LifeWealth Investments, LLC - Portfolio overview

LifeWealth Investments, LLC has 240 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IWY - ISHARES TR, 8.34%
2. IWX - ISHARES TR, 5.37%
3. SCEC - CAPITOL SER TR, 4.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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