1y return+14.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $121 against $127 in the S&P 500.2
LifeWealth Investments, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWYIshares Tr | $40.9M | 10.9% | +6.4% |
| IWXIshares Tr | $26.3M | 7.0% | +9.4% |
| Capitol Ser TrCUSIP 14064D444 | $22.4M | 6.0% | +17.5% |
| BUFFInnovator Etfs Trust | $19.6M | 5.2% | +10.2% |
| EFVIshares Tr | $13.2M | 3.5% | +6.9% |
| IWSIshares Tr | $12.7M | 3.4% | |
| EFGIshares Tr | $11.8M | 3.2% | |
| AAPLApple Inc | $11.5M | 3.1% | +2.7% |
| IAUIshares Gold Tr | $10.4M | 2.8% | +12.0% |
| VTIPVanguard Malvern Fds | $10.4M | 2.8% | |
| IEMGIshares Inc | $9.9M | 2.7% | +7.5% |
| IJHIshares Tr | $8.5M | 2.3% | +9.4% |
| SCNMSterling Cap Fds | $7.7M | 2.1% | +5.7% |
| VTWOVanguard Scottsdale Fds | $7.4M | 2.0% | +5.0% |
| NVDANvidia Corporation | $7.3M | 1.9% | +1.7% |
| TLTIshares Tr | $7.1M | 1.9% | +2.4% |
| PDIPimco Dynamic Income Fd | $6.1M | 1.6% | −1.8% |
| SMHVaneck Etf Trust | $5.5M | 1.5% | New |
| COWZPacer Fds Tr | $5.4M | 1.4% | +11.6% |
| AMZNAmazon Com Inc | $4.9M | 1.3% | |
| VNLAJanus Detroit Str Tr | $4.9M | 1.3% | −3.8% |
| JEPIJ P Morgan Exchange Traded F | $4.8M | 1.3% | −3.2% |
| IWPIshares Tr | $4.2M | 1.1% | +18.1% |
| SCEPSterling Cap Fds | $4.0M | 1.1% | −2.4% |
| VXUSVanguard Star Fds | $3.9M | 1.0% | +12.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $3.6M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $2.3M |
| IEMGIshares Inc | December 31, 2024 | +58.6% | $9.9M |
| IAUIshares Gold Tr | December 31, 2024 | +52.5% | $10.4M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $7.3M |
| EFVIshares Tr | December 31, 2024 | +45.9% | $13.2M |
| VTWOVanguard Scottsdale Fds | December 31, 2024 | +35.9% | $7.4M |
| QQQEDirexion Shares Etf Trust | December 31, 2024 | +35.9% | $3.1M |
| IWXIshares Tr | December 31, 2024 | +33.1% | $26.3M |
| EFGIshares Tr | December 31, 2024 | +28.5% | $11.8M |
Sold off last quarter
- MGVVanguard World Fd was $4.3M
- SIXOAim Etf Products Trust was $2.9M
- OCTWAim Etf Products Trust was $1.9M
- SEPWAim Etf Products Trust was $1.7M
- DECUAim Etf Products Trust was $1.6M
- JULWAim Etf Products Trust was $1.2M
- CASYCaseys Gen Stores Inc was $665K
- Exxon Mobil CorpCUSIP 30231G102 was $558K
- NFLXNetflix Inc. was $532K
- GSEPFirst Tr Exchng Traded Fd Vi was $505K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: LifeWealth Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2033794&type=13F-HR&dateb=&owner=include&count=40CIK 2033794
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2033794/000203379426000006/Filed July 16, 2026 · accession 0002033794-26-000006