SPEND LIFE WISELY FUNDS INVESTMENT TRUST

Q: How current is SPEND LIFE WISELY FUNDS INVESTMENT TRUST's holdings data on StockSifting?

Holdings data for SPEND LIFE WISELY FUNDS INVESTMENT TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The 'Report date' shown at the top of this page indicates when the underlying data was current. For the absolute latest portfolio disclosure before the public release window, refer to SEC EDGAR directly or the fund's official website.

CIK: 0001524348 Equity

Report date: 2026-03-31

AUM $374M

Expense Ratio —

Category Equity

State DE

Fiscal Year End —

Inception Date —

Manager —

Latest Filing 2026-03-31

About this Fund

SPEND LIFE WISELY FUNDS INVESTMENT TRUST is a leading mutual fund company dedicated to providing top-notch asset management solutions to a diverse range of investors, from individuals to institutions. With a strong focus on wealth management, the company offers a comprehensive portfolio of mutual funds that cater to various investment objectives and risk tolerance levels. The company's product suite includes a wide array of equity, debt, and hybrid funds, each carefully crafted to provide investors with a unique blend of growth, income, and capital preservation. For instance, their equity funds are designed to tap into the potential of the stock market, while their debt funds provide a stable source of income with relatively lower risk. Hybrid funds, on the other hand, offer a balanced approach, combining the benefits of both equity and debt investments. The company's investor-centric approach has earned it a reputation as a trusted partner in the investment community. By offering a systematic investment plan, or SIP, investors can benefit from a disciplined and long-term approach to wealth creation, which helps to reduce the impact of market volatility and timing risks. SPEND LIFE WISELY FUNDS INVESTMENT TRUST's experienced team of investment professionals employs a rigorous research process to identify opportunities and mitigate risks, ensuring that each mutual fund is carefully managed to achieve its investment objectives. This commitment to excellence has resonated with investors, who appreciate the company's transparency, accountability, and dedication to delivering superior investment results. As a result, SPEND LIFE WISELY FUNDS INVESTMENT TRUST has become a preferred choice for those seeking to create, preserve, and grow their wealth over the long term. The company's key strengths lie in its ability to provide personalized investment solutions, tailored to meet the unique needs and goals of each investor. By taking a holistic approach to wealth management, SPEND LIFE WISELY FUNDS INVESTMENT TRUST helps investors to navigate the complexities of the financial markets, providing them with a clear understanding of their investment options and the potential risks and rewards associated with each. This consultative approach has fostered a loyal investor base, with many clients appreciating the company's willingness to educate and guide them throughout their investment journey. Furthermore, SPEND LIFE WISELY FUNDS INVESTMENT TRUST's robust infrastructure and state-of-the-art technology platforms ensure seamless execution, timely reporting, and utmost security, giving investors complete peace of mind. With its unwavering commitment to delivering exceptional investment experiences, SPEND LIFE WISELY FUNDS INVESTMENT TRUST continues to be a trusted name in the mutual fund industry, empowering investors to spend their lives wisely and achieve their long-term financial aspirations.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

22 positions

#	Security Name	CUSIP	Asset Type	Weight %	Value ($M)	Quantity
1	JPM JPMORGAN CHASE & CO Since 2026-05-10	16162LAB9	Debt	0.26%	$0.98	1,000,000
2	JPM JPMORGAN CHASE & CO Since 2026-05-10	46647PEU6	Debt	0.14%	$0.51	500,000
3	NRG NRG ENERGY INC Since 2026-05-10	629377CY6	Debt	1.34%	$5.01	5,000,000
4	JPM JPMORGAN CHASE & CO Since 2026-05-10	46647PEV4	Debt	0.28%	$1.03	1,000,000
5	OWL BLUE OWL CAPITAL CORP Since 2026-05-10	69121KAH7	Debt	0.41%	$1.52	1,500,000
6	JPM JPMORGAN CHASE & CO Since 2026-05-10	46647PDX1	Debt	0.28%	$1.05	1,000,000
7	JPM JPMORGAN CHASE & CO Since 2026-05-10	46647PET9	Debt	0.40%	$1.50	1,500,000
8	JPM JPMORGAN CHASE & CO Since 2026-05-10	06423AAJ2	Debt	0.43%	$1.63	1,382,000
9	JPM JPMORGAN CHASE & CO Since 2026-05-10	46647PEF9	Debt	0.34%	$1.26	1,250,000
10	JPM JPMORGAN CHASE & CO Since 2026-05-10	31945HAB1	Debt	0.04%	$0.14	145,000
11	UNM UNUM GROUP Since 2026-05-10	743862AA2	Debt	1.41%	$5.26	5,007,000
12	PPG PPG INDUSTRIES INC Since 2026-05-10	693506BY2	Debt	0.27%	$1.00	1,000,000
13	JPM JPMORGAN CHASE & CO Since 2026-05-10	161480AB4	Debt	0.43%	$1.63	1,640,000
14	ENB ENBRIDGE INC Since 2026-05-10	29250NBY0	Debt	0.14%	$0.54	500,000
15	NRG NRG ENERGY INC Since 2026-05-10	629377CH3	Debt	0.27%	$1.00	1,000,000
16	HWM HOWMET AEROSPACE INC Since 2026-05-10	443201AD0	Debt	0.13%	$0.50	500,000
17	ENB ENBRIDGE INC Since 2026-05-10	29250NCM5	Debt	0.27%	$1.00	1,000,000
18	NRG NRG ENERGY INC Since 2026-05-10	629377DA7	Debt	0.27%	$1.00	1,000,000
19	OWL BLUE OWL CAPITAL CORP Since 2026-05-10	69121KAJ3	Debt	0.40%	$1.51	1,500,000
20	ENB ENBRIDGE INC Since 2026-05-10	29250NCJ2	Debt	0.14%	$0.51	500,000
21	ESNT ESSENT GROUP LTD Since 2026-05-10	29669JAA7	Debt	0.28%	$1.05	1,000,000
22	FANG DIAMONDBACK ENERGY INC Since 2026-05-10	25278XAY5	Debt	0.30%	$1.13	1,100,000

Frequently Asked Questions — SPEND LIFE WISELY FUNDS INVESTMENT TRUST

What type of mutual fund is SPEND LIFE WISELY FUNDS INVESTMENT TRUST?

SPEND LIFE WISELY FUNDS INVESTMENT TRUST is a SEC-registered Equity fund, with $374M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, SPEND LIFE WISELY FUNDS INVESTMENT TRUST holds 22 portfolio positions, all detailed in the holdings table on this page.

What are SPEND LIFE WISELY FUNDS INVESTMENT TRUST's assets under management (AUM)?

SPEND LIFE WISELY FUNDS INVESTMENT TRUST has $374M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.

What are SPEND LIFE WISELY FUNDS INVESTMENT TRUST's top holdings?

According to SPEND LIFE WISELY FUNDS INVESTMENT TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include JPMORGAN CHASE & CO, JPMORGAN CHASE & CO, NRG ENERGY INC , among others. The complete list of all 22 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.

What is SPEND LIFE WISELY FUNDS INVESTMENT TRUST's expense ratio?

Expense ratio data for SPEND LIFE WISELY FUNDS INVESTMENT TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.

Where can I find SPEND LIFE WISELY FUNDS INVESTMENT TRUST's SEC filings?

SPEND LIFE WISELY FUNDS INVESTMENT TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001524348. You can access all of SPEND LIFE WISELY FUNDS INVESTMENT TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001524348). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.

How current is SPEND LIFE WISELY FUNDS INVESTMENT TRUST's holdings data on StockSifting?

Holdings data for SPEND LIFE WISELY FUNDS INVESTMENT TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.