LifeWealth Investments, LLC ETF holdings
Winter Garden, FL
Reported $287.5M in 80 ETFs in its Form 13F for June 30, 2026.
ETF value
$287.5M
ETFs held
80
Change from prior quarter
+10.9%
With price moves
ETFs as a share of its 13F
76.9%
of $374.1M
Top 10 of 80 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWY | iShares Russell Top 200 Growth ETF | $40.9M | 140,725 | +8,403 shares |
| IWX | iShares Russell Top 200 Value ETF | $26.3M | 249,969 | +21,414 shares |
| BUFF | Innovator Laddered Allocation Power Buffer ETF | $19.6M | 371,319 | +34,442 shares |
| EFV | iShares MSCI EAFE Value ETF | $13.2M | 171,963 | +11,055 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $12.7M | 77,276 | +382 shares |
| EFG | iShares MSCI EAFE Growth ETF | $11.8M | 94,973 | +663 shares |
| IAU | iShares Gold Trust | $10.4M | 137,841 | +14,720 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $10.4M | 206,411 | −1,552 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $9.9M | 119,829 | +8,387 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $8.5M | 110,312 | +9,493 shares |
70 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002033794. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LifeWealth Investments, LLC own?
LifeWealth Investments, LLC reported 80 ETF positions worth $287.5M in its Form 13F for June 30, 2026. The largest was IWY, at $40.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.