Lifewealth Investments, LLC
LifeWealth Investments, LLC is an SEC-registered investment adviser headquartered in Winter Garden, Florida. Founded in recent years, the firm manages investment portfolios on behalf of individuals and institutional clients. As of mid-2025, it has approximately 16 employees, providing active management of a diverse range of securities. The firm offers personalized wealth management and investment advisory services, typically serving high net-worth individuals and institutional investors.
Investment Strategy
LifeWealth Investments, LLC pursues a diversified investment approach, actively managing holdings that include both equities and fixed income securities. Their strategy emphasizes risk management, portfolio diversification, and tailoring investment recommendations to client-specific objectives and risk profiles. The firm routinely files 13F reports, indicating broad exposure to U.S. traded securities, including ETFs and mutual funds.
Top Holdings
Equity Positions (207)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWY | ISHARES TR | 7.84% | $27.5M | 100,634 | $232.45 | $273.65 | +$4.4M |
I IWX | ISHARES TR | 4.46% | $15.7M | 178,260 | $81.79 | $87.88 | +$2.2M |
U USFR | WISDOMTREE TR | 3.89% | $13.7M | 272,206 | $50.32 | $50.27 | +$341.4K |
S SCEC | CAPITOL SER TR | 3.87% | $13.6M | 533,328 | $25.30 | $25.48 | +$1.7M |
N NVDA | NVIDIA CORPORATION | 3.56% | $12.5M | 83,313 | $141.95 | $186.58 | +$2.5M |