LifeWealth Investments, LLC
- SEC CIK
- 0002033794
- Latest filing
- Jul 16, 2026
The latest 13F from LifeWealth Investments, LLC covers Q2 2026 (filed Jul 16, 2026): 136 long positions worth $374.1M. The top 10 holdings make up 47.9% of the portfolio, and the largest is iShares Russell Top 200 Growth ETF at 10.9%. Livermore has 10 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 17
- Est. +$16.4M
- Added
- 64
- Est. +$21.6M
- Reduced
- 45
- Est. −$4.39M
- Sold out
- 22
- Est. −$19.8M
Top 5 holdings
Share of this quarter's portfolio value
- iShares Russell Top 200 Growth ETF46428943810.9%$40.9M
- iShares Tr4642894207.0%$26.3M
- Capitol Ser Tr14064D4446.0%$22.4M
- Innovator ETFs Trust45783Y8145.2%$19.6M
- iShares Tr4642888773.5%$13.2M
Share of portfolio
Top 5 holdings and the other 131 positions, by share of portfolio value
- iShares Russell Top 200 Growth ETF10.9%
- iShares Tr7.0%
- Capitol Ser Tr6.0%
- Innovator ETFs Trust5.2%
- iShares Tr3.5%
- Other 131 positions67.3%
Biggest buys
New and added positions, by estimated amount bought
- VanEck Semiconductor ETF92189F676+$5.51MNew
- Capitol Ser Tr14064D444+$3.34MAdded
- iShares Russell Top 200 Growth ETF464289438+$2.44MAdded
- Aim ETF Products Trust00888H646+$2.43MNew
- Aim ETF Products Trust00888H752+$2.39MNew
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- VanEck Semiconductor ETF92189F676+1.47 pp0.0% → 1.5%
- iShares Russell Top 200 Growth ETF464289438+1.10 pp9.8% → 10.9%
- iShares Tr464289420+0.70 pp6.3% → 7.0%
- Aim ETF Products Trust00888H646+0.65 pp0.0% → 0.7%
- Aim ETF Products Trust00888H752+0.64 pp0.0% → 0.6%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard World FD921910840−$4.29MSold out
- Aim ETF Products Trust00888H877−$2.91MSold out
- Aim ETF Products Trust00888H505−$1.89MSold out
- Aim ETF Products Trust00888H687−$1.71MSold out
- Aim ETF Products Trust00888H521−$1.61MSold out
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard World FD921910840−1.28 pp1.3% → 0.0%
- Aim ETF Products Trust00888H877−0.87 pp0.9% → 0.0%
- Aim ETF Products Trust00888H505−0.56 pp0.6% → 0.0%
- Aim ETF Products Trust00888H687−0.51 pp0.5% → 0.0%
- Aim ETF Products Trust00888H521−0.48 pp0.5% → 0.0%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $374.1M
- +$39.1M (+11.7%) vs. prior quarter
- Positions
- 136
- −5 vs. prior quarter
- Top 10 concentration
- 47.9%
- Top 10 as share of value
- Turnover
- 6.8%
- Q2 2026, one quarter
- Average holding period
- 6.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $655.0M (Q3 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 16, 2026 | 136 | $374.1M | iShares Russell Top 200 Growth ETFiShares TrCapitol Ser Tr | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 21, 2026 | 141 | $335.0M | iShares Russell Top 200 Growth ETFiShares TrCapitol Ser Tr | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 26, 2026 | 154 | $315.8M | iShares Russell Top 200 Growth ETFiShares TrCapitol Ser Tr | vs. Q3 2025 | SEC |
| Q3 2025 | Jan 26, 2026Amended | 215 | $655.0M | iShares Russell Top 200 Growth ETFiShares TrWisdomTree Tr | vs. Q2 2025 | SECSEC |
| Q2 2025 | Jan 26, 2026Amended | 212 | $583.3M | iShares Russell Top 200 Growth ETFiShares TrWisdomTree Tr | vs. Q1 2025 | SECSEC |
| Q1 2025 | Jan 26, 2026Amended | 194 | $452.3M | iShares Russell Top 200 Growth ETFWisdomTree TriShares Tr | vs. Q4 2024 | SECSEC |
| Q4 2024 | Feb 26, 2025 | 148 | $150.9M | iShares Russell Top 200 Growth ETFWisdomTree TrAAPL | – | SEC |