Lifetime Wealth Management P.C
$171M 13F equity value
94 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lifetime Wealth Management P.C covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| EWZS | ISHARES TR | 827,834 | $11M | 6.3% |
| KSPI | KASPI KZ JSC | 117,826 | $10M | 6.0% |
| PBRA | PETROLEO BRASILEIRO S A | 652,933 | $10M | 5.6% |
| BIL | SPDR SERIES TRUST | 102,627 | $9M | 5.5% |
| VALE | VALE S A | 509,278 | $8M | 4.5% |
| CNQ | CANADIAN NAT RES LTD MED TER | 182,966 | $7M | 4.2% |
| QQQ | INVESCO QQQ TR | 8,262 | $6M | 3.6% |
| PHYS | SPROTT ASSET MANAGEMENT LP | 189,860 | $6M | 3.3% |
| SFM | SPROUTS FMRS MKT INC | 63,645 | $5M | 3.1% |
| LEMB | ISHARES INC | 113,623 | $5M | 2.8% |
Track Lifetime Wealth Management P.C's 13F portfolio: $171M in reported holdings, 94 positions. Top holdings and quarterly changes on SentiSense.
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