Lifetime Wealth Management P.C.
13F Reported Value
ⓘ$175.8M
Holdings
86
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lifetime Wealth Management P.C. disclosed 86 positions worth $175.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 68 new positions and exited 131 and a full exit from $BRK-A. The portfolio is most concentrated in Other (49.1% of disclosed assets). All figures are sourced directly from Lifetime Wealth Management P.C.’s Form 13F-HR filing with the SEC under CIK 2116339.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
PETROLEO BRASILEIRO S A
—Quality
$12.3M656,972 shSPDR SERIES TRUST
—Quality
$10.5M114,650 sh- —
Quality
$9.1M187,376 sh - —
Quality
$8.7M117,329 sh ISHARES TR
—Quality
$8.7M584,432 sh- —
Quality
$8.5M531,278 sh - —
Quality
$7.0M196,727 sh - —
Quality
$6.0M122,320 sh - 73.4
Quality
$4.9M63,282 sh - —
Quality
$4.8M8,280 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PETROLEO BRASILEIRO S A | — | $12.3M | 656,972 |
| SPDR SERIES TRUST | — | $10.5M | 114,650 |
 CANADIAN NATURAL RESOURCES Ltd$CNQ | — | $9.1M | 187,376 |
 Joint Stock Co Kaspi.kz$KSPI | — | $8.7M | 117,329 |
| ISHARES TR | — | $8.7M | 584,432 |
 Vale S.A.$VALE | — | $8.5M | 531,278 |
 Sprott Physical Gold Trust$PHYS | — | $7.0M | 196,727 |
 Noble Corp plc$NE | — | $6.0M | 122,320 |
 Sprouts Farmers Market, Inc.$SFM | 73.4 | $4.9M | 63,282 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $4.8M | 8,280 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lifetime Wealth Management P.C.'s 86 positions.
Showing top 10 of 86 holdings.
Sector Allocation
Other
$86.3M
Energy
$30.5M
Financials
$14.5M
Industrials
$14.0M
Consumer Staples
$9.2M
Materials
$8.9M
Healthcare
$4.9M
Consumer Discretionary
$4.1M
Full Holdings — Lifetime Wealth Management P.C. (Q1 2026)
All 86 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PETROLEO BRASILEIRO S A | $12.3M | 7.0% | NEW | — |
| 2 | — | SPDR SERIES TRUST | $10.5M | 6.0% | NEW | — |
| 3 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | $9.1M | 5.2% | NEW | — |
| 4 | $KSPI | Joint Stock Co Kaspi.kz | $8.7M | 4.9% | NEW | — |
| 5 | — | ISHARES TR | $8.7M | 4.9% | NEW | — |
| 6 | $VALE | Vale S.A. | $8.5M | 4.8% | NEW | — |
| 7 | $PHYS | Sprott Physical Gold Trust | $7.0M | 4.0% | NEW | — |
| 8 | $NE | Noble Corp plc | $6.0M | 3.4% | NEW | — |
| 9 | $SFM | Sprouts Farmers Market, Inc. | $4.9M | 2.8% | NEW | 73.4 |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.8M | 2.7% | NEW | — |
| 11 | — | ISHARES INC | $4.6M | 2.6% | NEW | — |
| 12 |  $BTI | British American Tobacco p.l.c. | $4.3M | 2.4% | NEW | — |
| 13 |  $CPA | Copa Holdings, S.A. | $4.0M | 2.3% | NEW | — |
| 14 |  $XOM | EXXON MOBIL CORP | $4.0M | 2.3% | NEW | 61.8 |
| 15 | $NE | Noble Corp plc | $3.6M | 2.0% | NEW | — |
| 16 |  $ABBV | AbbVie Inc. | $3.3M | 1.9% | NEW | 59.3 |
| 17 |  $HCC | WARRIOR MET COAL, INC. | $3.3M | 1.9% | NEW | 42.1 |
| 18 | — | SPDR SERIES TRUST | $3.1M | 1.7% | NEW | — |
| 19 | — | SIMPLIFY EXCHANGE TRADED FUN | $3.0M | 1.7% | NEW | — |
| 20 | — | ISHARES TR | $2.8M | 1.6% | NEW | — |
| 21 |  $ULTA | Ulta Beauty, Inc. | $2.4M | 1.4% | NEW | 66.6 |
| 22 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.2M | 1.2% | NEW | 66.4 |
| 23 | — | ISHARES TR | $2.0M | 1.1% | NEW | — |
| 24 | — | ISHARES INC | $2.0M | 1.1% | NEW | — |
| 25 | — | GLOBAL X FDS | $2.0M | 1.1% | NEW | — |
| 26 | — | SPDR SERIES TRUST | $1.9M | 1.1% | NEW | — |
| 27 |  $IVZ | Invesco Ltd. | $1.9M | 1.1% | NEW | — |
| 28 | — | EXCHANGE TRADED CONCEPTS TRU | $1.8M | 1.1% | NEW | — |
| 29 |  $TSLX | Sixth Street Specialty Lending, Inc. | $1.8M | 1.0% | NEW | — |
| 30 | $IVZ | Invesco Ltd. | $1.6M | 0.9% | NEW | — |
| 31 | — | AMERICAN CENTY ETF TR | $1.6M | 0.9% | NEW | — |
| 32 | — | CAMBRIA ETF TR | $1.5M | 0.9% | NEW | — |
| 33 | — | CAMBRIA ETF TR | $1.5M | 0.9% | NEW | — |
| 34 | — | VANGUARD WORLD FD | $1.5M | 0.8% | NEW | — |
| 35 | — | AMERICAN CENTY ETF TR | $1.5M | 0.8% | NEW | — |
| 36 |  $WT | WisdomTree, Inc. | $1.4M | 0.8% | NEW | 62.9 |
| 37 |  $WMT | Walmart Inc. | $1.3M | 0.8% | +7761% | 63.2 |
| 38 | — | KRANESHARES TRUST | $1.3M | 0.7% | NEW | — |
| 39 | — | EA SERIES TRUST | $1.3M | 0.7% | NEW | — |
| 40 | — | FRANKLIN TEMPLETON ETF TR | $1.2M | 0.7% | NEW | — |
| 41 | — | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.7% | NEW | — |
| 42 | — | LEGG MASON ETF INVT | $1.2M | 0.7% | NEW | — |
| 43 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.6% | NEW | — |
| 44 | — | ISHARES TR | $1.1M | 0.6% | NEW | — |
| 45 |  $AAPL | Apple Inc. | $1.0M | 0.6% | +2570% | 76.1 |
| 46 |  $BBN | BlackRock Taxable Municipal Bond Trust | $999,455 | 0.6% | NEW | — |
| 47 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $990,288 | 0.6% | NEW | — |
| 48 | — | ISHARES TR | $989,834 | 0.6% | NEW | — |
| 49 | — | AMERICAN CENTY ETF TR | $982,216 | 0.6% | NEW | — |
| 50 | — | TIDAL TRUST I | $938,860 | 0.5% | NEW | — |
| 51 | — | VANGUARD INDEX FDS | $935,008 | 0.5% | +2308% | — |
| 52 |  $ABT | ABBOTT LABORATORIES | $862,633 | 0.5% | NEW | 67 |
| 53 | — | PIMCO ETF TR | $834,688 | 0.5% | NEW | — |
| 54 | — | ABRDN ETFS | $803,011 | 0.5% | NEW | — |
| 55 | — | CAMBRIA ETF TR | $788,730 | 0.5% | NEW | — |
| 56 |  $NAMS | NewAmsterdam Pharma Co N.V. | $752,235 | 0.4% | NEW | — |
| 57 |  $MSFT | MICROSOFT CORP | $666,112 | 0.4% | +761% | 83.7 |
| 58 |  $NRP | NATURAL RESOURCE PARTNERS LP | $644,325 | 0.4% | NEW | 57.4 |
| 59 |  $MPLX | MPLX LP | $627,770 | 0.4% | NEW | 76.5 |
| 60 | — | ISHARES TR | $625,572 | 0.4% | NEW | — |
| 61 | — | NUVEEN AMT FREE QLTY MUN INC | $600,805 | 0.3% | NEW | — |
| 62 | — | VANECK ETF TRUST | $589,805 | 0.3% | NEW | — |
| 63 |  $GSL | Global Ship Lease, Inc. | $581,644 | 0.3% | NEW | — |
| 64 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $555,663 | 0.3% | NEW | 63.2 |
| 65 |  $SU | SUNCOR ENERGY INC | $510,039 | 0.3% | NEW | — |
| 66 |  $HON | HONEYWELL INTERNATIONAL INC | $477,827 | 0.3% | NEW | 65.7 |
| 67 |  $AMZN | AMAZON COM INC | $358,641 | 0.2% | +779% | 74.6 |
| 68 | — | CAMBRIA ETF TR | $338,731 | 0.2% | NEW | — |
| 69 |  $NVDA | NVIDIA CORP | $338,359 | 0.2% | +1296% | 90.2 |
| 70 | — | ETF SER SOLUTIONS | $323,019 | 0.2% | NEW | — |
| 71 |  $UAN | CVR PARTNERS, LP | $310,342 | 0.2% | NEW | 65.2 |
| 72 | $IVZ | Invesco Ltd. | $287,612 | 0.2% | NEW | — |
| 73 |  $CVX | CHEVRON CORP | $282,419 | 0.2% | +2686% | 54.7 |
| 74 |  $T | AT&T INC. | $271,114 | 0.1% | NEW | 71.9 |
| 75 |  $JXN | Jackson Financial Inc. | $268,992 | 0.1% | NEW | 67.5 |
| 76 | — | SELECT SECTOR SPDR TR | $267,042 | 0.1% | NEW | — |
| 77 |  $UAL | United Airlines Holdings, Inc. | $256,139 | 0.1% | NEW | 61.3 |
| 78 |  $AVGO | Broadcom Inc. | $218,358 | 0.1% | +1310% | 86.4 |
| 79 |  $GE | GENERAL ELECTRIC CO | $212,828 | 0.1% | +473% | 74.8 |
| 80 |  $ENB | ENBRIDGE INC | $208,439 | 0.1% | NEW | — |
| 81 | — | FIRST TR EXCHANGE-TRADED FD | $206,096 | 0.1% | NEW | — |
| 82 |  $BHR | Braemar Hotels & Resorts Inc. | $167,210 | 0.1% | NEW | 52.1 |
| 83 |  $NXE | NexGen Energy Ltd. | $116,000 | 0.1% | NEW | — |
| 84 |  $CBUS | Cibus, Inc. | $30,690 | 0.0% | NEW | 27.2 |
| 85 |  $SBEV | SPLASH BEVERAGE GROUP, INC. | $23,728 | 0.0% | NEW | — |
| 86 |  $HODO | House of Doge Inc. | $8,798 | 0.0% | NEW | — |
New Positions (68)
$CNQ CANADIAN NATURAL RESOURCES Ltd$9.1M$KSPI Joint Stock Co Kaspi.kz$8.7M$VALE Vale S.A.$8.5M$PHYS Sprott Physical Gold Trust$7.0M$NE Noble Corp plc$6.0M$SFM Sprouts Farmers Market, Inc.$4.9M$BTI British American Tobacco p.l.c.$4.3M$CPA Copa Holdings, S.A.$4.0M$NE Noble Corp plc$3.6M$ABBV AbbVie Inc.$3.3M$HCC WARRIOR MET COAL, INC.$3.3MExited Positions (131)
$BRK-A BERKSHIRE HATHAWAY INC
$META Meta Platforms, Inc.
$GOOG Alphabet Inc.
$JPM JPMORGAN CHASE & CO
$BN BROOKFIELD Corp /ON/$GOOG Alphabet Inc.
$SBUX STARBUCKS CORP
$GEV GE Vernova Inc.Browse Top Institutional Investors
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