Life Wealth Investments, LLC Portfolio Holdings

Life Wealth Investments, LLC

  • $351 Billion
  • Q3 2025

Life Wealth Investments, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $351 Billion distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $27.5B, Ishares Tr Russell 200 Value E with a value of $15.7B, Wisdomtree Floating Rate Treas with a value of $13.7B, Capitol Ser Tr with a value of $13.6B, and Nvidia Corp with a value of $12.5B.

Examining the 13F form we can see an increase of $43.3B in the current position value, from $308B to 351B.

Life Wealth Investments, LLC is based out at Winter Garden, FL

Below you can find more details about Life Wealth Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $351 Billion
ETFs: $184 Billion
Technology: $36.3 Billion
Consumer Defensive: $17.3 Billion
Financial Services: $17 Billion
Consumer Cyclical: $14 Billion
Communication Services: $10.7 Billion
Utilities: $6.53 Billion
Industrials: $3.7 Billion
Other: $6.74 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$12.5 Billion 3.56% of portfolio
83,313
Q3 2025 Added 32.05%
$0
$11.4 Billion 3.25% of portfolio
233,795
Q3 2025 Added 2.63%
$4.3T
$11.1 Billion 3.15% of portfolio
43,439
Q3 2025 Reduced 2.78%
$0
$6.4 Billion 1.82% of portfolio
323,319
Q3 2025 Added 0.44%
$3.78T
$6.07 Billion 1.73% of portfolio
11,724
Q3 2025 Added 29.96%
$2.39T
$5.4 Billion 1.54% of portfolio
24,586
Q3 2025 New
-
$3.42 Billion 0.97% of portfolio
-
Q3 2025 Added 7.05%
$1.65T
$2.93 Billion 0.83% of portfolio
12,042
Q3 2025 Added 1.24%
$92.7B
$2.66 Billion 0.76% of portfolio
12,983
Q3 2025 Added 63.93%
$1.37T
$2.56 Billion 0.73% of portfolio
3,483
Q3 2025 Added 3.57%
$1.29T
$2.26 Billion 0.64% of portfolio
5,072
Q3 2025 Reduced 0.18%
$139B
$2.02 Billion 0.58% of portfolio
6,126
Q3 2025 Added 4.41%
-
$1.78 Billion 0.51% of portfolio
-
Q3 2025 Added 0.03%
$49.1B
$1.37 Billion 0.39% of portfolio
1,143
Q3 2025 Added 1.96%
$1.74T
$1.24 Billion 0.35% of portfolio
5,075
Q3 2025 Added 1.99%
$346B
$1.24 Billion 0.35% of portfolio
8,085
Q3 2025 Added 1.39%
$104B
$1.03 Billion 0.29% of portfolio
15,604
Q3 2025 Reduced 0.91%
$404B
$944 Million 0.27% of portfolio
1,019
Q3 2025 Added 55.34%
$533B
$903 Million 0.26% of portfolio
2,645
Q3 2025 Reduced 3.22%
$123B
$859 Million 0.24% of portfolio
1,720
Q3 2025 Added 9.14%
$193B
$829 Million 0.24% of portfolio
7,239
Q3 2025 Reduced 6.86%
$303B
$779 Million 0.22% of portfolio
5,018
Q3 2025 Added 8.08%
$172B
$722 Million 0.21% of portfolio
16,422
Q3 2025 Added 0.45%
$490B
$750 Million 0.21% of portfolio
6,652
Q3 2025 Reduced 3.0%
$237B
$724 Million 0.21% of portfolio
4,466
Q3 2025 Reduced 2.96%
$141B
$750 Million 0.21% of portfolio
29,441
Q3 2025 Added 3.0%
$593B
$692 Million 0.2% of portfolio
2,461
Q3 2025 Reduced 6.85%
$328B
$702 Million 0.2% of portfolio
2,332
Q3 2025 Added 8.82%
$22.4B
$696 Million 0.2% of portfolio
12,590
Q3 2025 Added 24.05%
$266B
$689 Million 0.2% of portfolio
2,441
Q3 2025 Reduced 0.81%
$342B
$707 Million 0.2% of portfolio
3,877
Q3 2025 Added 2.0%
$79.6B
$674 Million 0.19% of portfolio
5,449
Q3 2025 Added 56.72%
$181B
$658 Million 0.19% of portfolio
23,309
Q3 2025 Added 0.84%
$265B
$637 Million 0.18% of portfolio
800
Q3 2025 Added 5.4%
$971B
$618 Million 0.18% of portfolio
810
Q3 2025 Added 0.87%
$881B
$640 Million 0.18% of portfolio
2,031
Q3 2025 Reduced 2.64%
$512B
$609 Million 0.17% of portfolio
1,070
Q3 2025 Added 2.0%
$662B
$613 Million 0.17% of portfolio
1,219
Q3 2025 Reduced 6.8%
$23B
$603 Million 0.17% of portfolio
5,870
Q3 2025 Added 0.6%
$23.3B
$551 Million 0.16% of portfolio
20,907
Q3 2025 Reduced 2.74%
$50.4B
$545 Million 0.16% of portfolio
8,910
Q3 2025 Added 0.75%
$168B
$575 Million 0.16% of portfolio
7,623
Q3 2025 Added 0.2%
$16.4B
$548 Million 0.16% of portfolio
29,302
Q3 2025 Added 0.11%
$224B
$580 Million 0.16% of portfolio
1,908
Q3 2025 Added 3.98%
$25.6B
$524 Million 0.15% of portfolio
9,857
Q3 2025 Reduced 4.29%
$279B
$511 Million 0.15% of portfolio
4,957
Q3 2025 Added 10.13%
$67.6B
$513 Million 0.15% of portfolio
10,620
Q3 2025 Reduced 0.23%
$70.1B
$537 Million 0.15% of portfolio
3,154
Q3 2025 Added 0.99%
$413B
$536 Million 0.15% of portfolio
10,395
Q3 2025 Added 3.08%

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $351 Billion
  • Prior Value $308 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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