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LifeWealth Investments, LLC — 13F Holdings & Portfolio

CIK 2033794 · latest 13F-HR filed 2026-07-16

Backtest portfolio

LifeWealth Investments, LLC manages $374.1M in 13F-reported U.S. long-equity assets across 136 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWY (10.93%), IWX (7.03%), SCEC (6.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions and exited 22; 73 existing positions rose in reported value and 20 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$374.1M

Long-equity book

Holdings
136

Distinct positions

Period
2026-06-30

Filed 2026-07-16

Q/Q Activity
+17 / −22 / ↑73 / ↓20

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IWY10.9% · +6%IWX7.0% · +9%SCEC6.0% · +18%BUFF5.2% · +10%EFV3.5% · +7%IWS3.4% · +0%EFG3.2% · +1%AAPL3.1% · +3%IAU2.8% · +12%VTIP2.8% · -1%IEMG2.7% · +8%IJH2.3% · +9%SCNM2.1% · +6%VTWO2.0% · +5%NVDA1.9% · +2%TLT1.9% · +2%PDI1.6% · -2%SMH1.5% · newCOWZ1.4% · +12%AMZN1.3% · -0%VNLA1.3% · -4%JEPI1.3% · -3%IWP1.1% · +18%SCEP1.1% · -2%VXUS1.0% · +12%MSFT1.0% · +1%DJUL1.0% · -0%GOOGL1.0% · +1%TUA0.9% · +4%VCSH0.9% · +10%VOO0.9% · +13%SCMC0.9% · +12%DFEB0.9% · -0%QQQE0.8% · +4%SPYM0.8% · -30%DSEP0.7% · -1%SIXD0.7% · newMAYW0.6% · newAVGO0.6% · +23%ONEZ0.6% · +105%TSLA0.5% · -1%DGRS0.5% · +12%SMMU0.5% · 0%DAUG0.5% · -1%MAR0.4% · -0%GJAN0.4% · -1%JUNW0.4% · newMETA0.4% · -8%GOOG0.4% · -2%SLV0.3% · +4%MAYT0.3% · newPMAR0.3% · 0%BILZ0.3% · +239%BUFD0.3% · -5%VTI0.3% · +8%APH0.3% · +2%JPST0.3% · -4%DDEC0.3% · -0%VGIT0.3% · +11%LLY0.2% · +1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 47.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$490.6M
Discretionary
$490.6M
Employees
22
Accounts
1,531
Address
270 W. PLANT STREET
STE. 240
WINTER GARDEN, FL 34787
Phone
(407) 299-4129
Website
Name Title / Status Ownership Type
LAMPRECHT, HILGARDT, WILHELM ControlCHIEF EXECUTIVE OFFICER
since Sep 2024
Less than 5%Individual
LAMPRECHT, JANICE, CHRISTINE ControlCHIEF OPERATIONS OFFICER
since Sep 2024
Less than 5%Individual
SIGNIFICANT WEALTH MANAGEMENT, INC. ControlOWNING COMPANY
since Sep 2024
75% or moreDomestic Entity
OLVERA, TANYA, MICHELLECHIEF COMPLIANCE OFFICER
since Feb 2025
Less than 5%Individual
LAMPRECHT, HILGARDT, WILHELM Control
Indirect owner via SIGNIFICANT WEALTH MANAGEMENT, INC.
PRINCIPAL OWNER
since Sep 2024
75% or moreIndividual
Ownership & leadership changes · 2 filings with changes since Sep 18, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

May 6, 2025 filing
  • No longer listedPAYNE, CHRISTOPHER, LEE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Oct 2024
  • Listed againOLVERA, TANYA, MICHELLE · CHIEF COMPLIANCE OFFICER · Less than 5%
Oct 25, 2024 filing
  • No longer listedOLVERA, TANYA, MICHELLE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Sep 2024
  • AddedPAYNE, CHRISTOPHER, LEE · CHIEF COMPLIANCE OFFICER · Less than 5%
Sep 18, 2024 filing (earliest on record)
  • ListedLAMPRECHT, HILGARDT, WILHELM · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ListedLAMPRECHT, HILGARDT, WILHELM · PRINCIPAL OWNER · 75% or more · indirect via SIGNIFICANT WEALTH MANAGEMENT, INC. · control person
  • ListedLAMPRECHT, JANICE, CHRISTINE · CHIEF OPERATIONS OFFICER · Less than 5% · control person
  • ListedOLVERA, TANYA, MICHELLE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedSIGNIFICANT WEALTH MANAGEMENT, INC. · OWNING COMPANY · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

LifeWealth Investments, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IWY 464289438 $40.9M 10.93% 140,725 SH
2 ISHARES TR IWX 464289420 $26.3M 7.03% 249,969 SH
3 CAPITOL SER TR SCEC 14064D444 $22.4M 6.00% 896,531 SH
4 INNOVATOR ETFS TRUST BUFF 45783Y814 $19.6M 5.23% 371,319 SH
5 ISHARES TR EFV 464288877 $13.2M 3.52% 171,963 SH
6 ISHARES TR IWS 464287473 $12.7M 3.40% 77,276 SH
7 ISHARES TR EFG 464288885 $11.8M 3.16% 94,973 SH
8 APPLE INC AAPL 037833100 $11.5M 3.06% 39,585 SH
9 ISHARES GOLD TR IAU 464285204 $10.4M 2.78% 137,841 SH
10 VANGUARD MALVERN FDS VTIP 922020805 $10.4M 2.77% 206,411 SH
11 ISHARES INC IEMG 46434G103 $9.9M 2.65% 119,829 SH
12 ISHARES TR IJH 464287507 $8.5M 2.27% 110,312 SH
13 STERLING CAP FDS SCNM 85917K470 $7.7M 2.07% 307,572 SH
14 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $7.4M 1.97% 60,828 SH
15 NVIDIA CORPORATION NVDA 67066G104 $7.3M 1.95% 36,447 SH
16 ISHARES TR TLT 464287432 $7.1M 1.89% 82,019 SH
17 PIMCO DYNAMIC INCOME FD PDI 72201Y101 $6.1M 1.62% 362,648 SH
18 VANECK ETF TRUST SMH 92189F676 $5.5M 1.47% 8,407 SH
19 PACER FDS TR COWZ 69374H881 $5.4M 1.43% 86,052 SH
20 AMAZON COM INC AMZN 023135106 $4.9M 1.31% 20,560 SH
21 JANUS DETROIT STR TR VNLA 47103U886 $4.9M 1.30% 99,359 SH
22 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $4.8M 1.28% 85,004 SH
23 ISHARES TR IWP 464287481 $4.2M 1.12% 28,562 SH
24 STERLING CAP FDS SCEP 85917K454 $4.0M 1.06% 159,232 SH
25 VANGUARD STAR FDS VXUS 921909768 $3.9M 1.04% 45,650 SH
26 MICROSOFT CORP MSFT 594918104 $3.7M 1.00% 10,033 SH
27 FIRST TR EXCHNG TRADED FD VI DJUL 33740F698 $3.7M 0.98% 73,130 SH
28 ALPHABET INC GOOGL 02079K305 $3.6M 0.97% 10,184 SH
29 SIMPLIFY EXCHANGE TRADED FUN TUA 82889N657 $3.5M 0.93% 170,572 SH
30 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $3.4M 0.91% 43,079 SH
31 VANGUARD INDEX FDS VOO 922908363 $3.4M 0.90% 4,922 SH
32 STERLING CAP FDS SCMC 85917K462 $3.3M 0.89% 131,825 SH
33 FIRST TR EXCHNG TRADED FD VI DFEB 33740F771 $3.3M 0.88% 65,247 SH
34 DIREXION SHARES ETF TRUST QQQE 25459Y207 $3.1M 0.83% 25,542 SH
35 SPDR SERIES TRUST SPYM 78464A854 $3.0M 0.81% 34,487 SH
36 FIRST TR EXCHNG TRADED FD VI DSEP 33740F680 $2.6M 0.71% 55,849 SH
37 AIM ETF PRODUCTS TRUST SIXD 00888H646 $2.4M 0.65% 78,906 SH
38 AIM ETF PRODUCTS TRUST MAYW 00888H752 $2.4M 0.64% 68,766 SH
39 BROADCOM INC AVGO 11135F101 $2.3M 0.62% 6,125 SH
40 ELEVATION SERIES TRUST ONEZ 210322608 $2.1M 0.57% 77,154 SH
41 TESLA INC TSLA 88160R101 $1.9M 0.52% 4,619 SH
42 WISDOMTREE TR DGRS 97717X651 $1.9M 0.50% 31,831 SH
43 PIMCO ETF TR SMMU 72201R874 $1.8M 0.47% 35,056 SH
44 FIRST TR EXCHNG TRADED FD VI DAUG 33740F854 $1.7M 0.46% 37,090 SH
45 MARRIOTT INTL INC NEW MAR 571903202 $1.6M 0.43% 4,357 SH
46 FIRST TR EXCHNG TRADED FD VI GJAN 33740F516 $1.6M 0.42% 34,828 SH
47 AIM ETF PRODUCTS TRUST JUNW 00888H737 $1.5M 0.39% 42,683 SH
48 META PLATFORMS INC META 30303M102 $1.5M 0.39% 2,580 SH
49 ALPHABET INC GOOG 02079K107 $1.4M 0.39% 4,103 SH
50 ISHARES SILVER TR SLV 46428Q109 $1.3M 0.35% 24,467 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $374.1M 136 0002033794-26-000006
2026-03-31 2026-04-21 $335.0M 141 0002033794-26-000005
2025-09-30 2026-01-26 $303.5M 147 0002033794-26-000004
Filer Information
Address
270 W. PLANT STREET, STE. 240
WINTER GARDEN, FL 34787
Phone
(407) 299-4129
Filing Manager
LifeWealth Investments, LLC
WINTER GARDEN, FL
Signatory
Desaree Tatum
Consultant, Compliance Services