Lifetime Wealth Management P.C. Portfolio Stock Holdings
Lifetime Wealth Management P.C. disclosed 86 stock positions valued at approximately $175.8 million in its latest SEC 13F filing. The largest holdings include PETROLEO BRASILEIRO S A, SPDR SERIES TRUST, and CANADIAN NAT RES LTD MED TER. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 86
- Portfolio Value
- $175.8M
Holdings by Sector
Lifetime Wealth Management P.C. Portfolio Holdings in Q1 2026
79 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PETROLEO BRASILEIRO S A | PBR-A | Energy | 7.01% | 656,972 | +656,972 | +100.00% | $12,318,225 |
| SPDR SERIES TRUST | BIL | Other | 5.98% | 114,650 | +114,650 | +100.00% | $10,506,547 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 5.19% | 187,376 | +187,376 | +100.00% | $9,130,832 |
| KASPI KZ JSC | KSPI | Technology | 4.94% | 117,329 | +117,329 | +100.00% | $8,690,559 |
| ISHARES TR | EWZS | Other | 4.92% | 584,432 | +584,432 | +100.00% | $8,655,440 |
| VALE S A | VALE | Basic Materials | 4.81% | 531,278 | +531,278 | +100.00% | $8,452,633 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 3.97% | 196,727 | +196,727 | +100.00% | $6,972,005 |
| NOBLE CORP PLC | NE | Energy and Utilities | 3.41% | 122,320 | +122,320 | +100.00% | $6,002,242 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 2.78% | 63,282 | +63,282 | +100.00% | $4,880,941 |
| INVESCO QQQ TR | QQQ | Other | 2.72% | 8,280 | +8,273 | +118185.71% | $4,779,253 |
| ISHARES INC | LEMB | Other | 2.59% | 111,602 | +111,602 | +100.00% | $4,553,345 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 2.44% | 73,287 | +73,287 | +100.00% | $4,285,085 |
| COPA HOLDINGS SA | P31076105 | Other | 2.26% | 35,000 | +35,000 | +100.00% | $3,976,350 |
| EXXON MOBIL CORP | XOM | Energy | 2.26% | 23,420 | +23,352 | +34341.18% | $3,973,437 |
| ABBVIE INC | ABBV | Healthcare | 1.89% | 15,314 | +15,314 | +100.00% | $3,330,642 |
| WARRIOR MET COAL INC | HCC | Basic Materials | 1.89% | 35,687 | +35,687 | +100.00% | $3,324,237 |
| SPDR SERIES TRUST | WIP | Other | 1.74% | 77,391 | +77,391 | +100.00% | $3,064,686 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 1.69% | 60,229 | +60,229 | +100.00% | $2,978,907 |
| ISHARES TR | TIP | Other | 1.58% | 25,242 | +25,242 | +100.00% | $2,785,666 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 1.39% | 4,677 | +4,677 | +100.00% | $2,444,715 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 1.24% | 57,386 | +57,366 | +286830.00% | $2,171,475 |
| ISHARES TR | IQLT | Other | 1.15% | 43,785 | +43,785 | +100.00% | $2,024,182 |
| ISHARES INC | EWZ | Other | 1.13% | 51,832 | +51,832 | +100.00% | $1,989,822 |
| GLOBAL X FDS | AUSF | Other | 1.13% | 41,044 | +41,044 | +100.00% | $1,984,494 |
| SPDR SERIES TRUST | MMTM | Other | 1.10% | 6,906 | +6,906 | +100.00% | $1,935,028 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.06% | 16,553 | +16,553 | +100.00% | $1,855,721 |
| SIXTH STREET SPECIALTY LENDI | TSLX | Financial Services | 1.02% | 97,416 | +97,416 | +100.00% | $1,790,506 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.92% | 29,551 | +29,551 | +100.00% | $1,620,565 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.91% | 16,025 | +16,025 | +100.00% | $1,600,279 |
| CAMBRIA ETF TR | EYLD | Other | 0.87% | 36,832 | +36,832 | +100.00% | $1,525,227 |
| VANGUARD WORLD FD | EDV | Other | 0.85% | 22,890 | +22,890 | +100.00% | $1,486,711 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.84% | 13,370 | +13,370 | +100.00% | $1,477,006 |
| WISDOMTREE TR | DGS | Other | 0.77% | 22,629 | +22,629 | +100.00% | $1,360,030 |
| WALMART INC | WMT | Consumer Defensive | 0.76% | 10,769 | +10,632 | +7760.58% | $1,338,364 |
| KRANESHARES TRUST | KMLM | Other | 0.74% | 45,858 | +45,858 | +100.00% | $1,293,188 |
| EA SERIES TRUST | BBLU | Other | 0.72% | 85,292 | +85,292 | +100.00% | $1,258,914 |
| FRANKLIN TEMPLETON ETF TR | FLSP | Other | 0.69% | 44,701 | +44,701 | +100.00% | $1,215,866 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.69% | 27,313 | +27,313 | +100.00% | $1,214,062 |
| LEGG MASON ETF INVT | LVHI | Other | 0.66% | 28,834 | +28,834 | +100.00% | $1,168,945 |
| GOLDMAN SACHS ETF TR | GTIP | Other | 0.63% | 22,280 | +22,280 | +100.00% | $1,100,385 |
| ISHARES TR | IEF | Other | 0.60% | 11,088 | +11,088 | +100.00% | $1,058,210 |
| APPLE INC | AAPL | Technology | 0.59% | 4,058 | +3,906 | +2569.74% | $1,029,896 |
| BLACKROCK TAX MUNICPAL BD TR | BBN | Financial Services | 0.57% | 61,809 | +61,809 | +100.00% | $999,455 |
| ALLIANCEBERNSTEIN HLDG L P | AB | Financial Services | 0.56% | 26,450 | +26,428 | +120127.27% | $990,288 |
| ISHARES TR | OEF | Other | 0.56% | 3,112 | +3,112 | +100.00% | $989,834 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.56% | 12,185 | +12,185 | +100.00% | $982,216 |
| VANGUARD INDEX FDS | VOO | Other | 0.53% | 1,565 | +1,500 | +2307.69% | $935,008 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.49% | 8,402 | +8,402 | +100.00% | $862,633 |
| PIMCO ETF TR | LTPZ | Other | 0.47% | 16,357 | +16,357 | +100.00% | $834,688 |
| ABRDN ETFS | BCD | Other | 0.46% | 22,443 | +22,443 | +100.00% | $803,011 |
| CAMBRIA ETF TR | FYLD | Other | 0.45% | 21,126 | +21,126 | +100.00% | $788,730 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 0.43% | 23,500 | +23,500 | +100.00% | $752,235 |
| MICROSOFT CORP | MSFT | Technology | 0.38% | 1,799 | +1,590 | +760.77% | $666,112 |
| NATURAL RESOURCE PARTNERS LP | NRP | Energy | 0.37% | 5,325 | +5,325 | +100.00% | $644,325 |
| MPLX LP | MPLX | Energy | 0.36% | 11,000 | +11,000 | +100.00% | $627,770 |
| ISHARES TR | TLT | Other | 0.36% | 7,216 | +7,216 | +100.00% | $625,572 |
| NUVEEN AMT FREE QLTY MUN INC | XNEAX | Other | 0.34% | 53,500 | +53,500 | +100.00% | $600,805 |
| VANECK ETF TRUST | EMLC | Other | 0.34% | 23,489 | +23,489 | +100.00% | $589,805 |
| GLOBAL SHIP LEASE INC | Y27183600 | Other | 0.33% | 15,623 | +15,623 | +100.00% | $581,644 |
| OMEGA HEALTHCARE INVS INC | OHI | Real Estate | 0.32% | 12,681 | +12,681 | +100.00% | $555,663 |
| SUNCOR ENERGY INC NEW | SU | Energy | 0.29% | 7,715 | +7,715 | +100.00% | $510,039 |
| HONEYWELL INTL INC | HON | Industrials | 0.27% | 2,114 | +2,114 | +100.00% | $477,827 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.20% | 1,722 | +1,526 | +778.57% | $358,641 |
| CAMBRIA ETF TR | GVAL | Other | 0.19% | 10,212 | +10,212 | +100.00% | $338,731 |
| NVIDIA CORPORATION | NVDA | Technology | 0.19% | 1,940 | +1,801 | +1295.68% | $338,359 |
| ETF SER SOLUTIONS | GOAU | Other | 0.18% | 7,282 | +7,282 | +100.00% | $323,019 |
| CVR PARTNERS LP/CVR NITROGEN | UAN | Basic Materials | 0.18% | 2,450 | +2,450 | +100.00% | $310,342 |
| INVESCO EXCHANGE TRADED FD T | PEY | Other | 0.16% | 13,428 | +13,428 | +100.00% | $287,612 |
| CHEVRON CORPORATION | CVX | Energy | 0.16% | 1,365 | +1,316 | +2685.71% | $282,419 |
| AT&T INC | T | Communication Services | 0.15% | 9,352 | +9,352 | +100.00% | $271,114 |
| JACKSON FINANCIAL INC | JXN | Financial Services | 0.15% | 2,544 | +2,544 | +100.00% | $268,992 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.15% | 5,409 | +5,392 | +31717.65% | $267,042 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 0.15% | 2,782 | +2,782 | +100.00% | $256,139 |
| BROADCOM INC | AVGO | Technology | 0.12% | 705 | +655 | +1310.00% | $218,358 |
| GE AEROSPACE | GE | Industrials | 0.12% | 750 | +619 | +472.52% | $212,828 |
| ENBRIDGE INC | ENB | Energy | 0.12% | 3,850 | +3,850 | +100.00% | $208,439 |
| FIRST TR EXCHANGE-TRADED FD | FBT | Other | 0.12% | 1,026 | +1,026 | +100.00% | $206,096 |
| NEXGEN ENERGY LTD | NXE | Energy | 0.07% | 10,000 | +10,000 | +100.00% | $116,000 |
| CIBUS INC | CBUS | Healthcare | 0.02% | 15,500 | +15,500 | +100.00% | $30,690 |