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Manager record

LifeWealth Investments, LLC

Winter Garden, FL · CIK 2033794 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$374.13MReported 13F valueQ2 2026 · as filed
136Holdings listed
+11.7%vs prior quartervalue change includes market moves
6Quarters on record
Jul 16Latest filed
Reported 13F value by quarter, Q1 2025 to Q2 2026Q1 2025: $207.9M$207.9MQ1 2025127 holdingsQ2 2025: $275.1M$275.1MQ2 2025151 holdingsQ3 2025: $303.5M$303.5MQ3 2025147 holdingsQ4 2025: $315.8M$315.8MQ4 2025154 holdingsQ1 2026: $335.0M$335.0MQ1 2026141 holdingsQ2 2026: $374.1M$374.1MQ2 2026136 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 16 2026 13F-HR · period Q2 2026

$374.13M · 136 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$335.04M · 141 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$315.77M · 154 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR/A · period Q1 2025

$207.95M · 127 holdings listed · amendment (new holdings) · View original SEC filing ↗
Jan 26 2026 13F-HR/A · period Q2 2025

$275.14M · 151 holdings listed · amendment (new holdings) · View original SEC filing ↗
Jan 26 2026 13F-HR/A · period Q3 2025

$303.53M · 147 holdings listed · amendment (new holdings) · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$351.45M · 214 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$308.17M · 211 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 16, 2026 · Change methodology