LifeWealth Investments, LLC

Q3 2026 13F-HR Holdings

Location
Winter Garden, FL
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
139
Total value ($000)
$359,523
Net value change ($000)
-14,609 (-3.9%)
New positions
15
Sold out positions
12
Turnover %
20.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
STERLING CAP FDS 23,416 NEW
IWX 3,909 14.9%
VTI 2,608 240.8%
IUSB 2,555 NEW
VXUS 2,404 61.6%
BUFF 1,451 7.4%
IWY 1,432 3.5%
IAU 1,417 13.6%
SCHD 1,288 NEW
SCMC 1,043 31.5%
Top Reduces (Value $000, Stocks/ETFs)
SCEC -22,445 -100.0%
VTIP -7,803 -75.3%
PDI -6,056 -100.0%
VNLA -4,855 -100.0%
TLT -4,822 -68.0%
JEPI -4,801 -100.0%
TUA -2,759 -79.2%
IWP -1,444 -34.5%
VTWO -1,382 -18.7%
SPYM -911 -30.1%
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