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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, PBR.A, KSPI, CNQ, BIL, and represent 30.21% of Lifetime Wealth Management P.C.'s stock portfolio.
Added to shares of these 10 stocks: XOM, MBGL, EWZS, SFM, HCC, T, CVE, GSL, EYLD, FLLA.
Started 5 new stock positions in CVE, MBGL, T, XOM, EDVA.
Reduced shares in these 10 stocks: , BIL, CPA, NE, VALE, KSPI, CPRT, ULTA, BTI, PHYS.
Sold out of its positions in AVGO, CPRT, ENB, Exxon Mobil Corporation, GEV, HONA, SBEV.
Lifetime Wealth Management P.C. was a net seller of stock by $-9.7M.
Lifetime Wealth Management P.C. has $166M in assets under management (AUM), dropping by -3.01%.
Central Index Key (CIK): 0002116339

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Portfolio Holdings for Lifetime Wealth Management P.C.

Lifetime Wealth Management P.C. holds 88 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Brazil Sm-cp Etf (EWZS)	7.5	$13M	+13%	941k	13.31	View chart
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A)	7.2	$12M	-3%	629k	18.99	View chart
Kaspi Kz Jsc Sponsored Ads (KSPI)	6.2	$10M	-7%	109k	94.06	View chart
Canadian Natural Resources (CNQ)	4.9	$8.1M	-5%	172k	47.07	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	4.4	$7.4M	-21%	80k	91.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$5.9M	-4%	7.9k	739.79	View chart
Vale S A Sponsored Ads (VALE)	3.5	$5.8M	-14%	435k	13.41	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	3.2	$5.4M	-9%	173k	31.27	View chart
Ishares Jp Morgan Em Etf (LEMB)	2.9	$4.8M		113k	42.25	View chart
Sprouts Fmrs Mkt (SFM)	2.8	$4.7M	+10%	70k	66.35	View chart
Abbvie (ABBV)	2.4	$3.9M		15k	261.59	View chart
Warrior Met Coal (HCC)	2.3	$3.8M	+10%	43k	88.07	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	2.1	$3.6M	NEW	22k	162.75	View chart
Spdr Series Trust St Str Ftse Etf (WIP)	2.1	$3.5M	-3%	91k	38.15	View chart
Noble Corp Ord Shs A (NE)	2.0	$3.3M	-26%	79k	41.74	View chart
British Amern Tob Sponsored Adr (BTI)	1.9	$3.1M	-17%	57k	54.40	View chart
Noble Corp *w Exp 02/04/202 (NE.WS)	1.6	$2.6M		113k	23.30	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.6	$2.6M	-2%	52k	49.47	View chart
Ishares Tr Tips Bd Etf (TIP)	1.5	$2.5M	-4%	24k	104.04	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.5	$2.5M	-8%	53k	46.76	View chart
Copa Holdings Sa Cl A (CPA)	1.4	$2.4M	-33%	18k	131.85	View chart
Cambria Etf Tr Gbl Real Est Etf (BLDG)	1.3	$2.2M		87k	25.12	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.3	$2.1M	-2%	35k	61.04	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.1	$1.8M		29k	63.18	View chart
Enterprise Products Partners (EPD)	1.1	$1.8M	-11%	50k	35.61	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	1.1	$1.8M	+2%	37k	47.60	View chart
Sixth Street Specialty Lending (TSLX)	1.1	$1.8M	-3%	98k	18.02	View chart
Mobility Global Com Shs (MBGL)	1.0	$1.7M	NEW	100k	17.15	View chart
Exchange Traded Concepts Tru Rang Gl Coal Etf (COAL)	1.0	$1.7M	-3%	69k	24.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$1.7M	-4%	15k	109.38	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$1.6M	-8%	11k	151.57	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.9	$1.6M	-3%	34k	46.31	View chart
Spdr Series Trust St Str 1500mom (MMTM)	0.9	$1.5M	-6%	5.0k	306.58	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.9	$1.5M	-32%	2.8k	546.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$1.5M	-4%	13k	117.77	View chart
Ishares Msci Brazil Etf (EWZ)	0.9	$1.4M	-6%	39k	37.25	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.8	$1.4M		35k	38.47	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.8	$1.3M	-4%	43k	31.09	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.8	$1.3M	-2%	14k	90.44	View chart
Vanguard World Extended Dur (EDV)	0.8	$1.3M	-2%	23k	55.45	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$1.2M		3.1k	382.08	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$1.2M	-4%	28k	41.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.1M		1.6k	700.74	View chart
Wal-Mart Stores (WMT)	0.6	$1.1M		10k	103.92	View chart
Global X Fds Adaptive Us (AUSF)	0.6	$1.1M	-10%	22k	48.71	View chart
Franklin Templeton Etf Tr Ftse Latn Amrc (FLLA)	0.6	$968k	+4%	35k	27.37	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.6	$953k	-13%	33k	28.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$951k	-10%	11k	89.31	View chart
Apple (AAPL)	0.5	$905k	-28%	2.7k	333.03	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.5	$855k	-2%	59k	14.40	View chart
Abbott Laboratories (ABT)	0.5	$820k		8.3k	98.83	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.5	$787k	-13%	23k	34.88	View chart
Microsoft Corporation (MSFT)	0.4	$747k	-12%	1.5k	512.88	View chart
Global Ship Lease Com Cl A (GSL)	0.4	$729k	+6%	17k	44.14	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.4	$691k	-13%	40k	17.11	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.4	$685k	-3%	17k	39.54	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.4	$677k	-6%	15k	45.10	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$620k		11k	56.32	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$561k		7.2k	77.78	View chart
Omega Healthcare Investors (OHI)	0.3	$545k	-7%	12k	46.31	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$532k		54k	9.95	View chart
Natural Resource Partners Com Unit Ltd Par (NRP)	0.3	$508k	-9%	4.7k	108.73	View chart
Global X Fds Global X Copper (COPX)	0.3	$480k	+4%	5.7k	84.70	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$478k	-18%	19k	24.83	View chart
Suncor Energy (SU)	0.3	$454k	-13%	6.7k	67.87	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.2	$380k	-2%	10k	37.84	View chart
NVIDIA Corporation (NVDA)	0.2	$333k	-5%	1.5k	228.40	View chart
Jackson Financial Com Cl A (JXN)	0.2	$329k		2.5k	129.34	View chart
Hldgs (UAL)	0.2	$309k		2.8k	110.95	View chart
Etf Ser Solutions Us Gbl Gld Pre (GOAU)	0.2	$289k	-2%	6.7k	43.10	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$289k		5.4k	53.40	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$280k	-7%	12k	22.81	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$279k		1.0k	272.33	View chart
Texas Instruments Incorporated (TXN)	0.2	$259k		923.00	280.09	View chart
Chevron Corporation (CVX)	0.2	$258k		1.3k	204.21	View chart
Cvr Partners (UAN)	0.2	$254k	-16%	2.1k	123.78	View chart
Ge Aerospace Com New (GE)	0.1	$234k		750.00	312.29	View chart
Advanced Micro Devices (AMD)	0.1	$230k	-8%	376.00	611.76	View chart
At&t (T)	0.1	$223k	NEW	9.1k	24.40	View chart
Amazon (AMZN)	0.1	$223k	-37%	893.00	249.15	View chart
Honeywell International (HON)	0.1	$221k		1.0k	210.94	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$219k	-22%	5.1k	42.52	View chart
Coca-Cola Company (KO)	0.1	$214k		2.5k	86.08	View chart
Cenovus Energy (CVE)	0.1	$202k	NEW	6.5k	31.08	View chart
Braemar Hotels & Resorts 5.5 Cum Cv Pfd B (BHR.PB)	0.1	$141k		12k	12.23	View chart
Nexgen Energy (NXE)	0.1	$91k		10k	9.12	View chart
Cibus Cl A Com Stk (CBUS)	0.0	$25k		16k	1.61	View chart
Endovia Health Sciences Com Shs (EDVA)	0.0	$2.9k	NEW	17k	0.18	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 Q3 filed Oct. 29, 2026
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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