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Desaree Tatum

Lifewealth Investments, Llc

Assets Managed
$374.132M
Holdings
136
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
11.67%(2Q avg: 8.89%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifewealth Investments, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

Assets under management

The assets under management (AUM) of Lifewealth Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 374.132M in assets, with a quarterly growth rate of 11.67% and a 2-quarter average growth rate of 8.89%. The portfolio is managed by Desaree Tatum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 6.36%
10.94%
$40.897M
140,725 shares@ $290.62 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Increased 9.37%
7.03%
$26.287M
249,969 shares@ $105.16 avg price
SCEC
Sterling Capital Enh Cb Etf
Recent Activity
Increased 17.51%
6%
$22.445M
896,531 shares@ $25.04 avg price
BUFF
Innovator Laddered Allocatio
Recent Activity
Increased 10.23%
5.23%
$19.561M
371,319 shares@ $52.69 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 6.88%
3.52%
$13.164M
171,963 shares@ $76.55 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Increased 0.5%
3.4%
$12.72M
77,276 shares@ $164.6 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 0.71%
3.16%
$11.817M
94,973 shares@ $124.43 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.75%
3.07%
$11.454M
39,585 shares@ $289.37 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 11.96%
2.79%
$10.408M
137,841 shares@ $75.51 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -0.74%
2.78%
$10.368M
206,411 shares@ $50.24 avg price

1-10 of 136