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Lifewealth Investments - Q2 2026 13F Filings

LI

Lifewealth Investments, LLC

CIK: 0002033794
Address: Florida Winter Garden 270 W. Plant Street, Ste. 240
$374.13 M
Portfolio Value
136
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/21/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SMH Vaneck Semiconductor Etf
+$5.51 M
2. SCEC Sterling Capital Enhanced Core Bond Etf
+$3.34 M
3. IWY Ishares Russell Top 200 Growth Etf
+$2.44 M
4. Allianzim Us 6M B10 Jun-Dec
+$2.43 M
5. MAYW Allianzim Us Large Cap Buffer20 May Etf
+$2.39 M

Top Sells

Q2 2026
1. MGV Vanguard Mega Cap Value Etf
−$4.29 M
2. Allianzim Us 6M Bf10 Apr-Oct
−$2.91 M
3. OCTW Allianzim Us Large Cap Buffer20 Oct Etf
−$1.89 M
4. SEPW Allianzim Us Large Cap Buffer20 Sep Etf
−$1.71 M
5. DECU Allianzim Us Equity Buffer15 Uncapped Dec Etf
−$1.61 M

Asset Allocation

Stocks/ETFs
+11.70%
$373.92 M 99.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
-22.63%
$215,986 0.06%

Sector Allocation (Stocks)

Lifewealth Investments Q2 2026 Filing Summary

Lifewealth Investments, LLC filed its 13F report for Q2 2026 on July 16, 2026. The portfolio totaled 374.13 M reflecting a +11.67% change from the prior quarter, spanning 136 assets. The top 10 holdings comprised 47.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 22 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Lifewealth Investments’s Q2 2026 Filing

Lifewealth Investments submitted their Form 13F-HR for the Q2 2026 period on 07/16/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Lifewealth Investments reported a managed portfolio value of 374.13 M, consisting of 136 individual positions.

This page displays the raw filing documents. To see which stocks Lifewealth Investments bought or sold during Q2 2026, please visit Lifewealth Investments's Portfolio Analysis page.