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Desaree Tatum

Lifewealth Investments, Llc

Assets Managed
$335.043M
Holdings
141
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
6.11%(2Q avg: -2.02%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifewealth Investments, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 141 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 335.043M in assets, with a quarterly growth rate of 6.11% and a 2-quarter average growth rate of -2.02%. The portfolio is managed by Desaree Tatum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 20.82%
9.83%
$32.927M
132,322 shares@ $248.84 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Increased 17.96%
6.33%
$21.18M
228,555 shares@ $92.67 avg price
SCEC
Sterling Capital Enh Cb Etf
Recent Activity
Increased 31.75%
5.72%
$19.139M
762,957 shares@ $25.09 avg price
BUFF
Innovator Laddered Allocatio
Recent Activity
Increased 26.25%
4.97%
$16.645M
336,877 shares@ $49.42 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 11.7%
3.58%
$11.964M
160,908 shares@ $74.36 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Increased 15.54%
3.35%
$11.206M
76,894 shares@ $145.74 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 9.45%
3.24%
$10.854M
123,121 shares@ $88.16 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 13.41%
3.14%
$10.503M
94,310 shares@ $111.37 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 16.71%
3.11%
$10.388M
207,963 shares@ $49.95 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.56%
2.92%
$9.778M
38,526 shares@ $253.8 avg price

1-10 of 141