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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.
Latest 13F Filing Activity
Lifewealth Investments, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 207 equity positions with a total 13F market value of $351M. The fund increased holdings in Amazon Com Inc., Ishares TR, Aim Etf Products Trust among other positions. Lifewealth Investments, LLC reduced exposure to Aim Etf Products Trust, Aim Etf Products Trust, Ishares TR among others.
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 |
Industry Allocation
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