LifeWealth Investments, LLC

Q1 2025 13F-HR/A Holdings

Location
Winter Garden, FL
Holdings as of
3/31/2025
Date filed
1/26/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
127
Total value ($000)
$207,945
Net value change ($000)
—
New positions
127
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/30/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
IWY 15,437 —
USFR 10,773 —
IWX 10,650 —
BUFF 7,618 —
AAPL 7,511 —
EFV 6,642 —
EFG 5,626 —
IAU 5,396 —
PDI 5,286 —
TLT 4,632 —
Top Reduces (Value $000, Stocks/ETFs)
—
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