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CIK: 0002033794
Total reported value
$359.5M
$359.5M
136 檔
34.0%
The Q2 2026 SEC filing reveals that LifeWealth Investments, LLC held a total portfolio value of $359.5M, covering 136 public equity positions.
LifeWealth Investments, LLC executed strategic sector rebalancing during Q2 2026, establishing 17 new positions while fully exiting 22 holdings and trimming 45 positions.
In terms of portfolio concentration, the top 5 core holdings (including IWY, IWX, SCEC) accounted for 34.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
SMH
市值: $5.5M
Top Position Liquidated / Trimmed
MGV
前期市值: $4.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.93% | +0.84% | +6.35% | |
| 2 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 7.03% | +1.37% | +9.37% | |
| 3 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 6.00% | -6.00% | EXIT | |
| 4 | BUFF | Innovator Laddered Allocatio | ETF-Other | 5.23% | +0.61% | +10.22% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.52% | +0.38% | +6.87% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.40% | +0.07% | +0.50% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.16% | +0.16% | +0.70% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.22% | +2.75% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.78% | +0.51% | +11.96% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.77% | -2.06% | -0.75% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.65% | +0.13% | +7.53% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.27% | — | +9.42% | |
| 13 | SCNM | Sterling Cap Natl Mb ETF | ETF-Other | 2.07% | +0.10% | +5.70% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.97% | -0.30% | +5.05% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.33% | +1.67% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.89% | -1.26% | +2.36% | |
| 17 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 1.62% | -1.62% | EXIT | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.47% | +0.04% | — | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.43% | +0.23% | +11.58% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | -0.13% | -0.47% | |
| 21 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.30% | -1.30% | EXIT | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.28% | -1.28% | EXIT | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.12% | -0.36% | +18.07% | |
| 24 | SCEP | Strling Cptl Hdg Ep Incm ETF | ETF-Other | 1.06% | +0.23% | -2.37% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.04% | +0.71% | +12.07% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | +0.18% | +1.05% | |
| 27 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.98% | — | -0.53% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.01% | +1.01% | |
| 29 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.93% | -0.73% | +4.48% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.91% | +0.04% | +9.94% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | — | +12.89% | |
| 32 | SCMC | Sterling Cap Ms Income ETF | ETF-Other | 0.89% | +0.32% | +11.48% | |
| 33 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.88% | +0.05% | -0.18% | |
| 34 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.83% | +0.04% | +3.70% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.22% | -29.73% | |
| 36 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.71% | +0.01% | -1.06% | |
| 37 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.65% | -0.16% | — | |
| 38 | MAYW | Alianzim US Eq Bfr20 May-usd | ETF-Other | 0.64% | -0.15% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | — | +22.65% | |
| 40 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 0.57% | -0.14% | +105.31% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.07% | -0.92% | |
| 42 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.50% | +0.01% | +12.37% | |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.47% | +0.01% | — | |
| 44 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.46% | — | -1.31% | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.43% | -0.04% | -0.18% | |
| 46 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 0.42% | +0.02% | -1.32% | |
| 47 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 0.39% | -0.08% | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.05% | -7.82% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.01% | -2.26% | |
| 50 | SLV | Ishares Silver Trust | ETF-Commodities | 0.35% | — | +4.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +1.5% | NEW | New buy |
| 2 | IWY | Ishares Russell Top 200 Grow | +1.1% | +6.35% | Add |
| 3 | IWX | Ishares Russell Top 200 Valu | +0.7% | +9.37% | Add |
| 4 | SIXD | Allian US Equ 6 Mon Bu10-usd | +0.7% | NEW | New buy |
| 5 | MAYW | Alianzim US Eq Bfr20 May-usd | +0.6% | NEW | New buy |
| 6 | JUNW | Alianzim US Eq Bfr20 Jun-usd | +0.4% | NEW | New buy |
| 7 | MAYT | All US Equ Buf10 May Etf-usd | +0.3% | NEW | New buy |
| 8 | IEMG | Ishares Core Msci Emerging | +0.3% | +7.53% | Add |
| 9 | SCEC | Sterling Capital Enh Cb ETF | +0.3% | +17.51% | Add |
| 10 | ONEZ | Trueshr Seasonality La B ETF | +0.3% | +105.31% | Add |
| 11 | BUFF | Innovator Laddered Allocatio | +0.3% | +10.22% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +9.42% | Add |
| 13 | VTWO | Vanguard Russell 2000 ETF | +0.2% | +5.05% | Add |
| 14 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +18.07% | Add |
| 15 | BILZ | Pimco Ultra Shrt Govt Active | +0.2% | +238.62% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +22.65% | Add |
| 17 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 18 | AAPL | Apple Inc | +0.1% | +2.75% | Add |
| 19 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.89% | Add |
| 21 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.1% | +3.70% | Add |
| 22 | VXUS | Vanguard Total Intl Stock | +0.1% | +12.07% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.01% | Add |
| 24 | NVDA | Nvidia CORP | +0.1% | +1.67% | Add |
| 25 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 26 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 27 | MNST | Monster Beverage CORP | +0.1% | NEW | New buy |
| 28 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +0.50% | Add |
| 29 | APH | Amphenol Corp-cl A | +0.1% | +1.77% | Add |
| 30 | AMAT | Applied Materials Inc | +0.1% | -6.00% | Trim |
| 31 | LRCX | Lam Research CORP | +0.1% | -5.01% | Trim |
| 32 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 33 | ROKU | Roku Inc | +0.1% | NEW | New buy |
| 34 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 35 | JUNT | Allianzim US Eq Bffr10 Jn-us | +0.1% | NEW | New buy |
| 36 | ISMD | Inspire Small/mid Cap ETF | +0.1% | NEW | New buy |
| 37 | DGRS | Wisdomtree U.s. Smallcap Qua | +0.1% | +12.37% | Add |
| 38 | XSEP | Ft Vest U.s. Equity Enhance | +0.1% | NEW | New buy |
| 39 | LLY | Eli Lilly & Co | 0% | +1.19% | Add |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +53.53% | Add |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +27.41% | Add |
| 42 | ORCL | Oracle CORP | 0% | +67.46% | Add |
| 43 | EFG | Ishares Msci Eafe Growth ETF | 0% | +0.70% | Add |
| 44 | AMZN | Amazon.com Inc | 0% | -0.47% | Trim |
| 45 | GOOG | Alphabet Inc-cl C | 0% | -2.26% | Trim |
| 46 | VTI | Vanguard Total Stock Mkt ETF | 0% | +7.81% | Add |
| 47 | GE | General Electric | 0% | +1.92% | Add |
| 48 | TPLC | Timothy Pln US Lrg/mid Cap | 0% | +13.70% | Add |
| 49 | GS | Goldman Sachs Group Inc | 0% | +1.74% | Add |
| 50 | ABBV | Abbvie Inc | 0% | +11.00% | Add |
According to official SEC Form 13F filings, LifeWealth Investments, LLC reported a total U.S. public equity portfolio value of $359.5M across 136 disclosed positions in Q2 2026.
During Q2 2026, LifeWealth Investments, LLC's top holdings by market value included IWY (10.9%)、IWX (7.0%)、SCEC (6.0%). The largest single position, IWY, represented 10.9% of total portfolio value.
In Q2 2026, LifeWealth Investments, LLC made 148 total portfolio adjustments, initiating 17 new buys, adding to 64 positions, trimming 45 holdings, and fully liquidating 22 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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