Lifetime Wealth Management P.C.
Q3 2026 13F filing
Updated 7 days ago88 disclosed positions worth $166.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A ISHARES TR | $12.5M | 941.4K | 7.54% | — |
| 2 | P PETROLEO BRASILEIRO S A | $11.9M | 628.9K | 7.19% | — |
| 3 | ? N/A KASPI KZ JSC | $10.3M | 109.0K | 6.17% | — |
| 4 | C CANADIAN NAT RES LTD MED TER | $8.1M | 172.3K | 4.88% | — |
| 5 | S SPDR SERIES TRUST | $7.4M | 80.3K | 4.43% | — |
| 6 | Q INVESCO QQQ TR | $5.9M | 7.9K | 3.52% | — |
| 7 | V VALE S A | $5.8M | 434.8K | 3.51% | — |
| 8 | P SPROTT ASSET MANAGEMENT LP | $5.4M | 172.5K | 3.25% | — |
| 9 | E ISHARES INC | $4.8M | 112.9K | 2.87% | — |
| 10 | S SPROUTS FMRS MKT INC | $4.7M | 70.1K | 2.80% | — |
| 11 | A ABBVIE INC | $3.9M | 15.0K | 2.36% | — |
| 12 | H WARRIOR MET COAL INC | $3.8M | 43.1K | 2.28% | — |
| 13 | X EXXONMOBIL HOLDINGS CORP | $3.6M | 21.9K | 2.15% | — |
| 14 | S SPDR SERIES TRUST | $3.5M | 91.1K | 2.09% | — |
| 15 | N NOBLE CORP PLC | $3.3M | 78.6K | 1.97% | — |
| 16 | B BRITISH AMERN TOB PLC | $3.1M | 57.1K | 1.87% | — |
| 17 | N NOBLE CORP PLC | $2.6M | 113.0K | 1.58% | — |
| 18 | E ISHARES TR | $2.6M | 52.2K | 1.55% | — |
| 19 | B ISHARES TR | $2.5M | 24.1K | 1.51% | — |
| 20 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $2.5M | 52.9K | 1.49% | — |
| 21 | C COPA HOLDINGS SA | $2.4M | 18.1K | 1.44% | — |
| 22 | ? N/A CAMBRIA ETF TR | $2.2M | 86.8K | 1.31% | — |
| 23 | ? N/A INVESCO EXCH TRADED FD TR II | $2.1M | 35.1K | 1.29% | — |
| 24 | B WISDOMTREE TR | $1.8M | 28.8K | 1.10% | — |
| 25 | E ENTERPRISE PRODS PARTNERS L | $1.8M | 50.4K | 1.08% | — |
| 26 | C CAMBRIA ETF TR | $1.8M | 37.2K | 1.07% | — |
| 27 | F SIXTH STREET SPECIALTY LENDI | $1.8M | 97.7K | 1.06% | — |
| 28 | M MOBILITY GLOBAL INC | $1.7M | 100.0K | 1.03% | — |
| 29 | ? N/A EXCHANGE TRADED CONCEPTS TRU | $1.7M | 68.8K | 1.01% | — |
| 30 | ? N/A AMERICAN CENTY ETF TR | $1.7M | 15.2K | 1.00% | — |
| 31 | I INVESCO EXCH TRADED FD TR II | $1.6M | 10.6K | 0.97% | — |
| 32 | ? N/A GOLDMAN SACHS ETF TR | $1.6M | 33.6K | 0.94% | — |
| 33 | S SPDR SERIES TRUST | $1.5M | 5.0K | 0.92% | — |
| 34 | U ULTA BEAUTY INC | $1.5M | 2.8K | 0.91% | — |
| 35 | M AMERICAN CENTY ETF TR | $1.5M | 12.8K | 0.90% | — |
| 36 | E ISHARES INC | $1.4M | 38.6K | 0.87% | — |
| 37 | ? N/A ABRDN ETFS | $1.4M | 35.1K | 0.81% | — |
| 38 | ? N/A KRANESHARES TRUST | $1.3M | 43.0K | 0.81% | — |
| 39 | ? N/A AMERICAN CENTY ETF TR | $1.3M | 14.2K | 0.77% | — |
| 40 | V VANGUARD WORLD FD | $1.3M | 23.1K | 0.77% | — |
| 41 | E ISHARES TR | $1.2M | 3.1K | 0.72% | — |
| 42 | B LEGG MASON ETF INVT | $1.2M | 28.0K | 0.70% | — |
| 43 | V VANGUARD INDEX FDS | $1.1M | 1.6K | 0.66% | — |
| 44 | W WALMART INC | $1.1M | 10.2K | 0.64% | — |
| 45 | G GLOBAL X FDS | $1.1M | 21.7K | 0.64% | — |
| 46 | ? N/A FRANKLIN TEMPLETON ETF TR | $968K | 35.4K | 0.58% | — |
| 47 | ? N/A FRANKLIN TEMPLETON ETF TR | $953K | 33.3K | 0.57% | — |
| 48 | E ISHARES TR | $951K | 10.7K | 0.57% | — |
| 49 | A APPLE INC | $905K | 2.7K | 0.54% | — |
| 50 | B BLACKROCK TAX MUNICPAL BD TR | $855K | 59.4K | 0.51% | — |