LifeWealth Investments
LifeWealth Investments reported 139 stocks worth $360M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are IWY (11.8%), IWX (8.4%) and SCEC (6.5%). Compared with Q2 2026, the fund opened new positions in SCEC, IUSB and SCHD, added to IWY, IWX and BUFF, trimmed AAPL, NVDA and VTWO and sold out of PDI, VNLA and JEPI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWY Ishares TR | $42.3M | 11.8% | 144K | +2,808 (+2%) | 8 of 8 | |
| 2 |  IWX Ishares TR | $30.2M | 8.4% | 276K | +26K (+10%) | 8 of 8 | |
| 3 |  SCEC Sterling Capital Funds Enhanced Core Bond ETF | $23.4M | 6.5% | 986K | New position | 1 of 8 | |
| 4 |  BUFF Innovator Etfs Trust | $21M | 5.8% | 390K | +19K (+5%) | 7 of 8 | |
| 5 |  EFV Ishares TR | $14M | 3.9% | 177K | +5,047 (+3%) | 8 of 8 | |
| 6 |  IWS Ishares TR | $12.5M | 3.5% | 78K | +326 (+0%) | 8 of 8 | |
| 7 |  EFG Ishares TR | $11.9M | 3.3% | 100K | +4,550 (+5%) | 8 of 8 | |
| 8 |  IAU Ishares Gold TR | $11.8M | 3.3% | 151K | +14K (+10%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $11.8M | 3.3% | 35K | −4,212 (−11%) | 8 of 8 | |
| 10 |  IEMG Ishares Inc | $10M | 2.8% | 123K | +3,097 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CAPITOL SER TR | $22.4M | 897K |
 PDI Pimco Dynamic | $6.1M | 363K |
 VNLA Janus Henderson Shrt | $4.9M | 99K |
 JEPI J P Morgan Exchange Traded F | $4.8M | 85K |
 GS Goldman Sachs Group Inc | $709K | 701 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LifeWealth Investments 13F FAQ
What does LifeWealth Investments own?
LifeWealth Investments reported 139 stocks worth $360M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are IWY (11.8%), IWX (8.4%) and SCEC (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did LifeWealth Investments buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 46 added to, 61 trimmed and 12 sold out. New positions include SCEC, IUSB and SCHD. It sold all of PDI, VNLA and JEPI.
When will LifeWealth Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is LifeWealth Investments's portfolio worth?
The Q3 2026 filing reports $360M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.