account_balance
Investment manager · 13F filer · SEC CIK 2033794
LifeWealth Investments, LLC
Reported value$360Mas of Sep 30, 2026
Positions139 14 new, 11 sold out
Top 10 weight52.6%IWY alone is 12%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWYiShares Tr
11.8%
IWXiShares Tr
8.4%Added +10%
SCECSterling Cap FDS
6.5%Added +10%
BUFFInnovator Etfs Trust
5.8%Added +5%
EFViShares Tr
3.9%Added +3%
IWSiShares Tr
3.5%
EFGiShares Tr
3.3%Added +5%
IAUiShares Gold Trust
3.3%Added +10%
AAPLApple Inc.
3.3%Trimmed −11%
IEMGiShares Inc
2.8%+3%
NVDANVIDIA Corp
2.3%
IJHiShares Tr
2.3%+3%
IWYiShares Tr
11.8%
IWXiShares Tr
8.4%Added +10%
SCECSterling Cap FDS
6.5%
BUFFInnovator Etfs Trust
5.8%
EFViShares Tr
3.9%+3%
IWSiShares Tr
3.5%
EFGiShares Tr
3.3%
IAUiShares Gold Trust
3.3%
AAPL3.3%IEMG
NVDAIJH2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWY iShares Tr 11.8% Held
IWX iShares Tr 8.4% Added +10%
SCEC Sterling Cap FDS 6.5% Added +10%
BUFF Innovator Etfs Trust 5.8% Added +5%
EFV iShares Tr 3.9% Added +3%
IWS iShares Tr 3.5% Held
EFG iShares Tr 3.3% Added +5%
IAU iShares Gold Trust 3.3% Added +10%AAPL Apple Inc. 3.3% Trimmed −11%IEMG iShares Inc 2.8% Added +3%
NVDA NVIDIA Corp 2.3% HeldIJH iShares Tr 2.3% Added +3%
What changed
Biggest moves since Jun 30, 2026
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