13F Filings History of LifeWealth Investments, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$315,768,984
Signature - Title
Desaree Tatum - Team Lead, Compliance Support
Location
Winter Garden, FL
Summary
This page shows a list of all the recent 13F filings made by LifeWealth Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LifeWealth Investments, LLC reported 154 stock holdings with total value $315,768,984 as of Q4 2025. Top holdings included IWY, IWX, SCEC, BUFF, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 154 $315,768,984 +$41,339,453 -$66,355,355 -$25,015,902 IWY, IWX, SCEC, BUFF, AAPL 13F-HR 26 Jan 2026, 13:19
Q3 2025 147 $303,529,583 $0 $0 $0 IWY, IWX, USFR, SCEC, BUFF New Holdings 26 Jan 2026, 14:57
Q3 2025 215 $334,364,195 +$37,359,064 -$22,285,092 +$15,073,972 IWY, IWX, USFR, SCEC, BUFF 13F-HR 20 Oct 2025, 12:06
Q2 2025 151 $275,137,308 $0 $0 $0 IWY, IWX, USFR, SCEC, BUFF New Holdings 26 Jan 2026, 14:44
Q2 2025 212 $301,348,184 +$75,054,453 -$21,324,312 +$53,730,141 IWY, IWX, USFR, SCEC, BUFF 13F-HR 30 Jul 2025, 16:46
Q1 2025 127 $207,945,016 $0 $0 $0 IWY, USFR, IWX, BUFF, AAPL New Holdings 26 Jan 2026, 14:21
Q1 2025 194 $233,754,507 +$94,400,858 -$8,954,690 +$85,446,168 IWY, USFR, IWX, BUFF, AAPL 13F-HR 21 Apr 2025, 10:56
Q4 2024 148 $150,927,185 $0 $0 $0 IWY, USFR, AAPL, IWX, UAPR 13F-HR 26 Feb 2025, 14:11