StockDriftsStockDriftsTop 50 LifeWealth Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 10.93% | 140.7K | $40.9M | +6.35%(+8.40K) | $239.25(+21.34%) | 2026-06-30 | |
| IWX | ISHARES TR | 7.03% | 250.0K | $26.3M | +9.37%(+21.41K) | $84.82(+33.30%) | 2026-06-30 | |
| SCEC | CAPITOL SER TR | 6% | 896.5K | $22.4M | +17.51%(+133.57K) | $25.21(-2.54%) | 2026-06-30 | |
| BUFF | INNOVATOR ETFS TRUST | 5.23% | 371.3K | $19.6M | +10.22%(+34.44K) | $46.69(+14.80%) | 2026-06-30 | |
| EFV | ISHARES TR | 3.52% | 172.0K | $13.2M | +6.87%(+11.05K) | $60.03(+36.34%) | 2026-06-30 | |
| IWS | ISHARES TR | 3.4% | 77.3K | $12.7M | +0.50%(+382) | $132.34(+29.58%) | 2026-06-30 | |
| EFG | ISHARES TR | 3.16% | 95.0K | $11.8M | +0.70%(+663) | $104.63(+21.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.06% | 39.6K | $11.5M | +2.75%(+1.06K) | $231.76(+32.32%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.78% | 137.8K | $10.4M | +11.96%(+14.72K) | $58.57(+41.26%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.77% | 206.4K | $10.4M | -0.75%(-1.55K) | $50.00(-0.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.89% |
LifeWealth Investments, LLC reports $374.13M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are IWY (10.9%), IWX (7.0%) and SCEC (6.0%). The top 20 holdings account for 66.51% of reported assets. Its disclosed equity book has returned +17.33% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LifeWealth Investments, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033794). View LifeWealth Investments, LLC’s 13F filings on SEC