR INDEX SHS FDS	10,164	$363K	0.17%	+2,928	Timeline
SIXJAIM ETF PRODUCTS TRUST	11,800	$353K	0.17%	new	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	11,308	$336K	0.16%	new	Timeline
HDHOME DEPOT INC	900	$330K	0.16%	-121	Timeline
LMTLOCKHEED MARTIN CORP	731	$327K	0.16%	-396	Timeline
CASYCASEYS GEN STORES INC	736	$319K	0.15%	new	Timeline
CLOIVANECK ETF TRUST	5,947	$314K	0.15%	new	Timeline
MAMASTERCARD INCORPORATED	570	$312K	0.15%	+64	Timeline
XSEPFIRST TR EXCHNG TRADED FD VI	7,689	$297K	0.14%	new	Timeline
XCHYXCALAMOS CONV & HIGH INCOME F	29,123	$294K	0.14%	+13,676	Timeline
NEENEXTERA ENERGY INC	4,074	$289K	0.14%	-907	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,430	$277K	0.13%	0	Timeline
ABBVABBVIE INC	1,292	$271K	0.13%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,075	$267K	0.13%	-973	Timeline
NBOSNEUBERGER BERMAN ETF TRUST	10,251	$262K	0.13%	new	Timeline
SPOTSPOTIFY TECHNOLOGY S A	466	$256K	0.12%	new	Timeline
FAPRFIRST TR EXCHNG TRADED FD VI	6,190	$253K	0.12%	0	Timeline
FDXFEDEX CORP	1,027	$250K	0.12%	+22	Timeline
ANETARISTA NETWORKS INC	3,222	$250K	0.12%	+1,236	Timeline
GEGE AEROSPACE	1,242	$249K	0.12%	new	Timeline
GSGOLDMAN SACHS GROUP INC	454	$248K	0.12%	new	Timeline
LISTED FD TRLISTED FD TR	7,452	$248K	0.12%	new
MSIMOTOROLA SOLUTIONS INC	563	$246K	0.12%	new	Timeline
LISTED FDS TRLISTED FDS TR	6,425	$244K	0.12%	new
DJUNFIRST TR EXCHNG TRADED FD VI	5,759	$242K	0.12%	-2,962	Timeline
ANGLVANECK ETF TRUST	8,185	$236K	0.11%	new	Timeline
FTNTFORTINET INC	2,389	$230K	0.11%	new	Timeline
LISTED FD TRLISTED FD TR	5,693	$228K	0.11%	new
TIMOTHY PLANTIMOTHY PLAN	8,786	$223K	0.11%	new
LISTED FD TRLISTED FD TR	6,762	$223K	0.11%	new
PLTRPALANTIR TECHNOLOGIES INC	2,614	$221K	0.11%	new	Timeline
QUALISHARES TR	1,253	$214K	0.1%	new	Timeline
UAPRINNOVATOR ETFS TRUST	7,048	$210K	0.1%	-133,670	Timeline
ONEZELEVATION SERIES TRUST	8,577	$203K	0.1%	new	Timeline
DVYISHARES TR	1,500	$201K	0.1%	new	Timeline
TILRAY INCTILRAY INC	10,000	$6.58K	<0.01%	new

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VWOVANGUARD INTL EQUITY INDEX F	19,675	$866K	shares
BILZPIMCO ETF TR	5,916	$596K	shares
VGKVANGUARD INTL EQUITY INDEX F	9,126	$579K	shares
MOALTRIA GROUP INC	10,490	$549K	shares
DMARFIRST TR EXCHNG TRADED FD VI	13,340	$509K	shares
IPINTERNATIONAL PAPER CO	8,036	$432K	shares
JPMJPMORGAN CHASE & CO	1,722	$413K	shares
TAT&T INC	17,849	$406K	shares
VZVERIZON COMMUNICATIONS INC	10,042	$402K	shares
CFGCITIZENS FINL GROUP INC	8,618	$377K	shares
JAAAJANUS DETROIT STR TR	7,330	$372K	shares
PFEPFIZER INC	14,001	$371K	shares
ETRENTERGY CORP NEW	4,841	$367K	shares
VPLVANGUARD INTL EQUITY INDEX F	5,134	$365K	shares
KEYKEYCORP	21,136	$362K	shares
NINISOURCE INC	9,733	$358K	shares
PMPHILIP MORRIS INTL INC	2,950	$355K	shares
OKEONEOK INC NEW	3,467	$348K	shares
PEGPUBLIC SVC ENTERPRISE GROUP	4,052	$342K	shares
HBANHUNTINGTON BANCSHARES INC	20,567	$335K	shares
XOMEXXON MOBIL CORP	3,097	$333K	shares
CMSCMS ENERGY CORP	4,829	$322K	shares
PSEPINNOVATOR ETFS TRUST	8,229	$322K	shares
RFREGIONS FINANCIAL CORP NEW	13,605	$320K	shares
EIXEDISON INTL	4,007	$320K	shares
TFCTRUIST FINL CORP	7,323	$318K	shares
USBUS BANCORP	6,462	$309K	shares
CRMSALESFORCE INC	917	$307K	shares
NOWSERVICENOW INC	283	$300K	shares
FITBFIFTH THIRD BANCORP	7,022	$297K	shares
MCDMCDONALDS CORP	1,009	$293K	shares
NRGNRG ENERGY INC	3,226	$291K	shares
SMAXISHARES TR	11,213	$283K	shares
PRUPRUDENTIAL FINL INC	2,318	$275K	shares
AEPAMERICAN ELEC PWR CO INC	2,945	$272K	shares
DDOMINION ENERGY INC	5,021	$270K	shares
KMBKIMBERLY-CLARK CORP	2,039	$267K	shares
BRK-BBERKSHIRE HATHAWAY INC DEL	589	$267K	shares
MRKMERCK & CO INC	2,608	$259K	shares
LNTALLIANT ENERGY CORP	4,338	$257K	shares
CAGCONAGRA BRANDS INC	9,070	$252K	shares
MINTPIMCO ETF TR	2,429	$244K	shares
CATCATERPILLAR INC	644	$234K	shares
PPLPPL CORP	6,953	$226K	shares
JNJJOHNSON & JOHNSON	1,560	$226K	shares
CMACOMERICA INC	3,615	$224K	shares
WSOWATSCO INC	465	$220K	shares
OGEOGE ENERGY CORP	5,222	$215K	shares
IVZINVESCO LTD	12,318	$215K	shares
BACBANK OF AMER CORP	4,822	$212K	shares
CVXCHEVRON CORPORATION	1,455	$211K	shares
BBYBEST BUY INC	2,389	$205K	shares
LTPZPIMCO ETF TR	3,853	$201K	shares
WECWEC ENERGY GROUP INC	2,128	$200K	shares
FFORD MTR CO	17,091	$169K	shares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	10,433	$97.3K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002033794-25-000002	superseded		2025-04-21	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC
13F-HR/A 0002033794-26-000002	base	new holdings	2026-01-26	acceptance time not in the bulk data set	2026-10-07 03:01:36 UTC