Q3 2026 13F · SEC CIK 2033794

LifeWealth Investments, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $359.5M
Reported positions: 139
Holdings vs S&P 500, 3 yrs: —
Assets under management: $490.6M

LifeWealth Investments, LLC is a wealth manager that reported 139 positions worth $359.5M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Ishares Tr (IWY, 11.8%), Ishares Tr (IWX, 8.4%), Sterling Cap Fds (SCEC, 6.5%).

LifeWealth Investments, LLC holdings largest 50 of 139 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LifeWealth Investments, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IWYIshares Tr	11.8%	10.9%	143,533	+2.0%	$42.3M
IWXIshares Tr	8.4%	7.0%	275,685	+10.3%	$30.2M
SCECSterling Cap Fds	6.5%	—	985,939	—	$23.4M
BUFFInnovator Etfs Trust	5.8%	5.2%	389,976	+5.0%	$21.0M
EFVIshares Tr	3.9%	3.5%	177,010	+2.9%	$14.0M
IWSIshares Tr	3.5%	3.4%	77,602	+0.4%	$12.5M
EFGIshares Tr	3.3%	3.2%	99,523	+4.8%	$11.9M
IAUIshares Gold Tr	3.3%	2.8%	151,407	+9.8%	$11.8M
AAPLApple Inc	3.3%	3.1%	35,373	-10.6%	$11.8M
IEMGIshares Inc	2.8%	2.7%	122,926	+2.6%	$10.0M
NVDANvidia Corporation	2.3%	1.9%	35,868	-1.6%	$8.2M
IJHIshares Tr	2.3%	2.3%	113,362	+2.8%	$8.2M
SCNMSterling Cap Fds	2.2%	2.1%	331,624	+7.8%	$7.8M
VXUSVanguard Star Fds	1.8%	1.0%	74,232	+62.6%	$6.3M
VTWOVanguard Scottsdale Fds	1.7%	2.0%	53,490	-12.1%	$6.0M
COWZPacer Fds Tr	1.7%	1.4%	89,158	+3.6%	$6.0M
SMHVaneck ETF Trust	1.5%	1.5%	8,908	+6.0%	$5.4M
SCEPSterling Cap Fds	1.3%	1.1%	187,824	+18.0%	$4.7M
SCMCSterling Cap Fds	1.2%	0.9%	178,369	+35.3%	$4.4M
MSFTMicrosoft Corp	1.2%	1.0%	8,303	-17.2%	$4.3M
AMZNAmazon Com Inc	1.2%	1.3%	17,012	-17.3%	$4.2M
VTIVanguard Index Fds	1.0%	—	9,863	—	$3.7M
GOOGLAlphabet Inc	1.0%	1.0%	10,255	+0.7%	$3.5M
DJULFirst Tr Exchng Traded Fd Vi	1.0%	1.0%	68,576	-6.2%	$3.5M
VCSHVanguard Scottsdale Fds	0.9%	0.9%	44,158	+2.5%	$3.4M
DFEBFirst Tr Exchng Traded Fd Vi	0.9%	0.9%	65,049	-0.3%	$3.4M
VOOVanguard Index Fds	0.9%	0.9%	4,598	-6.6%	$3.2M
QQQEDirexion Shares ETF Trust	0.9%	0.8%	25,965	+1.7%	$3.1M
IWPIshares Tr	0.8%	1.1%	19,886	-30.4%	$2.7M
DSEPFirst Tr Exchng Traded Fd Vi	0.7%	0.7%	53,000	-5.1%	$2.6M
VTIPVanguard Malvern Fds	0.7%	2.8%	52,113	-74.8%	$2.6M
IUSBIshares Tr	0.7%	—	57,950	—	$2.6M
TLTIshares Tr	0.6%	1.9%	29,131	-64.5%	$2.3M
AVGOBroadcom Inc	0.6%	0.6%	6,354	+3.7%	$2.2M
SPLGSpdr Series Trust	0.6%	0.8%	23,613	-31.5%	$2.1M
DGRSWisdomtree Tr	0.5%	0.5%	32,919	+3.4%	$1.8M
MAYWAim ETF Products Trust	0.5%	0.6%	50,020	-27.3%	$1.8M
SIXDAim ETF Products Trust	0.5%	0.7%	56,043	-29.0%	$1.8M
SMMUPimco	0.5%	0.5%	35,056	+0.0%	$1.7M
DAUGFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	34,565	-6.8%	$1.6M
TSLATesla Inc	0.5%	0.5%	4,566	-1.1%	$1.6M
GJANFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	34,605	-0.6%	$1.6M
METAMeta Platforms Inc	0.4%	0.4%	2,181	-15.5%	$1.6M
ONEZElevation Series Trust	0.4%	0.6%	55,777	-27.7%	$1.6M
MARMarriott Intl Inc New	0.4%	0.4%	3,965	-9.0%	$1.4M
GOOGAlphabet Inc	0.4%	0.4%	4,059	-1.1%	$1.4M
SCHDSchwab Strategic Tr	0.4%	—	39,604	—	$1.3M
SLVIshares Silver Tr	0.3%	0.3%	23,115	-5.5%	$1.3M
PMARInnovator Etfs Trust	0.3%	—	25,205	—	$1.2M
AMDAdvanced Micro Devices Inc	0.3%	—	1,914	—	$1.2M

What LifeWealth Investments, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

VTIP Vanguard Malvern Fds-74.8% shares
TLT Ishares Tr-64.5% shares
SPLG Spdr Series Trust-31.5% shares
IWP Ishares Tr-30.4% shares
SIXD Aim ETF Products Trust-29.0% shares
ONEZ Elevation Series Trust-27.7% shares
MAYW Aim ETF Products Trust-27.3% shares
AMZN Amazon Com Inc-17.3% shares

Left the top 50

SCEC Capitol Ser Trwas 6.0%
PDI Pimco Dynamic Income Fdwas 1.6%
VNLA Janus Detroit Str Trwas 1.3%
JEPI J P Morgan Exchange Traded Fwas 1.3%
TUA Simplify Exchange Traded Funwas 0.9%
JUNW Aim ETF Products Trustwas 0.4%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$359.5M	139
Q2 2026	$374.1M	136
Q1 2026	$335.0M	141
Q4 2025	$315.8M	154
Q3 2025	$351.5M	214
Q2 2025	$308.2M	211
Q1 2025	$244.3M	193
Q4 2024	$150.9M	148

Questions about LifeWealth Investments, LLC's portfolio

What stocks does LifeWealth Investments, LLC own?

LifeWealth Investments, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 139 positions worth $359.5M. The largest are Ishares Tr (IWY) at 11.8%, Ishares Tr (IWX) at 8.4%, Sterling Cap Fds (SCEC) at 6.5%, Innovator Etfs Trust (BUFF) at 5.8% and Ishares Tr (EFV) at 3.9%.

What did LifeWealth Investments, LLC buy last quarter?

In Q3 2026, LifeWealth Investments, LLC added Vanguard Star Fds (VXUS) (+62.6% shares), Sterling Cap Fds (SCMC) (+35.3% shares) and Sterling Cap Fds (SCEP) (+18.0% shares), compared with its Q2 2026 filing.

What did LifeWealth Investments, LLC sell last quarter?

In Q3 2026, LifeWealth Investments, LLC cut from its top 50 Capitol Ser Tr (SCEC), cut from its top 50 Pimco Dynamic Income Fd (PDI), cut from its top 50 Janus Detroit Str Tr (VNLA), cut from its top 50 J P Morgan Exchange Traded F (JEPI), cut from its top 50 Simplify Exchange Traded Fun (TUA), Vanguard Malvern Fds (VTIP) (-74.8% shares), Ishares Tr (TLT) (-64.5% shares) and Spdr Series Trust (SPLG) (-31.5% shares), compared with its Q2 2026 filing.

When is LifeWealth Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. LifeWealth Investments, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does LifeWealth Investments, LLC manage?

LifeWealth Investments, LLC reported $490.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $359.5M.