LifeWealth Investments, LLC
136 holdingsFiling period: 2026-06-30Current AUM: $374.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | 140.7K | $40.9M | $39.8M | 10.63% | +8.4K | 2026-06-30 |
| 2 | IWX | ISHARES TR | 250.0K | $26.3M | $27.9M | 7.46% | +21.4K | 2026-06-30 |
| 3 | SCEC | CAPITOL SER TR | 896.5K | $22.4M | $21.7M | 5.79% | +133.6K | 2026-06-30 |
| 4 | BUFF | INNOVATOR ETFS TRUST | 371.3K | $19.6M | $19.9M | 5.31% | +34.4K | 2026-06-30 |
| 5 | EFV | ISHARES TR | 172.0K | $13.2M | $14.0M | 3.75% | +11.1K | 2026-06-30 |
| 6 | IWS | ISHARES TR | 77.3K | $12.7M | $12.8M | 3.42% | +382 | 2026-06-30 |
| 7 | EFG | ISHARES TR | 95.0K | $11.8M | $11.4M | 3.03% | +663 | 2026-06-30 |
| 8 | AAPL | APPLE INC | 39.6K | $11.5M | $13.1M | 3.50% | +1.1K | 2026-06-30 |
| 9 | IAU | ISHARES GOLD TR | 137.8K | $10.4M | $11.1M | 2.97% | +14.7K | 2026-06-30 |
| 10 | VTIP | VANGUARD MALVERN FDS | 206.4K | $10.4M | $10.2M | 2.73% | -1,552 | 2026-06-30 |
| 11 | IEMG | ISHARES INC | 119.8K | $9.9M | $9.6M | 2.56% | +8.4K | 2026-06-30 |
| 12 | IJH | ISHARES TR | 110.3K | $8.5M | $8.1M | 2.16% | +9.5K | 2026-06-30 |
| 13 | SCNM | STERLING CAP FDS | 307.6K | $7.7M | $7.4M | 1.98% | +16.6K | 2026-06-30 |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | 60.8K | $7.4M | $7.0M | 1.88% | +2.9K | 2026-06-30 |
| 15 | NVDA | NVIDIA CORPORATION | 36.4K | $7.3M | $7.7M | 2.07% | +600 | 2026-06-30 |
| 16 | TLT | ISHARES TR | 82.0K | $7.1M | $6.6M | 1.77% | +1.9K | 2026-06-30 |
| 17 | PDI | PIMCO DYNAMIC INCOME FD | 362.6K | $6.1M | $5.2M | 1.38% | -6,593 | 2026-06-30 |
| 18 | SMH | VANECK ETF TRUST | 8.4K | $5.5M | $4.6M | 1.22% | -- | 2026-06-30 |
| 19 | COWZ | PACER FDS TR | 86.1K | $5.4M | $6.1M | 1.62% | +8.9K | 2026-06-30 |
| 20 | AMZN | AMAZON COM INC | 20.6K | $4.9M | $5.1M | 1.36% | -98 | 2026-06-30 |
| 21 | VNLA | JANUS DETROIT STR TR | 99.4K | $4.9M | $4.8M | 1.29% | -3,882 | 2026-06-30 |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | 85.0K | $4.8M | $4.8M | 1.28% | -2,810 | 2026-06-30 |
| 23 | IWP | ISHARES TR | 28.6K | $4.2M | $3.9M | 1.03% | +4.4K | 2026-06-30 |
| 24 | SCEP | STERLING CAP FDS | 159.2K | $4.0M | $3.9M | 1.04% | -3,861 | 2026-06-30 |
| 25 | VXUS | VANGUARD STAR FDS | 45.6K | $3.9M | $3.9M | 1.04% | +4.9K | 2026-06-30 |
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