LifeWealth Investments, LLC
136 holdingsFiling period: 2026-06-30Current AUM: $371.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWY | iShares TR | 140.7K | $40.9M | $39.0M | 10.48% | +8.4K | 2026-06-30 |
| 2 | IWX | iShares TR | 250.0K | $26.3M | $28.4M | 7.64% | +21.4K | 2026-06-30 |
| 3 | SCEC | Capitol Ser TR | 896.5K | $22.4M | $21.6M | 5.81% | +133.6K | 2026-06-30 |
| 4 | BUFF | Innovator ETFs Trust | 371.3K | $19.6M | $20.0M | 5.38% | +34.4K | 2026-06-30 |
| 5 | EFV | iShares TR | 172.0K | $13.2M | $13.6M | 3.67% | +11.1K | 2026-06-30 |
| 6 | IWS | iShares TR | 77.3K | $12.7M | $13.1M | 3.54% | +382 | 2026-06-30 |
| 7 | EFG | iShares TR | 95.0K | $11.8M | $11.3M | 3.03% | +663 | 2026-06-30 |
| 8 | AAPL | Apple Inc | 39.6K | $11.5M | $13.6M | 3.67% | +1.1K | 2026-06-30 |
| 9 | IAU | iShares Gold TR | 137.8K | $10.4M | $10.1M | 2.70% | +14.7K | 2026-06-30 |
| 10 | VTIP | Vanguard Malvern Fds | 206.4K | $10.4M | $10.1M | 2.72% | -1,552 | 2026-06-30 |
| 11 | IEMG | iShares Inc | 119.8K | $9.9M | $8.9M | 2.39% | +8.4K | 2026-06-30 |
| 12 | IJH | iShares TR | 110.3K | $8.5M | $8.1M | 2.18% | +9.5K | 2026-06-30 |
| 13 | SCNM | Sterling Cap Fds | 307.6K | $7.7M | $7.5M | 2.01% | +16.6K | 2026-06-30 |
| 14 | VTWO | Vanguard Scottsdale Fds | 60.8K | $7.4M | $6.9M | 1.85% | +2.9K | 2026-06-30 |
| 15 | NVDA | NVIDIA Corporation | 36.4K | $7.3M | $7.5M | 2.01% | +600 | 2026-06-30 |
| 16 | TLT | iShares TR | 82.0K | $7.1M | $6.7M | 1.81% | +1.9K | 2026-06-30 |
| 17 | PDI | PIMCO Dynamic Income FD | 362.6K | $6.1M | $5.2M | 1.40% | -6,593 | 2026-06-30 |
| 18 | SMH | VanEck ETF Trust | 8.4K | $5.5M | $4.4M | 1.18% | -- | 2026-06-30 |
| 19 | COWZ | Pacer Fds TR | 86.1K | $5.4M | $6.1M | 1.65% | +8.9K | 2026-06-30 |
| 20 | AMZN | Amazon.com Inc | 20.6K | $4.9M | $4.9M | 1.33% | -98 | 2026-06-30 |
| 21 | VNLA | Janus Detroit Str TR | 99.4K | $4.9M | $4.8M | 1.30% | -3,882 | 2026-06-30 |
| 22 | JEPI | J P Morgan Exchange Traded F | 85.0K | $4.8M | $4.9M | 1.32% | -2,810 | 2026-06-30 |
| 23 | IWP | iShares TR | 28.6K | $4.2M | $3.8M | 1.01% | +4.4K | 2026-06-30 |
| 24 | SCEP | Sterling Cap Fds | 159.2K | $4.0M | $3.9M | 1.05% | -3,861 | 2026-06-30 |
| 25 | VXUS | Vanguard Star Fds | 45.6K | $3.9M | $3.8M | 1.01% | +4.9K | 2026-06-30 |
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