Titelia

Holdings of LifeWealth Investments, LLC

123 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.1 % of the equity sleeve

Sector breakdown

  • Funds 12.8 %
  • Technology 8.4 %
  • Consumer discretionary 3.3 %
  • Communication 2.4 %
  • Consumer staples 0.9 %
  • Industrials 0.8 %
  • Health care 0.7 %
  • Financials 0.7 %
  • Energy 0.3 %
  • Utilities 0.1 %
  • Unattributed 69.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US123277.6M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Russell Top 200 Growth 132,32232.9M $
2iShares Trust 228,55521.2M $
3iShares Trust 160,90812M $
4iShares Russell Mid-Cap Value 76,89411.2M $
5Ishares Gold Trust 123,12110.9M $
6iShares MSCI EAFE Growth ETF 94,31010.5M $
7Vanguard Malvern Funds 207,96310.4M $
8Apple Inc 38,5269.8M $
9iShares Core MSCI Emerging Markets ETF 111,4427.8M $
10iShares Trust 80,1316.9M $
11iShares Core S&P Mid-Cap ETF 100,8196.8M $
12Pimco Dynamic Income Fd 369,2416.3M $
13NVIDIA Corp 35,8476.3M $
14Vanguard Scottsdale Funds 57,9065.8M $
15Janus Henderson Short Duration 103,2415M $
16J P Morgan Exchange Traded Fund Trust 87,8145M $
17Pacer Funds Trust 77,1184.8M $
18Amazon.com Inc 20,6584.3M $
19Vanguard World Fund 29,6124.3M $
20SPDR Series Trust 49,0803.8M $
21Microsoft Corp 9,9293.7M $
22Simplify Exchange Traded Funds 163,2583.4M $
23LISTED FUNDS TRUST 73,5173.4M $
24Vanguard Total International S 40,7343.1M $
25VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 39,1843.1M $
26iShares Trust 24,1913.1M $
27First Trust Exchange-Traded Fund VIII 65,3633.1M $
28ALLIANZIM US 6M BF10 APR-OCT 86,0662.9M $
29Alphabet Inc 10,0822.9M $
30Vanguard S&P 500 ETF 4,3602.6M $
31First Trust Exchange-Traded Fund VIII 56,4452.5M $
32Direxion NASDAQ-100 Equal Weighted Index ETF 24,6302.4M $
33ALLIANZIM US EQ BUFFER20 OCT 49,0211.9M $
34Tesla Inc 4,6621.7M $
35ALLIANZIM US EQ BUFFER20 SEP 54,2261.7M $
36FIRST TRUST EXCHANGE-TRADED FUND VIII 37,5831.6M $
37ALLIANZIM US BF15 UNCAP DEC 60,5391.6M $
38iShares Silver Trust 23,5201.6M $
39Meta Platforms Inc 2,7991.6M $
40Broadcom Inc 4,9941.5M $
41WisdomTree Trust 28,3281.5M $
42First Trust Exchange-Traded Fund VIII 35,2951.5M $
43Marriott International Inc/MD 4,3651.4M $
44ALLIANZIM US EQ BUFFER20 JUL 31,3501.2M $
45Alphabet Inc 4,1981.2M $
46Innovator U.S. Equity Power Bu 25,2051.1M $
47JPMorgan Ultra-Short Income ETF 21,0691.1M $
48iShares Core S&P 500 ETF 1,479966K $
49First Trust Exchange-Traded Fund VIII 21,047932K $
50iShares California Muni Bond ETF 15,806898.7K $
51Vanguard Total Stock Market ETF 2,716871.3K $
52Elevation Series Trust - Trues 21,443870.8K $
53Vanguard Scottsdale Funds 14,404857.8K $
54Procter & Gamble Co/The 5,929856.4K $
55First Trust Exchange-Traded Fund VIII 18,276793.7K $
56Costco Wholesale Corp 788785.2K $
57First Trust Exchange-Traded Fund VIII 16,242778.1K $
58Amphenol Corp 5,988756.6K $
59First Trust Exchange-Traded Fund VIII 17,614700.4K $
60Eli Lilly & Co 759698.1K $
61Schwab US TIPS ETF 25,370675.1K $
62Casey's General Stores Inc 913664.5K $
63First Trust Exchange-Traded Fund VIII 13,769585.6K $
64Timothy Plan 12,563583.4K $
65Goldman Sachs Group Inc/The 689582.9K $
66First Trust Exchange-Traded Fund VIII 16,147568.5K $
67Exxon Mobil Corp 3,289558.1K $
68Visa Inc 1,843557K $
69Walmart Inc 4,319536.8K $
70General Electric Co 1,877532.7K $
71Netflix Inc 5,528531.5K $
72First Trust Exchange-Traded Fund VIII 13,262505.4K $
73Elevation Series Trust - Trues 12,780469.8K $
74Walt Disney Co/The 4,807463.3K $
75ALLIANZIM US BF15 UNCAP JUL 15,703448.3K $
76Trueshares Structured Outcome 10,699434.8K $
77WisdomTree Trust 8,219413.7K $
78Elevation Series Trust - Trues 10,412404.3K $
79Ulta Beauty Inc 765399.9K $
80Vanguard Scottsdale Funds 7,157396.2K $
81NextEra Energy Inc 4,178388.1K $
82EMCOR Group Inc 525387.6K $
83Mastercard Inc 773386.2K $
84RBC Bearings Inc 710385.6K $
85Lockheed Martin Corp 610368.5K $
86Palantir Technologies Inc 2,475362K $
87FedEx Corp 1,006358.3K $
88AbbVie Inc 1,555338.2K $
89Timothy Plan 8,129336.2K $
90Home Depot Inc/The 963316.7K $
91ALLIANZIM US EQ BUFFER20 JAN 8,563312.4K $
92VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,430307.5K $
93Invesco QQQ Trust Series 1 518299K $
94Berkshire Hathaway Inc 617295.6K $
95FT Vest Laddered Buffer ETF 8,702293.9K $
96Intuitive Surgical Inc 627289K $
97Lam Research Corp 1,336285.5K $
98Ross Stores Inc 1,295280.5K $
99Thermo Fisher Scientific Inc 554272.1K $
100Elevation Series Trust - Trues 6,524268.1K $