Lifetime Wealth Management P.C.

Lifetime Wealth Management P.C. as of March 31, 2026

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