LifeWealth Investments, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in LifeWealth Investments, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IWY | ISHARES TR | 9.83% | 32.927 M $ | 132322 | 2024/12/31 | -3.078 M $ | -10.15 % |
| 2026/03/31 | IWX | ISHARES TR | 6.32% | 21.180 M $ | 228555 | 2024/12/31 | 156.953 K $ | 0.88 % |
| 2026/03/31 | SCEC | CAPITOL SER TR | 5.71% | 19.139 M $ | 762957 | 2025/06/30 | -156.358 K $ | -1.06 % |
| 2026/03/31 | BUFF | INNOVATOR ETFS TRUST | 4.97% | 16.645 M $ | 336877 | 2025/03/31 | -120.082 K $ | -0.90 % |
| 2026/03/31 | EFV | ISHARES TR | 3.57% | 11.964 M $ | 160908 | 2024/12/31 | 423.551 K $ | 4.12 % |
| 2026/03/31 | IWS | ISHARES TR | 3.34% | 11.206 M $ | 76894 | 2024/12/31 | 312.152 K $ | 3.33 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 3.24% | 10.854 M $ | 123121 | 2024/12/31 | 786.340 K $ | 8.61 % |
| 2026/03/31 | EFG | ISHARES TR | 3.13% | 10.503 M $ | 94310 | 2024/12/31 | -212.070 K $ | -2.24 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 3.10% | 10.388 M $ | 207963 | 2025/12/31 | 87.319 K $ | 0.99 % |
| 2026/03/31 | AAPL | APPLE INC | 2.92% | 9.778 M $ | 38526 | 2024/12/31 | -685.521 K $ | -6.65 % |
| 2026/03/31 | IEMG | ISHARES INC | 2.32% | 7.773 M $ | 111442 | 2024/12/31 | 239.484 K $ | 3.76 % |
| 2026/03/31 | SCNM | STERLING CAP FDS | 2.16% | 7.234 M $ | 290988 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TLT | ISHARES TR | 2.07% | 6.947 M $ | 80131 | 2024/12/31 | -32.529 K $ | -0.54 % |
| 2026/03/31 | IJH | ISHARES TR | 2.03% | 6.808 M $ | 100819 | 2025/12/31 | 125.986 K $ | 2.32 % |
| 2026/03/31 | PDI | PIMCO DYNAMIC INCOME FD | 1.89% | 6.318 M $ | 369241 | 2024/12/31 | -201.093 K $ | -3.39 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.87% | 6.252 M $ | 35847 | 2024/12/31 | -410.407 K $ | -6.49 % |
| 2026/03/31 | VTWO | VANGUARD SCOTTSDALE FDS | 1.73% | 5.800 M $ | 57906 | 2024/12/31 | 32.040 K $ | 0.65 % |
| 2026/03/31 | VNLA | JANUS DETROIT STR TR | 1.51% | 5.044 M $ | 103241 | 2024/12/31 | -27.421 K $ | -0.57 % |
| 2026/03/31 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.49% | 4.977 M $ | 87814 | 2024/12/31 | -44.837 K $ | -0.98 % |
| 2026/03/31 | COWZ | PACER FDS TR | 1.44% | 4.825 M $ | 77118 | 2025/03/31 | 150.586 K $ | 3.97 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 1.28% | 4.302 M $ | 20658 | 2024/12/31 | -459.253 K $ | -9.77 % |
| 2026/03/31 | MGV | VANGUARD WORLD FD | 1.28% | 4.292 M $ | 29612 | 2024/12/31 | 92.657 K $ | 2.68 % |
| 2026/03/31 | SCEP | STERLING CAP FDS | 1.15% | 3.844 M $ | 163093 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 1.12% | 3.757 M $ | 49080 | 2024/12/31 | -221.403 K $ | -4.59 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.10% | 3.675 M $ | 9929 | 2024/12/31 | -1.140 M $ | -23.46 % |
| 2026/03/31 | TUA | SIMPLIFY EXCHANGE TRADED FUN | 1.03% | 3.445 M $ | 163258 | 2024/12/31 | -122.433 K $ | -3.65 % |
| 2026/03/31 | DJUL | FIRST TR EXCHNG TRADED FD VI | 1.03% | 3.436 M $ | 73517 | 2024/12/31 | -60.721 K $ | -1.74 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 0.94% | 3.141 M $ | 40734 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 0.93% | 3.106 M $ | 39184 | 2024/12/31 | -14.200 K $ | -0.58 % |
| 2026/03/31 | IWP | ISHARES TR | 0.93% | 3.099 M $ | 24191 | 2024/12/31 | -143.422 K $ | -6.44 % |
| 2026/03/31 | DFEB | FIRST TR EXCHNG TRADED FD VI | 0.92% | 3.096 M $ | 65363 | 2024/12/31 | -23.842 K $ | -0.73 % |
| 2026/03/31 | SCMC | STERLING CAP FDS | 0.88% | 2.956 M $ | 118251 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SIXO | AIM ETF PRODUCTS TRUST | 0.87% | 2.907 M $ | 86066 | 2024/12/31 | -108.483 K $ | -2.74 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.87% | 2.899 M $ | 10082 | 2024/12/31 | -243.867 K $ | -8.13 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.78% | 2.605 M $ | 4360 | 2024/12/31 | -127.460 K $ | -4.72 % |
| 2026/03/31 | DSEP | FIRST TR EXCHNG TRADED FD VI | 0.74% | 2.481 M $ | 56445 | 2024/12/31 | -53.720 K $ | -2.12 % |
| 2026/03/31 | QQQE | DIREXION SHARES ETF TRUST | 0.72% | 2.427 M $ | 24630 | 2024/12/31 | -71.547 K $ | -3.69 % |
| 2026/03/31 | AZBO | AIM ETF PRODUCTS TRUST | 0.56% | 1.886 M $ | 49021 | 2024/12/31 | -234.000 $ | -0.01 % |
| 2026/03/31 | SMMU | PIMCO ETF TR | 0.53% | 1.769 M $ | 35056 | 2024/12/31 | 701.000 $ | 0.04 % |
| 2026/03/31 | TSLA | TESLA INC | 0.52% | 1.733 M $ | 4662 | 2024/12/31 | -357.414 K $ | -17.34 % |
| 2026/03/31 | SEPW | AIM ETF PRODUCTS TRUST | 0.51% | 1.713 M $ | 54226 | 2025/09/30 | -21.962 K $ | -1.03 % |
| 2026/03/31 | DAUG | FIRST TR EXCHNG TRADED FD VI | 0.49% | 1.637 M $ | 37583 | 2024/12/31 | -29.794 K $ | -1.78 % |
| 2026/03/31 | AIM ETF PRODUCTS TRUST | 0.48% | 1.609 M $ | 60539 | 2025/09/30 | -66.576 K $ | -2.96 % | |
| 2026/03/31 | SLV | ISHARES SILVER TR | 0.48% | 1.603 M $ | 23520 | 2024/12/31 | 287.600 K $ | 5.77 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.48% | 1.601 M $ | 2799 | 2024/12/31 | -242.065 K $ | -13.33 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.46% | 1.546 M $ | 4994 | 2024/12/31 | -190.926 K $ | -10.57 % |
| 2026/03/31 | DGRS | WISDOMTREE TR | 0.45% | 1.500 M $ | 28328 | 2025/03/31 | 79.191 K $ | 6.73 % |
| 2026/03/31 | GJAN | FIRST TR EXCHNG TRADED FD VI | 0.44% | 1.479 M $ | 35295 | 2024/12/31 | -31.059 K $ | -2.06 % |
| 2026/03/31 | MAR | MARRIOTT INTL INC NEW | 0.43% | 1.428 M $ | 4365 | 2024/12/31 | 73.479 K $ | 5.42 % |
| 2026/03/31 | JULW | AIM ETF PRODUCTS TRUST | 0.36% | 1.217 M $ | 31350 | 2025/09/30 | -12.303 K $ | -0.79 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.36% | 1.204 M $ | 4198 | 2024/12/31 | -122.038 K $ | -8.59 % |
| 2026/03/31 | PMAR | INNOVATOR ETFS TRUST | 0.34% | 1.125 M $ | 25205 | 2024/12/31 | -8.065 K $ | -0.71 % |
| 2026/03/31 | BUFD | FIRST TR EXCHNG TRADED FD VI | 0.32% | 1.081 M $ | 38592 | 2024/12/31 | -9.431 K $ | -0.85 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.32% | 1.066 M $ | 21069 | 2024/12/31 | 446.000 $ | 0.04 % |
| 2026/03/31 | IVV | ISHARES TR | 0.29% | 965.955 K $ | 1479 | 2024/12/31 | -64.570 K $ | -4.63 % |
| 2026/03/31 | ELEVATION SERIES TRUST | 0.28% | 940.884 K $ | 37580 | 2025/03/31 | -46.794 K $ | -3.58 % | |
| 2026/03/31 | DDEC | FIRST TR EXCHNG TRADED FD VI | 0.28% | 931.961 K $ | 21047 | 2024/12/31 | -17.078 K $ | -1.80 % |
| 2026/03/31 | CMF | ISHARES TR | 0.27% | 898.729 K $ | 15806 | 2024/12/31 | -9.483 K $ | -1.04 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.26% | 871.320 K $ | 2716 | 2024/12/31 | -39.808 K $ | -4.31 % |
| 2026/03/31 | SEPZ | ELEVATION SERIES TRUST | 0.26% | 870.831 K $ | 21443 | 2025/09/30 | -47.115 K $ | -3.90 % |
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 0.26% | 857.781 K $ | 14404 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.26% | 856.445 K $ | 5929 | 2024/12/31 | 6.837 K $ | 0.79 % |
| 2026/03/31 | DOCT | FIRST TR EXCHNG TRADED FD VI | 0.24% | 793.692 K $ | 18276 | 2025/06/30 | -15.931 K $ | -1.94 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.23% | 785.194 K $ | 788 | 2024/12/31 | 124.435 K $ | 15.55 % |
| 2026/03/31 | DNOV | FIRST TR EXCHNG TRADED FD VI | 0.23% | 778.080 K $ | 16242 | 2024/12/31 | -15.105 K $ | -1.90 % |
| 2026/03/31 | APH | AMPHENOL CORP | 0.23% | 756.590 K $ | 5988 | 2025/06/30 | -48.362 K $ | -6.50 % |
| 2026/03/31 | DAPR | FIRST TR EXCHNG TRADED FD VI | 0.21% | 700.410 K $ | 17614 | 2024/12/31 | 7.221 K $ | 1.04 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.21% | 698.117 K $ | 759 | 2024/12/31 | -111.535 K $ | -14.41 % |
| 2026/03/31 | SCHP | SCHWAB STRATEGIC TR | 0.20% | 675.096 K $ | 25370 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CASY | CASEYS GEN STORES INC | 0.20% | 664.545 K $ | 913 | 2025/03/31 | 148.702 K $ | 31.69 % |
| 2026/03/31 | DJAN | FIRST TR EXCHNG TRADED FD VI | 0.17% | 585.596 K $ | 13769 | 2025/03/31 | -12.643 K $ | -2.05 % |
| 2026/03/31 | TPLC | TIMOTHY PLAN | 0.17% | 583.426 K $ | 12563 | 2025/12/31 | 9.130 K $ | 2.18 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.17% | 582.908 K $ | 689 | 2025/03/31 | -20.400 K $ | -3.76 % |
| 2026/03/31 | FGD | FIRST TR EXCHANGE-TRADED FD | 0.17% | 580.434 K $ | 18178 | 2024/12/31 | 41.770 K $ | 5.48 % |
| 2026/03/31 | FIRST TR EXCHNG TRADED FD VI | 0.17% | 568.460 K $ | 16147 | 2025/03/31 | -8.073 K $ | -1.40 % | |
| 2026/03/31 | WDIV | SPDR INDEX SHS FDS | 0.17% | 565.467 K $ | 7329 | 2024/12/31 | 16.699 K $ | 2.25 % |
| 2026/03/31 | PAYM | ELEVATION SERIES TRUST | 0.17% | 561.161 K $ | 25565 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.17% | 558.080 K $ | 3289 | 2024/12/31 | 162.706 K $ | 40.98 % |
| 2026/03/31 | V | VISA INC | 0.17% | 557.036 K $ | 1843 | 2024/12/31 | -86.858 K $ | -13.82 % |
| 2026/03/31 | WMT | WALMART INC | 0.16% | 536.765 K $ | 4319 | 2025/06/30 | 55.958 K $ | 11.55 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.16% | 532.668 K $ | 1877 | 2025/03/31 | -40.417 K $ | -7.88 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.16% | 531.517 K $ | 5528 | 2024/12/31 | 13.011 K $ | 2.55 % |
| 2026/03/31 | GSEP | FIRST TR EXCHNG TRADED FD VI | 0.15% | 505.415 K $ | 13262 | 2025/12/31 | -10.111 K $ | -1.63 % |
| 2026/03/31 | JANZ | ELEVATION SERIES TRUST | 0.14% | 469.798 K $ | 12780 | 2025/12/31 | -22.181 K $ | -3.54 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.14% | 463.299 K $ | 4807 | 2024/12/31 | -84.132 K $ | -15.29 % |
| 2026/03/31 | AIM ETF PRODUCTS TRUST | 0.13% | 448.321 K $ | 15703 | 2025/03/31 | -24.714 K $ | -3.90 % | |
| 2026/03/31 | AUGZ | ELEVATION SERIES TRUST | 0.13% | 434.838 K $ | 10699 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | USFR | WISDOMTREE TR | 0.12% | 413.744 K $ | 8219 | 2024/12/31 | 400.000 $ | 0.04 % |
| 2026/03/31 | DECZ | ELEVATION SERIES TRUST | 0.12% | 404.285 K $ | 10412 | 2025/09/30 | -18.927 K $ | -3.55 % |
| 2026/03/31 | ULTA | ULTA BEAUTY INC | 0.12% | 399.873 K $ | 765 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VGLT | VANGUARD SCOTTSDALE FDS | 0.12% | 396.187 K $ | 7157 | 2024/12/31 | -3.083 K $ | -0.79 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 0.12% | 388.053 K $ | 4178 | 2024/12/31 | 52.100 K $ | 15.70 % |
| 2026/03/31 | EME | EMCOR GROUP INC | 0.12% | 387.616 K $ | 525 | 2025/06/30 | 61.741 K $ | 20.68 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.12% | 386.244 K $ | 773 | 2024/12/31 | -52.417 K $ | -12.48 % |
| 2026/03/31 | RBC | RBC BEARINGS INC | 0.12% | 385.615 K $ | 710 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CHY | CALAMOS CONV & HIGH INCOME F | 0.11% | 381.069 K $ | 34993 | 2024/12/31 | -13.332 K $ | -3.71 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.11% | 368.451 K $ | 610 | 2024/12/31 | 191.220 K $ | 24.95 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.11% | 362.043 K $ | 2475 | 2025/03/31 | -74.961 K $ | -17.70 % |
| 2026/03/31 | FDX | FEDEX CORP | 0.11% | 358.317 K $ | 1006 | 2024/12/31 | 67.656 K $ | 23.31 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.10% | 338.228 K $ | 1555 | 2025/03/31 | -22.077 K $ | -4.81 % |