LifeWealth Investments Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$8.91M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$5.39M |
| 3 |
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
|
+$3.91M |
| 4 |
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
|
+$2.33M |
| 5 |
Vanguard Total Bond Market
BND
|
+$656K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$26.4M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
+$25.4M |
| 3 |
NVIDIA
NVDA
|
+$17M |
| 4 |
iShares Russell Top 200 Value ETF
IWX
|
+$14.6M |
| 5 |
SCEC
Sterling Capital Enhanced Core Bond ETF
SCEC
|
+$12.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.29% |
| 2 | Consumer Discretionary | 2.96% |
| 3 | Communication Services | 2.31% |
| 4 | Industrials | 1% |
| 5 | Financials | 0.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
US Bancorp
USB
$101B
| – | – |
-10,620
| Closed | -$513K |
|
227
Valero Energy
VLO
$93.8B
| – | – |
-3,154
| Closed | -$537K |
|
228
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
| – | – |
-19,901
| Closed | -$3.47M |
|
229
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.1B
| – | – |
-10,798
| Closed | -$3.17M |
|
230
Verizon
VZ
$195B
| – | – |
-16,422
| Closed | -$722K |
|
231
WEC Energy
WEC
$35.6B
| – | – |
-3,694
| Closed | -$423K |
|
232
Wells Fargo
WFC
$267B
| – | – |
-3,415
| Closed | -$286K |
|
233
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$844M
| – | – |
-5,401
| Closed | -$268K |
|
234
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$44.6M
| – | – |
-268,568
| Closed | -$8.27M |
|
|
SW
235
Smurfit Westrock
SW
$25.6B
| – | – |
-7,687
| Closed | -$327K |
|
Similar funds
LifeWealth Investments's Q4 2025 Portfolio in Review
As of Q4 2025, LifeWealth Investments held 235 positions worth $316M, down 52% from $655M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
LifeWealth Investments withdrew a net $354M in Q4 2025, closing 81 positions and reducing 131 holdings. Its most notable exit was AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF, an estimated $8.27M position sold in full.
By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 9.7% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, LifeWealth Investments opened a new position in Vanguard Short-Term Inflation-Protected Securities Index Fund worth $8.81M.
- LifeWealth Investments's largest Q4 2025 buy was Vanguard Short-Term Inflation-Protected Securities Index Fund: 178,203 shares worth $8.81M.
- LifeWealth Investments added most to iShares Core MSCI International Developed Markets ETF in Q4 2025, an estimated $244 increase.
- LifeWealth Investments's biggest Q4 2025 reduction was WisdomTree Floating Rate Treasury Fund, cutting an estimated $26.4M.
- LifeWealth Investments fully exited AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q4 2025, selling an estimated $8.27M.
- LifeWealth Investments's ten largest holdings make up 42% of its $316M portfolio in Q4 2025.
- LifeWealth Investments opened 22 new positions and closed 81 in Q4 2025.
- LifeWealth Investments's portfolio value fell 52% quarter-over-quarter to $316M.
Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.