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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:

Central Index Key (CIK): 0002116339

Tip: Access up to 7 years of quarterly data

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 89 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (BIL)	6.4	$10M	112k	91.38	View chart
Kaspi Kz Jsc Sponsored Ads (KSPI)	5.4	$8.6M	110k	78.13	View chart
Petroleo Brasileiro Sa Sp Adr Non Vtg (PBR.A)	4.7	$7.5M	669k	11.27	View chart
Vale S A Sponsored Ads (VALE)	4.6	$7.4M	566k	13.03	View chart
Ishares Tr Brazil Sm-cp Etf (EWZS)	4.6	$7.3M	565k	12.93	View chart
Canadian Natural Resources (CNQ)	4.1	$6.5M	192k	33.85	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	4.0	$6.4M	195k	33.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$5.0M	8.1k	614.33	View chart
Ishares Jp Morgan Em Etf (LEMB)	3.0	$4.8M	115k	41.57	View chart
Copa Holdings Sa Cl A (CPA)	2.7	$4.3M	36k	120.61	View chart
British Amern Tob Sponsored Adr (BTI)	2.6	$4.1M	72k	56.62	View chart
Abbvie (ABBV)	2.2	$3.6M	16k	228.49	View chart
Noble Corp Ord Shs A (NE)	2.2	$3.6M	126k	28.24	View chart
Warrior Met Coal (HCC)	2.1	$3.3M	37k	88.17	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	2.0	$3.2M	5.3k	605.01	View chart
Spdr Series Trust Ftse Int Gvt Etf (WIP)	1.9	$3.0M	76k	39.39	View chart
Exxon Mobil Corporation (XOM)	1.8	$2.9M	24k	120.34	View chart
Ishares Tr Tips Bd Etf (TIP)	1.7	$2.7M	25k	109.91	View chart
Simplify Exchange Traded Mbs Etf (MTBA)	1.7	$2.7M	54k	50.41	View chart
Newamsterdam Pharma Company Ordinary Shares (NAMS)	1.3	$2.1M	59k	35.08	View chart
Noble Corp *w Exp 02/04/202 (NE.WS)	1.3	$2.1M	117k	17.50	View chart
Cambria Etf Tr Gbl Real Est Etf (BLDG)	1.3	$2.0M	83k	24.45	View chart
Jackson Financial Com Cl A (JXN)	1.3	$2.0M	19k	106.65	View chart
Spdr Series Trust State Street Spd (MMTM)	1.2	$1.9M	6.7k	292.09	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.2	$1.9M	42k	45.45	View chart
Invesco Exch Traded Fd Tr S&p 500 Momntm (SPMO)	1.2	$1.9M	16k	119.32	View chart
Enterprise Products Partners (EPD)	1.2	$1.8M	57k	32.06	View chart
Global X Fds Adaptive Us (AUSF)	1.1	$1.8M	39k	46.37	View chart
Ishares Msci Brazil Etf (EWZ)	1.0	$1.6M	49k	31.77	View chart
Invesco Exch Traded Fd Tr S&p Intl Momnt (IDMO)	1.0	$1.5M	28k	55.57	View chart
Exchange Traded Concepts Range Global Coa (COAL)	0.9	$1.5M	64k	22.81	View chart
Vanguard World Extended Dur (EDV)	0.9	$1.5M	22k	65.01	View chart
Wal-Mart Stores (WMT)	0.9	$1.4M	13k	111.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$1.4M	15k	93.97	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.9	$1.4M	37k	38.33	View chart
Apple (AAPL)	0.8	$1.3M	4.8k	271.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$1.3M	12k	101.98	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.8	$1.3M	83k	15.26	View chart
Vanguard Intl Equity Index Glb Ex Us Etf (VNQI)	0.8	$1.2M	27k	45.84	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.8	$1.2M	22k	57.24	View chart
Sixth Street Specialty Lending (TSLX)	0.7	$1.2M	55k	21.72	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.7	$1.2M	44k	26.91	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.7	$1.1M	43k	25.95	View chart
Abbott Laboratories (ABT)	0.7	$1.1M	8.6k	125.29	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$1.1M	3.1k	342.97	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.6	$1.0M	27k	38.48	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.6	$1.0M	28k	36.82	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.6	$1.0M	21k	49.16	View chart
Microsoft Corporation (MSFT)	0.6	$1.0M	2.1k	483.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$1.0M	10k	96.16	View chart
Blackrock Tax Municpal Bd SHS (BBN)	0.6	$1.0M	62k	16.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$981k	1.6k	627.02	View chart
Tidal Trust I Gotham Enhncd (GSPY)	0.6	$954k	26k	36.83	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$874k	12k	75.77	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.5	$845k	16k	51.75	View chart
Global Ship Lease Com Cl A (GSL)	0.5	$723k	21k	35.04	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.4	$665k	21k	32.49	View chart
NVIDIA Corporation (NVDA)	0.4	$664k	3.6k	186.51	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.4	$662k	21k	30.96	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.4	$651k	56k	11.63	View chart
Honeywell International (HON)	0.4	$637k	3.3k	195.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$620k	7.1k	87.16	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.4	$603k	23k	25.82	View chart
Omega Healthcare Investors (OHI)	0.4	$599k	14k	44.34	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$587k	11k	53.37	View chart
Natural Resource Partners L Com Unit Ltd Par (NRP)	0.3	$556k	5.3k	104.40	View chart
Amazon (AMZN)	0.3	$500k	2.2k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$368k	1.2k	313.00	View chart
Suncor Energy (SU)	0.2	$342k	7.7k	44.36	View chart
Meta Platforms Cl A (META)	0.2	$335k	508.00	660.09	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.2	$321k	10k	31.47	View chart
Sprouts Fmrs Mkt (SFM)	0.2	$319k	4.0k	79.67	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$317k	5.8k	54.77	View chart
Hldgs (UAL)	0.2	$311k	2.8k	111.82	View chart
Broadcom (AVGO)	0.2	$304k	877.00	346.30	View chart
Etf Ser Solutions Us Gbl Gld Pre (GOAU)	0.2	$287k	6.7k	42.56	View chart
Invesco Exchange Traded Hig Yld Eq Div (PEY)	0.2	$278k	14k	20.39	View chart
Chevron Corporation (CVX)	0.2	$262k	1.7k	152.41	View chart
Cvr Partners (UAN)	0.2	$251k	2.5k	102.50	View chart
International Business Machines (IBM)	0.1	$235k	794.00	296.16	View chart
Ge Aerospace Com New (GE)	0.1	$231k	750.00	308.03	View chart
At&t (T)	0.1	$227k	9.1k	24.84	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$212k	1.0k	206.57	View chart
JPMorgan Chase & Co. (JPM)	0.1	$209k	647.00	322.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$208k	662.00	313.80	View chart
Braemar Hotels & Resorts 5.5 Cum Cv Pfd B (BHR.PB)	0.1	$170k	12k	14.81	View chart
Nexgen Energy (NXE)	0.1	$92k	10k	9.20	View chart
Splash Beverage Group Com Shs (SBEV)	0.0	$46k	66k	0.69	View chart
Brag Hse Hldgs (TBH)	0.0	$13k	33k	0.40	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. 2025 Q4 restated filed March 25, 2026
Lifetime Wealth Management P.C. 2025 Q4 filed March 9, 2026

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