Institutional Fund
Lifewealth Investments, LLC
Winter Garden, FLCIK 20337948 filings on record
Portfolio Value
$335.04M
Q1 2026
Holdings
141
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+6.1%
from $315.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.8%
- Ishares Tr6.3%
- Capitol Ser Tr5.7%
- Innovator Etfs Trust5.0%
- Ishares Tr3.6%
- Ishares Tr3.3%
- Other66.3%
Portfolio Holdings
141 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 132.3K | $32.93M | 9.8% | +22.8K | Added |
| 2 | Ishares Tr | 228.6K | $21.18M | 6.3% | +34.8K | Added |
| 3 | Capitol Ser Tr | 763.0K | $19.14M | 5.7% | +183.8K | Added |
| 4 | Innovator Etfs Trust | 336.9K | $16.65M | 5.0% | +70.0K | Added |
| 5 | Ishares Tr | 160.9K | $11.96M | 3.6% | +16.8K | Added |
| 6 | Ishares Tr | 76.9K | $11.21M | 3.3% | +10.3K | Added |
| 7 | Ishares Gold Tr | 123.1K | $10.85M | 3.2% | +10.6K | Added |
| 8 | Ishares Tr | 94.3K | $10.50M | 3.1% | +11.1K | Added |
| 9 | Vanguard Malvern Fds | 208.0K | $10.39M | 3.1% | +29.8K | Added |
| 10 | Apple Inc | 38.5K | $9.78M | 2.9% | +589 | Added |
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