Lifetime Wealth Management P.C. Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Lifetime Wealth Management P.C. disclosed 86 stock positions valued at approximately $166.16M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, PETROLEO BRASILEIRO S A, and KASPI KZ JSC.
- Report Period
- September 30, 2026
- No. of Stocks
- 86
- Portfolio Value
- $166.16M
Holdings by Sector
Lifetime Wealth Management P.C. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | EWZS | Other | 7.54% | 941,370 | +113,536 | +13.71% | $12,530,863 |
| PETROLEO BRASILEIRO S A | PBR-A | Energy | 7.19% | 628,883 | -24,050 | -3.68% | $11,942,488 |
| KASPI KZ JSC | KSPI | Technology | 6.17% | 108,976 | -8,850 | -7.51% | $10,250,283 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 4.88% | 172,311 | -10,655 | -5.82% | $8,110,679 |
| SPDR SERIES TRUST | BIL | Other | 4.43% | 80,280 | -22,347 | -21.77% | $7,356,853 |
| INVESCO QQQ TR | QQQ | Other | 3.52% | 7,916 | -346 | -4.19% | $5,856,148 |
| VALE S A | VALE | Basic Materials | 3.51% | 434,778 | -74,500 | -14.63% | $5,830,373 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 3.25% | 172,516 | -17,344 | -9.14% | $5,394,575 |
| ISHARES INC | LEMB | Other | 2.87% | 112,937 | -686 | -0.60% | $4,771,584 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 2.80% | 70,145 | +6,500 | +10.21% | $4,654,121 |
| ABBVIE INC | ABBV | Healthcare | 2.36% | 15,006 | -278 | -1.82% | $3,925,420 |
| WARRIOR MET COAL INC | HCC | Basic Materials | 2.28% | 43,087 | +4,000 | +10.23% | $3,794,665 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 2.15% | 21,917 | -13 | -0.06% | $3,566,992 |
| SPDR SERIES TRUST | WIP | Other | 2.09% | 91,137 | -3,645 | -3.85% | $3,476,865 |
| NOBLE CORP PLC | NE | Energy and Utilities | 1.97% | 78,595 | -28,550 | -26.65% | $3,280,555 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 1.87% | 57,147 | -11,996 | -17.35% | $3,108,819 |
| ISHARES TR | IQLT | Other | 1.55% | 52,153 | -1,534 | -2.86% | $2,580,014 |
| ISHARES TR | TIP | Other | 1.51% | 24,128 | -1,235 | -4.87% | $2,510,269 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 1.49% | 52,880 | -5,174 | -8.91% | $2,472,667 |
| COPA HOLDINGS SA | CPA | Industrials | 1.44% | 18,120 | -9,200 | -33.67% | $2,389,122 |
| CAMBRIA ETF TR | BLDG | Other | 1.31% | 86,777 | +229 | +0.26% | $2,179,531 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 1.29% | 35,090 | -988 | -2.74% | $2,141,921 |
| WISDOMTREE TR | DGS | Other | 1.10% | 28,815 | -500 | -1.71% | $1,820,522 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 1.08% | 50,395 | -6,495 | -11.42% | $1,794,580 |
| CAMBRIA ETF TR | EYLD | Other | 1.07% | 37,232 | +808 | +2.22% | $1,772,256 |
| SIXTH STREET SPECIALTY LENDI | TSLX | Financial Services | 1.06% | 97,722 | -3,722 | -3.67% | $1,760,948 |
| MOBILITY GLOBAL INC | MBGL | Technology | 1.03% | 100,000 | +100,000 | +100.00% | $1,715,000 |
| EXCHANGE TRADED CONCEPTS TRU | COAL | Other | 1.01% | 68,831 | -2,558 | -3.58% | $1,677,420 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.00% | 15,162 | -750 | -4.71% | $1,658,375 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.97% | 10,579 | -963 | -8.34% | $1,603,507 |
Showing 30 of 86 holdings in the latest reporting period.