Lifewealth Investments
$374M 13F equity value
158 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lifewealth Investments covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IWY | ISHARES TR | 140,725 | $41M | 10.9% |
| IWX | ISHARES TR | 249,969 | $26M | 7.0% |
| SCEC | CAPITOL SER TR | 896,531 | $22M | 6.0% |
| BUFF | INNOVATOR ETFS TRUST | 371,319 | $20M | 5.2% |
| EFV | ISHARES TR | 171,963 | $13M | 3.5% |
| IWS | ISHARES TR | 77,276 | $13M | 3.4% |
| EFG | ISHARES TR | 94,973 | $12M | 3.2% |
| AAPL | APPLE INC | 39,585 | $11M | 3.1% |
| IAU | ISHARES GOLD TR | 137,841 | $10M | 2.8% |
| VTIP | VANGUARD MALVERN FDS | 206,411 | $10M | 2.8% |
Track Lifewealth Investments's 13F portfolio: $374M in reported holdings, 158 positions. Top holdings and quarterly changes on SentiSense.
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