Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LifeWealth Investments, LLC (CIK 2033794) reported $335.0M across 134 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWY ($32.9M, 9.83%), IWX ($21.2M, 6.32%), SCEC ($19.1M, 5.71%), BUFF ($16.6M, 4.97%), EFV ($12.0M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $32.9M | 9.83% | 132,322 | Added |
| 2 | IWX | ISHARES TR | $21.2M | 6.32% | 228,555 | Added |
| 3 | SCEC | CAPITOL SER TR | $19.1M | 5.71% | 762,957 | Added |
| 4 | BUFF | INNOVATOR ETFS TRUST | $16.6M | 4.97% | 336,877 | Added |
| 5 | EFV | ISHARES TR | $12.0M | 3.57% | 160,908 | Added |
| 6 | IWS | ISHARES TR | $11.2M | 3.34% | 76,894 | Added |
| 7 | IAU | ISHARES GOLD TR | $10.9M | 3.24% | 123,121 | Added |
| 8 | EFG | ISHARES TR | $10.5M | 3.13% | 94,310 | Added |
| 9 | VTIP | VANGUARD MALVERN FDS | $10.4M | 3.10% | 207,963 | Added |
| 10 | AAPL | APPLE INC | $9.8M | 2.92% | 38,526 | Added |
| 11 | IEMG | ISHARES INC | $7.8M | 2.32% | 111,442 | Added |
| 12 | SMDOX | STERLING CAP FDS | $7.2M | 2.16% | 290,988 | New |
| 13 | TLT | ISHARES TR | $6.9M | 2.07% | 80,131 | Added |
| 14 | IJH | ISHARES TR | $6.8M | 2.03% | 100,819 | Added |
| 15 | PDI | PIMCO DYNAMIC INCOME FD | $6.3M | 1.89% | 369,241 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $6.3M | 1.87% | 35,847 | Added |
| 17 | VTWO | VANGUARD SCOTTSDALE FDS | $5.8M | 1.73% | 57,906 | Added |
| 18 | VNLA | JANUS DETROIT STR TR | $5.0M | 1.51% | 103,241 | Added |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.0M | 1.49% | 87,814 | Added |
| 20 | COWZ | PACER FDS TR | $4.8M | 1.44% | 77,118 | Added |
| 21 | AMZN | AMAZON COM INC | $4.3M | 1.28% | 20,658 | Added |
| 22 | MGV | VANGUARD WORLD FD | $4.3M | 1.28% | 29,612 | Added |
| 23 | SMDOX | STERLING CAP FDS | $3.8M | 1.15% | 163,093 | New |
| 24 | SPLG | SPDR SERIES TRUST | $3.8M | 1.12% | 49,080 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $3.7M | 1.10% | 9,929 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31