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CIK: 0002116339
Total reported value
$171.3M
$171.3M
89 檔
23.9%
As reported in its official Q4 2025 Form 13F filing, Lifetime Wealth Management P.C.'s tracked investment portfolio stood at $171.3M with 89 total positions.
During Q4 2025, Lifetime Wealth Management P.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.40% | -0.49% | — | |
| 2 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 5.40% | +1.02% | — | |
| 3 | PBR-A | Petroleo Brasil-sp Pref Adr | Stock-Other | 4.73% | -1.43% | — | |
| 4 | VALE | Vale Sa-sp Adr | Stock-Materials | 4.63% | -0.34% | — | |
| 5 | EWZS | Ishares Msci Brazil Small-ca | ETF-Other | 4.59% | +1.35% | — | |
| 6 | CNQ | Canadian Natural Resources | Stock-Energy | 4.07% | -0.97% | — | |
| 7 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.04% | -0.63% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.12% | +0.83% | — | |
| 9 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 3.01% | +0.22% | — | |
| 10 | CPA | Copa Holdings, S.A. | Stock-Other | 2.71% | +0.22% | — | |
| 11 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 2.57% | +0.05% | — | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.24% | +0.35% | — | |
| 13 | NE | Noble Corporation plc | Stock-Energy | 2.23% | -1.08% | — | |
| 14 | HCC | Warrior Met Coal Inc | Stock-Materials | 2.07% | -0.04% | — | |
| 15 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 2.01% | -0.31% | — | |
| 16 | WIP | State Street Spdr Ftse Inter | ETF-Other | 1.87% | +0.44% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | -0.51% | — | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.72% | +0.04% | — | |
| 19 | MTBA | Simplify Mbs ETF | ETF-Other | 1.70% | -0.03% | — | |
| 20 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 1.31% | -0.43% | EXIT | |
| 21 | ✓ | Noble CORP PLC | Stock-Other | 1.29% | -0.84% | — | |
| 22 | BLDG | Cambria Global Real Estate | ETF-Other | 1.27% | +0.49% | — | |
| 23 | JXN | Jackson Financial Inc-a | Stock-Financials | 1.27% | — | — | |
| 24 | MMTM | Ss Spdr S&p 1500 Mom Tilt | ETF-Other | 1.22% | -0.12% | — | |
| 25 | IQLT | Ishares Msci International Q | ETF-Other | 1.19% | +0.40% | — | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.17% | +0.03% | — | |
| 27 | EPD | Enterprise Products Partners | Stock-Energy | 1.16% | -0.02% | — | |
| 28 | AUSF | Global X Adaptive US Factor | ETF-Other | 1.12% | -0.44% | — | |
| 29 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.98% | -0.30% | — | |
| 30 | IDMO | Invesco S&p International De | ETF-Other | 0.97% | +0.35% | — | |
| 31 | COAL | Range Global Coal Index ETF | ETF-Large Cap & Growth | 0.92% | -0.09% | — | |
| 32 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.91% | +0.05% | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.08% | — | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.90% | +0.05% | — | |
| 35 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.88% | +0.10% | — | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.06% | — | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.79% | +0.14% | — | |
| 38 | BBLU | Ea Bridgeway Blue Chip ETF | ETF-Other | 0.79% | -0.27% | — | |
| 39 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.78% | -0.52% | — | |
| 40 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.78% | +0.34% | — | |
| 41 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 0.75% | — | — | |
| 42 | FLSP | Franklin Systematic Style Pr | ETF-Other | 0.74% | -0.07% | — | |
| 43 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 0.70% | -0.02% | — | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.05% | — | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.67% | +0.10% | — | |
| 46 | AB | Alliancebernstein Holding LP | Stock-Other | 0.64% | -0.02% | — | |
| 47 | LVHI | Franklin International Low V | ETF-Other | 0.64% | +0.03% | — | |
| 48 | GTIP | Goldman Sachs Access Inflati | ETF-Commodities | 0.63% | +0.37% | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.02% | — | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.63% | +0.06% | — |
According to official SEC Form 13F filings, Lifetime Wealth Management P.C. reported a total U.S. public equity portfolio value of $171.3M across 89 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, KSPI, PBR-A) accounted for 23.9% of total reported equity market value during Q4 2025.
During Q4 2025, Lifetime Wealth Management P.C.'s top holdings by market value included BIL (6.4%)、KSPI (5.4%)、PBR-A (4.7%). The largest single position, BIL, represented 6.4% of total portfolio value.
In Q4 2025, Lifetime Wealth Management P.C. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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