LifeWealth Investments, LLC
LifeWealth Investments, LLC reported 136 positions worth $374.1M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: IWY (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWY | SH | $40.9M | 10.93% | 140,725 | — | — | |
| ▸ 2 | IWX | SH | $26.3M | 7.03% | 249,969 | — | — | |
| ▸ 3 | SCEC | SH | $22.4M | 6.00% | 896,531 | — | — | |
| ▸ 4 | BUFF | SH | $19.6M | 5.23% | 371,319 | — | — | |
| ▸ 5 | EFV | SH | $13.2M | 3.52% | 171,963 | — | — | |
| ▸ 6 | IWS | SH | $12.7M | 3.40% | 77,276 | — | — | |
| ▸ 7 | EFG | SH | $11.8M | 3.16% | 94,973 | — | — | |
| ▸ 8 | AAPL | SH | $11.5M | 3.06% | 39,585 | — | — | |
| ▸ 9 | IAU | SH | $10.4M | 2.78% | 137,841 | — | — | |
| ▸ 10 | VTIP | SH | $10.4M | 2.77% | 206,411 | — | — |
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Frequently Asked Questions
What stocks does LifeWealth Investments, LLC hold as of Q2 2026?
LifeWealth Investments, LLC reported 136 positions worth $374.1M in its Q2 2026 13F filing. Largest positions: IWY (10.9%), IWX (7.0%), SCEC (6.0%), BUFF (5.2%) and EFV (3.5%).
What did LifeWealth Investments, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LifeWealth Investments, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.