LifeWealth Investments, LLC
LifeWealth Investments, LLC reported 136 holdings worth US$374M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
LifeWealth Investments, LLC reported 136 holdings worth US$374M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 136
- Value as reported
- US$374M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 39,585 | US$11.5M | 3.1% |
| Nvidia Corporation | 36,447 | US$7.29M | 1.9% |
| Alphabet Inc (google) Class C | 14,241 | US$5.09M | 1.4% |
| Amazon.com, Inc. | 20,560 | US$4.9M | 1.3% |
| Microsoft Corp. | 10,033 | US$3.74M | 1.0% |
| Broadcom Inc. | 6,125 | US$2.31M | 0.62% |
| Tesla, Inc. | 4,619 | US$1.94M | 0.52% |
| Marriott International | 4,357 | US$1.61M | 0.43% |
| Meta Platforms, Inc. | 2,580 | US$1.45M | 0.39% |
| Amphenol Corporation | 6,094 | US$1.07M | 0.29% |
| Eli Lilly And Company | 768 | US$921K | 0.25% |
| Procter & Gamble Company (the) | 5,574 | US$817K | 0.22% |
| Costco Wholesale Corporation | 801 | US$749K | 0.20% |
| Ge Aerospace | 1,913 | US$715K | 0.19% |
| Goldman Sachs Group, Inc. (the) | 701 | US$709K | 0.19% |
| Visa Inc. | 1,868 | US$641K | 0.17% |
| Lam Research Corporation | 1,269 | US$550K | 0.15% |
| Dell Technologies Inc. | 1,258 | US$543K | 0.15% |
| Advanced Micro Devices Inc | 931 | US$541K | 0.14% |
| Walmart Inc. | 4,729 | US$536K | 0.14% |
| Applied Materials, Inc. | 736 | US$532K | 0.14% |
| Rbc Bearings Incorporated | 712 | US$459K | 0.12% |
| Oracle Corporation | 3,016 | US$442K | 0.12% |
| Emcor Group, Inc. | 530 | US$440K | 0.12% |
| Abbvie Inc. | 1,726 | US$434K | 0.12% |
| Lockheed Martin Corporation | 828 | US$422K | 0.11% |
| Walt Disney Company (the) | 4,293 | US$413K | 0.11% |
| Mastercard Incorporated | 790 | US$406K | 0.11% |
| Nextera Energy, Inc. | 4,198 | US$368K | 0.10% |
| Berkshire Hathaway Inc. | 695 | US$348K | 0.09% |
| Home Depot, Inc. (the) | 969 | US$342K | 0.09% |
| Palantir Technologies Inc. | 2,734 | US$319K | 0.09% |
| Fedex Corporation | 1,005 | US$315K | 0.08% |
| International Business Machines Corporation | 1,069 | US$301K | 0.08% |
| Texas Instruments Incorporated | 1,003 | US$299K | 0.08% |
| Caterpillar, Inc. | 278 | US$296K | 0.08% |
| Bank Of America Corporation | 5,138 | US$293K | 0.08% |
| Cardinal Health, Inc. | 1,191 | US$283K | 0.08% |
| Lincoln Electric Holdings, Inc. | 1,045 | US$277K | 0.07% |
| Thermo Fisher Scientific Inc | 552 | US$277K | 0.07% |
| Ross Stores, Inc. | 1,280 | US$272K | 0.07% |
| Howmet Aerospace Inc. | 1,002 | US$269K | 0.07% |
| Fortinet, Inc. | 1,658 | US$255K | 0.07% |
| Monster Beverage Corporation | 2,643 | US$254K | 0.07% |
| Intuitive Surgical, Inc. | 634 | US$252K | 0.07% |
| Coca-cola Company (the) | 3,089 | US$251K | 0.07% |
| Ge Vernova Inc. | 201 | US$236K | 0.06% |
| Roku, Inc. | 1,681 | US$232K | 0.06% |
| Arista Networks, Inc. | 1,335 | US$227K | 0.06% |
| Phillips 66 | 1,249 | US$211K | 0.06% |
| Horizon Technology Finance Corporation | 16,908 | US$79,975 | 0.02% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Ulta Beauty, Inc. | 0 | US$0 | 0.00% |
| Cencora, Inc. | 0 | US$0 | 0.00% |
| Caseys General Stores, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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