LifeWealth Investments, LLC holds a focused book of 136 stocks worth $374.1M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed Vanguard Short-Term Tips. Their largest long position is Ishares Russell Top 200 Grow at 11% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2033794/holdings"
Use Arkolith to show LifeWealth Investments, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS TP200 GR ETF | $40.9M | 140.7K | 10.9% | ▲+6.3% Added · +8K sh | |
| 2 | Ishares TR RUS TP200 VL ETF | $26.3M | 250.0K | 7.0% | ▲+9.4% Added · +21K sh | |
| 3 | Capitol Ser TR STERL CAP BD ETF | $22.4M | 896.5K | 6.0% | ▲+18% Added · +134K sh | |
| 4 | Innovator Etfs Trust LADERD ALCTN PWR | $19.6M | 371.3K | 5.2% | ▲+10% Added · +34K sh | |
| 5 | Ishares TR EAFE VALUE ETF | $13.2M | 172.0K | 3.5% | ▲+6.9% Added · +11K sh | |
| 6 | Ishares TR RUS MDCP VAL ETF | $12.7M | 77.3K | 3.4% | ▲+0.5% Added · +382 sh | |
| 7 | Ishares TR EAFE GRWTH ETF | $11.8M | 95.0K | 3.2% | ▲+0.7% Added · +663 sh | |
| 8 | Apple Inc COM | $11.5M | 39.6K | 3.1% | ▲+2.7% Added · +1K sh | |
| 9 | Ishares Gold TR ISHARES NEW | $10.4M | 137.8K | 2.8% | ▲+12% Added · +15K sh | |
| 10 | Vanguard Malvern FDS STRM INFPROIDX | $10.4M | 206.4K | 2.8% | ▼−0.7% Reduced · −2K sh | |
| 11 | Ishares Inc CORE MSCI EMKT | $9.9M | 119.8K | 2.7% | ▲+7.5% Added · +8K sh | |
| 12 | Ishares TR CORE S&P MCP ETF | $8.5M | 110.3K | 2.3% | ▲+9.4% Added · +9K sh | |
| 13 | Sterling Cap FDS NATIONAL MUNI BD | $7.7M | 307.6K | 2.1% | ▲+5.7% Added · +17K sh | |
| 14 | Vanguard Scottsdale FDS VNG RUS2000IDX | $7.4M | 60.8K | 2.0% | ▲+5.0% Added · +3K sh | |
| 15 | Nvidia Corporation COM | $7.3M | 36.4K | 1.9% | ▲+1.7% Added · +600 sh | |
| 16 | Ishares TR 20 YR TR BD ETF | $7.1M | 82.0K | 1.9% | ▲+2.4% Added · +2K sh | |
| 17 | Pimco Dynamic Income FD SHS | $6.1M | 362.6K | 1.6% | ▼−1.8% Reduced · −7K sh | |
| 18 | Vaneck ETF Trust SEMICONDUCTR ETF | $5.5M | 8.4K | 1.5% | ▲New New position | |
| 19 | Pacer FDS TR US CASH COWS 100 | $5.4M | 86.1K | 1.4% | ▲+12% Added · +9K sh | |
| 20 | Amazon Com Inc COM | $4.9M | 20.6K | 1.3% | ▼−0.5% Reduced · −98 sh | |
| 21 | Janus Detroit STR TR HENDRSN SHRT ETF | $4.9M | 99.4K | 1.3% | ▼−3.8% Reduced · −4K sh | |
| 22 | J P Morgan Exchange Traded F EQUITY PREMIUM | $4.8M | 85.0K | 1.3% | ▼−3.2% Reduced · −3K sh | |
| 23 | Ishares TR RUS MD CP GR ETF | $4.2M | 28.6K | 1.1% | ▲+18% Added · +4K sh | |
| 24 | Sterling Cap FDS CAP HEDGED EQT P | $4.0M | 159.2K | 1.1% | ▼−2.4% Reduced · −4K sh | |
| 25 | Vanguard Star FDS VG TL INTL STK F | $3.9M | 45.6K | 1.0% | ▲+12% Added · +5K sh | |
| 26 | Microsoft Corp COM | $3.7M | 10.0K | 1.0% | ▲+1.0% Added · +104 sh | |
| 27 | First TR Exchng Traded FD VI FT VEST US EQT | $3.7M | 73.1K | 1.0% | ▼−0.5% Reduced · −387 sh | |
| 28 | Alphabet Inc CAP STK CL A | $3.6M | 10.2K | 1.0% | ▲+1.0% Added · +102 sh | |
| 29 | Simplify Exchange Traded Fun SHORT TERM TREA | $3.5M | 170.6K | 0.9% | ▲+4.5% Added · +7K sh | |
| 30 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $3.4M | 43.1K | 0.9% | ▲+9.9% Added · +4K sh | |
| 31 | Vanguard Index FDS S&P 500 ETF SHS | $3.4M | 4.9K | 0.9% | ▲+13% Added · +562 sh | |
| 32 | Sterling Cap FDS CAPITAL MULTI | $3.3M | 131.8K | 0.9% | ▲+11% Added · +14K sh | |
| 33 | First TR Exchng Traded FD VI FT VEST US | $3.3M | 65.2K | 0.9% | ▼−0.2% Reduced · −116 sh | |
| 34 | Direxion Shares ETF Trust NASDAQ 100 EQ WT | $3.1M | 25.5K | 0.8% | ▲+3.7% Added · +912 sh | |
| 35 | SPDR Series Trust ST STR P500ETF | $3.0M | 34.5K | 0.8% | ▼−30% Reduced · −15K sh | |
| 36 | First TR Exchng Traded FD VI FT VEST US EQT | $2.6M | 55.8K | 0.7% | ▼−1.1% Reduced · −596 sh | |
| 37 | Aim ETF Products Trust ALLIANZIM US EQT | $2.4M | 78.9K | 0.7% | ▲New New position | |
| 38 | Aim ETF Products Trust ALLIA US MAY ETF | $2.4M | 68.8K | 0.6% | ▲New New position | |
| 39 | Broadcom Inc COM | $2.3M | 6.1K | 0.6% | ▲+23% Added · +1K sh | |
| 40 | Elevation Series Trust TRUE SE BUFF ETF | $2.1M | 77.2K | 0.6% | ▲+105% Added · +40K sh | |
| 41 | Tesla Inc COM | $1.9M | 4.6K | 0.5% | ▼−0.9% Reduced · −43 sh | |
| 42 | Wisdomtree TR US S CAP QTY DIV | $1.9M | 31.8K | 0.5% | ▲+12% Added · +4K sh | |
| 43 | Pimco ETF TR SHTRM MUN BD ACT | $1.8M | 35.1K | 0.5% | —Held | |
| 44 | First TR Exchng Traded FD VI FT VEST U.S. | $1.7M | 37.1K | 0.5% | ▼−1.3% Reduced · −493 sh | |
| 45 | Marriott Intl Inc New CL A | $1.6M | 4.4K | 0.4% | ▼−0.2% Reduced · −8 sh | |
| 46 | First TR Exchng Traded FD VI FT VEST US EQT | $1.6M | 34.8K | 0.4% | ▼−1.3% Reduced · −467 sh | |
| 47 | Aim ETF Products Trust ALLIA US JUN ETF | $1.5M | 42.7K | 0.4% | ▲New New position | |
| 48 | Meta Platforms Inc CL A | $1.5M | 2.6K | 0.4% | ▼−7.8% Reduced · −219 sh | |
| 49 | Alphabet Inc CAP STK CL C | $1.4M | 4.1K | 0.4% | ▼−2.3% Reduced · −95 sh | |
| 50 | Ishares Silver TR ISHARES | $1.3M | 24.5K | 0.3% | ▲+4.0% Added · +947 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 136 | $374.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 141 | $335.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 154 | $315.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jan 26, 2026 | 361 | $655.0M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jan 26, 2026 | 362 | $583.3M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Jan 26, 2026 | 127 | $207.9M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.