Institutional filer · SEC 13F · Q4 2024
LifeWealth Investments, LLC
The reported 13F portfolio of LifeWealth Investments, LLC (CIK 2033794) - top holdings, how concentrated the book is, and what changed last quarter.
- $150.9M
- Reported book
- 148
- Positions
- #254
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, LifeWealth Investments, LLC ranks #254 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $150.9M across 148 positions, a broadly diversified portfolio.
- $150.9M
- reported 13F value
- 148
- disclosed positions
- 6.5%
- in ISHARES TR
- #254
- of 360 filers
Top-5 share 21.6% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, LifeWealth Investments, LLC ranks #254 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where LifeWealth Investments, LLC sits by disclosed position count
LifeWealth Investments, LLC reports 148 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
LifeWealth Investments, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
148 144th of 360 higher than 216 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
LifeWealth Investments, LLC reports a book ($0.15B) spread across 148 disclosed positions -- more than the 91-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2033794 · Q4 2024 $151M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #254/360
- POS-FOCUS 148 names
- CONC-MID 22% top-5
- LEAD-MIX 6.5% top
- PHOTO-FINISH Avory & Company,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Avory & Company, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · LifeWealth Investments, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$150.9M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $9.8M | 6.5% |
| 2 | WISDOMTREE TR | $6.3M | 4.2% |
| 3 | APPLE INC | $6.2M | 4.1% |
| 4 | ISHARES TR | $5.9M | 3.9% |
| 5 | INNOVATOR ETFS TRUST | $4.3M | 2.9% |
| 6 | ISHARES TR | $3.6M | 2.4% |
| 7 | JANUS DETROIT STR TR | $3.5M | 2.3% |
| 8 | NVIDIA CORPORATION | $3.2M | 2.1% |
| 9 | PIMCO DYNAMIC INCOME FD | $3.0M | 2.0% |
| 10 | ISHARES TR | $3.0M | 2.0% |
| 11 | AMAZON COM INC | $3.0M | 2.0% |
| 12 | ISHARES TR | $3.0M | 2.0% |
| 13 | ISHARES GOLD TR | $3.0M | 2.0% |
| 14 | MICROSOFT CORP | $2.8M | 1.9% |
| 15 | FIRST TR EXCHNG TRADED FD VI | $2.7M | 1.8% |
| 16 | ISHARES TR | $2.6M | 1.8% |
| 17 | ISHARES TR | $2.4M | 1.6% |
| 18 | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.6% |
| 19 | FIRST TR EXCHNG TRADED FD VI | $2.3M | 1.5% |
| 20 | SPDR SER TR | $2.3M | 1.5% |
| 21 | ISHARES INC | $2.2M | 1.4% |
| 22 | SIMPLIFY EXCHANGE TRADED FUN | $2.0M | 1.3% |
| 23 | PIMCO ETF TR | $1.7M | 1.2% |
| 24 | ISHARES TR | $1.7M | 1.1% |
| 25 | VANGUARD SCOTTSDALE FDS | $1.7M | 1.1% |
Latest Quarter Trades · Q4 2024
New positions (148)
Frequently Asked Questions
- How big is LifeWealth Investments, LLC's 13F portfolio?
- LifeWealth Investments, LLC reports $150.9M of long US-equity positions across 148 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does LifeWealth Investments, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, LifeWealth Investments, LLC ranks #254 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is LifeWealth Investments, LLC's largest position?
- LifeWealth Investments, LLC's largest reported position is ISHARES TR at $9.8M, about 6.5% of its reported book as of Q4 2024.
- What did LifeWealth Investments, LLC trade last quarter?
- In its Q4 2024 filing, LifeWealth Investments, LLC opened 148 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for LifeWealth Investments, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($150.9M here).
Similar holding count
Nearest filers by number of disclosed positions (148 here).
Using this filing
- The rankings sort every tracked filer the same way LifeWealth Investments, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Avory & Company, LLC reported the nearest book value ($150.7M) this quarter, a useful scale comparison for LifeWealth Investments, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.