Lifewealth Investments, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002033794

Type: FundHoldings: 193Value: $244.3MLatest: 2025Q1

LifeWealth Investments, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 193 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 10

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464289438

Shares:73.4K

Value:$15.5M

% of Portfolio:6.3% ($15.5M/$244.3M)

97717Y527

Shares:217.4K

Value:$10.9M

% of Portfolio:4.5% ($10.9M/$244.3M)

464289420

Shares:130.2K

Value:$10.7M

% of Portfolio:4.4% ($10.7M/$244.3M)

Apple Inc.

AAPL|037833100

Shares:38.5K

Value:$8.6M

% of Portfolio:3.5% ($8.6M/$244.3M)

45783Y814

Shares:178.4K

Value:$7.9M

% of Portfolio:3.2% ($7.9M/$244.3M)

464288877

Shares:113.2K

Value:$6.7M

% of Portfolio:2.7% ($6.7M/$244.3M)

464288885

EFG|464288885

Shares:56.5K

Value:$5.7M

% of Portfolio:2.3% ($5.7M/$244.3M)

464285204

Shares:93.9K

Value:$5.5M

% of Portfolio:2.3% ($5.5M/$244.3M)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:269.8K

Value:$5.3M

% of Portfolio:2.2% ($5.3M/$244.3M)

47103U886

Shares:105.7K

Value:$5.2M

% of Portfolio:2.1% ($5.2M/$244.3M)

464287432

Shares:51.9K

Value:$4.7M

% of Portfolio:1.9% ($4.7M/$244.3M)

464287473

IWS|464287473

Shares:36.4K

Value:$4.6M

% of Portfolio:1.9% ($4.6M/$244.3M)

NVIDIA CORP

NVDA|67066G104

Shares:51.0K

Value:$4.5M

% of Portfolio:1.8% ($4.5M/$244.3M)

78464A854

SPLG|78464A854

Shares:61.8K

Value:$4.1M

% of Portfolio:1.7% ($4.1M/$244.3M)

46434G103

IEMG|46434G103

Shares:72.6K

Value:$3.9M

% of Portfolio:1.6% ($3.9M/$244.3M)

464288414

MUB|464288414

Shares:36.6K

Value:$3.9M

% of Portfolio:1.6% ($3.9M/$244.3M)

46641Q332

Shares:66.8K

Value:$3.8M

% of Portfolio:1.6% ($3.8M/$244.3M)

AMAZON COM INC

AMZN|023135106

Shares:18.9K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$244.3M)

33740F698

Shares:85.8K

Value:$3.5M

% of Portfolio:1.4% ($3.5M/$244.3M)

MICROSOFT CORP

MSFT|594918104

Shares:9.1K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$244.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464289438)✕	73.4K	QoQ +75.54% (+31.6K) YoY-	All Managers (Combined)	$15.5M	6.3% ($15.5M/$244.3M)	QoQ +57.39% (+$5.6M) YoY-
(cusip97717Y527)✕	217.4K	QoQ +72.33% (+91.2K) YoY-	All Managers (Combined)	$10.9M	4.5% ($10.9M/$244.3M)	QoQ +72.36% (+$4.6M) YoY-
(cusip464289420)✕	130.2K	QoQ +75.33% (+55.9K) YoY-	All Managers (Combined)	$10.7M	4.4% ($10.7M/$244.3M)	QoQ +82.31% (+$4.8M) YoY-
Apple Inc.(AAPLcusip037833100)	38.5K	QoQ +56.39% (+13.9K) YoY-	All Managers (Combined)	$8.6M	3.5% ($8.6M/$244.3M)	QoQ +38.72% (+$2.4M) YoY-
(cusip45783Y814)✕	178.4K	QoQ NEW(+178.4K) YoY-	All Managers (Combined)	$7.9M	3.2% ($7.9M/$244.3M)	QoQ NEW(+$7.9M) YoY-
(cusip464288877)✕	113.2K	QoQ +96.65% (+55.6K) YoY-	All Managers (Combined)	$6.7M	2.7% ($6.7M/$244.3M)	QoQ +120.89% (+$3.7M) YoY-
(EFGcusip464288885)	56.5K	QoQ +83.98% (+25.8K) YoY-	All Managers (Combined)	$5.7M	2.3% ($5.7M/$244.3M)	QoQ +90.00% (+$2.7M) YoY-
(cusip464285204)✕	93.9K	QoQ +56.29% (+33.8K) YoY-	All Managers (Combined)	$5.5M	2.3% ($5.5M/$244.3M)	QoQ +86.13% (+$2.6M) YoY-
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	269.8K	QoQ +62.35% (+103.6K) YoY-	All Managers (Combined)	$5.3M	2.2% ($5.3M/$244.3M)	QoQ +75.27% (+$2.3M) YoY-
(cusip47103U886)✕	105.7K	QoQ +48.86% (+34.7K) YoY-	All Managers (Combined)	$5.2M	2.1% ($5.2M/$244.3M)	QoQ +49.59% (+$1.7M) YoY-
(cusip464287432)✕	51.9K	QoQ +24.55% (+10.2K) YoY-	All Managers (Combined)	$4.7M	1.9% ($4.7M/$244.3M)	QoQ +29.83% (+$1.1M) YoY-
(IWScusip464287473)	36.4K	QoQ +78.51% (+16.0K) YoY-	All Managers (Combined)	$4.6M	1.9% ($4.6M/$244.3M)	QoQ +73.86% (+$1.9M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	51.0K	QoQ +115.12% (+27.3K) YoY-	All Managers (Combined)	$4.5M	1.8% ($4.5M/$244.3M)	QoQ +41.99% (+$1.3M) YoY-
(SPLGcusip78464A854)	61.8K	QoQ +84.80% (+28.4K) YoY-	All Managers (Combined)	$4.1M	1.7% ($4.1M/$244.3M)	QoQ +76.27% (+$1.8M) YoY-
(IEMGcusip46434G103)	72.6K	QoQ +74.30% (+30.9K) YoY-	All Managers (Combined)	$3.9M	1.6% ($3.9M/$244.3M)	QoQ +80.14% (+$1.7M) YoY-
(MUBcusip464288414)	36.6K	QoQ +61.60% (+13.9K) YoY-	All Managers (Combined)	$3.9M	1.6% ($3.9M/$244.3M)	QoQ +59.91% (+$1.4M) YoY-
(cusip46641Q332)✕	66.8K	QoQ +62.55% (+25.7K) YoY-	All Managers (Combined)	$3.8M	1.6% ($3.8M/$244.3M)	QoQ +61.44% (+$1.5M) YoY-
AMAZON COM INC(AMZNcusip023135106)	18.9K	QoQ +38.61% (+5.3K) YoY-	All Managers (Combined)	$3.6M	1.5% ($3.6M/$244.3M)	QoQ +20.21% (+$605.2K) YoY-
(cusip33740F698)✕	85.8K	QoQ +34.48% (+22.0K) YoY-	All Managers (Combined)	$3.5M	1.4% ($3.5M/$244.3M)	QoQ +31.02% (+$830.8K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	9.1K	QoQ +35.99% (+2.4K) YoY-	All Managers (Combined)	$3.4M	1.4% ($3.4M/$244.3M)	QoQ +21.12% (+$594.6K) YoY-