LifeWealth Investments, LLC
CIK 2033794 · Holdings on Jun 30, 2026 · First reported Jul 16, 2026
Top ten holdings
Q2 2026- IWY10.93%
- IWX7.03%
- 14064D4446.00%
- BUFF5.23%
- EFV3.52%
- IWS3.40%
- EFG3.16%
- AAPL3.06%
- IAU2.78%
- VTIP2.77%
Share classes counted separately47.88%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWYWeight increased · +1.10 pp9.83% → 10.93%Shares +8.40K (+6.35%)
- IWXWeight increased · +0.71 pp6.32% → 7.03%Shares +21.41K (+9.37%)
- IAUWeight decreased · -0.46 pp3.24% → 2.78%Shares +14.72K (+11.96%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $40.90M | 10.93% | 140.72K shares | 9.83% → 10.93%+1.10 pp +8.40K (+6.35%) | Added | ↗▾ |
| 02 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $26.29M | 7.03% | 249.97K shares | 6.32% → 7.03%+0.71 pp +21.41K (+9.37%) | Added | ↗▾ |
| 03 | 14064D444CAPITOL SER TRSTERL CAP BD ETF View history and evidence | $22.44M | 6.00% | 896.53K shares | 5.71% → 6.00%+0.29 pp +133.57K (+17.51%) | Added | ↗▾ |
| 04 | BUFFINNOVATOR LADDERED ALLOCATIOLADERD ALCTN PWR View history and evidence | $19.56M | 5.23% | 371.32K shares | 4.97% → 5.23%+0.26 pp +34.44K (+10.22%) | Added | ↗▾ |
| 05 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $13.16M | 3.52% | 171.96K shares | 3.57% → 3.52%-0.05 pp +11.05K (+6.87%) | Added | ↗▾ |
| 06 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $12.72M | 3.40% | 77.28K shares | 3.34% → 3.40%+0.06 pp +382 (+0.50%) | Added | ↗▾ |
| 07 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $11.82M | 3.16% | 94.97K shares | 3.13% → 3.16%+0.03 pp +663 (+0.70%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $11.45M | 3.06% | 39.59K shares | 2.92% → 3.06%+0.14 pp +1.06K (+2.75%) | Added | ↗▾ |
| 09 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $10.41M | 2.78% | 137.84K shares | 3.24% → 2.78%-0.46 pp +14.72K (+11.96%) | Added | ↗▾ |
| 10 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $10.37M | 2.77% | 206.41K shares | 3.10% → 2.77%-0.33 pp -1.55K (-0.75%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MGV VNGRD MRGSTR MG CP VL ETF-UI | Non-derivative | -29,612 | -$4.29M | SEC filing ↗ | SEC filing ↗ |
| SIXO ALLIAN US EQU 6 MON BU10-USD | Non-derivative | -86,066 | -$2.91M | SEC filing ↗ | SEC filing ↗ |
| OCTW ALIANZIM US EQ BFR20 OCT-USD | Non-derivative | -49,021 | -$1.89M | SEC filing ↗ | SEC filing ↗ |
3 / 22 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2033794 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 374131622
}Research all 136 reported holdings.
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