LifeWealth Investments, LLC
CIK 2033794 · View on SEC EDGAR ↗
- Portfolio value
- $374.1M
- Positions
- 136
- As of
- June 30, 2026
#4,532 of 9,443 by 13F value · top 48.0%
Portfolio value QoQ: +11.7% 13F does not disclose cash
- Top 10 holdings weight
- 47.88%
- Top 25 holdings weight
- 72.33%
- Positions above 1%
- 26
- Effective number of positions
- 28.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.82% Est. buys $37,997,893 · sells $24,172,113
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 43.0% still held
- New positions
- 17
- Increased
- 64
- Decreased
- 45
- Closed
- 22
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
7.6%
Consumer Discretionary
2.4%
Communication Services
1.9%
Retail
1.8%
Industrials
1.1%
Healthcare
0.6%
Financial Services
0.5%
Consumer products
0.2%
N/A
0.1%
Utilities
0.1%
Logistics & Transportation
0.1%
Financials
0.1%
Consumer Staples
0.1%
Communications
0.1%
Energy
0.1%
Other/Unmapped
83.1%
Full portfolio 136 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IWY | $40,897,417 | 10.93% | 140,725 | $7,970,525 | Up ×6 | ||
| IWX | $26,286,729 | 7.03% | 249,969 | $5,106,541 | Up ×6 | ||
| SCEC | $22,444,644 | 6.00% | 896,531 | $3,305,871 | Up ×4 | ||
| BUFF | $19,561,085 | 5.23% | 371,319 | $2,915,992 | Up ×5 | ||
| EFV | $13,163,733 | 3.52% | 171,963 | $1,200,201 | Up ×6 | ||
| IWS | $12,719,621 | 3.40% | 77,276 | $1,513,124 | Up ×6 | ||
| EFG | $11,816,601 | 3.16% | 94,973 | $1,313,314 | Up ×6 | ||
| AAPL Apple Inc. - Common Stock | $11,454,411 | 3.06% | 39,585 | $1,676,820 | Up ×3 | ||
| IAU | $10,408,341 | 2.78% | 137,841 | $-445,968 | Up ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $10,368,045 | 2.77% | 206,411 | $-19,701 | Down ×1 | ||
| IEMG | $9,926,601 | 2.65% | 119,829 | $2,153,540 | Up ×6 | ||
| IJH | $8,506,121 | 2.27% | 110,312 | $1,697,810 | Up ×2 | ||
| SCNM | $7,736,943 | 2.07% | 307,572 | $503,010 | Up ×1 | ||
| VTWO Vanguard Russell 2000 ETF | $7,385,694 | 1.97% | 60,828 | $1,585,208 | Up ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $7,292,696 | 1.95% | 36,447 | $1,040,976 | Up ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $7,088,103 | 1.89% | 82,019 | $141,554 | Up ×6 | ||
| PDI PIMCO Dynamic Income Fund Common Stock | $6,056,227 | 1.62% | 362,648 | $-261,490 | Down ×1 | ||
| SMH SMH | $5,514,067 | 1.47% | 8,407 | Up ×1 | |||
| COWZ | $5,352,454 | 1.43% | 86,052 | $527,926 | Up ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,900,270 | 1.31% | 20,560 | $597,828 | Down ×1 | ||
| VNLA | $4,855,158 | 1.30% | 99,359 | $-189,219 | Down ×1 | ||
| JEPI | $4,801,032 | 1.28% | 85,004 | $-176,278 | Down ×1 | ||
| IWP | $4,181,796 | 1.12% | 28,562 | $1,082,422 | Up ×3 | ||
| SCEP | $3,980,795 | 1.06% | 159,232 | $136,539 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $3,902,649 | 1.04% | 45,650 | $761,634 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3,742,582 | 1.00% | 10,033 | $67,103 | Up ×1 | ||
| DJUL | $3,667,104 | 0.98% | 73,130 | $230,919 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,639,510 | 0.97% | 10,184 | $740,290 | Up ×2 | ||
| TUA | $3,483,935 | 0.93% | 170,572 | $39,193 | Up ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3,404,541 | 0.91% | 43,079 | $298,437 | Up ×6 | ||
| VOO | $3,380,430 | 0.90% | 4,922 | $775,260 | Up ×2 | ||
| SCMC | $3,312,688 | 0.89% | 131,825 | $356,409 | Up ×1 | ||
| DFEB | $3,294,478 | 0.88% | 65,247 | $198,233 | Down ×4 | ||
| QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $3,116,326 | 0.83% | 25,542 | $689,514 | Up ×6 | ||
| SPYM | $3,030,744 | 0.81% | 34,487 | $-725,867 | Down ×4 | ||
| DSEP | $2,649,477 | 0.71% | 55,849 | $168,064 | Down ×4 | ||
| SIXD | $2,433,067 | 0.65% | 78,906 | ||||
| MAYW | $2,390,994 | 0.64% | 68,766 | Up ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $2,313,777 | 0.62% | 6,125 | $768,042 | Up ×1 | ||
| ONEZ | $2,128,693 | 0.57% | 77,154 | $1,187,809 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1,942,659 | 0.52% | 4,619 | $209,642 | Down ×1 | ||
| DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | $1,889,297 | 0.50% | 31,831 | $389,095 | Up ×5 | ||
| SMMU | $1,770,328 | 0.47% | 35,056 | $1,753 | |||
| DAUG | $1,737,566 | 0.46% | 37,090 | $100,732 | Down ×5 | ||
| MAR Marriott International - Class A Common Stock | $1,614,661 | 0.43% | 4,357 | $187,000 | Down ×4 | ||
| GJAN | $1,568,089 | 0.42% | 34,828 | $88,876 | Down ×1 | ||
| JUNW | $1,467,868 | 0.39% | 42,683 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1,453,307 | 0.39% | 2,580 | $-148,101 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,449,713 | 0.39% | 4,103 | $245,475 | Down ×2 | ||
| SLV | $1,308,250 | 0.35% | 24,467 | $-294,403 | Up ×1 | ||
| MAYT | $1,276,466 | 0.34% | 32,732 | Up ×1 | |||
| PMAR | $1,204,038 | 0.32% | 25,205 | $79,391 | |||
| BILZ | $1,100,875 | 0.29% | 10,907 | $775,643 | Up ×1 | ||
| BUFD | $1,084,839 | 0.29% | 36,502 | $4,263 | Down ×4 | ||
| VTI | $1,083,477 | 0.29% | 2,928 | $212,157 | Up ×1 | ||
| APH Amphenol Corporation Common Stock | $1,074,507 | 0.29% | 6,094 | $317,917 | Up ×4 | ||
| JPST | $1,026,890 | 0.27% | 20,306 | $-39,427 | Down ×5 | ||
| DDEC | $996,438 | 0.27% | 21,033 | $64,477 | Down ×5 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $945,390 | 0.25% | 16,029 | $87,609 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $921,180 | 0.25% | 768 | $223,063 | Up ×6 | ||
| CMF | $911,058 | 0.24% | 15,806 | $12,329 | |||
| DOCT | $834,498 | 0.22% | 17,877 | $40,806 | Down ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $817,371 | 0.22% | 5,574 | $-39,074 | Down ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $749,319 | 0.20% | 801 | $-35,875 | Up ×1 | ||
| SEPZ | $731,051 | 0.20% | 16,088 | $-139,780 | Down ×3 | ||
| TPLC | $719,199 | 0.19% | 14,284 | $135,773 | Up ×2 | ||
| GE GE Aerospace Common Stock | $714,988 | 0.19% | 1,913 | $182,320 | Up ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $709,000 | 0.19% | 701 | $126,092 | Up ×5 | ||
| DNOV | $667,396 | 0.18% | 12,997 | $-110,684 | Down ×1 | ||
| V Visa Inc. | $640,902 | 0.17% | 1,868 | $83,866 | Up ×2 | ||
| DJAN | $617,809 | 0.17% | 13,571 | $32,213 | Down ×4 | ||
| XFEB | $603,817 | 0.16% | 16,147 | $35,357 | |||
| DAPR | $591,411 | 0.16% | 14,467 | $-108,999 | Down ×1 | ||
| WDIV | $563,477 | 0.15% | 7,052 | $-1,990 | Down ×3 | ||
| FGD | $559,419 | 0.15% | 17,487 | $-21,015 | Down ×4 | ||
| LRCX Lam Research Corporation - Common Stock | $549,905 | 0.15% | 1,269 | $264,452 | Down ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $542,789 | 0.15% | 1,258 | Up ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $540,827 | 0.14% | 931 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $535,608 | 0.14% | 4,729 | $-1,157 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $532,129 | 0.14% | 736 | $264,507 | Down ×1 | ||
| BUFR | $488,041 | 0.13% | 13,360 | $194,174 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $486,024 | 0.13% | 660 | $187,045 | Up ×1 | ||
| IVV | $485,545 | 0.13% | 648 | $-480,410 | Down ×3 | ||
| PAYM | $484,123 | 0.13% | 19,272 | $-77,038 | Down ×1 | ||
| CHY Calamos Convertible and High Income Fund - Closed End Fund | $476,599 | 0.13% | 34,993 | $95,530 | |||
| SCHP | $474,047 | 0.13% | 17,889 | $-201,049 | Down ×1 | ||
| RBC RBC Bearings Incorporated Common Stock | $458,571 | 0.12% | 712 | $72,956 | Up ×1 | ||
| VGLT Vanguard Long-Term Treasury ETF | $447,018 | 0.12% | 8,101 | $50,831 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $442,000 | 0.12% | 3,016 | $177,051 | Up ×2 | ||
| EME EMCOR Group, Inc. Common Stock | $439,840 | 0.12% | 530 | $52,224 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $434,373 | 0.12% | 1,726 | $96,145 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $421,859 | 0.11% | 828 | $53,408 | Up ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $413,201 | 0.11% | 4,293 | $-50,098 | Down ×4 | ||
| MA Mastercard Incorporated Common Stock | $405,753 | 0.11% | 790 | $19,509 | Up ×6 | ||
| TPHD | $382,211 | 0.10% | 9,040 | $45,996 | Up ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $368,458 | 0.10% | 4,198 | $-19,595 | Up ×3 | ||
| VIG | $364,868 | 0.10% | 1,542 | $57,332 | Up ×1 | ||
| BRKB | $347,671 | 0.09% | 695 | $52,100 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $341,761 | 0.09% | 969 | $25,029 | Up ×1 | ||
| USFR | $320,327 | 0.09% | 6,362 | $-93,417 | Down ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IWY | $40,897,417 | 10.93% | up ×6 |
| IWX | $26,286,729 | 7.03% | up ×6 |
| SCEC | $22,444,644 | 6.00% | up ×4 |
| BUFF | $19,561,085 | 5.23% | up ×5 |
| EFV | $13,163,733 | 3.52% | up ×6 |
| IWS | $12,719,621 | 3.40% | up ×6 |
| EFG | $11,816,601 | 3.16% | up ×6 |
| AAPL | $11,454,411 | 3.06% | up ×3 |
| IEMG | $9,926,601 | 2.65% | up ×6 |
| VTWO | $7,385,694 | 1.97% | up ×6 |
| TLT | $7,088,103 | 1.89% | up ×6 |
| COWZ | $5,352,454 | 1.43% | up ×5 |
| IWP | $4,181,796 | 1.12% | up ×3 |
| VCSH | $3,404,541 | 0.91% | up ×6 |
| QQQE | $3,116,326 | 0.83% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SMH | $5,514,067 | 8,407 | 1.47% |
| SIXD | $2,433,067 | 78,906 | 0.65% |
| MAYW | $2,390,994 | 68,766 | 0.64% |
| JUNW | $1,467,868 | 42,683 | 0.39% |
| MAYT | $1,276,466 | 32,732 | 0.34% |
| DELL | $542,789 | 1,258 | 0.15% |
| AMD | $540,827 | 931 | 0.14% |
| TXN | $298,966 | 1,003 | 0.08% |
| FTNT | $254,702 | 1,658 | 0.07% |
| MNST | $254,045 | 2,643 | 0.07% |
| GEV | $236,147 | 201 | 0.06% |
| ROKU | $232,213 | 1,681 | 0.06% |
| ANET | $226,790 | 1,335 | 0.06% |
| JUNT | $220,845 | 5,844 | 0.06% |
| ISMD | $220,587 | 4,412 | 0.06% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IWY | Bought more | +8K | +$8.0M |
| IWX | Bought more | +21K | +$5.1M |
| SCEC | Bought more | +134K | +$3.3M |
| BUFF | Bought more | +34K | +$2.9M |
| IEMG | Bought more | +8K | +$2.2M |
| IJH | Bought more | +9K | +$1.7M |
| AAPL | Bought more | +1K | +$1.7M |
| VTWO | Bought more | +3K | +$1.6M |
| IWS | Bought more | +382 | +$1.5M |
| EFG | Bought more | +663 | +$1.3M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MUB | March 31, 2026 | 59,492 | $6,372,211 | No longer tracked |
| MGV | June 30, 2026 | 29,612 | $4,292,298 | No longer tracked |
| SIXP | Dec. 31, 2025 | 134,657 | $4,148,796 | No longer tracked |
| SIXO | June 30, 2026 | 86,066 | $2,907,309 | No longer tracked |
| VMBS | June 30, 2025 | 60,032 | $2,780,070 | |
| SIXO | Sept. 30, 2025 | 82,173 | $2,720,748 | No longer tracked |
| USIG | June 30, 2025 | 51,754 | $2,643,619 | |
| OCTW | June 30, 2026 | 49,021 | $1,885,838 | No longer tracked |
| VGIT | June 30, 2025 | 31,397 | $1,865,002 | |
| OCTW | Sept. 30, 2025 | 50,266 | $1,860,345 | No longer tracked |
| VOE | Dec. 31, 2025 | 9,888 | $1,726,266 | No longer tracked |
| SEPW | June 30, 2026 | 54,226 | $1,712,923 | No longer tracked |
| DECU | June 30, 2026 | 60,539 | $1,609,127 | No longer tracked |
| QBER | March 31, 2026 | 67,077 | $1,607,827 | No longer tracked |
| VOT | Dec. 31, 2025 | 5,391 | $1,583,839 | No longer tracked |
| SDVY | Dec. 31, 2025 | 35,365 | $1,344,541 | |
| SEPZXXXX | Dec. 31, 2025 | 30,730 | $1,300,956 | No longer tracked |
| JULW | June 30, 2026 | 31,350 | $1,216,747 | No longer tracked |
| MO | Dec. 31, 2025 | 15,604 | $1,030,790 | 15.8% |
| VWO | March 31, 2025 | 19,675 | $866,492 | No longer tracked |
| JANT | Sept. 30, 2025 | 22,360 | $844,826 | No longer tracked |
| OCTT | Sept. 30, 2025 | 20,497 | $822,750 | No longer tracked |
| CVX | Dec. 31, 2025 | 5,018 | $779,186 | 35.5% |
| SIXD | Sept. 30, 2025 | 27,577 | $756,605 | No longer tracked |
| PFE | Dec. 31, 2025 | 29,441 | $750,146 | 12.7% |
| ICLO | March 31, 2026 | 28,802 | $735,879 | No longer tracked |
| PM | Dec. 31, 2025 | 4,466 | $724,460 | 18.3% |
| VZ | Dec. 31, 2025 | 16,422 | $721,742 | 21.4% |
| EIX | Dec. 31, 2025 | 12,590 | $695,988 | 23.0% |
| VYM | March 31, 2026 | 4,724 | $677,951 | No longer tracked |
| CASY | June 30, 2026 | 913 | $664,545 | 5.5% |
| T | Dec. 31, 2025 | 23,309 | $658,245 | 2.1% |
| BND | March 31, 2026 | 8,812 | $652,705 | |
| JPM | Dec. 31, 2025 | 2,031 | $640,499 | 10.3% |
| GJUL | Dec. 31, 2025 | 15,690 | $636,386 | No longer tracked |
| QBUL | Sept. 30, 2025 | 24,703 | $628,446 | No longer tracked |
| TROW | Dec. 31, 2025 | 5,870 | $602,542 | 11.1% |
| MCD | Dec. 31, 2025 | 1,908 | $579,719 | -12.1% |
| VGK | March 31, 2025 | 9,126 | $579,246 | No longer tracked |
| DECZXXXX | Dec. 31, 2025 | 14,163 | $577,001 | No longer tracked |
| XOM | June 30, 2026 | 3,289 | $558,080 | 21.7% |
| DECZXXXX | June 30, 2025 | 15,480 | $554,779 | No longer tracked |
| RF | Dec. 31, 2025 | 20,907 | $551,324 | 12.6% |
| KEY | Dec. 31, 2025 | 29,302 | $547,646 | 6.9% |
| D | Dec. 31, 2025 | 8,910 | $545,011 | 15.3% |
| VLO | Dec. 31, 2025 | 3,154 | $537,021 | 112.5% |
| F | Dec. 31, 2025 | 44,634 | $533,824 | 9.4% |
| DIV | March 31, 2026 | 30,817 | $533,745 | No longer tracked |
| JAAA | Dec. 31, 2025 | 10,500 | $533,190 | No longer tracked |
| NFLX | June 30, 2026 | 5,528 | $531,517 | 11.4% |
| CFG | Dec. 31, 2025 | 9,857 | $523,985 | 20.5% |
| TFC | Dec. 31, 2025 | 11,446 | $523,292 | 3.0% |
| CMS | Dec. 31, 2025 | 7,118 | $521,451 | -0.2% |
| AEP | June 30, 2025 | 4,734 | $517,242 | 19.0% |
| USB | Dec. 31, 2025 | 10,620 | $513,284 | 16.6% |
| DMAR | March 31, 2025 | 13,340 | $509,169 | No longer tracked |
| ADM | Dec. 31, 2025 | 8,467 | $505,846 | 43.7% |
| GSEP | June 30, 2026 | 13,262 | $505,415 | No longer tracked |
| DE | March 31, 2026 | 1,083 | $504,212 | 10.7% |
| AEP | Dec. 31, 2025 | 4,471 | $502,994 | 7.1% |
| LAZ | Dec. 31, 2025 | 9,505 | $501,686 | -10.4% |
| TPLE | Dec. 31, 2025 | 18,112 | $499,069 | No longer tracked |
| CVS | Dec. 31, 2025 | 6,532 | $492,436 | 17.9% |
| ETR | June 30, 2025 | 5,747 | $491,306 | 28.7% |
| AUGZ | June 30, 2025 | 13,133 | $490,453 | No longer tracked |
| HBAN | Dec. 31, 2025 | 27,935 | $482,433 | -1.1% |
| PRU | Dec. 31, 2025 | 4,568 | $473,915 | 8.4% |
| JANZ | June 30, 2026 | 12,780 | $469,798 | No longer tracked |
| LNT | June 30, 2025 | 7,229 | $465,156 | 14.5% |
| SIXJ | Sept. 30, 2025 | 14,041 | $449,452 | No longer tracked |
| JULU | June 30, 2026 | 15,703 | $448,321 | No longer tracked |
| FITB | Dec. 31, 2025 | 9,980 | $444,591 | 17.6% |
| FE | Dec. 31, 2025 | 9,660 | $442,625 | 4.7% |
| ES | Dec. 31, 2025 | 6,133 | $436,298 | 6.8% |
| AUGZ | June 30, 2026 | 10,699 | $434,838 | No longer tracked |
| ORI | Dec. 31, 2025 | 10,157 | $431,384 | -7.9% |
| OGE | Dec. 31, 2025 | 9,256 | $428,292 | 9.1% |
| SPOT | Sept. 30, 2025 | 558 | $428,176 | -24.5% |
| WEC | Dec. 31, 2025 | 3,694 | $423,315 | 2.9% |
| OMC | Dec. 31, 2025 | 5,161 | $420,776 | 6.9% |
| IP | Dec. 31, 2025 | 9,005 | $417,834 | 3.8% |
| NI | June 30, 2025 | 10,422 | $417,818 | 2.9% |
| PPL | Dec. 31, 2025 | 11,079 | $411,680 | 0.2% |
| JNJ | Dec. 31, 2025 | 2,183 | $404,746 | 29.1% |
| DECZ | June 30, 2026 | 10,412 | $404,285 | No longer tracked |
| INTU | Dec. 31, 2025 | 586 | $400,185 | -45.5% |
| ULTA | June 30, 2026 | 765 | $399,873 | 15.0% |
| DTE | Dec. 31, 2025 | 2,823 | $399,297 | 6.9% |
| LYB | Dec. 31, 2025 | 8,064 | $395,441 | 57.9% |
| NBOS | March 31, 2026 | 14,410 | $392,961 | No longer tracked |
| NRG | June 30, 2025 | 4,068 | $388,339 | -28.6% |
| EXC | Dec. 31, 2025 | 8,581 | $386,242 | 2.9% |
| SCHX | June 30, 2025 | 17,454 | $385,387 | No longer tracked |
| PEG | Dec. 31, 2025 | 4,535 | $378,512 | -7.5% |
| PNW | Dec. 31, 2025 | 4,217 | $378,105 | 11.8% |
| GPC | Dec. 31, 2025 | 2,695 | $373,537 | 9.0% |
| PNOV | June 30, 2025 | 10,019 | $372,907 | No longer tracked |
| BG | Dec. 31, 2025 | 4,553 | $369,948 | 31.9% |
| MINT | Dec. 31, 2025 | 3,637 | $366,210 | No longer tracked |
| MBB | March 31, 2026 | 3,835 | $365,169 | |
| VPL | March 31, 2025 | 5,134 | $364,728 | No longer tracked |
| MDB | March 31, 2026 | 850 | $356,737 | 71.0% |
| NEM | June 30, 2025 | 7,365 | $355,585 | 124.6% |
| VGT | March 31, 2026 | 471 | $355,030 | No longer tracked |
| CLOI | March 31, 2026 | 6,625 | $349,865 | No longer tracked |
| PFG | Dec. 31, 2025 | 4,217 | $349,666 | 27.1% |
| HPQ | Dec. 31, 2025 | 12,793 | $348,367 | 33.0% |
| ANET | March 31, 2026 | 2,623 | $343,692 | 53.4% |
| QCOM | Sept. 30, 2025 | 2,155 | $343,147 | -3.2% |
| SWKS | Dec. 31, 2025 | 4,368 | $336,267 | 7.1% |
| SW | Dec. 31, 2025 | 7,687 | $327,255 | 26.3% |
| WSO | June 30, 2025 | 641 | $325,568 | -28.3% |
| PSEP | March 31, 2025 | 8,229 | $321,633 | No longer tracked |
| OKE | Dec. 31, 2025 | 4,353 | $317,648 | 28.9% |
| UNM | June 30, 2025 | 3,861 | $314,546 | 8.8% |
| IVZ | June 30, 2025 | 20,725 | $314,392 | 104.1% |
| BBY | Dec. 31, 2025 | 4,155 | $314,185 | 30.5% |
| OCTZXXXX | Sept. 30, 2025 | 7,654 | $312,811 | No longer tracked |
| JANW | June 30, 2026 | 8,563 | $312,378 | No longer tracked |
| GIS | Dec. 31, 2025 | 6,177 | $311,456 | -15.4% |
| ANGL | March 31, 2026 | 10,460 | $307,161 | -0.4% |
| FTNT | Sept. 30, 2025 | 2,853 | $301,619 | 77.7% |
| NOW | March 31, 2025 | 283 | $300,013 | -18.6% |
| FERG | Dec. 31, 2025 | 1,317 | $295,697 | 7.5% |
| PYLD | Dec. 31, 2025 | 10,901 | $292,583 | No longer tracked |
| FNF | June 30, 2025 | 4,451 | $289,701 | -11.9% |
| WFC | Dec. 31, 2025 | 3,415 | $286,276 | -9.2% |
| FLJJ | Sept. 30, 2025 | 9,431 | $285,508 | No longer tracked |
| CAG | Dec. 31, 2025 | 15,561 | $284,923 | -7.2% |
| NVBU | Sept. 30, 2025 | 10,656 | $283,184 | No longer tracked |
| SMAX | March 31, 2025 | 11,213 | $282,557 | No longer tracked |
| OCTU | Sept. 30, 2025 | 10,736 | $282,046 | No longer tracked |
| CRWD | Sept. 30, 2025 | 553 | $281,648 | -61.8% |
| IPG | June 30, 2025 | 10,309 | $279,998 | No longer tracked |
| AWI | March 31, 2026 | 1,457 | $278,434 | 8.2% |
| GLDM | March 31, 2026 | 3,233 | $276,001 | No longer tracked |
| KMB | Dec. 31, 2025 | 2,200 | $273,576 | 7.5% |
| MS | Dec. 31, 2025 | 1,719 | $273,297 | 19.2% |
| XONE | Dec. 31, 2025 | 5,401 | $268,214 | No longer tracked |
| MRK | June 30, 2025 | 2,988 | $268,177 | 91.6% |
| OCTZ | June 30, 2026 | 6,524 | $268,141 | No longer tracked |
| VCIT | March 31, 2026 | 3,119 | $261,216 | |
| FAPR | Sept. 30, 2025 | 6,190 | $261,156 | No longer tracked |
| STX | June 30, 2025 | 3,056 | $259,586 | 495.1% |
| FHN | June 30, 2025 | 13,180 | $255,955 | 17.1% |
| BEN | June 30, 2025 | 13,211 | $254,321 | 44.9% |
| SEPT | June 30, 2026 | 7,373 | $253,270 | No longer tracked |
| CSCO | Dec. 31, 2025 | 3,681 | $251,828 | 44.1% |
| BIL | March 31, 2026 | 2,736 | $250,016 | No longer tracked |
| JANZXXXX | June 30, 2025 | 7,452 | $247,977 | No longer tracked |
| MSI | June 30, 2025 | 563 | $246,489 | 13.5% |
| DECW | June 30, 2026 | 7,370 | $246,232 | No longer tracked |
| NOVZ | Sept. 30, 2025 | 5,846 | $245,066 | No longer tracked |
| XDEC | June 30, 2026 | 6,056 | $244,127 | No longer tracked |
| SPYC | March 31, 2026 | 5,698 | $243,581 | No longer tracked |
| SON | June 30, 2025 | 5,154 | $243,489 | 35.5% |
| SPUC | Sept. 30, 2025 | 5,385 | $240,765 | No longer tracked |
| BOND | Dec. 31, 2025 | 2,563 | $239,256 | -2.7% |
| QUAL | March 31, 2026 | 1,195 | $237,351 | No longer tracked |
| DJUN | Dec. 31, 2025 | 5,002 | $232,598 | No longer tracked |
| SGOV | Dec. 31, 2025 | 2,303 | $231,911 | 0.2% |
| JULZ | June 30, 2025 | 5,693 | $228,328 | No longer tracked |
| CRM | Sept. 30, 2025 | 827 | $225,584 | -13.3% |
| GDEC | Dec. 31, 2025 | 6,129 | $224,812 | No longer tracked |
| FDIS | Dec. 31, 2025 | 2,183 | $224,565 | No longer tracked |
| UBER | Dec. 31, 2025 | 2,284 | $223,790 | -4.3% |
| UI | Sept. 30, 2025 | 543 | $223,528 | -18.7% |
| DUOL | Dec. 31, 2025 | 694 | $223,357 | -17.4% |
| APRZXXXX | June 30, 2025 | 6,762 | $222,610 | No longer tracked |
| DMAR | Dec. 31, 2025 | 5,433 | $221,504 | No longer tracked |
| DD | Dec. 31, 2025 | 2,843 | $221,470 | 248.6% |
| CTAS | Dec. 31, 2025 | 1,071 | $219,870 | 7.8% |
| SPUC | March 31, 2026 | 4,705 | $219,212 | No longer tracked |
| VEEV | Sept. 30, 2025 | 758 | $218,289 | -16.8% |
| IDEV | March 31, 2026 | 2,620 | $216,098 | No longer tracked |
| XSEP | March 31, 2026 | 5,083 | $215,442 | No longer tracked |
| EMR | June 30, 2025 | 1,960 | $214,896 | 17.0% |
| BLK | Dec. 31, 2025 | 184 | $214,287 | 8.1% |
| IVW | March 31, 2026 | 1,738 | $214,248 | No longer tracked |
| COR | June 30, 2026 | 681 | $213,932 | 12.0% |
| CMA | June 30, 2025 | 3,585 | $211,710 | No longer tracked |
| IWO | Dec. 31, 2025 | 661 | $211,547 | No longer tracked |
| GOVT | March 31, 2026 | 9,141 | $210,472 | No longer tracked |
| HWM | Sept. 30, 2025 | 1,123 | $209,025 | 40.7% |
| IEF | March 31, 2026 | 2,147 | $206,456 | |
| FOCT | March 31, 2026 | 4,166 | $204,092 | No longer tracked |
| SCHX | June 30, 2026 | 7,924 | $203,171 | No longer tracked |
| MDYG | Dec. 31, 2025 | 2,201 | $201,524 | No longer tracked |
| DVY | June 30, 2025 | 1,500 | $201,435 | |
| LTPZ | March 31, 2025 | 3,853 | $200,607 | No longer tracked |
| TYA | Dec. 31, 2025 | 10,415 | $141,754 | No longer tracked |
| WBA | March 31, 2025 | 10,433 | $97,338 | No longer tracked |
| HFRO | March 31, 2026 | 14,625 | $87,458 | 25.2% |
| TLRY | Dec. 31, 2025 | 10,000 | $17,300 | -46.6% |