LifeWealth Investments, LLC
All 13F Filings
- Location
- Winter Garden, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 374,132
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 136 | 374,132 | 13F-HR | LifeWealth Investments, LLC |
| Q1 2026 | 4/20/2026 | 141 | 335,043 | 13F-HR | LifeWealth Investments, LLC |
| Q4 2025 | 1/26/2026 | 154 | 315,769 | 13F-HR | LifeWealth Investments, LLC |
| Q3 2025 | 1/26/2026 | 147 | 303,530 | 13F-HR/A - NEW HOLDINGS | LifeWealth Investments, LLC |
| Q3 2025 | 10/20/2025 | 214 | 351,451 | 13F-HR | LifeWealth Investments, LLC |
| Q2 2025 | 1/26/2026 | 151 | 275,137 | 13F-HR/A - NEW HOLDINGS | LifeWealth Investments, LLC |
| Q2 2025 | 7/30/2025 | 211 | 308,174 | 13F-HR | LifeWealth Investments, LLC |
| Q1 2025 | 1/26/2026 | 127 | 207,945 | 13F-HR/A - NEW HOLDINGS | LifeWealth Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 127.2 K | 34.3% | 0 | 11.59 K | -11.59 K |
| ETFs | 243.8 K | 65.7% | 49.99 K | 0 | 49.99 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
374,132
Holdings
136
QoQ value change ($000)
39,089
(11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.