Lifetime Wealth Management P.C.

Lifetime Wealth Management P.C. as of Dec. 31, 2025

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