Lifetime Wealth Management P.C. Portfolio Stock Holdings
According to the SEC 13F filed on August 17, 2026, Lifetime Wealth Management P.C. disclosed 84 stock positions valued at approximately $171.31M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, KASPI KZ JSC, and PETROLEO BRASILEIRO S A.
- Report Period
- June 30, 2026
- No. of Stocks
- 84
- Portfolio Value
- $171.31M
Holdings by Sector
Lifetime Wealth Management P.C. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | EWZS | Other | 6.27% | 827,834 | +243,402 | +41.65% | $10,745,292 |
| KASPI KZ JSC | KSPI | Technology | 5.96% | 117,826 | +497 | +0.42% | $10,208,445 |
| PETROLEO BRASILEIRO S A | PBR-A | Energy | 5.58% | 652,933 | -4,039 | -0.61% | $9,558,939 |
| SPDR SERIES TRUST | BIL | Other | 5.49% | 102,627 | -12,023 | -10.49% | $9,404,740 |
| VALE S A | VALE | Basic Materials | 4.47% | 509,278 | -22,000 | -4.14% | $7,659,541 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 4.22% | 182,966 | -4,410 | -2.35% | $7,227,157 |
| INVESCO QQQ TR | QQQ | Other | 3.55% | 8,262 | -18 | -0.22% | $6,084,395 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 3.34% | 189,860 | -6,867 | -3.49% | $5,728,076 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 3.14% | 63,645 | +363 | +0.57% | $5,383,094 |
| ISHARES INC | LEMB | Other | 2.81% | 113,623 | +2,021 | +1.81% | $4,821,024 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 2.49% | 69,143 | -4,144 | -5.65% | $4,270,297 |
| COPA HOLDINGS SA | CPA | Industrials | 2.48% | 27,320 | -7,680 | -21.94% | $4,250,172 |
| NOBLE CORP PLC | NE | Energy and Utilities | 2.33% | 107,145 | -15,175 | -12.41% | $3,996,509 |
| ABBVIE INC | ABBV | Healthcare | 2.25% | 15,284 | -30 | -0.20% | $3,846,066 |
| SPDR SERIES TRUST | WIP | Other | 2.18% | 94,782 | +17,391 | +22.47% | $3,733,476 |
| WARRIOR MET COAL INC | HCC | Basic Materials | 1.85% | 39,087 | +3,400 | +9.53% | $3,172,295 |
| EXXON MOBIL CORP | XOM | Energy | 1.75% | 21,930 | -1,490 | -6.36% | $2,998,270 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 1.66% | 58,054 | -2,175 | -3.61% | $2,848,711 |
| ISHARES TR | TIP | Other | 1.62% | 25,363 | +121 | +0.48% | $2,775,519 |
| ISHARES TR | IQLT | Other | 1.55% | 53,687 | +9,902 | +22.62% | $2,660,171 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 1.27% | 36,078 | +6,527 | +22.09% | $2,175,167 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 1.22% | 56,890 | -496 | -0.86% | $2,091,293 |
| WISDOMTREE TR | DGS | Other | 1.11% | 29,315 | +6,686 | +29.55% | $1,897,002 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.09% | 11,542 | -5,011 | -30.27% | $1,864,523 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 1.08% | 4,102 | -575 | -12.29% | $1,849,920 |
| SIXTH STREET SPECIALTY LENDI | TSLX | Financial Services | 1.02% | 101,444 | +4,028 | +4.13% | $1,741,801 |
| GOLDMAN SACHS ETF TR | GTIP | Other | 1.00% | 34,928 | +12,648 | +56.77% | $1,707,040 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.98% | 13,405 | +35 | +0.26% | $1,672,430 |
| SPDR SERIES TRUST | MMTM | Other | 0.98% | 5,339 | -1,567 | -22.69% | $1,670,886 |
| CAMBRIA ETF TR | EYLD | Other | 0.97% | 36,424 | -408 | -1.11% | $1,653,992 |
Showing 30 of 84 holdings in the latest reporting period.