Lifetime Wealth Management P.C.

Est. AUM

$175.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PETROLEO BRASILEIRO S A	SP ADR NON VTG	$12.3M	656972	7.01%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$10.5M	114650	5.98%	SOLE
3	CANADIAN NAT RES LTD MED TER	COM	$9.1M	187376	5.19%	SOLE
4	KASPI KZ JSC	SPONSORED ADS	$8.7M	117329	4.94%	SOLE
5	ISHARES TR	BRAZIL SM-CP ETF	$8.7M	584432	4.92%	SOLE
6	VALE S A	SPONSORED ADS	$8.5M	531278	4.81%	SOLE
7	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$7.0M	196727	3.97%	SOLE
8	NOBLE CORP PLC	ORD SHS A	$6.0M	122320	3.41%	SOLE
9	SPROUTS FMRS MKT INC	COM	$4.9M	63282	2.78%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$4.8M	8280	2.72%	SOLE
11	ISHARES INC	JP MORGAN EM ETF	$4.6M	111602	2.59%	SOLE
12	BRITISH AMERN TOB PLC	SPONSORED ADR	$4.3M	73287	2.44%	SOLE
13	COPA HOLDINGS SA	CL A	$4.0M	35000	2.26%	SOLE
14	EXXON MOBIL CORP	COM	$4.0M	23420	2.26%	SOLE
15	NOBLE CORP PLC	*W EXP 02/04/202	$3.6M	117429	2.04%	SOLE
16	ABBVIE INC	COM	$3.3M	15314	1.89%	SOLE
17	WARRIOR MET COAL INC	COM	$3.3M	35687	1.89%	SOLE
18	SPDR SERIES TRUST	FTSE INT GVT ETF	$3.1M	77391	1.74%	SOLE
19	SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$3.0M	60229	1.69%	SOLE
20	ISHARES TR	TIPS BD ETF	$2.8M	25242	1.58%	SOLE
21	ULTA BEAUTY INC	COM	$2.4M	4677	1.39%	SOLE
22	ENTERPRISE PRODS PARTNERS L	COM	$2.2M	57386	1.23%	SOLE
23	ISHARES TR	MSCI INTL QUALTY	$2.0M	43785	1.15%	SOLE
24	ISHARES INC	MSCI BRAZIL ETF	$2.0M	51832	1.13%	SOLE
25	GLOBAL X FDS	ADAPTIVE US	$2.0M	41044	1.13%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	6906	1.10%	SOLE
27	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.9M	16553	1.06%	SOLE
28	EXCHANGE TRADED CONCEPTS TRU	RANGE GLOBAL COA	$1.8M	67018	1.05%	SOLE
29	SIXTH STREET SPECIALTY LENDI	COM	$1.8M	97416	1.02%	SOLE
30	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$1.6M	29551	0.92%	SOLE
31	AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.6M	16025	0.91%	SOLE
32	CAMBRIA ETF TR	GBL REAL EST ETF	$1.5M	63868	0.87%	SOLE
33	CAMBRIA ETF TR	EMRG SHAREHLDR	$1.5M	36832	0.87%	SOLE
34	VANGUARD WORLD FD	EXTENDED DUR	$1.5M	22890	0.85%	SOLE
35	AMERICAN CENTY ETF TR	US SML CP VALU	$1.5M	13370	0.84%	SOLE
36	WISDOMTREE TR	EMG MKTS SMCAP	$1.4M	22629	0.77%	SOLE
37	WALMART INC	COM	$1.3M	10769	0.76%	SOLE
38	KRANESHARES TRUST	MOUNT LUCAS ETF	$1.3M	45858	0.74%	SOLE
39	EA SERIES TRUST	BRIDGEWAY BLUE	$1.3M	85292	0.72%	SOLE
40	FRANKLIN TEMPLETON ETF TR	SYSTMTC STYL PRE	$1.2M	44701	0.69%	SOLE
41	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.2M	27313	0.69%	SOLE
42	LEGG MASON ETF INVT	FRANKLIN INTL LW	$1.2M	28834	0.66%	SOLE
43	GOLDMAN SACHS ETF TR	ACCESS INFLATI	$1.1M	22280	0.63%	SOLE
44	ISHARES TR	7-10 YR TRSY BD	$1.1M	11088	0.60%	SOLE
45	APPLE INC	COM	$1.0M	4058	0.59%	SOLE
46	BLACKROCK TAX MUNICPAL BD TR	SHS	$999K	61809	0.57%	SOLE
47	ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$990K	26450	0.56%	SOLE
48	ISHARES TR	S&P 100 ETF	$990K	3112	0.56%	SOLE
49	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$982K	12185	0.56%	SOLE
50	TIDAL TRUST I	GOTHAM ENHNCD	$939K	26534	0.53%	SOLE

1–50 of 86

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.