Holdings of LifeWealth Investments, LLC
123 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 48.1 % of the equity sleeve
Sector breakdown
- Funds 12.8 %
- Technology 8.4 %
- Consumer discretionary 3.3 %
- Communication 2.4 %
- Consumer staples 0.9 %
- Industrials 0.8 %
- Health care 0.7 %
- Financials 0.7 %
- Energy 0.3 %
- Utilities 0.1 %
- Unattributed 69.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 123 | 277.6M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Applied Materials Inc | 783 | 267.6K $ | |
| 102 | First Trust Exchange-Traded Fund VIII | 5,166 | 267.5K $ | |
| 103 | VanEck Gold Miners ETF/USA | 2,915 | 267.5K $ | |
| 104 | Oracle Corp | 1,801 | 264.9K $ | |
| 105 | Lincoln Electric Holdings Inc | 1,045 | 260.3K $ | |
| 106 | International Business Machines Corp. | 1,027 | 248.9K $ | |
| 107 | Cardinal Health, Inc. | 1,167 | 246.6K $ | |
| 108 | ALLIANZIM US EQ BUFFER20 DEC | 7,370 | 246.2K $ | |
| 109 | First Trust Exchange-Traded Fund VIII | 6,056 | 244.1K $ | |
| 110 | Vanguard Scottsdale Funds | 4,136 | 242.1K $ | |
| 111 | Bank of America Corp | 4,802 | 234.1K $ | |
| 112 | Simplify Exchange Traded Funds | 7,679 | 232.1K $ | |
| 113 | Simplify Exchange Traded Funds | 9,867 | 231.9K $ | |
| 114 | SSgA Active Trust | 5,811 | 229.4K $ | |
| 115 | Howmet Aerospace Inc | 994 | 229.1K $ | |
| 116 | iShares Select Dividend ETF | 1,500 | 227.1K $ | |
| 117 | Phillips 66 | 1,222 | 222.6K $ | |
| 118 | Caterpillar Inc | 309 | 218.9K $ | |
| 119 | First Trust Exchange-Traded Fund VIII | 6,534 | 218.8K $ | |
| 120 | Coca-Cola Co/The | 2,873 | 218.5K $ | |
| 121 | Cencora Inc | 681 | 213.9K $ | |
| 122 | Schwab U.S. Large-Cap ETF | 7,924 | 203.2K $ | |
| 123 | iShares Trust | 942 | 201.3K $ |