Lifewealth Investments, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Lifewealth Investments, Llc disclosed 128 stock positions valued at approximately $374.13M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and INNOVATOR ETFS TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 128
- Portfolio Value
- $374.13M
Holdings by Sector
Lifewealth Investments, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWY | Other | 10.93% | 140,725 | +8,403 | +6.35% | $40,897,417 |
| ISHARES TR | IWX | Other | 7.03% | 249,969 | +21,414 | +9.37% | $26,286,729 |
| INNOVATOR ETFS TRUST | BUFF | Other | 5.23% | 371,319 | +34,442 | +10.22% | $19,561,085 |
| ISHARES TR | EFV | Other | 3.52% | 171,963 | +11,055 | +6.87% | $13,163,733 |
| ISHARES TR | IWS | Other | 3.40% | 77,276 | +382 | +0.50% | $12,719,621 |
| ISHARES TR | EFG | Other | 3.16% | 94,973 | +663 | +0.70% | $11,816,601 |
| APPLE INC | AAPL | Technology | 3.06% | 39,585 | +1,059 | +2.75% | $11,454,411 |
| ISHARES GOLD TR | IAU | Other | 2.78% | 137,841 | +14,720 | +11.96% | $10,408,341 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.77% | 206,411 | -1,552 | -0.75% | $10,368,045 |
| ISHARES INC | IEMG | Other | 2.65% | 119,829 | +8,387 | +7.53% | $9,926,601 |
| ISHARES TR | IJH | Other | 2.27% | 110,312 | +9,493 | +9.42% | $8,506,121 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 1.97% | 60,828 | +2,922 | +5.05% | $7,385,694 |
| NVIDIA CORPORATION | NVDA | Technology | 1.95% | 36,447 | +600 | +1.67% | $7,292,696 |
| ISHARES TR | TLT | Other | 1.89% | 82,019 | +1,888 | +2.36% | $7,088,103 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 1.62% | 362,648 | -6,593 | -1.79% | $6,056,227 |
| VANECK ETF TRUST | SMH | Other | 1.47% | 8,407 | +8,407 | +100.00% | $5,514,067 |
| PACER FDS TR | COWZ | Other | 1.43% | 86,052 | +8,934 | +11.58% | $5,352,454 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.31% | 20,560 | -98 | -0.47% | $4,900,270 |
| JANUS DETROIT STR TR | VNLA | Other | 1.30% | 99,359 | -3,882 | -3.76% | $4,855,158 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.28% | 85,004 | -2,810 | -3.20% | $4,801,032 |
| ISHARES TR | IWP | Other | 1.12% | 28,562 | +4,371 | +18.07% | $4,181,796 |
| VANGUARD STAR FDS | VXUS | Other | 1.04% | 45,650 | +4,916 | +12.07% | $3,902,649 |
| MICROSOFT CORP | MSFT | Technology | 1.00% | 10,033 | +104 | +1.05% | $3,742,582 |
| FIRST TR EXCHNG TRADED FD VI | DJUL | Other | 0.98% | 73,130 | -387 | -0.53% | $3,667,104 |
| ALPHABET INC | GOOGL | Communication Services | 0.97% | 10,184 | +102 | +1.01% | $3,639,510 |
| SIMPLIFY EXCHANGE TRADED FUN | TUA | Other | 0.93% | 170,572 | +7,314 | +4.48% | $3,483,935 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.91% | 43,079 | +3,895 | +9.94% | $3,404,541 |
| VANGUARD INDEX FDS | VOO | Other | 0.90% | 4,922 | +562 | +12.89% | $3,380,430 |
| FIRST TR EXCHNG TRADED FD VI | DFEB | Other | 0.88% | 65,247 | -116 | -0.18% | $3,294,478 |
| DIREXION SHARES ETF TRUST | QQQE | Other | 0.83% | 25,542 | +912 | +3.70% | $3,116,326 |
Showing 30 of 128 holdings in the latest reporting period.