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Lifetime Wealth Management P.C.

Latest statistics and disclosures from Lifetime Wealth Management P.C.'s latest quarterly 13F-HR filing:

Top 5 stock holdings are EWZS, KSPI, PBR.A, BIL, VALE, and represent 27.77% of Lifetime Wealth Management P.C.'s stock portfolio.
Added to shares of these 10 stocks: EWZS, FLLA, CPRT, WIP, GTIP, BLDG, IQLT, BCD, DGS, COPX.
Started 9 new stock positions in CPRT, HONA, FLLA, AMD, KO, COPX, TXN, HON, GEV.
Reduced shares in these 10 stocks: CPA, BIL, GSPY, VNQI, AUSF, SPMO, NAMS, BBLU, NE, MMTM.
Sold out of its positions in T, TBH, Honeywell International, GSPY, NAMS.
Lifetime Wealth Management P.C. was a net seller of stock by $-542k.
Lifetime Wealth Management P.C. has $171M in assets under management (AUM), dropping by -2.56%.
Central Index Key (CIK): 0002116339

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Positions held by Lifetime Wealth Management P.C. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lifetime Wealth Management P.C.

Lifetime Wealth Management P.C. holds 90 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Brazil Sm-cp Etf (EWZS)	6.3	$11M	+41%	828k	12.98	View chart
Kaspi Kz Jsc Sponsored Ads (KSPI)	6.0	$10M		118k	86.64	View chart
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A)	5.6	$9.6M		653k	14.64	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	5.5	$9.4M	-10%	103k	91.64	View chart
Vale S A Sponsored Ads (VALE)	4.5	$7.7M	-4%	509k	15.04	View chart
Canadian Natural Resources (CNQ)	4.2	$7.2M	-2%	183k	39.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$6.1M		8.3k	736.43	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	3.3	$5.7M	-3%	190k	30.17	View chart
Sprouts Fmrs Mkt (SFM)	3.1	$5.4M		64k	84.58	View chart
Ishares Jp Morgan Em Etf (LEMB)	2.8	$4.8M		114k	42.43	View chart
British Amern Tob Sponsored Adr (BTI)	2.5	$4.3M	-5%	69k	61.76	View chart
Copa Holdings Sa Cl A (CPA)	2.5	$4.3M	-21%	27k	155.57	View chart
Noble Corp Ord Shs A (NE)	2.3	$4.0M	-12%	107k	37.30	View chart
Abbvie (ABBV)	2.2	$3.8M		15k	251.64	View chart
Spdr Series Trust St Str Ftse Etf (WIP)	2.2	$3.7M	+22%	95k	39.39	View chart
Warrior Met Coal (HCC)	1.9	$3.2M	+9%	39k	81.16	View chart
Exxon Mobil Corporation (XOM)	1.8	$3.0M	-6%	22k	136.72	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.7	$2.8M	-3%	58k	49.07	View chart
Ishares Tr Tips Bd Etf (TIP)	1.6	$2.8M		25k	109.43	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.6	$2.7M	+22%	54k	49.55	View chart
Cambria Etf Tr Gbl Real Est Etf (BLDG)	1.4	$2.3M	+35%	87k	27.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.3	$2.2M	+22%	36k	60.29	View chart
Enterprise Products Partners (EPD)	1.2	$2.1M		57k	36.76	View chart
Noble Corp *w Exp 02/04/202 (NE.WS)	1.2	$2.1M	-3%	114k	18.17	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.1	$1.9M	+29%	29k	64.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.1	$1.9M	-30%	12k	161.54	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	1.1	$1.8M	-12%	4.1k	450.98	View chart
Sixth Street Specialty Lending (TSLX)	1.0	$1.7M	+4%	101k	17.17	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	1.0	$1.7M	+56%	35k	48.87	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$1.7M		13k	124.76	View chart
Spdr Series Trust St Str 1500mom (MMTM)	1.0	$1.7M	-22%	5.3k	312.96	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	1.0	$1.7M		36k	45.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$1.6M		16k	103.05	View chart
Exchange Traded Concepts Tru Rang Gl Coal Etf (COAL)	1.0	$1.6M	+6%	71k	22.96	View chart
Vanguard World Extended Dur (EDV)	0.9	$1.5M	+3%	24k	65.08	View chart
Ishares Msci Brazil Etf (EWZ)	0.8	$1.4M	-20%	41k	34.50	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.8	$1.3M	+19%	15k	91.21	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.7	$1.2M	-2%	45k	27.52	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.7	$1.2M	+56%	35k	34.15	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$1.2M		29k	40.59	View chart
Global X Fds Adaptive Us (AUSF)	0.7	$1.2M	-41%	24k	48.86	View chart
Wal-Mart Stores (WMT)	0.7	$1.2M	-4%	10k	113.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$1.1M		3.1k	365.87	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$1.1M	+7%	12k	94.57	View chart
Apple (AAPL)	0.6	$1.1M	-5%	3.8k	289.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.1M		1.6k	686.69	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.6	$1.1M	-13%	39k	27.69	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.6	$981k		61k	16.17	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.5	$918k		26k	35.22	View chart
Franklin Templeton Etf Tr Ftse Latn Amrc (FLLA)	0.5	$901k	NEW	34k	26.51	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.5	$812k		16k	50.65	View chart
Copart (CPRT)	0.5	$789k	NEW	28k	28.19	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.4	$766k	-45%	46k	16.50	View chart
Abbott Laboratories (ABT)	0.4	$753k		8.3k	90.74	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.4	$653k	-15%	18k	36.49	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.4	$628k		54k	11.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$624k		7.2k	86.42	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$620k		11k	56.33	View chart
Microsoft Corporation (MSFT)	0.4	$619k	-7%	1.7k	372.96	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.4	$607k		24k	25.56	View chart
Omega Healthcare Investors (OHI)	0.4	$606k		13k	47.68	View chart
Global Ship Lease Com Cl A (GSL)	0.3	$584k		16k	37.60	View chart
Natural Resource Partners Com Unit Ltd Par (NRP)	0.3	$502k	-2%	5.2k	97.00	View chart
Global X Fds Global X Copper (COPX)	0.2	$419k	NEW	5.4k	76.97	View chart
Suncor Energy (SU)	0.2	$414k		7.7k	53.68	View chart
Hldgs (UAL)	0.2	$378k		2.8k	135.99	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.2	$370k		10k	36.02	View chart
Amazon (AMZN)	0.2	$340k	-17%	1.4k	238.34	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$308k		13k	23.18	View chart
NVIDIA Corporation (NVDA)	0.2	$307k	-20%	1.5k	200.11	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$299k	-75%	6.7k	44.85	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$290k		5.4k	53.61	View chart
Ge Aerospace Com New (GE)	0.2	$280k		750.00	373.73	View chart
Texas Instruments Incorporated (TXN)	0.2	$275k	NEW	923.00	298.07	View chart
Cvr Partners (UAN)	0.2	$273k		2.5k	111.48	View chart
Jackson Financial Com Cl A (JXN)	0.2	$261k		2.5k	102.41	View chart
Etf Ser Solutions Us Gbl Gld Pre (GOAU)	0.1	$255k	-5%	6.9k	37.19	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$254k		1.0k	247.96	View chart
Advanced Micro Devices (AMD)	0.1	$238k	NEW	409.00	580.91	View chart
Broadcom (AVGO)	0.1	$236k	-11%	623.00	378.05	View chart
Honeywell International (HON)	0.1	$234k	NEW	1.0k	223.90	View chart
Honeywell Aerospace (HONA)	0.1	$232k	NEW	1.0k	221.08	View chart
Ge Vernova (GEV)	0.1	$220k	NEW	187.00	1174.86	View chart
Chevron Corporation (CVX)	0.1	$212k	-6%	1.3k	165.76	View chart
Enbridge (ENB)	0.1	$209k		3.9k	54.21	View chart
Coca-Cola Company (KO)	0.1	$202k	NEW	2.5k	81.27	View chart
Braemar Hotels & Resorts 5.5 Cum Cv Pfd B (BHR.PB)	0.1	$158k		12k	13.76	View chart
Nexgen Energy (NXE)	0.1	$94k		10k	9.39	View chart
Cibus Cl A Com Stk (CBUS)	0.0	$21k		16k	1.37	View chart
Splash Beverage Group Com Shs (SBEV)	0.0	$10k		66k	0.15	View chart

Past Filings by Lifetime Wealth Management P.C.

SEC 13F filings are viewable for Lifetime Wealth Management P.C. going back to 2025

Lifetime Wealth Management P.C. 2026 Q2 filed Aug. 17, 2026
Lifetime Wealth Management P.C. 2026 Q1 filed May 15, 2026
Lifetime Wealth Management P.C. 2025 Q4 restated filed March 25, 2026
Lifetime Wealth Management P.C. 2025 Q4 filed March 9, 2026

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