LifeWealth Investments, LLC
142 holdingsFiling period: 2026-03-31Current AUM: $361.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | 132.3K | $32.9M | $36.6M | 10.11% | +22.8K | 2026-03-31 |
| 2 | IWX | ISHARES TR | 228.6K | $21.2M | $25.2M | 6.97% | +34.8K | 2026-03-31 |
| 3 | SCEC | CAPITOL SER TR | 763.0K | $19.1M | $18.7M | 5.18% | +183.8K | 2026-03-31 |
| 4 | BUFF | INNOVATOR ETFS TRUST | 336.9K | $16.6M | $17.8M | 4.94% | +70.0K | 2026-03-31 |
| 5 | EFV | ISHARES TR | 160.9K | $12.0M | $13.0M | 3.60% | +16.8K | 2026-03-31 |
| 6 | IWS | ISHARES TR | 76.9K | $11.2M | $12.8M | 3.55% | +10.3K | 2026-03-31 |
| 7 | IAU | ISHARES GOLD TR | 123.1K | $10.9M | $9.4M | 2.59% | +10.6K | 2026-03-31 |
| 8 | EFG | ISHARES TR | 94.3K | $10.5M | $11.5M | 3.17% | +11.1K | 2026-03-31 |
| 9 | VTIP | VANGUARD MALVERN FDS | 208.0K | $10.4M | $10.3M | 2.86% | +29.8K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 38.5K | $9.8M | $11.9M | 3.29% | +589 | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 111.4K | $7.8M | $8.6M | 2.39% | +16.8K | 2026-03-31 |
| 12 | SCNM | STERLING CAP FDS | 291.0K | $7.2M | $7.2M | 1.99% | -- | 2026-03-31 |
| 13 | TLT | ISHARES TR | 80.1K | $6.9M | $6.6M | 1.82% | +10.9K | 2026-03-31 |
| 14 | IJH | ISHARES TR | 100.8K | $6.8M | $7.6M | 2.10% | +18.5K | 2026-03-31 |
| 15 | PDI | PIMCO DYNAMIC INCOME FD | 369.2K | $6.3M | $5.9M | 1.63% | +34.1K | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 35.8K | $6.3M | $7.2M | 1.99% | +1.9K | 2026-03-31 |
| 17 | VTWO | VANGUARD SCOTTSDALE FDS | 57.9K | $5.8M | $6.8M | 1.89% | +8.6K | 2026-03-31 |
| 18 | VNLA | JANUS DETROIT STR TR | 103.2K | $5.0M | $5.0M | 1.39% | +5.3K | 2026-03-31 |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | 87.8K | $5.0M | $5.0M | 1.39% | +7.7K | 2026-03-31 |
| 20 | COWZ | PACER FDS TR | 77.1K | $4.8M | $5.2M | 1.43% | +14.1K | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 20.7K | $4.3M | $5.6M | 1.55% | +292 | 2026-03-31 |
| 22 | MGV | VANGUARD WORLD FD | 29.6K | $4.3M | $4.8M | 1.34% | +5.2K | 2026-03-31 |
| 23 | SCEP | STERLING CAP FDS | 163.1K | $3.8M | $4.1M | 1.12% | -- | 2026-03-31 |
| 24 | SPYM | SPDR SERIES TRUST | 49.1K | $3.8M | $4.3M | 1.19% | -11,084 | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 9.9K | $3.7M | $4.6M | 1.28% | -122 | 2026-03-31 |
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