Read this manager's filing book
Disclosed positions
LifeWealth Investments, LLC: source evidence dated 2026-07-17T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IWY
- Class
- RUS TP200 GR ETF
- Reported value
- $40,897,417
- Reported amount
- 140,725
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002033794-26-000006Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| ISHARES TR | IWY | RUS TP200 GR ETF | $40,897,417 | 140,725 | SH | None |
| ISHARES TR | IWX | RUS TP200 VL ETF | $26,286,729 | 249,969 | SH | None |
| CAPITOL SER TR | Unresolved | STERL CAP BD ETF | $22,444,644 | 896,531 | SH | None |
| INNOVATOR ETFS TRUST | BUFF | LADERD ALCTN PWR | $19,561,085 | 371,319 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $13,163,733 | 171,963 | SH | None |
| ISHARES TR | IWS | RUS MDCP VAL ETF | $12,719,621 | 77,276 | SH | None |
| ISHARES TR | EFG | EAFE GRWTH ETF | $11,816,601 | 94,973 | SH | None |
| APPLE INC | AAPL | COM | $11,454,411 | 39,585 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $10,408,341 | 137,841 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $10,368,045 | 206,411 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $9,926,601 | 119,829 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,506,121 | 110,312 | SH | None |
| STERLING CAP FDS | SCNM | NATIONAL MUNI BD | $7,736,943 | 307,572 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $7,385,694 | 60,828 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $7,292,696 | 36,447 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $7,088,103 | 82,019 | SH | None |
| PIMCO DYNAMIC INCOME FD | PDI | SHS | $6,056,227 | 362,648 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $5,514,067 | 8,407 | SH | None |
| PACER FDS TR | COWZ | US CASH COWS 100 | $5,352,454 | 86,052 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,900,270 | 20,560 | SH | None |
| JANUS DETROIT STR TR | VNLA | HENDRSN SHRT ETF | $4,855,158 | 99,359 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $4,801,032 | 85,004 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $4,181,796 | 28,562 | SH | None |
| STERLING CAP FDS | SCEP | CAP HEDGED EQT P | $3,980,795 | 159,232 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $3,902,649 | 45,650 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,742,582 | 10,033 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DJUL | FT VEST US EQT | $3,667,104 | 73,130 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,639,510 | 10,184 | SH | None |
| SIMPLIFY EXCHANGE TRADED FUN | TUA | SHORT TERM TREA | $3,483,935 | 170,572 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $3,404,541 | 43,079 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,380,430 | 4,922 | SH | None |
| STERLING CAP FDS | SCMC | CAPITAL MULTI | $3,312,688 | 131,825 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DFEB | FT VEST US | $3,294,478 | 65,247 | SH | None |
| DIREXION SHARES ETF TRUST | QQQE | NASDAQ 100 EQ WT | $3,116,326 | 25,542 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $3,030,744 | 34,487 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DSEP | FT VEST US EQT | $2,649,477 | 55,849 | SH | None |
| AIM ETF PRODUCTS TRUST | SIXD | ALLIANZIM US EQT | $2,433,067 | 78,906 | SH | None |
| AIM ETF PRODUCTS TRUST | MAYW | ALLIA US MAY ETF | $2,390,994 | 68,766 | SH | None |
| BROADCOM INC | AVGO | COM | $2,313,777 | 6,125 | SH | None |
| ELEVATION SERIES TRUST | ONEZ | TRUE SE BUFF ETF | $2,128,693 | 77,154 | SH | None |
| TESLA INC | TSLA | COM | $1,942,659 | 4,619 | SH | None |
| WISDOMTREE TR | DGRS | US S CAP QTY DIV | $1,889,297 | 31,831 | SH | None |
| PIMCO ETF TR | SMMU | SHTRM MUN BD ACT | $1,770,328 | 35,056 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DAUG | FT VEST U.S. | $1,737,566 | 37,090 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $1,614,661 | 4,357 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | GJAN | FT VEST US EQT | $1,568,089 | 34,828 | SH | None |
| AIM ETF PRODUCTS TRUST | JUNW | ALLIA US JUN ETF | $1,467,868 | 42,683 | SH | None |
| META PLATFORMS INC | META | CL A | $1,453,307 | 2,580 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,449,713 | 4,103 | SH | None |
| ISHARES SILVER TR | SLV | ISHARES | $1,308,250 | 24,467 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.