DOSSIER · 13F-HR · Q2 2026

Lifetime Wealth Management P.C.

$171M in tracked AUM across 90 positions as of Q2 2026.

LW
CIK 0002116339 · last filed Jun 30, 2026
Total AUM
$171M
as of Q2 2026
Holdings
90
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Lifetime Wealth Management P.C. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
EWZS
ISHARES TR
$11M828K6.3%
02
KSPI
KASPI KZ JSC
$10M118K6.0%
03
PBR/A
PETROLEO BRASILEIRO S A
$10M653K5.6%
04
BIL
SPDR SERIES TRUST
$9M103K5.5%
05
VALE
VALE S A
$8M509K4.5%
06
CNQ
CANADIAN NAT RES LTD MED TER
$7M183K4.2%
07
QQQ
INVESCO QQQ TR
$6M8K3.6%
08
PHYS
SPROTT ASSET MANAGEMENT LP
$6M190K3.3%
09
SFM
SPROUTS FMRS MKT INC
$5M64K3.1%
10
LEMB
ISHARES INC
$5M114K2.8%

Filing history

2026Q2Jun 30
$171M 2.6%
90 positionsView →
2026Q1Mar 31
$176M 10.4%
86 positionsView →
2025Q4Dec 31
$159M
89 positionsView →