LifeWealth Investments, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 139 distinct companies, with the top holdings consisting of various exchange-traded funds (ETFs) and large-cap technology stocks.
The largest position reported is the iShares Trust Russell 2000 Growth ETF, with 143,533 shares. This is followed by the iShares Trust Russell 2000 Value ETF, holding 275,685 shares, and the Sterling Capital Funds Sterling Cap Bd ETF, with 985,939 shares. The firm also holds significant positions in the Innovator ETFs Trust Ladder Alctn Pwr ETF (389,976 shares) and the iShares Trust EAFE Value ETF (177,010 shares).
Among individual equities, the filing lists Apple Inc. with 35,373 shares and Microsoft Corporation with 8,303 shares. Other notable individual stock holdings include NVIDIA Corporation (35,868 shares), Amazon.com Inc. (17,012 shares), Alphabet Inc. Class A (10,255 shares), and Tesla Inc. (4,566 shares).
The report indicates that all positions are held in a Sole capacity, with Desaree Tatum listed as the Consultant, Compliance Services contact for the firm.
