Life Wealth Investments, LLC Portfolio Holdings

Life Wealth Investments, LLC

  • $308 Billion
  • Q2 2025

Life Wealth Investments, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $308 Billion distributed in 211 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 $23.2B, Ishares Tr Russell 200 Value E with a value of $13.5B, Wisdomtree Floating Rate Treas with a value of $13.3B, Caterpillar Inc with a value of $11.8B, and Blue Buffalo Pet Products, Inc. with a value of $10.7B.

Examining the 13F form we can see an increase of $63.8B in the current position value, from $244B to 308B.

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 $308 Billion
ETFs: $174 Billion
Technology: $30.5 Billion
Consumer Defensive: $16.2 Billion
Financial Services: $16.2 Billion
Communication Services: $10.1 Billion
Consumer Cyclical: $6.95 Billion
Utilities: $5.45 Billion
Healthcare: $3.37 Billion
Other: $6.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.2 Billion 7.52% of portfolio
94,024
Q2 2025 Added 28.02%
$0
$13.5 Billion 4.37% of portfolio
159,893
Q2 2025 Added 22.82%
$0
$13.3 Billion 4.33% of portfolio
265,204
Q2 2025 Added 22.02%
Caterpillar Inc
-
$11.8 Billion 3.84% of portfolio
-
Q2 2025 New
$0
$10.7 Billion 3.47% of portfolio
227,813
Q2 2025 Added 27.67%
$456B
$9.97 Billion 3.23% of portfolio
63,091
Q2 2025 Added 23.78%
$3.69T
$9.17 Billion 2.97% of portfolio
44,681
Q2 2025 Added 16.01%
$0
$8.07 Billion 2.62% of portfolio
127,112
Q2 2025 Added 12.28%
$0
$7.92 Billion 2.57% of portfolio
70,680
Q2 2025 Added 25.02%
$0
$7.48 Billion 2.43% of portfolio
56,607
Q2 2025 Added 55.52%
$53.5B
$7.28 Billion 2.36% of portfolio
116,755
Q2 2025 Added 24.38%
$0
$6.18 Billion 2.01% of portfolio
125,650
Q2 2025 Added 18.87%
$0
$6.11 Billion 1.98% of portfolio
321,905
Q2 2025 Added 19.3%
$0
$5.77 Billion 1.87% of portfolio
65,433
Q2 2025 Added 26.19%
$0
$5.29 Billion 1.72% of portfolio
50,636
Q2 2025 Added 38.43%
$0
$5.13 Billion 1.66% of portfolio
70,588
Q2 2025 Added 14.19%
$0
$4.57 Billion 1.48% of portfolio
80,457
Q2 2025 Added 20.39%
$3.95T
$4.49 Billion 1.46% of portfolio
9,021
Q2 2025 Reduced 0.67%
$0
$3.66 Billion 1.19% of portfolio
82,313
Q2 2025 Reduced 4.04%
$0
$3.49 Billion 1.13% of portfolio
25,134
Q2 2025 Added 11.61%
-
$3.22 Billion 1.04% of portfolio
-
Q2 2025 Added 27.02%
$0
$3.15 Billion 1.02% of portfolio
70,543
Q2 2025 Added 3.33%
$18B
$2.94 Billion 0.96% of portfolio
89,724
Q2 2025 Added 16.24%
$0
$2.79 Billion 0.91% of portfolio
50,658
Q2 2025 Added 25.68%
$0
$2.77 Billion 0.9% of portfolio
21,143
Q2 2025 Added 28.85%
$0
$2.7 Billion 0.88% of portfolio
63,793
Q2 2025 Added 15.98%
$0
$2.63 Billion 0.85% of portfolio
79,286
Q2 2025 Added 13.79%
$0
$2.51 Billion 0.82% of portfolio
28,814
Q2 2025 Added 41.02%
$1.78T
$2.48 Billion 0.81% of portfolio
3,363
Q2 2025 Added 33.03%
Aim ETF Products Trust
-
$2.46 Billion 0.8% of portfolio
-
Q2 2025 Added 8.34%
$0
$2.46 Billion 0.8% of portfolio
70,316
Q2 2025 Added 8.87%
$0
$2.36 Billion 0.77% of portfolio
4,154
Q2 2025 Reduced 35.76%
$86B
$2.16 Billion 0.7% of portfolio
7,920
Q2 2025 Added 11.31%
$0
$2.09 Billion 0.68% of portfolio
26,304
Q2 2025 Added 47.51%
$1.21T
$2.1 Billion 0.68% of portfolio
11,895
Q2 2025 Added 17.5%
$0
$1.76 Billion 0.57% of portfolio
35,056
Q4 2024 New
$0
$1.77 Billion 0.57% of portfolio
47,754
Q2 2025 Added 9.6%
-
$1.69 Billion 0.55% of portfolio
-
Q2 2025 Reduced 22.43%
$127B
$1.62 Billion 0.52% of portfolio
5,867
Q2 2025 Added 16.29%
First Tr Exchng Traded Fd Vi
-
$1.6 Billion 0.52% of portfolio
-
Q2 2025 Added 1.44%
$0
$1.6 Billion 0.52% of portfolio
16,246
Q2 2025 Added 25.34%
$0
$1.61 Billion 0.52% of portfolio
9,807
Q2 2025 Added 28.45%
$1.08T
$1.61 Billion 0.52% of portfolio
5,081
Q2 2025 Added 35.46%
$0
$1.57 Billion 0.51% of portfolio
26,711
Q2 2025 Reduced 39.48%
$0
$1.5 Billion 0.49% of portfolio
5,268
Q2 2025 Added 26.94%
$545B
$1.5 Billion 0.49% of portfolio
1,121
Q2 2025 Added 15.33%
Elevation Series Trust
-
$1.45 Billion 0.47% of portfolio
-
Q2 2025 Added 70.27%
$368B
$1.27 Billion 0.41% of portfolio
7,974
Q2 2025 Added 17.63%
$0
$1.28 Billion 0.41% of portfolio
2,057
Q2 2025 Added 11.37%

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $308 Billion
  • Prior Value $244 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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