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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.5 Billion 7.84% of portfolio
100,634
Q3 2025 Added 7.03%
$0
$15.7 Billion 4.46% of portfolio
178,260
Q3 2025 Added 11.49%
$0
$13.7 Billion 3.89% of portfolio
272,206
Q3 2025 Added 2.64%
Capitol Ser Tr
-
$13.6 Billion 3.87% of portfolio
-
Q3 2025 Added 13.79%
$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
$9.16 Billion 2.61% of portfolio
135,102
Q3 2025 Added 6.29%
$0
$8.74 Billion 2.49% of portfolio
76,765
Q3 2025 Added 8.61%
$65.3B
$8.56 Billion 2.44% of portfolio
117,635
Q3 2025 Added 0.75%
$0
$8.55 Billion 2.43% of portfolio
61,202
Q3 2025 Added 8.12%
$0
$6.4 Billion 1.82% of portfolio
323,319
Q3 2025 Added 0.44%
$0
$6.24 Billion 1.78% of portfolio
126,610
Q3 2025 Added 0.76%
$3.78T
$6.07 Billion 1.73% of portfolio
11,724
Q3 2025 Added 29.96%
$0
$5.98 Billion 1.7% of portfolio
66,866
Q3 2025 Added 2.19%
$0
$5.8 Billion 1.65% of portfolio
54,445
Q3 2025 Added 7.52%
$2.39T
$5.4 Billion 1.54% of portfolio
24,586
Q3 2025 New
$0
$5.2 Billion 1.48% of portfolio
66,319
Q3 2025 Reduced 6.05%
$0
$4.64 Billion 1.32% of portfolio
81,180
Q3 2025 Added 0.9%
$0
$4.45 Billion 1.27% of portfolio
45,459
Q3 2025 Added 57.77%
Aim ETF Products Trust
-
$4.13 Billion 1.17% of portfolio
-
Q3 2025 New
$24.1B
$3.82 Billion 1.09% of portfolio
90,139
Q3 2025 Added 0.46%
$0
$3.59 Billion 1.02% of portfolio
76,907
Q3 2025 Reduced 6.57%
-
$3.42 Billion 0.97% of portfolio
-
Q3 2025 Added 7.05%
$0
$3.25 Billion 0.93% of portfolio
69,927
Q3 2025 Reduced 0.87%
$0
$3.01 Billion 0.86% of portfolio
52,311
Q3 2025 Added 3.26%
$0
$2.98 Billion 0.85% of portfolio
21,638
Q3 2025 Added 2.34%
$1.65T
$2.93 Billion 0.83% of portfolio
12,042
Q3 2025 Added 1.24%
$0
$2.91 Billion 0.83% of portfolio
4,756
Q3 2025 Added 14.49%
Aim ETF Products Trust
-
$2.7 Billion 0.77% of portfolio
-
Q3 2025 Added 4.88%
$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%
$0
$2.51 Billion 0.71% of portfolio
56,704
Q3 2025 Reduced 11.11%
Aim ETF Products Trust
-
$2.32 Billion 0.66% of portfolio
-
Q3 2025 New
Aim ETF Products Trust
-
$2.25 Billion 0.64% of portfolio
-
Q3 2025 New
$1.29T
$2.26 Billion 0.64% of portfolio
5,072
Q3 2025 Reduced 0.18%
Elevation Series Trust
-
$2.26 Billion 0.64% of portfolio
-
Q3 2025 Added 55.41%
$0
$2.15 Billion 0.61% of portfolio
26,876
Q3 2025 Added 2.17%
$0
$2.02 Billion 0.58% of portfolio
14,205
Q3 2025 Reduced 43.48%
$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%
$0
$1.75 Billion 0.5% of portfolio
10,013
Q3 2025 Added 2.1%
$0
$1.77 Billion 0.5% of portfolio
35,056
Q4 2024 New
Pimco ETF Tr
-
$1.74 Billion 0.5% of portfolio
-
Q3 2025 Added 37.97%
$0
$1.68 Billion 0.48% of portfolio
16,572
Q3 2025 Added 2.01%
$0
$1.66 Billion 0.47% of portfolio
28,191
Q3 2025 Added 5.54%
$0
$1.65 Billion 0.47% of portfolio
42,836
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$1.66 Billion 0.47% of portfolio
-
Q3 2025 Reduced 0.02%
$0
$1.59 Billion 0.45% of portfolio
5,407
Q3 2025 Added 2.64%

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
Track This Portfolio

Track Life Wealth Investments, LLC Portfolio

Follow Life Wealth Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Wealth Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Wealth Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email