Lifewealth Investments, LLC Top Holdings and 13F Report (2026) About Lifewealth Investments, LLCInvestment ActivityLifewealth Investments, LLC has $335.04 million in total holdings as of March 31, 2026.Lifewealth Investments, LLC owns shares of 141 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 16.86% of the portfolio was purchased this quarter.About 9.26% of the portfolio was sold this quarter.This quarter, Lifewealth Investments, LLC has purchased 154 new stocks and bought additional shares in 54 stocks.Lifewealth Investments, LLC sold shares of 59 stocks and completely divested from 28 stocks this quarter.Largest Holdings iShares Russell Top 200 Growth ETF $32,926,892iShares Russell Top 200 Value ETF $21,180,188CAPITOL SER TR $19,138,773Innovator Laddered Allocation Power Buffer ETF $16,645,093iShares MSCI EAFE Value ETF $11,963,532 Largest New Holdings this Quarter 85917K470 - STERLING CAP FDS $7,233,933 Holding85917K454 - STERLING CAP FDS $3,844,256 Holding921909768 - Vanguard Total International Stock ETF $3,141,015 Holding85917K462 - STERLING CAP FDS $2,956,279 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $857,781 Holding Largest Purchases this Quarter STERLING CAP FDS 290,988 shares (about $7.23M)iShares Russell Top 200 Growth ETF 22,795 shares (about $5.67M)CAPITOL SER TR 183,850 shares (about $4.61M)STERLING CAP FDS 163,093 shares (about $3.84M)Innovator Laddered Allocation Power Buffer ETF 70,028 shares (about $3.46M) Largest Sales this Quarter iShares Silver Trust 53,792 shares (about $3.67M)Vanguard Short-Term Treasury ETF 23,345 shares (about $1.37M)AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF 28,127 shares (about $950.13K)SPDR Portfolio S&P 500 ETF 11,084 shares (about $848.38K)WisdomTree Floating Rate Treasury Fund 11,810 shares (about $594.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLifewealth Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWYiShares Russell Top 200 Growth ETF$32,926,892$5,672,288 â–²20.8%132,3229.8%ETFIWXiShares Russell Top 200 Value ETF$21,180,188$3,223,525 â–²18.0%228,5556.3%ETFCAPITOL SER TR$19,138,773$4,611,876 â–²31.7%762,9575.7%STERLING CAP ENHBUFFInnovator Laddered Allocation Power Buffer ETF$16,645,093$3,460,084 â–²26.2%336,8775.0%ETFEFViShares MSCI EAFE Value ETF$11,963,532$1,252,279 â–²11.7%160,9083.6%ETFIWSiShares Russell Mid-Cap Value ETF$11,206,497$1,506,510 â–²15.5%76,8943.3%ETFIAUiShares Gold Trust$10,854,309$936,785 â–²9.4%123,1213.2%FinanceEFGiShares MSCI EAFE Growth ETF$10,503,287$1,241,217 â–²13.4%94,3103.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,387,746$1,486,511 â–²16.7%207,9633.1%ManufacturingAAPLApple$9,777,591$149,483 â–²1.6%38,5262.9%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$7,773,061$1,170,681 â–²17.7%111,4422.3%ETFSTERLING CAP FDS$7,233,933$7,233,933 â–²New Holding290,9882.2%NATIONAL MUNI BDTLTiShares 20+ Year Treasury Bond ETF$6,946,549$946,567 â–²15.8%80,1312.1%ETFIJHiShares Core S&P Mid-Cap ETF$6,808,311$1,247,617 â–²22.4%100,8192.0%ETFPDIPIMCO Dynamic Income Fund$6,317,717$583,195 â–²10.2%369,2411.9%Financial ServicesNVDANVIDIA$6,251,720$336,418 â–²5.7%35,8471.9%Computer and TechnologyVTWOVanguard Russell 2000 ETF$5,800,486$862,770 â–²17.5%57,9061.7%ETFVNLAJanus Henderson Short Duration Income ETF$5,044,377$259,252 â–²5.4%103,2411.5%ETFJEPIJPMorgan Equity Premium Income ETF$4,977,310$439,101 â–²9.7%87,8141.5%ETFCOWZPacer US Cash Cows 100 ETF$4,824,528$882,789 â–²22.4%77,1181.4%ETFAMZNAmazon.com$4,302,442$60,815 â–²1.4%20,6581.3%Retail/WholesaleMGVVanguard Mega Cap Value ETF$4,292,298$748,529 â–²21.1%29,6121.3%ETFSTERLING CAP FDS$3,844,256$3,844,256 â–²New Holding163,0931.1%CAP HEDGED EQT PSPLGSPDR Portfolio S&P 500 ETF$3,756,611$848,376 â–¼-18.4%49,0801.1%ETFMSFTMicrosoft$3,675,479$45,161 â–¼-1.2%9,9291.1%Computer and TechnologyTUASimplify Short Term Treasury Futures Strategy ETF$3,444,742$215,557 â–²6.7%163,2581.0%ETFDJULFT Vest U.S. Equity Deep Buffer ETF - July$3,436,185$16,733 â–²0.5%73,5171.0%ETFVXUSVanguard Total International Stock ETF$3,141,015$3,141,015 â–²New Holding40,7340.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,106,104$659,048 â–²26.9%39,1840.9%ETFIWPiShares Russell Mid-Cap Growth ETF$3,099,374$1,015,999 â–²48.8%24,1910.9%ETFDFEBFT Vest U.S. Equity Deep Buffer ETF - February$3,096,245$130,599 â–¼-4.0%65,3630.9%ETFSTERLING CAP FDS$2,956,279$2,956,279 â–²New Holding118,2510.9%CAPITAL MULTISIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$2,907,309$950,130 â–¼-24.6%86,0660.9%ETFGOOGLAlphabet$2,899,220$142,632 â–²5.2%10,0820.9%Computer and TechnologyVOOVanguard S&P 500 ETF$2,605,170$30,473 â–²1.2%4,3600.8%ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$2,481,413$4,528 â–¼-0.2%56,4450.7%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$2,426,812$561,822 â–²30.1%24,6300.7%ETFOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$1,885,838$432,134 â–¼-18.6%49,0210.6%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,768,5750.0%35,0560.5%ETFTSLATesla$1,733,017$28,995 â–²1.7%4,6620.5%Auto/Tires/TrucksAIM ETF PRODUCTS TRUST$1,712,923$389,393 â–¼-18.5%54,2260.5%ALLIANZIM US EQTDAUGFT Vest U.S. Equity Deep Buffer ETF - August$1,636,834$5,705 â–¼-0.3%37,5830.5%ETFAIM ETF PRODUCTS TRUST$1,609,127$575,563 â–¼-26.3%60,5390.5%ALLIANZIM US EQUSLViShares Silver Trust$1,602,653$3,665,387 â–¼-69.6%23,5200.5%ETFMETAMeta Platforms$1,601,408$26,890 â–²1.7%2,7990.5%Computer and TechnologyAVGOBroadcom$1,545,735$69,332 â–¼-4.3%4,9940.5%Computer and TechnologyDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$1,500,202$244,561 â–²19.5%28,3280.4%ManufacturingGJANFT Vest U.S. Equity Moderate Buffer ETF - January$1,479,2130.0%35,2950.4%ETFMARMarriott International$1,427,661$327 â–¼0.0%4,3650.4%Consumer DiscretionaryJULWAllianzIM U.S. Large Cap Buffer20 Jul ETF$1,216,747$323,651 â–¼-21.0%31,3500.4%ETFGOOGAlphabet$1,204,238$95,237 â–¼-7.3%4,1980.4%Computer and TechnologyPMARInnovator U.S. Equity Power Buffer ETF - March$1,124,6470.0%25,2050.3%TransportationBUFDFT Vest Laddered Deep Buffer ETF$1,080,576$19,824 â–¼-1.8%38,5920.3%ETFJPSTJPMorgan Ultra-Short Income ETF$1,066,317$62,605 â–¼-5.5%21,0690.3%ETFIVViShares Core S&P 500 ETF$965,955$363,131 â–¼-27.3%1,4790.3%ETFELEVATION SERIES TRUST$940,884$318,894 â–¼-25.3%37,5800.3%TRUESHARES SEASODDECFT Vest U.S. Equity Deep Buffer ETF - December$931,961$1,638 â–¼-0.2%21,0470.3%ETFCMFiShares California Muni Bond ETF$898,7290.0%15,8060.3%ETFVTIVanguard Total Stock Market ETF$871,320$11,870 â–¼-1.3%2,7160.3%ETFELEVATION SERIES TRUST$870,831$288,829 â–¼-24.9%21,4430.3%TRUESHARES STRUCVGITVanguard Intermediate-Term Treasury ETF$857,781$857,781 â–²New Holding14,4040.3%ETFPGProcter & Gamble$856,445$17,623 â–¼-2.0%5,9290.3%Consumer StaplesDOCTFT Vest U.S. Equity Deep Buffer ETF - October$793,692$10,814 â–¼-1.3%18,2760.2%ETFCOSTCostco Wholesale$785,194$139,501 â–¼-15.1%7880.2%Retail/WholesaleDNOVFT Vest U.S. Equity Deep Buffer ETF - November$778,0800.0%16,2420.2%ETFAPHAmphenol$756,590$61,407 â–²8.8%5,9880.2%Computer and TechnologyDAPRFT Vest U.S. Equity Deep Buffer ETF - April$700,4100.0%17,6140.2%ETFLLYEli Lilly and Company$698,117$35,872 â–²5.4%7590.2%MedicalSCHPSchwab U.S. TIPS ETF$675,096$675,096 â–²New Holding25,3700.2%ETFCASYCasey's General Stores$664,545$46,584 â–²7.5%9130.2%Retail/WholesaleDJANFT Vest U.S. Equity Deep Buffer ETF - January$585,596$18,586 â–¼-3.1%13,7690.2%ETFTPLCTimothy Plan US Large/Mid Cap Core ETF$583,426$155,110 â–²36.2%12,5630.2%ETFGSThe Goldman Sachs Group$582,908$60,067 â–²11.5%6890.2%FinanceFGDFirst Trust Dow Jones Global Select Dividend Index Fund$580,434$223,035 â–¼-27.8%18,1780.2%ETFFIRST TR EXCHNG TRADED FD VI$568,4600.0%16,1470.2%FT VEST EQ ENHANWDIVSPDR S&P Global Dividend ETF$565,467$192,424 â–¼-25.4%7,3290.2%ETFELEVATION SERIES TRUST$561,161$561,161 â–²New Holding25,5650.2%S&P AUTOCALLABLEXOMExxonMobil$558,080$1,697 â–¼-0.3%3,2890.2%EnergyVVisa$557,036$15,414 â–²2.8%1,8430.2%Business ServicesWALMART INC$536,765$3,604 â–¼-0.7%4,3190.2%COMGEGE Aerospace$532,668$59,879 â–²12.7%1,8770.2%AerospaceNFLXNetflix$531,517$8,077 â–²1.5%5,5280.2%Consumer DiscretionaryFIRST TR EXCHNG TRADED FD VI$505,415$106,251 â–¼-17.4%13,2620.2%FT VEST U.S EQTELEVATION SERIES TRUST$469,798$134,212 â–¼-22.2%12,7800.1%TRUESHARES STRCDDISWalt Disney$463,299$2,988 â–¼-0.6%4,8070.1%Consumer DiscretionaryAIM ETF PRODUCTS TRUST$448,321$159,966 â–¼-26.3%15,7030.1%ALLIANZIM EQ BUFELEVATION SERIES TRUST$434,838$434,838 â–²New Holding10,6990.1%TRUESHARES STRUCUSFRWisdomTree Floating Rate Treasury Fund$413,744$594,515 â–¼-59.0%8,2190.1%FinanceELEVATION SERIES TRUST$404,285$109,652 â–¼-21.3%10,4120.1%TRUESHARES DECULTAUlta Beauty$399,873$399,873 â–²New Holding7650.1%Retail/WholesaleVGLTVanguard Long-Term Treasury ETF$396,187$8,193 â–²2.1%7,1570.1%ETFNEENextEra Energy$388,053$3,994 â–²1.0%4,1780.1%UtilitiesEMEEMCOR Group$387,616$27,318 â–²7.6%5250.1%ConstructionMAMastercard$386,244$18,488 â–²5.0%7730.1%Business ServicesRBCRBC Bearings$385,615$385,615 â–²New Holding7100.1%IndustrialsCHYCalamos Convertible and High Income Fund$381,069$35,392 â–²10.2%34,9930.1%Financial ServicesLMTLockheed Martin$368,451$588,314 â–¼-61.5%6100.1%AerospacePALANTIR TECHNOLOGIES INC$362,043$13,604 â–²3.9%2,4750.1%CL AFDXFedEx$358,317$356 â–²0.1%1,0060.1%TransportationABBVAbbVie$338,228$98,315 â–¼-22.5%1,5550.1%MedicalShowing largest 100 holdings. 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