LifeWealth Investments, LLC

13F filer · CIK 0002033794

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$374MU.S. long equity reported on 13F

Positions6511 new · 6 closed

Net flow last quarter+$13.5MBuys minus sells

Top 10 positions weight22.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 202665 positions
BUFFBlue Buffalo Pet Products, Inc.	$19.6M	5.23%	0.19%	+10.2%	Q1 2025
IWSImageware Systems Inc	$12.7M	3.40%	Not reported	+0.5%	Q4 2024
AAPLApple Inc.	$11.5M	3.06%	0.00%	+2.8%	Q4 2024
IAUIshares Gold Trust	$10.4M	2.78%	0.02%	+12.0%	Q4 2024
NVDANvidia Corp	$7.29M	1.95%	0.00%	+1.7%	Q4 2024
PDIPIMCO Dynamic Income Fund	$6.06M	1.62%	Not reported	-1.8%	Q4 2024
SMHMarket Vectors ETF Trust	$5.51M	1.47%	Not reported	New	Q2 2026
AMZNAmazon Com Inc	$4.9M	1.31%	0.00%	-0.5%	Q4 2024
MSFTMicrosoft Corp	$3.74M	1.00%	0.00%	+1.1%	Q4 2024
GOOGLAlphabet Inc.	$3.64M	0.97%	0.00%	+1.0%	Q4 2024
SIXD6D Global Technologies, Inc	$2.43M	0.65%	Not reported	Not reported	Q4 2024
AVGOBroadcom Inc.	$2.31M	0.62%	0.00%	+22.7%	Q4 2024
ONEZOne Bio, Corp.	$2.13M	0.57%	Not reported	+105.3%	Q1 2025
TSLATesla, Inc.	$1.94M	0.52%	0.00%	-0.9%	Q4 2024
SMMUOasys Mobile, Inc.	$1.77M	0.47%	Not reported	Not reported	Q4 2024
MARMarriott International Inc	$1.61M	0.43%	0.00%	-0.2%	Q4 2024
METAMeta Platforms, Inc.	$1.45M	0.39%	Not reported	-7.8%	Q4 2024
GOOGAlphabet Inc.	$1.45M	0.39%	Not reported	-2.3%	Q4 2024
SLViShares Silver Trust	$1.31M	0.35%	0.00%	+4.0%	Q4 2024
APHAmphenol Corp	$1.07M	0.29%	0.00%	+1.8%	Q2 2025
LLYELI LILLY & Co	$921K	0.25%	0.00%	+1.2%	Q4 2024
PGPROCTER & GAMBLE Co	$817K	0.22%	0.00%	-6.0%	Q4 2024
COSTCostco Wholesale Corp	$749K	0.20%	0.00%	+1.7%	Q4 2024
GEGeneral Electric Co	$715K	0.19%	0.00%	+1.9%	Q1 2025
GSGoldman Sachs Group Inc	$709K	0.19%	0.00%	+1.7%	Q1 2025
VVisa Inc.	$641K	0.17%	0.00%	+1.4%	Q4 2024
LRCXLam Research Corp	$550K	0.15%	0.00%	-5.0%	Q3 2025
DELLDell Technologies Inc.	$543K	0.15%	0.00%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$541K	0.14%	0.00%	New	Q2 2026
WMTWalmart Inc.	$536K	0.14%	0.00%	+9.5%	Q2 2025
AMATApplied Materials Inc	$532K	0.14%	0.00%	-6.0%	Q1 2026
QQQInvesco QQQ Trust, Series 1	$486K	0.13%	Not reported	+27.4%	Q2 2025
PAYMBasanite, Inc.	$484K	0.13%	Not reported	-24.6%	Q1 2026
CHYCalamos Convertible & High Income Fund	$477K	0.13%	Not reported	Not reported	Q4 2024
RBCRBC Bearings INC	$459K	0.12%	0.00%	+0.3%	Q1 2026
ORCLOracle Corp	$442K	0.12%	0.00%	+67.5%	Q2 2025
EMEEMCOR Group, Inc.	$440K	0.12%	0.00%	+1.0%	Q2 2025
ABBVAbbVie Inc.	$434K	0.12%	0.00%	+11.0%	Q1 2025
LMTLockheed Martin Corp	$422K	0.11%	0.00%	+35.7%	Q4 2024
DISWalt Disney Co	$413K	0.11%	0.00%	-10.7%	Q4 2024
MAMastercard Inc	$406K	0.11%	0.00%	+2.2%	Q4 2024
NEENextera Energy Inc	$368K	0.10%	0.00%	+0.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$348K	0.09%	Not reported	+12.6%	Q4 2024
HDHome Depot, Inc.	$342K	0.09%	0.00%	+0.6%	Q4 2024
PLTRPalantir Technologies Inc.	$319K	0.09%	0.00%	+10.5%	Q1 2025
FDXFedex Corp	$315K	0.08%	0.00%	-0.1%	Q4 2024
IBMInternational Business Machines Corp	$301K	0.08%	0.00%	+4.1%	Q4 2024
TXNTexas Instruments Inc	$299K	0.08%	0.00%	New	Q2 2026
CATCaterpillar Inc	$296K	0.08%	0.00%	-10.0%	Q4 2024
BACBank of America Corp	$293K	0.08%	0.00%	+7.0%	Q4 2024

Q1 2026Reported Apr 21, 202659 positions
BUFFBlue Buffalo Pet Products, Inc.	$16.6M	4.97%	0.17%	+26.2%	Q1 2025
IWSImageware Systems Inc	$11.2M	3.34%	Not reported	+15.5%	Q4 2024
IAUIshares Gold Trust	$10.9M	3.24%	0.01%	+9.5%	Q4 2024
AAPLApple Inc.	$9.78M	2.92%	0.00%	+1.6%	Q4 2024
PDIPIMCO Dynamic Income Fund	$6.32M	1.89%	Not reported	+10.2%	Q4 2024
NVDANvidia Corp	$6.25M	1.87%	0.00%	+5.7%	Q4 2024
AMZNAmazon Com Inc	$4.3M	1.28%	0.00%	+1.4%	Q4 2024
MSFTMicrosoft Corp	$3.68M	1.10%	0.00%	-1.2%	Q4 2024
GOOGLAlphabet Inc.	$2.9M	0.87%	0.00%	+5.2%	Q4 2024
SMMUOasys Mobile, Inc.	$1.77M	0.53%	Not reported	Not reported	Q4 2024
TSLATesla, Inc.	$1.73M	0.52%	0.00%	+1.7%	Q4 2024
SLViShares Silver Trust	$1.6M	0.48%	0.00%	-69.6%	Q4 2024
METAMeta Platforms, Inc.	$1.6M	0.48%	Not reported	+1.7%	Q4 2024
AVGOBroadcom Inc.	$1.55M	0.46%	0.00%	-4.3%	Q4 2024
MARMarriott International Inc	$1.43M	0.43%	0.00%	0.0%	Q4 2024
GOOGAlphabet Inc.	$1.2M	0.36%	Not reported	-7.3%	Q4 2024
ONEZOne Bio, Corp.	$941K	0.28%	Not reported	-25.3%	Q1 2025
PGPROCTER & GAMBLE Co	$856K	0.26%	0.00%	-2.0%	Q4 2024
COSTCostco Wholesale Corp	$785K	0.23%	0.00%	-15.1%	Q4 2024
APHAmphenol Corp	$757K	0.23%	0.00%	+8.8%	Q2 2025
LLYELI LILLY & Co	$698K	0.21%	0.00%	+5.4%	Q4 2024
CASYCaseys General Stores Inc	$665K	0.20%	0.00%	+7.5%	Q1 2025
GSGoldman Sachs Group Inc	$583K	0.17%	0.00%	+11.5%	Q1 2025
PAYMBasanite, Inc.	$561K	0.17%	Not reported	New	Q1 2026
XOMExxonMobil Holdings Corp	$558K	0.17%	0.00%	-0.3%	Q4 2024
VVisa Inc.	$557K	0.17%	0.00%	+2.9%	Q4 2024
WMTWalmart Inc.	$537K	0.16%	0.00%	-0.7%	Q2 2025
GEGeneral Electric Co	$533K	0.16%	0.00%	+12.7%	Q1 2025
NFLXNetflix Inc	$532K	0.16%	0.00%	+1.5%	Q4 2024
DISWalt Disney Co	$463K	0.14%	0.00%	-0.6%	Q4 2024
ULTAUlta Beauty, Inc.	$400K	0.12%	0.00%	New	Q1 2026
NEENextera Energy Inc	$388K	0.12%	0.00%	+1.0%	Q4 2024
EMEEMCOR Group, Inc.	$388K	0.12%	0.00%	+7.6%	Q2 2025
MAMastercard Inc	$386K	0.12%	0.00%	+5.0%	Q4 2024
RBCRBC Bearings INC	$386K	0.12%	0.00%	New	Q1 2026
CHYCalamos Convertible & High Income Fund	$381K	0.11%	Not reported	+10.2%	Q4 2024
LMTLockheed Martin Corp	$368K	0.11%	0.00%	-61.5%	Q4 2024
PLTRPalantir Technologies Inc.	$362K	0.11%	0.00%	+3.9%	Q1 2025
FDXFedex Corp	$358K	0.11%	0.00%	+0.1%	Q4 2024
ABBVAbbVie Inc.	$338K	0.10%	0.00%	-22.5%	Q1 2025
HDHome Depot, Inc.	$317K	0.09%	0.00%	-41.3%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$299K	0.09%	Not reported	-24.8%	Q2 2025
BRK.BBerkshire Hathaway Inc	$296K	0.09%	Not reported	-12.1%	Q4 2024
ISRGIntuitive Surgical Inc	$289K	0.09%	0.00%	+42.2%	Q1 2025
LRCXLam Research Corp	$285K	0.09%	0.00%	+6.5%	Q3 2025
ROSTRoss Stores, Inc.	$281K	0.08%	0.00%	+15.3%	Q4 2025
PSLVSprott Physical Silver Trust	$279K	0.08%	0.00%	-1.3%	Q2 2025
TMOThermo Fisher Scientific Inc.	$272K	0.08%	0.00%	-3.0%	Q2 2025
AMATApplied Materials Inc	$268K	0.08%	0.00%	New	Q1 2026
ORCLOracle Corp	$265K	0.08%	0.00%	+1.7%	Q2 2025

Q4 2025Reported Jan 26, 202662 positions
BUFFBlue Buffalo Pet Products, Inc.	$13.3M	4.21%	0.14%	-42.9%	Q1 2025
AAPLApple Inc.	$10.3M	3.27%	0.00%	-53.0%	Q4 2024
IWSImageware Systems Inc	$9.39M	2.97%	Not reported	-45.6%	Q4 2024
IAUIshares Gold Trust	$9.13M	2.89%	0.01%	-52.1%	Q4 2024
NVDANvidia Corp	$6.33M	2.00%	0.00%	-72.9%	Q4 2024
PDIPIMCO Dynamic Income Fund	$5.94M	1.88%	Not reported	-48.2%	Q4 2024
SLViShares Silver Trust	$4.98M	1.58%	0.01%	-57.1%	Q4 2024
MSFTMicrosoft Corp	$4.86M	1.54%	0.00%	-53.1%	Q4 2024
AMZNAmazon Com Inc	$4.7M	1.49%	0.00%	-54.7%	Q4 2024
GOOGLAlphabet Inc.	$3M	0.95%	0.00%	-57.0%	Q4 2024
TSLATesla, Inc.	$2.06M	0.65%	0.00%	-52.3%	Q4 2024
METAMeta Platforms, Inc.	$1.82M	0.58%	Not reported	-55.7%	Q4 2024
AVGOBroadcom Inc.	$1.81M	0.57%	0.00%	-52.3%	Q4 2024
SMMUOasys Mobile, Inc.	$1.77M	0.56%	Not reported	-50.0%	Q4 2024
GOOGAlphabet Inc.	$1.42M	0.45%	Not reported	-52.1%	Q4 2024
MARMarriott International Inc	$1.35M	0.43%	0.00%	-77.3%	Q4 2024
ONEZOne Bio, Corp.	$1.31M	0.41%	Not reported	-52.8%	Q1 2025
PGPROCTER & GAMBLE Co	$867K	0.27%	0.00%	-58.2%	Q4 2024
COSTCostco Wholesale Corp	$800K	0.25%	0.00%	-52.2%	Q4 2024
LLYELI LILLY & Co	$774K	0.25%	0.00%	-52.3%	Q4 2024
LMTLockheed Martin Corp	$766K	0.24%	0.00%	-52.9%	Q4 2024
APHAmphenol Corp	$744K	0.24%	0.00%	-49.3%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$678K	0.21%	Not reported	-51.8%	Q4 2024
VVisa Inc.	$628K	0.20%	0.00%	-59.9%	Q4 2024
HDHome Depot, Inc.	$564K	0.18%	0.00%	-61.0%	Q4 2024
DISWalt Disney Co	$550K	0.17%	0.00%	-63.1%	Q4 2024
GSGoldman Sachs Group Inc	$543K	0.17%	0.00%	-56.3%	Q1 2025
DIVHancock John Patriot Select Dividend Trust	$534K	0.17%	Not reported	-49.4%	Q4 2024
GEGeneral Electric Co	$513K	0.16%	0.00%	-59.6%	Q1 2025
NFLXNetflix Inc	$510K	0.16%	0.00%	-72.7%	Q4 2024
DEDeere & Co	$504K	0.16%	0.00%	-50.0%	Q4 2024
WMTWalmart Inc.	$484K	0.15%	0.00%	-41.0%	Q2 2025
CASYCaseys General Stores Inc	$469K	0.15%	0.00%	-50.5%	Q1 2025
ABBVAbbVie Inc.	$459K	0.15%	0.00%	-42.5%	Q1 2025
IBMInternational Business Machines Corp	$455K	0.14%	0.00%	-56.1%	Q4 2024
PLTRPalantir Technologies Inc.	$423K	0.13%	0.00%	-66.0%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$423K	0.13%	Not reported	-44.2%	Q2 2025
MAMastercard Inc	$420K	0.13%	0.00%	-58.8%	Q4 2024
XOMExxonMobil Holdings Corp	$397K	0.13%	0.00%	-64.3%	Q4 2024
CHYCalamos Convertible & High Income Fund	$359K	0.11%	Not reported	-50.0%	Q4 2024
MDBMongoDB, Inc.	$357K	0.11%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$353K	0.11%	Not reported	-57.4%	Q4 2024
ORCLOracle Corp	$345K	0.11%	0.00%	-58.4%	Q2 2025
ANETArista Networks, Inc.	$344K	0.11%	0.00%	-57.5%	Q4 2024
NEENextera Energy Inc	$332K	0.11%	0.00%	-64.6%	Q4 2024
TMOThermo Fisher Scientific Inc.	$331K	0.10%	0.00%	-48.8%	Q2 2025
EMEEMCOR Group, Inc.	$299K	0.09%	0.00%	-50.6%	Q2 2025
FDXFedex Corp	$290K	0.09%	0.00%	-50.3%	Q4 2024
AWIArmstrong World Industries Inc	$278K	0.09%	0.00%	-50.6%	Q3 2025
GLDMWorld Gold Trust	$276K	0.09%	0.00%	New	Q4 2025

Q3 2025Reported Jan 26, 2026121 positions
BUFFBlue Buffalo Pet Products, Inc.	$22.8M	3.48%	0.24%	+2.9%	Q1 2025
AAPLApple Inc.	$20.6M	3.14%	0.00%	-4.1%	Q4 2024
NVDANvidia Corp	$20.3M	3.11%	0.00%	+36.1%	Q4 2024
IWSImageware Systems Inc	$17.1M	2.61%	Not reported	+8.1%	Q4 2024
IAUIshares Gold Trust	$17.1M	2.61%	0.03%	+1.0%	Q4 2024
PDIPIMCO Dynamic Income Fund	$12.8M	1.96%	Not reported	+0.6%	Q4 2024
MSFTMicrosoft Corp	$11.1M	1.69%	0.00%	+18.7%	Q4 2024
AMZNAmazon Com Inc	$9.86M	1.51%	0.00%	+157.6%	Q4 2024
SLViShares Silver Trust	$7.63M	1.16%	0.03%	+0.6%	Q4 2024
GOOGLAlphabet Inc.	$5.42M	0.83%	0.00%	+0.9%	Q4 2024
METAMeta Platforms, Inc.	$4.56M	0.70%	Not reported	+3.5%	Q4 2024
MARMarriott International Inc	$4.28M	0.65%	0.01%	+21.1%	Q4 2024
TSLATesla, Inc.	$4.27M	0.65%	0.00%	-0.6%	Q4 2024
AVGOBroadcom Inc.	$3.61M	0.55%	0.00%	+4.8%	Q4 2024
SMMUOasys Mobile, Inc.	$3.55M	0.54%	Not reported	Not reported	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$3.17M	0.48%	Not reported	+2.9%	Q1 2025
ONEZOne Bio, Corp.	$2.83M	0.43%	Not reported	+79.0%	Q1 2025
NFLXNetflix Inc	$2.39M	0.37%	0.00%	+2.1%	Q4 2024
GOOGAlphabet Inc.	$2.3M	0.35%	Not reported	+2.2%	Q4 2024
PGPROCTER & GAMBLE Co	$2.22M	0.34%	0.00%	+0.7%	Q4 2024
COSTCostco Wholesale Corp	$1.8M	0.27%	0.00%	+47.3%	Q4 2024
HDHome Depot, Inc.	$1.7M	0.26%	0.00%	+51.4%	Q4 2024
LMTLockheed Martin Corp	$1.68M	0.26%	0.00%	+10.3%	Q4 2024
VVisa Inc.	$1.53M	0.23%	0.00%	-4.3%	Q4 2024
DISWalt Disney Co	$1.5M	0.23%	0.00%	-9.0%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.38M	0.21%	Not reported	+1.3%	Q4 2024
APHAmphenol Corp	$1.34M	0.20%	0.00%	+56.7%	Q2 2025
PLTRPalantir Technologies Inc.	$1.28M	0.20%	0.00%	+1.6%	Q1 2025
GEGeneral Electric Co	$1.24M	0.19%	0.00%	+10.0%	Q1 2025
ORCLOracle Corp	$1.2M	0.18%	0.00%	-7.7%	Q2 2025
LLYELI LILLY & Co	$1.15M	0.18%	0.00%	+1.7%	Q4 2024
GSGoldman Sachs Group Inc	$1.13M	0.17%	0.00%	+5.9%	Q1 2025
DIVHancock John Patriot Select Dividend Trust	$1.08M	0.16%	Not reported	+2.6%	Q4 2024
XOMExxonMobil Holdings Corp	$1.04M	0.16%	0.00%	-5.2%	Q4 2024
MOAltria Group, Inc.	$1.03M	0.16%	0.00%	-0.9%	Q4 2024
MAMastercard Inc	$1.02M	0.16%	0.00%	+1.5%	Q4 2024
DEDeere & Co	$991K	0.15%	0.00%	+0.8%	Q4 2024
IBMInternational Business Machines Corp	$988K	0.15%	0.00%	-0.9%	Q4 2024
CASYCaseys General Stores Inc	$970K	0.15%	0.00%	+1.9%	Q1 2025
ANETArista Networks, Inc.	$898K	0.14%	0.00%	-5.0%	Q4 2024
NEENextera Energy Inc	$882K	0.13%	0.00%	0.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$827K	0.13%	Not reported	-10.7%	Q4 2024
ABBVAbbVie Inc.	$809K	0.12%	0.00%	+2.5%	Q1 2025
BACBank of America Corp	$795K	0.12%	0.00%	+3.6%	Q4 2024
CVXChevron Corp	$779K	0.12%	0.00%	+8.1%	Q4 2024
WMTWalmart Inc.	$760K	0.12%	0.00%	+12.4%	Q2 2025
PFEPfizer Inc	$750K	0.11%	0.00%	+3.0%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$741K	0.11%	Not reported	+3.0%	Q2 2025
PMPhilip Morris International Inc.	$724K	0.11%	0.00%	-3.0%	Q4 2024
VZVerizon Communications Inc	$722K	0.11%	0.00%	+0.5%	Q4 2024

Premium opens every quarter this fund has filed