LIFEWEALTH INVESTMENTS LLC
Q3 2026 Form 13-F
WINTER GARDEN, FLORIDA
CIK 0002033794
· CRD 332978
· SEC-registered investment adviser
$359.5M Reported Value Total
THE LIFE WEALTH GROUP reports 1,531 total accounts under management (AUM). There are 1,531 discretionary accounts valued at $490,593,143, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-30
Reported value
$359.5M
Quarter over quarter
+0.9%
Holdings
139
Top-10 concentration
52.6%
Key People
Form ADV owners & control persons
Hilgardt Wilhelm Lamprecht
PRINCIPAL OWNER
Janice Christine Lamprecht
CHIEF OPERATIONS OFFICER
Tanya Michelle Olvera
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 21, 2026 |
| Form | 13F-HR |
| Reported value | $359.5M |
| Positions | 139 |
| Change in reported value | -3.9% |
| New positions | 15 |
| Exited positions | 12 |
| Position turnover | 17.9% |
| Top-10 concentration | 52.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 21, 2026
|
139 | $359.5M |
|
Q2 2026 13F
Filed Jul 16, 2026
|
136 | $374.1M |
|
Q1 2026 13F
Filed Apr 21, 2026
|
141 | $335.0M |
|
Q4 2025 13F
Filed Jan 26, 2026
|
154 | $315.8M |
|
Q3 2025 13F
Filed Oct 20, 2025
|
215 | $334.4M |
|
Q2 2025 13F
Filed Jul 30, 2025
|
212 | $301.3M |
|
Q1 2025 13F
Filed Apr 21, 2025
|
194 | $233.8M |
|
Q4 2024 13F
Filed Feb 26, 2025
|
148 | $150.9M |
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IWY ISHARES TR | $42.3M | 11.77% |
| 2 | IWX ISHARES TR | $30.2M | 8.4% |
| 3 | SCEC STERLING CAP FDS | $23.4M | 6.51% |
| 4 | BUFF INNOVATOR ETFS TRUST | $21.0M | 5.84% |
| 5 | EFV ISHARES TR | $14.0M | 3.9% |
| 6 | IWS ISHARES TR | $12.5M | 3.47% |
| 7 | EFG ISHARES TR | $11.9M | 3.32% |
| 8 | IAU ISHARES GOLD TR | $11.8M | 3.29% |
| 9 | AAPL APPLE INC | $11.8M | 3.28% |
| 10 | IEMG ISHARES INC | $10.0M | 2.77% |
| 11 | NVDA NVIDIA CORPORATION | $8.2M | 2.28% |
| 12 | IJH ISHARES TR | $8.2M | 2.27% |
| 13 | SCNM STERLING CAP FDS | $7.8M | 2.17% |
| 14 | VXUS VANGUARD STAR FDS | $6.3M | 1.75% |
| 15 | VTWO VANGUARD SCOTTSDALE FDS | $6.0M | 1.67% |
| 16 | COWZ PACER FDS TR | $6.0M | 1.66% |
| 17 | SMH VANECK ETF TRUST | $5.4M | 1.51% |
| 18 | SCEP STERLING CAP FDS | $4.7M | 1.29% |
| 19 | SCMC STERLING CAP FDS | $4.4M | 1.21% |
| 20 | MSFT MICROSOFT CORP | $4.3M | 1.18% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.