LifeWealth Investments, LLC - Portfolio Stock Holdings
LifeWealth Investments, LLC disclosed 150 stock positions in a recent SEC 13F filing. $359,522,266 of stock holdings were filed, with the largest holdings including IWY, IWX, and SCEC. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $490,593,143 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
150Est. Stock Holding Value:
$359,522,266Top Stock Holdings By Sector
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Portfolio Stock Holdings - LifeWealth Investments, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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