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Lifewealth Investments - Q4 2025 13F Filings

LI

Lifewealth Investments, LLC

CIK: 0002033794
Address: Florida Winter Garden 270 W. Plant Street, Ste. 240
$315.77 M
Portfolio Value
154
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/16/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VTIP Vanguard Short-Term Tips
+$8.81 M
2. IJH Ishares Core S&P Mid-Cap Etf
+$5.43 M
3. Allianzim Us 6M Bf10 Apr-Oct
+$3.97 M
4. IWY Ishares Russell Top 200 Growth Etf
+$2.46 M
5. OCTW Allianzim Us Large Cap Buffer20 Oct Etf
+$2.35 M

Top Sells

Q4 2025
1. USFR Wisdomtree Floating Rate Treasury Fund
−$12.69 M
2. NVDA Nvidia Corporation
−$9.21 M
3. MAR Marriott International
−$2.67 M
4. DECW Allianzim Us Large Cap Buffer20 Dec Etf
−$2.52 M
5. VOE Vanguard Mid-Cap Value Etf
−$1.75 M

Asset Allocation

Stocks/ETFs
-7.22%
$315.49 M 99.91%
Options
$0 0.00%
Debt
$0 0.00%
Other
-97.60%
$274,245 0.09%

Sector Allocation (Stocks)

Lifewealth Investments Q4 2025 Filing Summary

Lifewealth Investments, LLC filed its 13F report for Q4 2025 on January 26, 2026. The portfolio totaled 315.77 M reflecting a -10.15% change from the prior quarter, spanning 154 assets. The top 10 holdings comprised 42.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 29 new positions and 77 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Lifewealth Investments’s Q4 2025 Filing

Lifewealth Investments submitted their Form 13F-HR for the Q4 2025 period on 01/26/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Lifewealth Investments reported a managed portfolio value of 315.77 M, consisting of 154 individual positions.

This page displays the raw filing documents. To see which stocks Lifewealth Investments bought or sold during Q4 2025, please visit Lifewealth Investments's Portfolio Analysis page.