SPEND LIFE WISELY FUNDS INVESTMENT TRUST
SPEND LIFE WISELY FUNDS INVESTMENT TRUST (CIK 1524348) is an SEC-registered fund company with 6 reporting fund series and $555.1M in net assets as of 2026-04-30.
Registrant
- CIK: 1524348
- File number: 811-22576
- LEI: 549300J8UKUNET3JGE24
- Address: 1845 Woodall Rodgers Fwy, Dallas, US-TX, 75201
- Phone: 214-871-5254
- Net assets: $555.1M
- Total assets: $557.1M
- Fund series: 6
- Latest report: 2026-04-30
Fund series (6)
Largest reported holdings (across all series)
| Holding | Value |
|---|
| Ligand Pharmaceuticals, Inc. | $820K |
| SAIA, Inc. | $776K |
| Macom Technology Solutions Holdings, Inc. | $736K |
| UL Solutions, Inc. | $713K |
| PDF Solutions, Inc. | $667K |
| Solaris Energy Infrastructure, Inc. | $615K |
| Fidelity Institutional Cash Portfolios | $568K |
| Oceaneering International, Inc. | $527K |
| Sharkninja, Inc. | $524K |
| Simpson Manufacturing Co., Inc. | $521K |
| Lazard, Inc. | $497K |
| HealthEquity, Inc. | $494K |
| TopBuild Corp. | $494K |
| Sterling Construction Co., Inc. | $488K |
| Pegasystems, Inc. | $487K |
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