LifeWealth Investments, LLC

• ISHARES
  $42.3M
• ISHARES
  $30.2M
• STERLING
  $23.4M
• INNOVATOR
  $21.0M
• ISHARES
  $14.0M
• ISHARES
  $12.5M
• ISHARES
  $11.9M
• IAU
  $11.8M
• AAPL
  $11.8M
• ISHARES
  $10.0M
• NVDA
  $8.2M
• ISHARES
  $8.2M
• STERLING
  $7.8M
• VANGUARD
  $6.3M
• VANGUARD
  $6.0M
• PACER
  $6.0M
• VANECK
  $5.4M
• STERLING
  $4.7M
• STERLING
  $4.4M
• MSFT
  $4.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/lifewealth-investments-llc-2033794

LifeWealth Investments, LLC 13F holdings — Q3 2026

$359.5M portfolio (-3.9% QoQ) · 139 holdings · Q3 2026 13F · top 10 are 53% of the stock portfolio

• 1

  ISHARES TR - RUS TP200 GR ETF

  $42.3M

  11.8% of stocks

  +2%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 2

  ISHARES TR - RUS TP200 VL ETF

  $30.2M

  8.4% of stocks

  +10%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 3

  STERLING CAP FDS - STERL CAP BD ETF

  $23.4M

  6.5% of stocks

  NewThis quarter—Since filedNew this quarterHeld
  AIQuality—Est. buy—
• 4

  INNOVATOR ETFS TRUST - LADERD ALCTN PWR

  $21.0M

  5.8% of stocks

  +5%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 5

  ISHARES TR - EAFE VALUE ETF

  $14.0M

  3.9% of stocks

  +3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 6

  ISHARES TR - RUS MDCP VAL ETF

  $12.5M

  3.5% of stocks

  +0.4%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 7

  ISHARES TR - EAFE GRWTH ETF

  $11.9M

  3.3% of stocks

  +5%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 8

  ISHARES GOLD TRUST

  $IAU

  $11.8M

  3.3% of stocks

  +10%This quarter-3.0%Since filed8+ qtrsHeld
  AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
• 9

  Apple Inc.

  $AAPL

  $11.8M

  3.3% of stocks

  -11%This quarter-0.0%Since filed8+ qtrsHeld
  AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
• 10

  ISHARES INC - CORE MSCI EMKT

  $10.0M

  2.8% of stocks

  +3%This quarter—Since filed—Held
  AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - RUS TP200 GR ETF	$42.3M	11.8%	+2%	—	—	—	—
2	ISHARES TR - RUS TP200 VL ETF	$30.2M	8.4%	+10%	—	—	—	—
3	STERLING CAP FDS - STERL CAP BD ETF	$23.4M	6.5%	New	—	New this quarter	—	—
4	INNOVATOR ETFS TRUST - LADERD ALCTN PWR	$21.0M	5.8%	+5%	—	—	—	—
5	ISHARES TR - EAFE VALUE ETF	$14.0M	3.9%	+3%	—	—	—	—
6	ISHARES TR - RUS MDCP VAL ETF	$12.5M	3.5%	+0.4%	—	—	—	—
7	ISHARES TR - EAFE GRWTH ETF	$11.9M	3.3%	+5%	—	—	—	—
8	ISHARES GOLD TRUST$IAU	$11.8M	3.3%	+10%	-3.0%	8+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
9	Apple Inc.$AAPL	$11.8M	3.3%	-11%	-0.0%	8+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
10	ISHARES INC - CORE MSCI EMKT	$10.0M	2.8%	+3%	—	—	—	—

All holdings — LifeWealth Investments, LLC (Q3 2026)

SortLargest valueBiggest addBiggest trimWeightSharesAI qualityName A-ZSector A-Z

139 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#	Ticker	Company	Sector	Value	Weight	Shares	QoQ	Held	AI quality	Source
11	$NVDA	NVIDIA CORP	Technology	$8.2M	2.3%	36K	-2%	8+ qtrs	86.0	13F
12	—	ISHARES TR - CORE S&P MCP ETFetf/fund	—	$8.2M	2.3%	113K	+3%	—	—	13F
13	—	STERLING CAP FDS - NATIONAL MUNI BD	—	$7.8M	2.2%	332K	+8%	—	—	13F
14	—	VANGUARD STAR FDS - VG TL INTL STK Fetf/fund	—	$6.3M	1.8%	74K	+63%	—	—	13F
15	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDXetf/fund	—	$6.0M	1.7%	53K	-12%	—	—	13F
16	—	PACER FDS TR - US CASH COWS 100	—	$6.0M	1.7%	89K	+4%	—	—	13F
17	—	VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund	—	$5.4M	1.5%	8,908	+6%	—	—	13F
18	—	STERLING CAP FDS - CAP HEDGED EQT P	—	$4.7M	1.3%	188K	+18%	—	—	13F
19	—	STERLING CAP FDS - CAPITAL MULTI	—	$4.4M	1.2%	178K	+35%	—	—	13F
20	$MSFT	MICROSOFT CORP	Technology	$4.3M	1.2%	8,303	-17%	8+ qtrs	79.8	13F
21	$AMZN	AMAZON COM INC	Consumer Discretionary	$4.2M	1.2%	17K	-17%	5 qtrs	67.5	13F
22	—	VANGUARD INDEX FDS - TOTAL STK MKTetf/fund	—	$3.7M	1.0%	9,863	+237%	—	—	13F
23	$GOOGL	Alphabet Inc.	Technology	$3.5M	1.0%	10K	+0.7%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$3.5M	1.0%	69K	-6%	—	—	13F
25	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund	—	$3.4M	0.9%	44K	+3%	—	—	13F
26	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US	—	$3.4M	0.9%	65K	-0.3%
27	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$3.2M	0.9%	4,598	-7%
28	—	DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT	—	$3.1M	0.9%	26K	+2%
29	—	ISHARES TR - RUS MD CP GR ETF	—	$2.7M	0.8%	20K	-30%
30	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$2.6M	0.7%	53K	-5%
31	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$2.6M	0.7%	52K	-75%
32	—	ISHARES TR - CORE UNIVRSL USD	—	$2.6M	0.7%	58K	New
33	—	ISHARES TR - 20 YR TR BD ETF	—	$2.3M	0.6%	29K	-64%
34	$AVGO	Broadcom Inc.	Technology	$2.2M	0.6%	6,354	+4%
35	—	SPDR SERIES TRUST - ST STR P500ETF	—	$2.1M	0.6%	24K	-32%
36	$WT	WisdomTree, Inc.	Financials	$1.8M	0.5%	33K	+3%
37	—	AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF	—	$1.8M	0.5%	50K	-27%
38	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$1.8M	0.5%	56K	-29%
39	—	PIMCO ETF TR - SHTRM MUN BD ACT	—	$1.7M	0.5%	35K	—
40	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$1.6M	0.5%	35K	-7%
41	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.6M	0.5%	4,566	-1%
42	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.6M	0.4%	35K	-0.6%
43	$META	Meta Platforms, Inc.	Technology	$1.6M	0.4%	2,181	-15%
44	—	ELEVATION SERIES TRUST - TRUE SE BUFF ETF	—	$1.6M	0.4%	56K	-28%
45	$MAR	MARRIOTT INTERNATIONAL INC /MD/	Consumer Discretionary	$1.4M	0.4%	3,965	-9%
46	$GOOG	Alphabet Inc.	Technology	$1.4M	0.4%	4,059	-1%
47	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$1.3M	0.4%	40K	New
48	$SLV	iShares Silver Trust	Financials	$1.3M	0.3%	23K	-6%
49	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$1.2M	0.3%	25K	—
50	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.2M	0.3%	1,914	+106%
51	—	FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF	—	$1.2M	0.3%	38K	+5%
52	—	AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF	—	$1.1M	0.3%	32K	-26%
53	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$1.0M	0.3%	28K	+108%
54	$APH	AMPHENOL CORP /DE/	Technology	$1.0M	0.3%	12K	+99%
55	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$1.0M	0.3%	21K	—
56	$MU	MICRON TECHNOLOGY INC	Technology	$1000K	0.3%	939	New
57	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	—	$961K	0.3%	17K	+6%
58	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$938K	0.3%	24K	-28%
59	$LLY	ELI LILLY & Co	Healthcare	$881K	0.3%	761	-0.9%
60	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$870K	0.2%	17K	-15%
61	—	ISHARES TR - CALIF MUN BD ETF	—	$855K	0.2%	16K	—
62	$PG	PROCTER & GAMBLE Co	Consumer Staples	$798K	0.2%	5,493	-1%
63	—	PIMCO ETF TR - ULTR SH GO AC FD	—	$772K	0.2%	7,653	-30%
64	—	SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA	—	$725K	0.2%	38K	-78%
65	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$723K	0.2%	794	-0.9%
66	—	TIMOTHY PLAN - US LRGMD CP CORE	—	$687K	0.2%	14K	-0.6%
67	—	FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID	—	$685K	0.2%	21K	+18%
68	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$685K	0.2%	13K	—
69	$V	VISA INC.	Financials	$678K	0.2%	1,888	+1%
70	—	SPDR INDEX SHS FDS - ST STR SP GLBDIV	—	$673K	0.2%	8,275	+17%
71	$DELL	Dell Technologies Inc.	Technology	$660K	0.2%	1,226	-3%
72	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US	—	$633K	0.2%	14K	—
73	—	ISHARES TR - GLOBAL REIT ETF	—	$627K	0.2%	24K	New
74	—	FIRST TR EXCHNG TRADED FD VI - FT VEST EQ ENHAN	—	$617K	0.2%	16K	—
75	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	—	$614K	0.2%	15K	New
76	—	FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT	—	$602K	0.2%	13K	-30%
77	$GE	GENERAL ELECTRIC CO	Industrials	$562K	0.2%	1,799	-6%
78	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$541K	0.1%	13K	-10%
79	—	ELEVATION SERIES TRUST - TRUE ST SEPT ETF	—	$527K	0.1%	11K	-29%
80	$XOM.R34088	EXXON MOBIL CORP	Energy	$510K	0.1%	3,132	New
81	$WMT	Walmart Inc.	Consumer Staples	$496K	0.1%	4,774	+1.0%
82	$PLTR	Palantir Technologies Inc.	Technology	$489K	0.1%	2,614	-4%
83	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$489K	0.1%	19K	+9%
84	—	ISHARES TR - CORE S&P500 ETF	—	$476K	0.1%	621	-4%
85	$ABBV	AbbVie Inc.	Healthcare	$448K	0.1%	1,713	-0.8%
86	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$437K	0.1%	591	-10%
87	$MA	Mastercard Inc	Financials	$436K	0.1%	790	—
88	$ORCL	ORACLE CORP	Technology	$424K	0.1%	3,088	+2%
89	$DIS	Walt Disney Co	Communication Services	$413K	0.1%	3,932	-8%
90	—	VANGUARD SCOTTSDALE FDS - LONG TERM TREAS	—	$407K	0.1%	8,116	+0.2%
91	$EME	EMCOR Group, Inc.	Industrials	$401K	0.1%	531	+0.2%
92	$DE	DEERE & CO	Industrials	$382K	0.1%	568	New
93	$WDC	WESTERN DIGITAL CORP	Technology	$377K	0.1%	829	New
94	$RBC	RBC Bearings INC	Industrials	$373K	0.1%	748	+5%
95	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$370K	0.1%	6,436	+78%
96	—	TIMOTHY PLAN - HIG DV STK ETF	—	$370K	0.1%	9,110	+0.8%
97	$AMAT	APPLIED MATERIALS INC /DE	Technology	$368K	0.1%	721	-2%
98	$MRVL	Marvell Technology, Inc.	Technology	$365K	0.1%	1,381	New
99	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$360K	0.1%	1,544	+0.1%
100	$NFLX	NETFLIX INC	Communication Services	$355K	0.1%	5,105	New
101	—	ELEVATION SERIES TRUST - S&P AU DE IN ETF	—	$348K	0.1%	14K	-29%
102	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$343K	0.1%	689	-0.9%
103	$ROST	ROSS STORES, INC.	Consumer Discretionary	$322K	0.1%	1,379	+8%
104	$LRCX	LAM RESEARCH CORP	Technology	$317K	0.1%	965	-24%
105	$LMT	LOCKHEED MARTIN CORP	Industrials	$316K	0.1%	620	-25%
106	$PSX	Phillips 66	Energy	$313K	0.1%	1,225	-2%
107	$NEE	NEXTERA ENERGY INC	Utilities	$301K	0.1%	3,978	-5%
108	$WT	WisdomTree, Inc.	Financials	$300K	0.1%	5,954	-6%
109	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$298K	0.1%	5,166	—
110	$FDX	FEDEX CORP	Industrials	$287K	0.1%	1,008	+0.3%
111	$LECO	LINCOLN ELECTRIC HOLDINGS INC	Industrials	$276K	0.1%	1,045	—
112	$ANET	Arista Networks, Inc.	Technology	$275K	0.1%	1,349	+1%
113	$TXN	TEXAS INSTRUMENTS INC	Technology	$273K	0.1%	976	-3%
114	$FTNT	Fortinet, Inc.	Technology	$272K	0.1%	1,523	-8%
115	$BAC	BANK OF AMERICA CORP /DE/	Financials	$270K	0.1%	4,953	-4%
116	$BE	Bloom Energy Corp	Technology	$269K	0.1%	971	New
117	—	HARDING LOEVNER FDS INC - INTL DVLOPD MKTS	—	$268K	0.1%	17K	New
118	$ROKU	ROKU, INC	Communication Services	$266K	0.1%	1,744	+4%
119	$CAH	CARDINAL HEALTH INC	Consumer Staples	$262K	0.1%	1,180	-0.9%
120	—	SPDR INDEX SHS FDS - ST MAR DIVID ETF	—	$260K	0.1%	6,466	+17%
121	—	CALAMOS CONV & HIGH INCOME F - COM SHS	—	$257K	0.1%	22K	-37%
122	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$256K	0.1%	2,915	—
123	$TWLO	TWILIO INC	Technology	$254K	0.1%	868	New
124	$HD	HOME DEPOT, INC.	Consumer Discretionary	$241K	0.1%	846	-13%
125	—	SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC	—	$239K	0.1%	10K	-8%
126	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$238K	0.1%	1,083	+1%
127	$CAT	CATERPILLAR INC	Industrials	$236K	0.1%	291	+5%
128	—	SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES	—	$229K	0.1%	7,950	-9%
129	$HWM	Howmet Aerospace Inc.	Materials	$229K	0.1%	1,011	+0.9%
130	—	ISHARES TR - SELECT DIVID ETF	—	$228K	0.1%	1,500	—
131	—	FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M	—	$225K	0.1%	6,521	—
132	$COR	Cencora, Inc.	Consumer Staples	$223K	0.1%	743	New
133	—	ISHARES TR - RUS 1000 VAL ETF	—	$223K	0.1%	900	—
134	—	AIM ETF PRODUCTS TRUST - US LRGCP B10 DEC	—	$222K	0.1%	5,506	-24%
135	$PSLV	Sprott Physical Silver Trust	Financials	$222K	0.1%	11K	—
136	$KO	COCA COLA CO	Consumer Staples	$220K	0.1%	2,558	-17%
137	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$207K	0.1%	4,575	—
138	—	NORTHERN LTS FD TR IV - INSPIRE SML/ MID	—	$200K	0.1%	4,323	-2%
139	$HRZN	Horizon Technology Finance Corp	Other	$78K	0.0%	17K	—

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Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of LifeWealth Investments's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)