LifeWealth Investments, LLC — 13F holdings

LifeWealth Investments, LLC reported 139 holdings worth $360M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. IWY ISHARES TR — $42.3M (11.8%)
  2. IWX ISHARES TR — $30.2M (8.4%)
  3. SCEC STERLING CAP FDS — $23.4M (6.5%)
  4. BUFF INNOVATOR ETFS TRUST — $21.0M (5.8%)
  5. EFV ISHARES TR — $14.0M (3.9%)
  6. IWS ISHARES TR — $12.5M (3.5%)
  7. EFG ISHARES TR — $11.9M (3.3%)
  8. IAU ISHARES GOLD TR — $11.8M (3.3%)
  9. AAPL APPLE INC — $11.8M (3.3%)
  10. IEMG ISHARES INC — $9.98M (2.8%)