Data as of Q4 2025 (Dec 31, 2025)

LifeWealth Investments, LLC

•CIK: 2033794•Filing: Q4 2025

**LifeWealth Investments, LLC** manages $316M across a diverse portfolio of 154 positions. The fund exhibits significant allocations to key sectors, notably maintaining a $30.3M position in IWY and $17.8M in IWX. Top holdings also include substantial weights in SCEC ($14.7M), BUFF ($13.3M), and AAPL ($10.3M). This concentration suggests a tactical approach targeting established market leaders and sector-specific opportunities.

Total AUM
$315.8M
QoQ Performance
-10.2%
Positions
84
Top 10 Concentration
42.3%
Latest Filing
Q4 2025

Top Holdings Allocation

IWY
IWX
IWY9.6%
IWX5.6%
SCEC4.6%
BUFF4.2%
AAPL3.3%
EFV3.3%
EFG3.0%
IWS3.0%

📈 Biggest Buys

VTIP
VANGUARD MALVERN FDS
NEW
2.8% of portfolio
IJH
ISHARES TR
NEW
1.7% of portfolio
SIXO
AIM ETF PRODUCTS TRUST
NEW
1.3% of portfolio
IWY
ISHARES TR
+8.8%
9.6% of portfolio
OCTW
AIM ETF PRODUCTS TRUST
NEW
0.7% of portfolio

📉 Biggest Sells

USFR
WISDOMTREE TR
-92.6%
0.3% of portfolio
NVDA
NVIDIA CORPORATION
-59.3%
2.0% of portfolio
MAR
MARRIOTT INTL INC NEW
-66.4%
0.4% of portfolio
DECW
AIM ETF PRODUCTS TRUST
-91.0%
0.1% of portfolio
AAPL
APPLE INC
-12.7%
3.3% of portfolio

Sector Breakdown

Other83.3%
Technology9.7%
Consumer3.2%
ETF1.3%
Industrial0.7%
Financial0.7%
Healthcare0.5%
Communication0.3%

🚪 Exited Positionssold since Q3 2025

SIXP
AIM ETF PRODUCTS TRUST
SOLD
$4.1M
VOE
VANGUARD INDEX FDS
SOLD
$1.7M
VOT
VANGUARD INDEX FDS
SOLD
$1.6M
SDVY
FIRST TR EXCHANGE-TRADED FD
SOLD
$1.3M
—
LISTED FDS TR
SOLD
$1.3M
+78 more exited positions

Changes from Q3 2025

NEW23 new positions
↑27 increased
↓90 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

IWY9.6%
ISHARES TR
$30.3M
IWX5.6%
ISHARES TR
$17.8M
SCEC4.6%
CAPITOL SER TR
$14.7M
BUFF4.2%
INNOVATOR ETFS TRUST
$13.3M
AAPL3.3%
APPLE INC
$10.3M

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