Lifetime Wealth Management P.C.

Lifetime Wealth Management P.C. as of June 30, 2026

Portfolio Holdings for Lifetime Wealth Management P.C.

Lifetime Wealth Management P.C. holds 90 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Brazil Sm-cp Etf (EWZS) 6.3 $11M 828k 12.98
Kaspi Kz Jsc Sponsored Ads (KSPI) 6.0 $10M 118k 86.64
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A) 5.6 $9.6M 653k 14.64
Spdr Series Trust St Str Blo 1 Etf (BIL) 5.5 $9.4M 103k 91.64
Vale S A Sponsored Ads (VALE) 4.5 $7.7M 509k 15.04
Canadian Natural Resources (CNQ) 4.2 $7.2M 183k 39.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.6 $6.1M 8.3k 736.43
Sprott Asset Management Physical Gold Tr (PHYS) 3.3 $5.7M 190k 30.17
Sprouts Fmrs Mkt (SFM) 3.1 $5.4M 64k 84.58
Ishares Jp Morgan Em Etf (LEMB) 2.8 $4.8M 114k 42.43
British Amern Tob Sponsored Adr (BTI) 2.5 $4.3M 69k 61.76
Copa Holdings Sa Cl A (CPA) 2.5 $4.3M 27k 155.57
Noble Corp Ord Shs A (NE) 2.3 $4.0M 107k 37.30
Abbvie (ABBV) 2.2 $3.8M 15k 251.64
Spdr Series Trust St Str Ftse Etf (WIP) 2.2 $3.7M 95k 39.39
Warrior Met Coal (HCC) 1.9 $3.2M 39k 81.16
Exxon Mobil Corporation (XOM) 1.8 $3.0M 22k 136.72
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.7 $2.8M 58k 49.07
Ishares Tr Tips Bd Etf (TIP) 1.6 $2.8M 25k 109.43
Ishares Tr Msci Intl Qualty (IQLT) 1.6 $2.7M 54k 49.55
Cambria Etf Tr Gbl Real Est Etf (BLDG) 1.4 $2.3M 87k 27.00
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 1.3 $2.2M 36k 60.29
Enterprise Products Partners (EPD) 1.2 $2.1M 57k 36.76
Noble Corp *w Exp 02/04/202 (NE.WS) 1.2 $2.1M 114k 18.17
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.1 $1.9M 29k 64.71
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.1 $1.9M 12k 161.54
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.1 $1.8M 4.1k 450.98
Sixth Street Specialty Lending (TSLX) 1.0 $1.7M 101k 17.17
Goldman Sachs Etf Tr Access Inflati (GTIP) 1.0 $1.7M 35k 48.87
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $1.7M 13k 124.76
Spdr Series Trust St Str 1500mom (MMTM) 1.0 $1.7M 5.3k 312.96
Cambria Etf Tr Emrg Sharehldr (EYLD) 1.0 $1.7M 36k 45.41
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.0 $1.6M 16k 103.05
Exchange Traded Concepts Tru Rang Gl Coal Etf (COAL) 1.0 $1.6M 71k 22.96
Vanguard World Extended Dur (EDV) 0.9 $1.5M 24k 65.08
Ishares Msci Brazil Etf (EWZ) 0.8 $1.4M 41k 34.50
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.8 $1.3M 15k 91.21
Kraneshares Trust Mount Lucas Etf (KMLM) 0.7 $1.2M 45k 27.52
Abrdn Etfs Bbrg All Commdy (BCD) 0.7 $1.2M 35k 34.15
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.7 $1.2M 29k 40.59
Global X Fds Adaptive Us (AUSF) 0.7 $1.2M 24k 48.86
Wal-Mart Stores (WMT) 0.7 $1.2M 10k 113.26
Ishares Tr S&p 100 Etf (OEF) 0.7 $1.1M 3.1k 365.87
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $1.1M 12k 94.57
Apple (AAPL) 0.6 $1.1M 3.8k 289.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.1M 1.6k 686.69
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP) 0.6 $1.1M 39k 27.69
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.6 $981k 61k 16.17
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.5 $918k 26k 35.22
Franklin Templeton Etf Tr Ftse Latn Amrc (FLLA) 0.5 $901k 34k 26.51
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.5 $812k 16k 50.65
Copart (CPRT) 0.5 $789k 28k 28.19
Ea Series Trust Bridgeway Blue (BBLU) 0.4 $766k 46k 16.50
Abbott Laboratories (ABT) 0.4 $753k 8.3k 90.74
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.4 $653k 18k 36.49
Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $628k 54k 11.74
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $624k 7.2k 86.42
MPLX Com Unit Rep Ltd (MPLX) 0.4 $620k 11k 56.33
Microsoft Corporation (MSFT) 0.4 $619k 1.7k 372.96
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.4 $607k 24k 25.56
Omega Healthcare Investors (OHI) 0.4 $606k 13k 47.68
Global Ship Lease Com Cl A (GSL) 0.3 $584k 16k 37.60
Natural Resource Partners Com Unit Ltd Par (NRP) 0.3 $502k 5.2k 97.00
Global X Fds Global X Copper (COPX) 0.2 $419k 5.4k 76.97
Suncor Energy (SU) 0.2 $414k 7.7k 53.68
Hldgs (UAL) 0.2 $378k 2.8k 135.99
Cambria Etf Tr Global Value Etf (GVAL) 0.2 $370k 10k 36.02
Amazon (AMZN) 0.2 $340k 1.4k 238.34
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.2 $308k 13k 23.18
NVIDIA Corporation (NVDA) 0.2 $307k 1.5k 200.11
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $299k 6.7k 44.85
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.2 $290k 5.4k 53.61
Ge Aerospace Com New (GE) 0.2 $280k 750.00 373.73
Texas Instruments Incorporated (TXN) 0.2 $275k 923.00 298.07
Cvr Partners (UAN) 0.2 $273k 2.5k 111.48
Jackson Financial Com Cl A (JXN) 0.2 $261k 2.5k 102.41
Etf Ser Solutions Us Gbl Gld Pre (GOAU) 0.1 $255k 6.9k 37.19
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $254k 1.0k 247.96
Advanced Micro Devices (AMD) 0.1 $238k 409.00 580.91
Broadcom (AVGO) 0.1 $236k 623.00 378.05
Honeywell International (HON) 0.1 $234k 1.0k 223.90
Honeywell Aerospace (HONA) 0.1 $232k 1.0k 221.08
Ge Vernova (GEV) 0.1 $220k 187.00 1174.86
Chevron Corporation (CVX) 0.1 $212k 1.3k 165.76
Enbridge (ENB) 0.1 $209k 3.9k 54.21
Coca-Cola Company (KO) 0.1 $202k 2.5k 81.27
Braemar Hotels & Resorts 5.5 Cum Cv Pfd B (BHR.PB) 0.1 $158k 12k 13.76
Nexgen Energy (NXE) 0.1 $94k 10k 9.39
Cibus Cl A Com Stk (CBUS) 0.0 $21k 16k 1.37
Splash Beverage Group Com Shs (SBEV) 0.0 $10k 66k 0.15