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 2 of 2 · 23 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	UI	UBIQUITI INC	Technology	543	$224K	0.08%	SOLD
22	VEEV	VEEVA SYS INC	Healthcare	758	$218K	0.08%	SOLD
23	HWM	HOWMET AEROSPACE INC	Industrials	1,123	$209K	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%