LifeWealth Investments, LLC
Q2 2025 13F-HR Holdings
Net value change ($000)
+100,229
(48.2%)
New positions
97
Sold out positions
13
Turnover %
20.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| SCEC | 11,845 | NEW |
| IWY | 7,741 | 50.1% |
| NVDA | 7,304 | 274.2% |
| BUFF | 3,089 | 40.5% |
| IWS | 2,916 | 63.9% |
| IWX | 2,811 | 26.4% |
| USFR | 2,569 | 23.8% |
| EFG | 2,290 | 40.7% |
| VNLA | 2,146 | 53.2% |
| IAU | 1,885 | 34.9% |
Top Reduces (Value $000, Stocks/ETFs)
| AMZN | -2,939 | -100.0% |
| VMBS | -2,780 | -100.0% |
| USIG | -2,644 | -100.0% |
| VGIT | -1,865 | -100.0% |
| VGSH | -999 | -38.9% |
| VOO | -943 | -28.5% |
| GDEC | -822 | -47.3% |
| VGLT | -720 | -64.6% |
| LISTED FD TR | -555 | -100.0% |
| LISTED FD TR | -490 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|