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Lifetime Wealth Management P.C.
Updated 7 days agoManaged by Lifetime Wealth Management P.C. • Latest filing Q3 2026
Portfolio value
$166.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $149.6M |
| Q1 2026 | $175.8M |
| Q2 2026 | $171.3M |
| Q3 2026 | $166.2M |
Top holdings
88 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A ISHARES TR | $12.5M | 941.4K | 7.54% | — |
| 2 | $11.9M | 628.9K | 7.19% | — | |
| 3 | ? N/A KASPI KZ JSC | $10.3M | 109.0K | 6.17% | — |
| 4 | $8.1M | 172.3K | 4.88% | — | |
| 5 | $7.4M | 80.3K | 4.43% | — | |
| 6 | $5.9M | 7.9K | 3.52% | — | |
| 7 | $5.8M | 434.8K | 3.51% | — | |
| 8 | $5.4M | 172.5K | 3.25% | — | |
| 9 | $4.8M | 112.9K | 2.87% | — | |
| 10 | $4.7M | 70.1K | 2.80% | — | |
| 11 | $3.9M | 15.0K | 2.36% | — | |
| 12 | $3.8M | 43.1K | 2.28% | — | |
| 13 | $3.6M | 21.9K | 2.15% | — | |
| 14 | $3.5M | 91.1K | 2.09% | — | |
| 15 | $3.3M | 78.6K | 1.97% | — | |
| 16 | $3.1M | 57.1K | 1.87% | — | |
| 17 | $2.6M | 113.0K | 1.58% | — | |
| 18 | $2.6M | 52.2K | 1.55% | — | |
| 19 | $2.5M | 24.1K | 1.51% | — | |
| 20 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $2.5M | 52.9K | 1.49% | — |