Portfolio (Quarterly) Guide ↗

LifeWealth Investments, LLC

· CIK 0002033794

13F Portfolio $304M AUM 147 positions Filed Jan 26, 2026 EDGAR ↗ ← All Funds

Q3 2025 Q2 2025 · All 19 New 73 Added 35 Reduced 23 Exited

Page 1 of 2 · 23 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SIXO	AIM ETF PRODUCTS TRUST	—	82,173	$2.7M	0.99%	SOLD
2	OCTW	AIM ETF PRODUCTS TRUST	—	50,266	$1.9M	0.68%	SOLD
3	—	LISTED FDS TR	—	31,089	$1.2M	0.45%	SOLD
4	JANT	AIM ETF PRODUCTS TRUST	—	22,360	$845K	0.31%	SOLD
5	OCTT	AIM ETF PRODUCTS TRUST	—	20,497	$823K	0.30%	SOLD
6	SIXD	AIM ETF PRODUCTS TRUST	—	27,577	$757K	0.28%	SOLD
7	—	ELEVATION SERIES TRUST	—	24,703	$628K	0.23%	SOLD
8	SIXJ	AIM ETF PRODUCTS TRUST	—	14,041	$449K	0.16%	SOLD
9	SPOT	SPOTIFY TECHNOLOGY S A	Communication Services	558	$428K	0.16%	SOLD
10	QCOM	QUALCOMM INC	Technology	2,155	$343K	0.12%	SOLD
11	—	LISTED FDS TR	—	7,654	$313K	0.11%	SOLD
12	—	FORTINET INC	—	2,853	$302K	0.11%	SOLD
13	FLJJ	AIM ETF PRODUCTS TRUST	—	9,431	$286K	0.10%	SOLD
14	—	AIM ETF PRODUCTS TRUST	—	10,656	$283K	0.10%	SOLD
15	—	AIM ETF PRODUCTS TRUST	—	10,736	$282K	0.10%	SOLD
16	CRWD	CROWDSTRIKE HLDGS INC	Technology	553	$282K	0.10%	SOLD
17	FAPR	FIRST TR EXCHNG TRADED FD VI	—	6,190	$261K	0.10%	SOLD
18	—	LISTED FDS TR	—	5,846	$245K	0.09%	SOLD
19	SPUC	SIMPLIFY EXCHANGE TRADED FUN	—	5,385	$241K	0.09%	SOLD
20	CRM	SALESFORCE INC	Technology	827	$226K	0.08%	SOLD

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Sector Allocation

Technology 36.8%

Financial Services 29.7%

Consumer Cyclical 12.7%

Communication Services 9.9%

Industrials 5.1%

Consumer Defensive 2.9%

Healthcare 1.9%

Energy 0.4%

Utilities 0.4%

Basic Materials 0.3%