LifeWealth Investments, LLC reported 59 positions worth $72.94M for the quarter ended Sep 30, 2026, up 5.2% on the prior quarter. It opened 9 new positions, added to 16, trimmed 30 and exited 5. Its largest holding is Ishares Gold Trust at 16.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | +13.6K | +9.8% | $1.06M | 16.21% |
| MU Micron Technology Inc | +939 | – | $999.68K | 1.37% |
| AMD Advanced Micro Devices Inc | +983 | +105.6% | $601.31K | 1.61% |
| XOM ExxonMobil Holdings Corp | +3,132 | – | $509.70K | 0.699% |
| DE Deere & Co | +568 | – | $381.77K | 0.523% |
| WDC Western Digital Corp | +829 | – | $376.61K | 0.516% |
| MRVL Marvell Technology, Inc. | +1,381 | – | $364.93K | 0.5% |
| NFLX Netflix Inc | +5,105 | – | $355.20K | 0.487% |
| BE Bloom Energy Corp | +971 | – | $268.84K | 0.369% |
| TWLO Twilio Inc | +868 | – | $253.76K | 0.348% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -4,212 | -10.6% | $1.40M | 16.15% |
| MSFT Microsoft Corp | -1,730 | -17.2% | $887.35K | 5.84% |
| AMZN Amazon Com Inc | -3,548 | -17.3% | $883.98K | 5.81% |
| GS Goldman Sachs Group Inc | -701 | -100.0% | $709.00K | Exited |
| META Meta Platforms, Inc. | -399 | -15.5% | $289.34K | 2.17% |
| TMO Thermo Fisher Scientific Inc. | -552 | -100.0% | $276.58K | Exited |
| MNST Monster Beverage Corp | -5,286 | -100.0% | $254.05K | Exited |
| ISRG Intuitive Surgical Inc | -634 | -100.0% | $252.13K | Exited |
| GEV GE Vernova Inc. | -201 | -100.0% | $236.15K | Exited |
| MAR Marriott International Inc | -392 | -9.0% | $139.42K | 1.93% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +939 | $999.68K | 1.37% |
| XOM ExxonMobil Holdings Corp | +3,132 | $509.70K | 0.699% |
| DE Deere & Co | +568 | $381.77K | 0.523% |
| WDC Western Digital Corp | +829 | $376.61K | 0.516% |
| MRVL Marvell Technology, Inc. | +1,381 | $364.93K | 0.5% |
| NFLX Netflix Inc | +5,105 | $355.20K | 0.487% |
| BE Bloom Energy Corp | +971 | $268.84K | 0.369% |
| TWLO Twilio Inc | +868 | $253.76K | 0.348% |
| COR Cencora, Inc. | +743 | $223.17K | 0.306% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 151.4K | $11.82M | 16.21% | +13.6K | +9.8% | Added | 0.02% |
| 2 | AAPL Apple Inc. | Technology | 35.4K | $11.78M | 16.15% | -4,212 | -10.6% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 35.9K | $8.19M | 11.23% | -579 | -1.6% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 8,303 | $4.26M | 5.84% | -1,730 | -17.2% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 17.0K | $4.24M | 5.81% | -3,548 | -17.3% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 10.3K | $3.53M | 4.84% | +71 | +0.7% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 6,354 | $2.23M | 3.06% | +229 | +3.7% | Added | 0% |
| 8 | TSLA Tesla, Inc. | Consumer Discretionary | 4,566 | $1.62M | 2.22% | -53 | -1.1% | Reduced | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 2,181 | $1.58M | 2.17% | -399 | -15.5% | Reduced | 0% |
| 10 | MAR Marriott International Inc | Consumer Discretionary | 3,965 | $1.41M | 1.93% | -392 | -9.0% | Reduced | 0% |
| 11 | GOOG Alphabet Inc. | Technology | 4,059 | $1.38M | 1.9% | -44 | -1.1% | Reduced | 0% |
| 12 | SLV iShares Silver Trust | Others | 23.1K | $1.26M | 1.73% | -1,352 | -5.5% | Reduced | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 1,914 | $1.17M | 1.61% | +983 | +105.6% | Added | 0% |
| 14 | APH Amphenol Corp | Industrials | 12.1K | $1.02M | 1.4% | -45 | -0.4% | Reduced | 0% |
| 15 | MU Micron Technology Inc | Technology | 939 | $999.68K | 1.37% | +939 | – | New | 0% |
Tip. Select a row to see that position’s full history at LifeWealth Investments.
As of its Q3 2026 13F filing, LifeWealth Investments, LLC’s five largest positions were Ishares Gold Trust (IAU) at 16.2%, Apple Inc. (AAPL) at 16.2%, Nvidia Corp (NVDA) at 11.2%, Microsoft Corp (MSFT) at 5.8%, Amazon Com Inc (AMZN) at 5.8% of the reported portfolio.
LifeWealth Investments, LLC reported a 13F portfolio worth $72.94M across 59 positions for Q3 2026. That is up 5.2% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($1.06M), Micron Technology Inc ($999.68K), Advanced Micro Devices Inc ($601.31K). It opened 9 new positions.
Its largest sales by value were Apple Inc. ($1.40M), Microsoft Corp ($887.35K), Amazon Com Inc ($883.98K). It exited 5 positions entirely.
From the Form 13F-HR reports LifeWealth Investments, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.