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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 PBR.A, BIL, CNQ, KSPI, EWZS, and represent 28.04% of Lifetime Wealth Management P.C.'s stock portfolio.
Added to shares of these 10 stocks: SFM, TSLX, KSPI, MTBA, BIL, EWZS, ENB, AUSF, QQQ, SPMO.
Started 2 new stock positions in CBUS, ENB.
Reduced shares in these 10 stocks: JXN, NAMS, VALE, BLDG, GOOGL, , ULTA, NVDA, WMT, HON.
Sold out of its positions in GOOG, GOOGL, META, IBM, JPM.
Lifetime Wealth Management P.C. was a net buyer of stock by $570k.
Lifetime Wealth Management P.C. has $176M in assets under management (AUM), dropping by 10.40%.
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 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A)	7.0	$12M		657k	18.75	View chart
Spdr Series Trust State Street Spd (BIL)	6.0	$11M	+2%	115k	91.64	View chart
Canadian Natural Resources (CNQ)	5.2	$9.1M	-2%	187k	48.73	View chart
Kaspi Kz Jsc Sponsored Ads (KSPI)	4.9	$8.7M	+6%	117k	74.07	View chart
Ishares Tr Brazil Sm-cp Etf (EWZS)	4.9	$8.7M	+3%	584k	14.81	View chart
Vale S A Sponsored Ads (VALE)	4.8	$8.5M	-6%	531k	15.91	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	4.0	$7.0M		197k	35.44	View chart
Noble Corp Ord Shs A (NE)	3.4	$6.0M	-2%	122k	49.07	View chart
Sprouts Fmrs Mkt (SFM)	2.8	$4.9M	+1482%	63k	77.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$4.8M	+2%	8.3k	577.20	View chart
Ishares Jp Morgan Em Etf (LEMB)	2.6	$4.6M	-3%	112k	40.80	View chart
British Amern Tob Sponsored Adr (BTI)	2.4	$4.3M		73k	58.47	View chart
Copa Holdings Sa Cl A (CPA)	2.3	$4.0M	-2%	35k	113.61	View chart
Exxon Mobil Corporation (XOM)	2.3	$4.0M		23k	169.66	View chart
Noble Corp *w Exp 02/04/202 (NE.WS)	2.0	$3.6M		117k	30.57	View chart
Abbvie (ABBV)	1.9	$3.3M		15k	217.49	View chart
Warrior Met Coal (HCC)	1.9	$3.3M	-4%	36k	93.15	View chart
Spdr Series Trust Ftse Int Gvt Etf (WIP)	1.7	$3.1M	+2%	77k	39.60	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.7	$3.0M	+12%	60k	49.46	View chart
Ishares Tr Tips Bd Etf (TIP)	1.6	$2.8M		25k	110.36	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	1.4	$2.4M	-11%	4.7k	522.71	View chart
Enterprise Products Partners (EPD)	1.2	$2.2M		57k	37.84	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.2	$2.0M	+4%	44k	46.23	View chart
Ishares Msci Brazil Etf (EWZ)	1.1	$2.0M	+5%	52k	38.39	View chart
Global X Fds Adaptive Us (AUSF)	1.1	$2.0M	+6%	41k	48.35	View chart
Spdr Series Trust State Street Spd (MMTM)	1.1	$1.9M	+3%	6.9k	280.20	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.1	$1.9M	+6%	17k	112.11	View chart
Exchange Traded Concepts Tru Range Global Coa (COAL)	1.0	$1.8M	+4%	67k	27.44	View chart
Sixth Street Specialty Lending (TSLX)	1.0	$1.8M	+77%	97k	18.38	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.9	$1.6M	+6%	30k	54.84	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$1.6M	+5%	16k	99.86	View chart
Cambria Etf Tr Gbl Real Est Etf (BLDG)	0.9	$1.5M	-22%	64k	23.97	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.9	$1.5M		37k	41.41	View chart
Vanguard World Extended Dur (EDV)	0.8	$1.5M	+2%	23k	64.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$1.5M	+7%	13k	110.47	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.8	$1.4M	+4%	23k	60.10	View chart
Wal-Mart Stores (WMT)	0.8	$1.3M	-16%	11k	124.28	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.7	$1.3M	+6%	46k	28.20	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.7	$1.3M	+3%	85k	14.76	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.7	$1.2M	+2%	45k	27.20	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.7	$1.2M		27k	44.45	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$1.2M	+4%	29k	40.54	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.6	$1.1M	+8%	22k	49.39	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$1.1M	+6%	11k	95.44	View chart
Apple (AAPL)	0.6	$1.0M	-15%	4.1k	253.79	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.6	$1000k		62k	16.17	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.6	$990k		27k	37.44	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$990k		3.1k	318.07	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$982k	+5%	12k	80.61	View chart
Tidal Trust I Gotham Enhncd (GSPY)	0.5	$939k	+2%	27k	35.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$935k		1.6k	597.45	View chart
Abbott Laboratories (ABT)	0.5	$863k	-2%	8.4k	102.67	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.5	$835k		16k	51.03	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.5	$803k	+5%	22k	35.78	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.4	$789k	+3%	21k	37.33	View chart
Newamsterdam Pharma Company Ordinary Shares (NAMS)	0.4	$752k	-60%	24k	32.01	View chart
Microsoft Corporation (MSFT)	0.4	$666k	-13%	1.8k	370.27	View chart
Natural Resource Partners Com Unit Ltd Par (NRP)	0.4	$644k		5.3k	121.00	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$628k		11k	57.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$626k		7.2k	86.69	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$601k	-4%	54k	11.23	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$590k		24k	25.11	View chart
Global Ship Lease Com Cl A (GSL)	0.3	$582k	-24%	16k	37.23	View chart
Omega Healthcare Investors (OHI)	0.3	$556k	-6%	13k	43.82	View chart
Suncor Energy (SU)	0.3	$510k		7.7k	66.11	View chart
Honeywell International (HON)	0.3	$478k	-35%	2.1k	226.03	View chart
Amazon (AMZN)	0.2	$359k	-20%	1.7k	208.27	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.2	$339k		10k	33.17	View chart
NVIDIA Corporation (NVDA)	0.2	$338k	-45%	1.9k	174.41	View chart
Etf Ser Solutions Us Gbl Gld Pre (GOAU)	0.2	$323k	+8%	7.3k	44.36	View chart
Cvr Partners (UAN)	0.2	$310k		2.5k	126.67	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$288k		13k	21.42	View chart
Chevron Corporation (CVX)	0.2	$282k	-20%	1.4k	206.90	View chart
At&t (T)	0.2	$271k	+2%	9.4k	28.99	View chart
Jackson Financial Com Cl A (JXN)	0.2	$269k	-86%	2.5k	105.74	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$267k	-6%	5.4k	49.37	View chart
Hldgs (UAL)	0.1	$256k		2.8k	92.07	View chart
Broadcom (AVGO)	0.1	$218k	-19%	705.00	309.73	View chart
Ge Aerospace Com New (GE)	0.1	$213k		750.00	283.77	View chart
Enbridge (ENB)	0.1	$208k	NEW	3.9k	54.14	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$206k		1.0k	200.87	View chart
Braemar Hotels & Resorts 5.5 Cum Cv Pfd B (BHR.PB)	0.1	$167k		12k	14.54	View chart
Nexgen Energy (NXE)	0.1	$116k		10k	11.60	View chart
Cibus Cl A Com Stk (CBUS)	0.0	$31k	NEW	16k	1.98	View chart
Splash Beverage Group Com Shs (SBEV)	0.0	$24k		66k	0.36	View chart
Brag Hse Hldgs (TBH)	0.0	$8.8k		33k	0.27	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 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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