Lifewealth-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "RF",
  "ABBV",
  null,
  "GOOGL",
  null,
  "T",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "D",
  "PDI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FITB",
  null,
  null,
  null,
  null,
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BEN",
  null,
  "FE",
  null,
  "QCOM",
  null,
  "ISRG",
  null,
  "EMR",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  null,
  "TLRY",
  null,
  "MA",
  "MSFT",
  "FHN",
  "GE",
  "NI",
  null,
  null,
  null,
  "OMC",
  "EFG",
  "ANET",
  "OKE",
  "VGIT",
  null,
  "VGSH",
  "IEMG",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  "SCHX",
  "STX",
  "SPLG",
  "IBM",
  "TFC",
  "UNM",
  "NEM",
  "VOE",
  "OGE",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ETR",
  "VYM",
  "WSO",
  "IP",
  "F",
  "WEC",
  "FTNT",
  "IWP",
  "AEP",
  "IPG",
  null,
  "PEG",
  "AMZN",
  "MSI",
  "CHY",
  "CMS",
  "PFG",
  "IVZ",
  "HBAN",
  null,
  "USB",
  null,
  "VGLT",
  "VTWO",
  "MGV",
  "VOT",
  "VOO",
  "V",
  null,
  null,
  "LNT",
  "DTE",
  "FNF",
  "DVY",
  null,
  "EIX",
  "KEY",
  "SON",
  "PPL",
  "CRM",
  "SPOT",
  "LYB",
  null,
  null,
  null,
  "NRG",
  "FDX",
  "KMB",
  "BAC",
  "BRK-B",
  "BBY",
  "CASY",
  "CVX",
  "CFG",
  "CMA",
  "CAG",
  "COST",
  "DE",
  "NEE",
  "MAR",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 193
Total Value: 244346917
Accession Number: 0002033794-25-000002
Form Type: 13F-HR
CIK: lifewealth-investments
Manager Name: Lifewealth-Investments

Data Enrichment

61% identified

118 identified75 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

193 positions • $244.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:6.5K

Value:$3.3M

% of Portfolio:1.4% ($3.3M/$244.3M)

33740F771

Shares:68.3K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$244.3M)

92206C771

Shares:60.6K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$244.3M)

464288620

Shares:52.2K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$244.3M)

464287481

IWP|464287481

Shares:22.5K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$244.3M)

92206C102

VGSH|92206C102

Shares:44.1K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$244.3M)

82889N657

Shares:114.9K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$244.3M)

46428Q109

Shares:77.2K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$244.3M)

69374H881

Shares:40.3K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$244.3M)

00888H877

Shares:69.7K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$244.3M)

33740F680

Shares:55.0K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$244.3M)

00888H794

Shares:71.9K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$244.3M)

00888H802

Shares:64.6K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$244.3M)

921910840

MGV|921910840

Shares:16.4K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$244.3M)

33740F854

Shares:52.4K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$244.3M)

92206C706

VGIT|92206C706

Shares:31.7K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$244.3M)

33740U679

Shares:53.1K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$244.3M)

72201R874

Shares:35.1K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$244.3M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:7.1K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$244.3M)

92206C664

VTWO|92206C664

Shares:20.4K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$244.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	6.5K	QoQ +223.30% (+4.5K) YoY-	All Managers (Combined)	$3.3M	1.4% ($3.3M/$244.3M)	QoQ +208.35% (+$2.2M) YoY-
(cusip33740F771)✕	68.3K	QoQ +26.36% (+14.2K) YoY-	All Managers (Combined)	$2.9M	1.2% ($2.9M/$244.3M)	QoQ +24.76% (+$571.2K) YoY-
(cusip92206C771)✕	60.6K	QoQ +60.93% (+22.9K) YoY-	All Managers (Combined)	$2.8M	1.1% ($2.8M/$244.3M)	QoQ +64.37% (+$1.1M) YoY-
(cusip464288620)✕	52.2K	QoQ +59.95% (+19.6K) YoY-	All Managers (Combined)	$2.7M	1.1% ($2.7M/$244.3M)	QoQ +62.49% (+$1.0M) YoY-
(IWPcusip464287481)	22.5K	QoQ +67.10% (+9.0K) YoY-	All Managers (Combined)	$2.6M	1.1% ($2.6M/$244.3M)	QoQ +54.89% (+$937.7K) YoY-
(VGSHcusip92206C102)	44.1K	QoQ +54.69% (+15.6K) YoY-	All Managers (Combined)	$2.6M	1.1% ($2.6M/$244.3M)	QoQ +56.04% (+$930.4K) YoY-
(cusip82889N657)✕	114.9K	QoQ +24.63% (+22.7K) YoY-	All Managers (Combined)	$2.5M	1.0% ($2.5M/$244.3M)	QoQ +29.04% (+$568.2K) YoY-
(cusip46428Q109)✕	77.2K	QoQ +63.32% (+29.9K) YoY-	All Managers (Combined)	$2.4M	1.0% ($2.4M/$244.3M)	QoQ +92.22% (+$1.1M) YoY-
(cusip69374H881)✕	40.3K	QoQ NEW(+40.3K) YoY-	All Managers (Combined)	$2.2M	0.9% ($2.2M/$244.3M)	QoQ NEW(+$2.2M) YoY-
(cusip00888H877)✕	69.7K	QoQ +91.10% (+33.2K) YoY-	All Managers (Combined)	$2.2M	0.9% ($2.2M/$244.3M)	QoQ +86.26% (+$1.0M) YoY-
(cusip33740F680)✕	55.0K	QoQ +43.55% (+16.7K) YoY-	All Managers (Combined)	$2.2M	0.9% ($2.2M/$244.3M)	QoQ +40.47% (+$628.8K) YoY-
(cusip00888H794)✕	71.9K	QoQ +81.68% (+32.3K) YoY-	All Managers (Combined)	$2.2M	0.9% ($2.2M/$244.3M)	QoQ +78.87% (+$950.1K) YoY-
(cusip00888H802)✕	64.6K	QoQ +81.07% (+28.9K) YoY-	All Managers (Combined)	$2.1M	0.9% ($2.1M/$244.3M)	QoQ +78.81% (+$945.4K) YoY-
(MGVcusip921910840)	16.4K	QoQ +51.69% (+5.6K) YoY-	All Managers (Combined)	$2.1M	0.9% ($2.1M/$244.3M)	QoQ +56.47% (+$763.0K) YoY-
(cusip33740F854)✕	52.4K	QoQ +66.82% (+21.0K) YoY-	All Managers (Combined)	$2.0M	0.8% ($2.0M/$244.3M)	QoQ +63.11% (+$787.3K) YoY-
(VGITcusip92206C706)	31.7K	QoQ +64.93% (+12.5K) YoY-	All Managers (Combined)	$1.9M	0.8% ($1.9M/$244.3M)	QoQ +68.90% (+$768.5K) YoY-
(cusip33740U679)✕	53.1K	QoQ +87.51% (+24.8K) YoY-	All Managers (Combined)	$1.8M	0.7% ($1.8M/$244.3M)	QoQ +84.09% (+$803.9K) YoY-
(cusip72201R874)✕	35.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.8M	0.7% ($1.8M/$244.3M)	QoQ +0.36% (+$6.3K) YoY-
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	7.1K	QoQ +64.92% (+2.8K) YoY-	All Managers (Combined)	$1.7M	0.7% ($1.7M/$244.3M)	QoQ +40.83% (+$491.4K) YoY-
(VTWOcusip92206C664)	20.4K	QoQ +56.92% (+7.4K) YoY-	All Managers (Combined)	$1.6M	0.7% ($1.6M/$244.3M)	QoQ +41.67% (+$484.8K) YoY-