Portfolio (Quarterly) Guide ↗

LifeWealth Investments, LLC

· CIK 0002033794

13F Portfolio $374M AUM 136 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q3 2025 · All 35 New 49 Added 43 Reduced 46 Exited

Page 1 of 3 · 46 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MUB	ISHARES TR	—	54,192	$5.8M	1.90%	SOLD
2	SIXP	AIM ETF PRODUCTS TRUST	—	134,657	$4.1M	1.37%	SOLD
3	MGV	VANGUARD WORLD FD	—	21,573	$3.0M	0.98%	SOLD
4	DECW	AIM ETF PRODUCTS TRUST	—	82,061	$2.7M	0.89%	SOLD
5	—	AIM ETF PRODUCTS TRUST	—	86,460	$2.3M	0.77%	SOLD
6	—	ELEVATION SERIES TRUST	—	92,094	$2.3M	0.75%	SOLD
7	SEPW	AIM ETF PRODUCTS TRUST	—	72,007	$2.3M	0.74%	SOLD
8	VOE	VANGUARD INDEX FDS	—	9,888	$1.7M	0.57%	SOLD
9	JULW	AIM ETF PRODUCTS TRUST	—	43,054	$1.7M	0.55%	SOLD
10	VOT	VANGUARD INDEX FDS	—	5,391	$1.6M	0.52%	SOLD
11	SDVY	FIRST TR EXCHANGE-TRADED FD	—	35,365	$1.3M	0.44%	SOLD
12	NFLX	NETFLIX INC	Communication Services	851	$1.0M	0.34%	SOLD
13	ICLO	INVESCO ACTIVELY MANAGED EXC	—	29,256	$749K	0.25%	SOLD
14	VYM	VANGUARD WHITEHALL FDS	—	4,903	$691K	0.23%	SOLD
15	—	AIM ETF PRODUCTS TRUST	—	22,066	$646K	0.21%	SOLD
16	GJUL	FIRST TR EXCHNG TRADED FD VI	—	15,690	$636K	0.21%	SOLD
17	DECZ	ELEVATION SERIES TRUST	—	14,183	$578K	0.19%	SOLD
18	DIV	GLOBAL X FDS	—	30,440	$538K	0.18%	SOLD
19	—	TIMOTHY PLAN	—	18,112	$499K	0.16%	SOLD
20	DE	DEERE & CO	Industrials	1,083	$495K	0.16%	SOLD

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Sector Allocation

Technology 39.9%

Financial Services 28.4%

Consumer Cyclical 12.2%

Communication Services 7.7%

Industrials 4.3%

Consumer Defensive 3.5%

Healthcare 2.9%

Utilities 0.8%

Energy 0.3%