LifeWealth Investments, LLC

Q2 2026 13F-HR Holdings

Location
Winter Garden, FL
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$374,132
Net value change ($000)
+39,089 (11.7%)
New positions
17
Sold out positions
22
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,970 24.2%
SMH 5,514 NEW
IWX 5,107 24.1%
SCEC 3,306 17.3%
BUFF 2,916 17.5%
SIXD 2,433 NEW
MAYW 2,391 NEW
IEMG 2,154 27.7%
IJH 1,698 24.9%
AAPL 1,676 17.1%
Top Reduces (Value $000, Stocks/ETFs)
MGV -4,292 -100.0%
SIXO -2,907 -100.0%
OCTW -1,886 -100.0%
SEPW -1,713 -100.0%
DECU -1,609 -100.0%
JULW -1,217 -100.0%
SPYM -726 -19.3%
CASY -665 -100.0%
XOM -558 -100.0%
NFLX -532 -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