Lifetime Wealth Management P.C.
Sector Allocation
- Other50.4%$86.4M
- Energy13.7%$23.5M
- Industrials9.6%$16.4M
- Financials8.7%$14.9M
- Consumer Staples6.4%$11.0M
- Materials4.7%$8.0M
- Healthcare2.7%$4.6M
- Consumer Discretionary1.7%$3.0M
- Technology1.6%$2.8M
- Real Estate0.5%$764,638
AUM History
13fpro.ai/research/fund/lifetime-wealth-management-p-c-2116339
Largest positions — Q2 2026
- ISHARES$10.7M
KSPI
$10.2M- PETROLEO$9.6M
- SPDR$9.4M
VALE
$7.7MCNQ
$7.2MQQQ
$6.1MPHYS
$5.7MSFM
$5.4M- ISHARES$4.8M
BTI
$4.3MCPA
$4.3MNE
$4.0MABBV
$3.8M- SPDR$3.7M
HCC
$3.2MXOM.R34088
$3.0M- SIMPLIFY$2.8M
- ISHARES$2.8M
- ISHARES$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lifetime-wealth-management-p-c-2116339
Lifetime Wealth Management P.C. 13F holdings — Q2 2026
$171.3M portfolio (-2.6% QoQ) · 90 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
- 1
ISHARES TR - BRAZIL SM-CP ETF
$10.7M
6.3% of stocks
+42%This quarter—Since filed—HeldAIQuality—Est. buy— $10.2M
6.0% of stocks
+0.4%This quarter-9.0%Since filed2 qtrsHeld- 3
PETROLEO BRASILEIRO S A - SP ADR NON VTG
$9.6M
5.6% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR BLO 1 ETF
$9.4M
5.5% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— $7.7M
4.5% of stocks
-4%This quarter-12.7%Since filed2 qtrsHeld$7.2M
4.2% of stocks
-2%This quarter+11.8%Since filed2 qtrsHeld$6.1M
3.5% of stocks
-0.2%This quarter-2.4%Since filed3+ qtrsHeld$5.7M
3.3% of stocks
-3%This quarter-9.8%Since filed2 qtrsHeld$5.4M
3.1% of stocks
+0.6%This quarter-18.2%Since filed2 qtrsHeld- 10
ISHARES INC - JP MORGAN EM ETF
$4.8M
2.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Lifetime Wealth Management P.C. (Q2 2026)
90 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | British American Tobacco p.l.c.adr | Consumer Staples | $4.3M | 2.5% | 69K | -6% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Copa Holdings, S.A. | Industrials | $4.3M | 2.5% | 27K | -22% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Noble Corp plc | Energy | $4.0M | 2.3% | 107K | -12% | 2 qtrs | — | 13F | |
| 14 | AbbVie Inc. | Healthcare | $3.8M | 2.3% | 15K | -0.2% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | SPDR SERIES TRUST - ST STR FTSE ETFetf/fund | — | $3.7M | 2.2% | 95K | +22% | — | — | 13F |
| 16 | WARRIOR MET COAL, INC. | Energy | $3.2M | 1.9% | 39K | +10% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EXXON MOBIL CORP | Energy | $3.0M | 1.8% | 22K | -6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETFetf/fund | — | $2.8M | 1.7% | 58K | -4% | — | — | 13F |
| 19 | — | ISHARES TR - TIPS BD ETFetf/fund | — | $2.8M | 1.6% | 25K | +0.5% | — | — | 13F |
| 20 | — | ISHARES TR - MSCI INTL QUALTYetf/fund | — | $2.7M | 1.6% | 54K | +23% | — | — | 13F |
| 21 | — | CAMBRIA ETF TR - GBL REAL EST ETFetf/fund | — | $2.3M | 1.4% | 87K | +36% | — | — | 13F |
| 22 | Invesco Ltd. | Financials | $2.2M | 1.3% | 36K | +22% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.1M | 1.2% | 57K | -0.9% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Noble Corp plcwarrant | Energy | $2.1M | 1.2% | 114K | -3% | 2 qtrs | — | 13F | |
| 25 | WisdomTree, Inc. | Financials | $1.9M | 1.1% | 29K | +30% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $IVZ | Invesco Ltd. | Financials | $1.9M | 1.1% | 12K | -30% | |||
| 27 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $1.8M | 1.1% | 4,102 | -12% | |||
| 28 | $TSLX | Sixth Street Specialty Lending, Inc. | Other | $1.7M | 1.0% | 101K | +4% | |||
| 29 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.7M | 1.0% | 35K | +57% | |||
| 30 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.7M | 1.0% | 13K | +0.3% | |||
| 31 | — | SPDR SERIES TRUST - ST STR 1500MOM | — | $1.7M | 1.0% | 5,339 | -23% | |||
| 32 | — | CAMBRIA ETF TR - EMRG SHAREHLDR | — | $1.7M | 1.0% | 36K | -1% | |||
| 33 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $1.6M | 1.0% | 16K | -0.7% | |||
| 34 | — | EXCHANGE TRADED CONCEPTS TRU - RANG GL COAL ETF | — | $1.6M | 1.0% | 71K | +7% | |||
| 35 | — | VANGUARD WORLD FD - EXTENDED DUR | — | $1.5M | 0.9% | 24K | +3% | |||
| 36 | — | ISHARES INC - MSCI BRAZIL ETF | — | $1.4M | 0.8% | 41K | -20% | |||
| 37 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $1.3M | 0.8% | 15K | +20% | |||
| 38 | — | KRANESHARES TRUST - MOUNT LUCAS ETF | — | $1.2M | 0.7% | 45K | -2% | |||
| 39 | — | ABRDN ETFS - BBRG ALL COMMDY | — | $1.2M | 0.7% | 35K | +57% | |||
| 40 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $1.2M | 0.7% | 29K | +2% | |||
| 41 | — | GLOBAL X FDS - ADAPTIVE US | — | $1.2M | 0.7% | 24K | -41% | |||
| 42 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.7% | 10K | -5% | |||
| 43 | — | ISHARES TR - S&P 100 ETF | — | $1.1M | 0.7% | 3,112 | — | |||
| 44 | — | ISHARES TR - 7-10 YR TRSY BD | — | $1.1M | 0.7% | 12K | +8% | |||
| 45 | $AAPL | Apple Inc. | Technology | $1.1M | 0.7% | 3,825 | -6% | |||
| 46 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.1M | 0.6% | 1,565 | — | |||
| 47 | — | FRANKLIN TEMPLETON ETF TR - SYSTMTC STYL PRE | — | $1.1M | 0.6% | 39K | -14% | |||
| 48 | $BBN | BlackRock Taxable Municipal Bond Trust | — | $981K | 0.6% | 61K | -2% | |||
| 49 | $AB | ALLIANCEBERNSTEIN HOLDING L.P. | Financials | $917K | 0.5% | 26K | -2% | |||
| 50 | — | FRANKLIN TEMPLETON ETF TR - FTSE LATN AMRC | — | $901K | 0.5% | 34K | New | |||
| 51 | — | PIMCO ETF TR - 15+ YR US TIPS | — | $812K | 0.5% | 16K | -2% | |||
| 52 | $CPRT | COPART INC | Consumer Discretionary | $789K | 0.5% | 28K | New | |||
| 53 | — | EA SERIES TRUST - BRIDGEWAY BLUE | — | $766K | 0.5% | 46K | -46% | |||
| 54 | $ABT | ABBOTT LABORATORIES | Healthcare | $753K | 0.4% | 8,297 | -1% | |||
| 55 | — | CAMBRIA ETF TR - CAMBRIA FGN SHR | — | $653K | 0.4% | 18K | -15% | |||
| 56 | — | NUVEEN AMT FREE QLTY MUN INC - COM | — | $628K | 0.4% | 54K | — | |||
| 57 | — | ISHARES TR - 20 YR TR BD ETF | — | $624K | 0.4% | 7,217 | +0.0% | |||
| 58 | $MPLX | MPLX LP | Energy | $620K | 0.4% | 11K | — | |||
| 59 | $MSFT | MICROSOFT CORP | Technology | $619K | 0.4% | 1,660 | -8% | |||
| 60 | — | VANECK ETF TRUST - JP MRGAN EM LOC | — | $607K | 0.3% | 24K | +1% | |||
| 61 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $606K | 0.3% | 13K | +0.3% | |||
| 62 | $GSL | Global Ship Lease, Inc. | Industrials | $584K | 0.3% | 16K | -0.6% | |||
| 63 | $NRP | NATURAL RESOURCE PARTNERS LP | Energy | $502K | 0.3% | 5,175 | -3% | |||
| 64 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $419K | 0.2% | 5,438 | New | |||
| 65 | $SU | SUNCOR ENERGY INC | Energy | $414K | 0.2% | 7,715 | — | |||
| 66 | $UAL | United Airlines Holdings, Inc. | Industrials | $378K | 0.2% | 2,782 | — | |||
| 67 | — | CAMBRIA ETF TR - GLOBAL VALUE ETF | — | $370K | 0.2% | 10K | +0.6% | |||
| 68 | $AMZN | AMAZON COM INC | Consumer Discretionary | $340K | 0.2% | 1,428 | -17% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $308K | 0.2% | 13K | -1% | |||
| 70 | $NVDA | NVIDIA CORP | Technology | $307K | 0.2% | 1,536 | -21% | |||
| 71 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | — | $299K | 0.2% | 6,675 | -76% | |||
| 72 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $290K | 0.2% | 5,409 | — | |||
| 73 | $GE | GENERAL ELECTRIC CO | Industrials | $280K | 0.2% | 750 | — | |||
| 74 | $TXN | TEXAS INSTRUMENTS INC | Technology | $275K | 0.2% | 923 | New | |||
| 75 | $UAN | CVR PARTNERS, LP | Materials | $273K | 0.2% | 2,450 | — | |||
| 76 | $JXN | Jackson Financial Inc. | Financials | $261K | 0.1% | 2,544 | — | |||
| 77 | — | ETF SER SOLUTIONS - US GBL GLD PRE | — | $255K | 0.1% | 6,860 | -6% | |||
| 78 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | — | $254K | 0.1% | 1,026 | — | |||
| 79 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $238K | 0.1% | 409 | New | |||
| 80 | $AVGO | Broadcom Inc. | Technology | $236K | 0.1% | 623 | -12% | |||
| 81 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $234K | 0.1% | 1,047 | -50% | |||
| 82 | $HONA | Honeywell Aerospace Inc. | Industrials | $231K | 0.1% | 1,047 | New | |||
| 83 | $GEV | GE Vernova Inc. | Industrials | $220K | 0.1% | 187 | New | |||
| 84 | $CVX | CHEVRON CORP | Energy | $212K | 0.1% | 1,280 | -6% | |||
| 85 | $ENB | ENBRIDGE INC | Energy | $209K | 0.1% | 3,850 | — | |||
| 86 | $KO | COCA COLA CO | Consumer Staples | $202K | 0.1% | 2,487 | New | |||
| 87 | $BHR | Braemar Hotels & Resorts Inc. | Real Estate | $158K | 0.1% | 12K | — | |||
| 88 | $NXE | NexGen Energy Ltd. | Materials | $94K | 0.1% | 10K | — | |||
| 89 | $CBUS | Cibus, Inc. | Materials | $21K | 0.0% | 16K | — | |||
| 90 | $EDVA | Endovia Health Sciences, Inc. | Consumer Staples | $10K | 0.0% | 66K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 24 added to, 42 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
- FRANKLIN TEMPLETON ETF TR - FTSE LATN AMRC$901K
first bought this quarter
$CPRTCOPART INC$789K
first bought this quarter
- GLOBAL X FDS - GLOBAL X COPPER$419K
first bought this quarter
$TXNTEXAS INSTRUMENTS INC$275K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$238K
first bought this quarter
$HONAHoneywell Aerospace Inc.$231K
first bought this quarter
+2 more in the Excel export
Added to (24)
- ISHARES TR - BRAZIL SM-CP ETF+42%
now $10.7M
- SPDR SERIES TRUST - ST STR FTSE ETF+22%
now $3.7M
$GSGOLDMAN SACHS GROUP INC+57%
now $1.7M · held 3+ qtrs, 2 adds in a row
- CAMBRIA ETF TR - GBL REAL EST ETF+36%
now $2.3M
- ISHARES TR - MSCI INTL QUALTY+23%
now $2.7M
- ABRDN ETFS - BBRG ALL COMMDY+57%
now $1.2M
+18 more in the Excel export
Trimmed (42)
now $4.3M · held 2 qtrs
- SPDR SERIES TRUST - ST STR BLO 1 ETF-10%
now $9.4M
- VANGUARD INTL EQUITY INDEX F - GLB EX US ETF-76%
now $299K
- GLOBAL X FDS - ADAPTIVE US-41%
now $1.2M
- EA SERIES TRUST - BRIDGEWAY BLUE-46%
now $766K
now $4.0M · held 2 qtrs
+36 more in the Excel export
Holdings by quarter
Every 13F Lifetime Wealth Management P.C. has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Lifetime Wealth Management P.C.?
Q2 2026 13F filed with the SEC on Aug 17, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Lifetime Wealth Management P.C.'s top 20 holdings: 62/100 (our AI quality score, weighted by position size; 11 of the 20 are scored)
Top 10 since filing
-4.4%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Lifetime Wealth Management P.C. disclosed 90 positions worth $171.3M in its Form 13F-HR for Q2 2026, followed by $KSPI. During the quarter the fund opened 8 new positions and exited 4. The portfolio is most concentrated in Other (50.4% 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.
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