Lifewealth Investments, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Lifewealth Investments, Llc disclosed 137 stock positions valued at approximately $359.52M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and INNOVATOR ETFS TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 137
- Portfolio Value
- $359.52M
Holdings by Sector
Lifewealth Investments, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWY | Other | 11.77% | 143,533 | +2,808 | +2.00% | $42,329,419 |
| ISHARES TR | IWX | Other | 8.40% | 275,685 | +25,716 | +10.29% | $30,195,791 |
| INNOVATOR ETFS TRUST | BUFF | Other | 5.84% | 389,976 | +18,657 | +5.02% | $21,011,907 |
| ISHARES TR | EFV | Other | 3.90% | 177,010 | +5,047 | +2.93% | $14,008,534 |
| ISHARES TR | IWS | Other | 3.47% | 77,602 | +326 | +0.42% | $12,473,724 |
| ISHARES TR | EFG | Other | 3.32% | 99,523 | +4,550 | +4.79% | $11,925,866 |
| ISHARES GOLD TR | IAU | Other | 3.29% | 151,407 | +13,566 | +9.84% | $11,824,853 |
| APPLE INC | AAPL | Technology | 3.28% | 35,373 | -4,212 | -10.64% | $11,779,946 |
| ISHARES INC | IEMG | Other | 2.77% | 122,926 | +3,097 | +2.58% | $9,976,708 |
| NVIDIA CORPORATION | NVDA | Technology | 2.28% | 35,868 | -579 | -1.59% | $8,191,495 |
| ISHARES TR | IJH | Other | 2.27% | 113,362 | +3,050 | +2.76% | $8,156,415 |
| STERLING CAP FDS | SCNM | Other | 2.17% | 331,624 | +24,052 | +7.82% | $7,801,023 |
| VANGUARD STAR FDS | VXUS | Other | 1.75% | 74,232 | +28,582 | +62.61% | $6,306,757 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 1.67% | 53,490 | -7,338 | -12.06% | $6,003,738 |
| PACER FDS TR | COWZ | Other | 1.66% | 89,158 | +3,106 | +3.61% | $5,952,198 |
| VANECK ETF TRUST | SMH | Other | 1.51% | 8,908 | +501 | +5.96% | $5,424,972 |
| STERLING CAP FDS | SCEP | Other | 1.29% | 187,824 | +28,592 | +17.96% | $4,654,290 |
| STERLING CAP FDS | SCMC | Other | 1.21% | 178,369 | +46,544 | +35.31% | $4,355,772 |
| MICROSOFT CORP | MSFT | Technology | 1.18% | 8,303 | -1,730 | -17.24% | $4,258,757 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.18% | 17,012 | -3,548 | -17.26% | $4,238,512 |
| VANGUARD INDEX FDS | VTI | Other | 1.03% | 9,863 | +6,935 | +236.85% | $3,691,288 |
| ALPHABET INC | GOOGL | Communication Services | 0.98% | 10,255 | +71 | +0.70% | $3,528,568 |
| FIRST TR EXCHNG TRADED FD VI | DJUL | Other | 0.98% | 68,576 | -4,554 | -6.23% | $3,510,405 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.95% | 44,158 | +1,079 | +2.50% | $3,411,231 |
| FIRST TR EXCHNG TRADED FD VI | DFEB | Other | 0.93% | 65,049 | -198 | -0.30% | $3,357,179 |
| VANGUARD INDEX FDS | VOO | Other | 0.90% | 4,598 | -324 | -6.58% | $3,222,774 |
| DIREXION SHARES ETF TRUST | QQQE | Other | 0.87% | 25,965 | +423 | +1.66% | $3,118,642 |
| ISHARES TR | IWP | Other | 0.76% | 19,886 | -8,676 | -30.38% | $2,737,952 |
| FIRST TR EXCHNG TRADED FD VI | DSEP | Other | 0.72% | 53,000 | -2,849 | -5.10% | $2,590,110 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.71% | 52,113 | -154,298 | -74.75% | $2,564,997 |
Showing 30 of 137 holdings in the latest reporting period.