LifeWealth Investments, LLC

Q3 2025 13F-HR Holdings

Location
Winter Garden, FL
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
214
Total value ($000)
$351,451
Net value change ($000)
+43,277 (14.0%)
New positions
26
Sold out positions
23
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AMZN 5,398 NEW
IWY 4,361 18.8%
SIXP 4,126 NEW
NVDA 2,531 25.4%
DECU 2,317 NEW
SEPW 2,249 NEW
IWX 2,205 16.4%
VTWO 1,934 77.0%
AAPL 1,894 20.7%
SCEC 1,744 14.7%
Top Reduces (Value $000, Stocks/ETFs)
SIXO -2,625 -100.0%
JANW -2,145 -87.3%
OCTW -1,767 -100.0%
IWP -1,463 -42.0%
JANT -698 -100.0%
OCTT -695 -100.0%
GDEC -692 -75.5%
SIXD -639 -100.0%
QBUL -589 -100.0%
TYA -465 -76.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type