DOSSIER · 13F-HR · Q1 2026

Lifetime Wealth Management P.C.

$176M in tracked AUM across 86 positions as of Q1 2026.

LW
CIK 0002116339 · last filed Mar 31, 2026
Total AUM
$176M
as of Q1 2026
Holdings
86
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Lifetime Wealth Management P.C. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PBR/A
PETROLEO BRASILEIRO S A
$12M657K7.0%
02
BIL
SPDR SERIES TRUST
$11M115K6.0%
03
CNQ
CANADIAN NAT RES LTD MED TER
$9M187K5.2%
04
KSPI
KASPI KZ JSC
$9M117K4.9%
05
EWZS
ISHARES TR
$9M584K4.9%
06
VALE
VALE S A
$8M531K4.8%
07
PHYS
SPROTT ASSET MANAGEMENT LP
$7M197K4.0%
08
G65431127
NOBLE CORP PLC
$6M122K3.4%
09
SFM
SPROUTS FMRS MKT INC
$5M63K2.8%
10
QQQ
INVESCO QQQ TR
$5M8K2.7%

Filing history

2026Q1Mar 31
$176M 10.4%
86 positionsView →
2025Q4Dec 31
$159M
89 positionsView →