L
LifeWealth Investments, LLC
LifeWealth Investments, LLC is an institution, managing $334.1M across 209 long positions as of Q3 2025 with 59% ETF concentration.
- Portfolio Value
- $334.1M
- Positions
- 209
- Top Holding
- IWY at 8.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LifeWealth Investments, LLC's portfolio (38% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $27.5M | 8.24% | +$1.8M Bought | — 100.6K shares | |
ETF ETF | $15.7M | 4.69% | +$1.6M Bought | — 178.3K shares | |
ETF ETF | $13.7M | 4.10% | +$352.0K Bought | — 272.2K shares | |
Semiconductors Technology | $12.5M | 3.74% | +$3.0M Bought | 0.00% 83.3K shares | |
Unknown Unknown | $11.4M | 3.42% | +$292.3K Bought | — 233.8K shares | |
Consumer Electronics Technology | $11.1M | 3.31% | -$316.3K Sold | 0.00% 43.4K shares | |
ETF ETF | $9.2M | 2.74% | +$542.0K Bought | — 135.1K shares | |
ETF ETF | $8.7M | 2.62% | +$693.0K Bought | — 76.8K shares | |
Unknown Unknown | $8.6M | 2.56% | +$64.0K Bought | — 117.6K shares | |
ETF ETF | $8.5M | 2.56% | +$641.8K Bought | — 61.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LifeWealth Investments, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for LifeWealth Investments, LLC
GthenA