Long-term investor
Lifewealth Investments, LLC @lifewealthinvestmentsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002033794).
Record
- Tracked since 2025-06-30 (446 days), 260 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year +15.8% · all +15.8%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464289438 · 10.9% · long · since 2025-06-30
- 464289420 · 7.0% · long · since 2025-06-30
- 14064D444 · 6.0% · long · since 2025-06-30
- 45783Y814 · 5.2% · long · since 2025-06-30
- 464288877 · 3.5% · long · since 2025-06-30
- 464287473 · 3.4% · long · since 2025-06-30
- 464288885 · 3.2% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- IAU · 2.8% · long · since 2025-06-30
- 922020805 · 2.8% · long · since 2025-12-31
- 46434G103 · 2.7% · long · since 2025-06-30
- 464287507 · 2.3% · long · since 2025-12-31