LifeWealth Investments, LLC

Q1 2026 13F-HR Holdings

Location
Winter Garden, FL
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$335,043
Net value change ($000)
+19,274 (6.1%)
New positions
15
Sold out positions
28
Turnover %
11.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
STERLING CAP NATL MB ETF 7,234 NEW
SCEC 4,456 30.3%
SCEP 3,844 NEW
IWX 3,380 19.0%
BUFF 3,340 25.1%
VXUS 3,141 NEW
SCMC 2,956 NEW
IWY 2,595 8.6%
IWS 1,818 19.4%
IAU 1,723 18.9%
Top Reduces (Value $000, Stocks/ETFs)
MUB -6,372 -100.0%
SLV -3,377 -67.8%
QBER -1,608 -100.0%
VGSH -1,372 -85.0%
MSFT -1,186 -24.4%
SPYM -1,069 -22.2%
SIXO -1,059 -26.7%
ICLO -736 -100.0%
VYM -678 -100.0%
BND -653 -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.
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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