Titelia

Holdings of LifeWealth Investments, LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
123 in 1 countries
Top ten
48.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Applied Materials Inc 783267.6K $
102First Trust Exchange-Traded Fund VIII 5,166267.5K $
103VanEck Gold Miners ETF/USA 2,915267.5K $
104Oracle Corp 1,801264.9K $
105Lincoln Electric Holdings Inc 1,045260.3K $
106International Business Machines Corp. 1,027248.9K $
107Cardinal Health, Inc. 1,167246.6K $
108ALLIANZIM US EQ BUFFER20 DEC 7,370246.2K $
109First Trust Exchange-Traded Fund VIII 6,056244.1K $
110Vanguard Scottsdale Funds 4,136242.1K $
111Bank of America Corp 4,802234.1K $
112Simplify Exchange Traded Funds 7,679232.1K $
113Simplify Exchange Traded Funds 9,867231.9K $
114SSgA Active Trust 5,811229.4K $
115Howmet Aerospace Inc 994229.1K $
116iShares Select Dividend ETF 1,500227.1K $
117Phillips 66 1,222222.6K $
118Caterpillar Inc 309218.9K $
119First Trust Exchange-Traded Fund VIII 6,534218.8K $
120Coca-Cola Co/The 2,873218.5K $
121Cencora Inc 681213.9K $
122Schwab U.S. Large-Cap ETF 7,924203.2K $
123iShares Trust 942201.3K $

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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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States123277.6M $100.00 %
Cite this page

Titelia. "Holdings of LifeWealth Investments, LLC". https://titelia.com/en/funds/US13F2033794