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Lifewealth Investments - Q1 2026 13F Filings

LI

Lifewealth Investments, LLC

CIK: 0002033794
Address: Florida Winter Garden 270 W. Plant Street, Ste. 240
$335.04 M
Portfolio Value
141
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/16/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. Sterling Capital National Municipal Bond Etf
+$7.23 M
2. IWY Ishares Russell Top 200 Growth Etf
+$5.67 M
3. SCEC Sterling Capital Enhanced Core Bond Etf
+$4.61 M
4. Sterling Cap Fds
+$3.84 M
5. BUFF Innovator Laddered Allocation Power Buffer Etf
+$3.46 M

Top Sells

Q1 2026
1. MUB Ishares National Muni Bond Etf
−$6.37 M
2. SLV Ishares Silver Trust
−$3.67 M
3. QBER Trueshares Quarterly Bear Hedge Etf
−$1.61 M
4. VGSH Vanguard Short-Term Treasury Etf
−$1.37 M
5. Allianzim Us 6M Bf10 Apr-Oct
−$950,129.9

Asset Allocation

Stocks/ETFs
+6.11%
$334.76 M 99.92%
Options
$0 0.00%
Debt
$0 0.00%
Other
+1.80%
$279,168 0.08%

Sector Allocation (Stocks)

Lifewealth Investments Q1 2026 Filing Summary

Lifewealth Investments, LLC filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 335.04 M reflecting a +6.10% change from the prior quarter, spanning 141 assets. The top 10 holdings comprised 46.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 28 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Lifewealth Investments’s Q1 2026 Filing

Lifewealth Investments submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Lifewealth Investments reported a managed portfolio value of 335.04 M, consisting of 141 individual positions.

This page displays the raw filing documents. To see which stocks Lifewealth Investments bought or sold during Q1 2026, please visit Lifewealth Investments's Portfolio Analysis page.