LifeWealth Investments, LLC

13F filer, CIK 2033794, WINTER GARDEN, FL

LifeWealth Investments, LLC reported $275,137,308 across 151 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2026-01-26. Its ten largest share positions make up 40.43% 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 0002033794-26-000003

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

Period: 2025-06-30
Reported value: $275M
Holdings: 151
Top 10 weight: 40.43%
New: 36
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCECnew	+468,682	$11.8M
IWYadded	+20,854	$5.14M
IWSadded	+20,385	$2.69M
IWXadded	+30,327	$2.55M
USFRadded	+50,505	$2.54M

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
VMBSexited	-60,032	-$2.78M
USIGexited	-51,754	-$2.64M
VGITexited	-31,397	-$1.87M
VGSHreduced	-17,098	-$1.01M
GDECreduced	-23,468	-$825K

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, Q2 2025

Share positions as resolved from 13F-HR/A 0002033794-26-000003, largest first. % of portfolio is the value over $275,137,308, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IWYISHARES TR	94,037	$23.2M	8.43%	+20,854	Timeline
IWXISHARES TR	159,915	$13.5M	4.89%	+30,327	Timeline
USFRWISDOMTREE TR	264,546	$13.3M	4.84%	+50,505	Timeline
SCECCAPITOL SER TR	468,682	$11.8M	4.31%	new	Timeline
BUFFINNOVATOR ETFS TRUST	225,885	$10.6M	3.86%	+53,094	Timeline
AAPLAPPLE INC	39,529	$8.11M	2.95%	+5,715	Timeline
EFVISHARES TR	127,129	$8.07M	2.93%	+14,440	Timeline
EFGISHARES TR	70,689	$7.92M	2.88%	+14,424	Timeline
IWSISHARES TR	56,613	$7.48M	2.72%	+20,385	Timeline
IAUISHARES GOLD TR	115,956	$7.23M	2.63%	+24,444	Timeline
PDIPIMCO DYNAMIC INCOME FD	321,692	$6.1M	2.22%	+54,720	Timeline
TLTISHARES TR	65,200	$5.75M	2.09%	+14,314	Timeline
MUBISHARES TR	50,383	$5.26M	1.91%	+15,068	Timeline
SPYMSPDR SERIES TRUST	71,562	$5.2M	1.89%	+10,002	Timeline
VNLAJANUS DETROIT STR TR	97,749	$4.81M	1.75%	+15,640	Timeline
IEMGISHARES INC	77,691	$4.66M	1.7%	+5,505	Timeline
NVDANVIDIA CORPORATION	29,017	$4.58M	1.67%	+4,435	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	80,401	$4.57M	1.66%	+14,277	Timeline
MSFTMICROSOFT CORP	9,033	$4.49M	1.63%	+1,811	Timeline
DJULFIRST TR EXCHNG TRADED FD VI	86,702	$3.85M	1.4%	+3,231	Timeline
AMZNAMAZON COM INC	17,443	$3.83M	1.39%	+1,996	Timeline
IWPISHARES TR	25,138	$3.49M	1.27%	+2,706	Timeline
TUASIMPLIFY EXCHANGE TRADED FUN	149,986	$3.3M	1.2%	+38,559	Timeline
VOOVANGUARD INDEX FDS	5,744	$3.26M	1.19%	-683	Timeline
DFEBFIRST TR EXCHNG TRADED FD VI	70,543	$3.15M	1.14%	+2,276	Timeline
SLVISHARES SILVER TR	89,268	$2.93M	1.06%	+13,476	Timeline
DSEPFIRST TR EXCHNG TRADED FD VI	68,246	$2.89M	1.05%	+13,241	Timeline
COWZPACER FDS TR	50,277	$2.77M	1.01%	+11,108	Timeline
MGVVANGUARD WORLD FD	20,961	$2.75M	1%	+5,074	Timeline
SIXOAIM ETF PRODUCTS TRUST	82,173	$2.72M	0.99%	+12,911	Timeline
DECWAIM ETF PRODUCTS TRUST	83,055	$2.62M	0.95%	+12,767	Timeline
JANWAIM ETF PRODUCTS TRUST	74,851	$2.61M	0.95%	+11,965	Timeline
VTWOVANGUARD SCOTTSDALE FDS	28,756	$2.51M	0.91%	+8,393	Timeline
MARMARRIOTT INTL INC NEW	7,920	$2.16M	0.79%	+805	Timeline
VCSHVANGUARD SCOTTSDALE FDS	25,958	$2.06M	0.75%	+9,061	Timeline
METAMETA PLATFORMS INC	2,635	$1.95M	0.71%	+556	Timeline
OCTWAIM ETF PRODUCTS TRUST	50,266	$1.86M	0.68%	+7,464	Timeline
DAUGFIRST TR EXCHNG TRADED FD VI	44,389	$1.85M	0.67%	-3,202	Timeline
GOOGLALPHABET INC	10,193	$1.8M	0.65%	+1,680	Timeline
SMMUPIMCO ETF TR	35,056	$1.76M	0.64%	0	Timeline
GJANFIRST TR EXCHNG TRADED FD VI	39,939	$1.6M	0.58%	+566	Timeline
QQQEDIREXION SHARES ETF TRUST	16,140	$1.59M	0.58%	+3,521	Timeline
VOEVANGUARD INDEX FDS	9,635	$1.58M	0.58%	+2,220	Timeline
VGSHVANGUARD SCOTTSDALE FDS	26,682	$1.57M	0.57%	-17,098	Timeline
QBERELEVATION SERIES TRUST	63,300	$1.56M	0.57%	+28,998	Timeline
VOTVANGUARD INDEX FDS	5,225	$1.49M	0.54%	+1,197	Timeline
TSLATESLA INC	4,584	$1.46M	0.53%	+1,419	Timeline
IVVISHARES TR	2,057	$1.28M	0.46%	+207	Timeline
AVGOBROADCOM INC	4,582	$1.26M	0.46%	+766	Timeline
LISTED FD TRLISTED FD TR	31,089	$1.24M	0.45%	new
JPSTJ P MORGAN EXCHANGE TRADED F	24,109	$1.22M	0.44%	-854	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	34,456	$1.22M	0.44%	+8,290	Timeline
NFLXNETFLIX INC.	833	$1.12M	0.41%	+146	Timeline
PMARINNOVATOR ETFS TRUST	25,205	$1.06M	0.39%	0	Timeline
BUFDFIRST TR EXCHNG TRADED FD VI	39,907	$1.06M	0.39%	+4,128	Timeline
GDECFIRST TR EXCHNG TRADED FD VI	29,067	$1.02M	0.37%	-23,468	Timeline
PGPROCTER & GAMBLE CO	6,402	$1.02M	0.37%	+977	Timeline
BILZPIMCO ETF TR	10,034	$1.02M	0.37%	new	Timeline
DDECFIRST TR EXCHNG TRADED FD VI	22,845	$954K	0.35%	-4,291	Timeline
VTIVANGUARD INDEX FDS	3,002	$912K	0.33%	+744	Timeline
CMFISHARES TR	15,806	$881K	0.32%	0	Timeline
JANTAIM ETF PRODUCTS TRUST	22,360	$845K	0.31%	+2,020	Timeline
OCTTAIM ETF PRODUCTS TRUST	20,497	$823K	0.3%	+1,778	Timeline
DISDISNEY WALT CO	6,616	$820K	0.3%	+666	Timeline
DGRSWISDOMTREE TR	17,214	$801K	0.29%	+2,718	Timeline
ONEZELEVATION SERIES TRUST	31,156	$787K	0.29%	+22,579	Timeline
DJANFIRST TR EXCHNG TRADED FD VI	19,217	$775K	0.28%	+3,767	Timeline
FGDFIRST TR EXCHANGE-TRADED FD	27,641	$761K	0.28%	+2,890	Timeline
GOOGALPHABET INC	4,271	$758K	0.28%	+140	Timeline
SIXDAIM ETF PRODUCTS TRUST	27,577	$757K	0.27%	+2,247	Timeline
WDIVSPDR INDEX SHS FDS	10,412	$734K	0.27%	+1,433	Timeline
DNOVFIRST TR EXCHNG TRADED FD VI	16,242	$726K	0.26%	0	Timeline
DOCTFIRST TR EXCHNG TRADED FD VI	17,570	$722K	0.26%	new	Timeline
VVISA INC	1,939	$688K	0.25%	+495	Timeline
TYASIMPLIFY EXCHANGE TRADED FUN	50,612	$683K	0.25%	+10,796	Timeline
LMTLOCKHEED MARTIN CORP	1,472	$682K	0.25%	+741	Timeline
COSTCOSTCO WHOLESALE CORPORATION	662	$655K	0.24%	+104	Timeline
VYMVANGUARD WHITEHALL FDS	4,836	$645K	0.23%	+1,342	Timeline
DECTAIM ETF PRODUCTS TRUST	18,912	$631K	0.23%	+1,750	Timeline
QBULELEVATION SERIES TRUST	24,703	$628K	0.23%	+3,663	Timeline
DAPRFIRST TR EXCHNG TRADED FD VI	14,798	$558K	0.2%	+2,351	Timeline
XFEBFIRST TR EXCHNG TRADED FD VI	16,147	$548K	0.2%	0	Timeline
DEDEERE & CO	1,074	$546K	0.2%	0	Timeline
LLYELI LILLY & CO	682	$532K	0.19%	+110	Timeline
ICLOINVESCO ACTIVELY MANAGED EXC	20,527	$525K	0.19%	+3,930	Timeline
DIVGLOBAL X FDS	29,642	$521K	0.19%	+6,159	Timeline
JULUAIM ETF PRODUCTS TRUST	17,191	$473K	0.17%	+2,700	Timeline
SIXJAIM ETF PRODUCTS TRUST	14,041	$449K	0.16%	+2,241	Timeline
CASYCASEYS GEN STORES INC	844	$431K	0.16%	+108	Timeline
ORCLORACLE CORP	1,966	$430K	0.16%	new	Timeline
SPOTSPOTIFY TECHNOLOGY S A	558	$428K	0.16%	+92	Timeline
SPDSIMPLIFY EXCHANGE TRADED FUN	11,259	$428K	0.16%	new	Timeline
PLTRPALANTIR TECHNOLOGIES INC	3,103	$423K	0.15%	+489	Timeline
GEGE AEROSPACE	1,611	$415K	0.15%	+369	Timeline
GSGOLDMAN SACHS GROUP INC	576	$408K	0.15%	+122	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	12,611	$401K	0.15%	+1,303	Timeline
MAMASTERCARD INCORPORATED	710	$399K	0.15%	+140	Timeline
VGLTVANGUARD SCOTTSDALE FDS	7,011	$393K	0.14%	-12,334	Timeline
NBOSNEUBERGER BERMAN ETF TRUST	14,560	$379K	0.14%	+4,309	Timeline
FAUGFIRST TR EXCHNG TRADED FD VI	7,517	$369K	0.13%	-7,483	Timeline
HDHOME DEPOT INC	972	$356K	0.13%	+72	Timeline
EDIVSPDR INDEX SHS FDS	9,317	$355K	0.13%	-847	Timeline
TIMOTHY PLANTIMOTHY PLAN	12,953	$347K	0.13%	+4,167
QCOMQUALCOMM INC	2,155	$343K	0.12%	new	Timeline
UAPRINNOVATOR ETFS TRUST	10,904	$341K	0.12%	+3,856	Timeline
APHAMPHENOL CORP	3,444	$340K	0.12%	new	Timeline
XCHYXCALAMOS CONV & HIGH INCOME F	30,668	$337K	0.12%	+1,545	Timeline
QQQINVESCO QQQ TR	599	$330K	0.12%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,075	$317K	0.12%	0	Timeline
LISTED FDS TRLISTED FDS TR	7,654	$313K	0.11%	+1,229
XOMEXXON MOBIL CORP	2,901	$313K	0.11%	new	Timeline
ANGLVANECK ETF TRUST	10,507	$308K	0.11%	+2,322	Timeline
FTNTFORTINET INC	2,853	$302K	0.11%	+464	Timeline
ANETARISTA NETWORKS INC	2,948	$302K	0.11%	-274	Timeline
CLOIVANECK ETF TRUST	5,580	$295K	0.11%	-367	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,430	$293K	0.11%	0	Timeline
FLJJAIM ETF PRODUCTS TRUST	9,431	$286K	0.1%	new	Timeline
NVBUAIM ETF PRODUCTS TRUST	10,656	$283K	0.1%	new	Timeline
NEENEXTERA ENERGY INC	4,074	$283K	0.1%	0	Timeline
OCTUAIM ETF PRODUCTS TRUST	10,736	$282K	0.1%	new	Timeline
CRWDCROWDSTRIKE HLDGS INC	553	$282K	0.1%	new	Timeline
QUALISHARES TR	1,488	$272K	0.1%	+235	Timeline
XSEPFIRST TR EXCHNG TRADED FD VI	6,633	$269K	0.1%	-1,056	Timeline
ABBVABBVIE INC	1,427	$265K	0.1%	+135	Timeline
EMEEMCOR GROUP INC	492	$263K	0.1%	new	Timeline
XDECFIRST TR EXCHNG TRADED FD VI	6,766	$263K	0.1%	-6,024	Timeline
FAPRFIRST TR EXCHNG TRADED FD VI	6,190	$261K	0.09%	0	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	535	$260K	0.09%	new	Timeline
DJUNFIRST TR EXCHNG TRADED FD VI	5,691	$256K	0.09%	-68	Timeline
BILSPDR SERIES TRUST	2,736	$251K	0.09%	new	Timeline
SPYCSIMPLIFY EXCHANGE TRADED FUN	6,042	$250K	0.09%	new	Timeline
LISTED FDS TRLISTED FDS TR	5,846	$245K	0.09%	new
SPUCSIMPLIFY EXCHANGE TRADED FUN	5,385	$241K	0.09%	new	Timeline
FERGFERGUSON ENTERPRISES INC	1,101	$240K	0.09%	new	Timeline
CTASCINTAS CORP	1,054	$235K	0.09%	new	Timeline
ISRGINTUITIVE SURGICAL INC	431	$234K	0.09%	new	Timeline
FDXFEDEX CORP	1,027	$233K	0.08%	0	Timeline
MARMFIRST TR EXCHNG TRADED FD VI	7,188	$231K	0.08%	new	Timeline
BACBANK OF AMER CORP	4,787	$227K	0.08%	new	Timeline
CRMSALESFORCE INC	827	$226K	0.08%	new	Timeline
UIUBIQUITI INC	543	$224K	0.08%	new	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	548	$222K	0.08%	new	Timeline
VEEVVEEVA SYS INC	758	$218K	0.08%	new	Timeline
LECOLINCOLN ELEC HLDGS INC	1,045	$217K	0.08%	new	Timeline
IDEVISHARES TR	2,784	$212K	0.08%	new	Timeline
HWMHOWMET AEROSPACE INC	1,123	$209K	0.08%	new	Timeline
DMARFIRST TR EXCHNG TRADED FD VI	5,241	$207K	0.08%	new	Timeline
WMTWALMART INC	2,062	$202K	0.07%	new	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	11,760	$144K	0.05%	new	Timeline
HFROHIGHLAND OPPS & INCOME FD	14,625	$76K	0.03%	new	Timeline
TILRAY INCTILRAY INC	10,000	$4.14K	<0.01%	0

Sold out in Q2 2025

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

Security	Shares before	Value before	Type
VMBSVANGUARD SCOTTSDALE FDS	60,032	$2.78M	shares
USIGISHARES TR	51,754	$2.64M	shares
VGITVANGUARD SCOTTSDALE FDS	31,397	$1.87M	shares
LISTED FD TRLISTED FD TR	15,480	$555K	shares
LISTED FD TRLISTED FD TR	13,133	$490K	shares
SCHXSCHWAB STRATEGIC TR	17,454	$385K	shares
PNOVINNOVATOR ETFS TRUST	10,019	$373K	shares
LISTED FD TRLISTED FD TR	7,452	$248K	shares
MSIMOTOROLA SOLUTIONS INC	563	$246K	shares
LISTED FD TRLISTED FD TR	5,693	$228K	shares
LISTED FD TRLISTED FD TR	6,762	$223K	shares
DVYISHARES TR	1,500	$201K	shares

How Q2 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 0002033794-25-000004	superseded		2025-07-30	acceptance time not in the bulk data set	2026-10-07 18:23:11 UTC
13F-HR/A 0002033794-26-000003	base	new holdings	2026-01-26	acceptance time not in the bulk data set	2026-10-07 03:01:36 UTC