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CIK: 0002116339
Total reported value
$171.3M
$171.3M
86 檔
28.8%
According to the latest 13F quarterly dataset, Lifetime Wealth Management P.C. managed an equity portfolio of $171.3M at the end of Q1 2026, spanning 86 distinct U.S. exchange-listed positions.
In Q1 2026, Lifetime Wealth Management P.C. displayed an active expansion posture, initiating 2 new positions and adding to 43 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PBR-A | Petroleo Brasil-sp Pref Adr | Stock-Other | 7.01% | -1.43% | -1.77% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.98% | -0.49% | +2.82% | |
| 3 | CNQ | Canadian Natural Resources | Stock-Energy | 5.19% | -0.97% | -2.22% | |
| 4 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 4.94% | +1.02% | +6.66% | |
| 5 | EWZS | Ishares Msci Brazil Small-ca | ETF-Other | 4.92% | +1.35% | +3.44% | |
| 6 | VALE | Vale Sa-sp Adr | Stock-Materials | 4.81% | -0.34% | -6.10% | |
| 7 | PHYS | Sprott Physical Gold Trust | Stock-Other | 3.97% | -0.63% | +0.88% | |
| 8 | NE | Noble Corporation plc | Stock-Energy | 3.41% | -1.08% | -2.78% | |
| 9 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 2.78% | +0.36% | +1482.05% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.72% | +0.83% | +2.40% | |
| 11 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 2.59% | +0.22% | -3.12% | |
| 12 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 2.44% | +0.05% | +1.56% | |
| 13 | CPA | Copa Holdings, S.A. | Stock-Other | 2.26% | +0.22% | -2.17% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 2.26% | -0.51% | -1.88% | |
| 15 | ✓ | Noble CORP PLC | Stock-Other | 2.04% | -0.84% | +0.09% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.89% | +0.35% | -1.74% | |
| 17 | HCC | Warrior Met Coal Inc | Stock-Materials | 1.89% | -0.04% | -4.67% | |
| 18 | WIP | State Street Spdr Ftse Inter | ETF-Other | 1.74% | +0.44% | +2.20% | |
| 19 | MTBA | Simplify Mbs ETF | ETF-Other | 1.69% | -0.03% | +12.15% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.58% | +0.04% | +1.00% | |
| 21 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.39% | -0.31% | -11.45% | |
| 22 | EPD | Enterprise Products Partners | Stock-Energy | 1.24% | -0.02% | +0.01% | |
| 23 | IQLT | Ishares Msci International Q | ETF-Other | 1.15% | +0.40% | +4.65% | |
| 24 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 1.13% | -0.30% | +5.56% | |
| 25 | AUSF | Global X Adaptive US Factor | ETF-Other | 1.13% | -0.44% | +6.47% | |
| 26 | MMTM | Ss Spdr S&p 1500 Mom Tilt | ETF-Other | 1.10% | -0.12% | +3.77% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.06% | +0.03% | +6.35% | |
| 28 | COAL | Range Global Coal Index ETF | ETF-Large Cap & Growth | 1.05% | -0.09% | +4.08% | |
| 29 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 1.02% | — | +77.48% | |
| 30 | IDMO | Invesco S&p International De | ETF-Other | 0.92% | +0.35% | +6.61% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.91% | +0.05% | +5.51% | |
| 32 | BLDG | Cambria Global Real Estate | ETF-Other | 0.87% | +0.49% | -22.94% | |
| 33 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.87% | +0.10% | +0.19% | |
| 34 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.85% | +0.05% | +2.22% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.84% | +0.14% | +7.73% | |
| 36 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.77% | +0.34% | +4.65% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.08% | -16.62% | |
| 38 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 0.74% | -0.02% | +6.51% | |
| 39 | BBLU | Ea Bridgeway Blue Chip ETF | ETF-Other | 0.72% | -0.27% | +3.11% | |
| 40 | FLSP | Franklin Systematic Style Pr | ETF-Other | 0.69% | -0.07% | +2.47% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.69% | -0.52% | +0.97% | |
| 42 | LVHI | Franklin International Low V | ETF-Other | 0.66% | +0.03% | +4.70% | |
| 43 | GTIP | Goldman Sachs Access Inflati | ETF-Commodities | 0.63% | +0.37% | +8.71% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.60% | +0.06% | +6.17% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.59% | +0.06% | -15.12% | |
| 46 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.57% | — | +0.57% | |
| 47 | AB | Alliancebernstein Holding LP | Stock-Other | 0.56% | -0.02% | — | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.56% | +0.10% | — | |
| 49 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.56% | +0.22% | +5.64% | |
| 50 | GSPY | Gotham Enhanced 500 ETF | ETF-Other | 0.53% | -0.53% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SFM | Sprouts Farmers Market Inc | +2.6% | +1482.05% | Add |
| 2 | PBR-A | Petroleo Brasil-sp Pref Adr | +2.3% | -1.77% | Trim |
| 3 | NE | Noble Corporation plc | +1.2% | -2.78% | Trim |
| 4 | CNQ | Canadian Natural Resources | +1.1% | -2.22% | Trim |
| 5 | ✓ | Noble CORP PLC | +0.8% | +0.09% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.5% | -1.88% | Trim |
| 7 | EWZS | Ishares Msci Brazil Small-ca | +0.3% | +3.44% | Add |
| 8 | TSLX | Sixth Street Specialty Lendi | +0.3% | +77.48% | Add |
| 9 | VALE | Vale Sa-sp Adr | +0.2% | -6.10% | Trim |
| 10 | EWZ | Ishares Msci Brazil ETF | +0.2% | +5.56% | Add |
| 11 | COAL | Range Global Coal Index ETF | +0.1% | +4.08% | Add |
| 12 | EPD | Enterprise Products Partners | +0.1% | +0.01% | Add |
| 13 | SU | Suncor Energy Inc | +0.1% | — | Unchanged |
| 14 | AVUV | Avantis US Small Cap Value | +0.1% | +7.73% | Add |
| 15 | KMLM | Kraneshares Mt Lc Mn Ft Id S | 0% | +6.51% | Add |
| 16 | BCD | Abrdn Bloomberg All Commodit | 0% | +5.03% | Add |
| 17 | FYLD | Cambria Foreign Shareholder | 0% | +3.19% | Add |
| 18 | LVHI | Franklin International Low V | 0% | +4.70% | Add |
| 19 | NRP | Natural Resource Partners LP | 0% | — | Unchanged |
| 20 | UAN | Cvr Partners LP | 0% | — | Unchanged |
| 21 | AUSF | Global X Adaptive US Factor | 0% | +6.47% | Add |
| 22 | AVDV | Avantis Intl S/c Value ETF | 0% | +5.51% | Add |
| 23 | AVLV | Avantis US Large Cap Value | 0% | +5.64% | Add |
| 24 | T | At&t Inc | 0% | +2.56% | Add |
| 25 | NXE | Nexgen Energy LTD | 0% | — | Unchanged |
| 26 | GTIP | Goldman Sachs Access Inflati | — | +8.71% | Add |
| 27 | GOAU | US Glb Gld & Metal Mnrs ETF | — | +8.12% | Add |
| 28 | CVX | Chevron CORP | — | -20.64% | Trim |
| 29 | MTBA | Simplify Mbs ETF | 0% | +12.15% | Add |
| 30 | DGS | Wisdomtree Em Small Cap | 0% | +4.65% | Add |
| 31 | EYLD | Cambria Emerg Shrhldr Yield | 0% | +0.19% | Add |
| 32 | MPLX | Mplx LP | 0% | — | Unchanged |
| 33 | GVAL | Cambria Global Value ETF | 0% | +0.18% | Add |
| 34 | PEY | Invesco High Yield Equity Di | 0% | -1.58% | Trim |
| 35 | FBT | First Trust Nyse Arca Biotec | 0% | — | Unchanged |
| 36 | ✓ | 0% | — | Unchanged | |
| 37 | BHR 5.5 PERP bBond | Braemar Hotels & Resorts | 0% | — | Unchanged |
| 38 | SBEV | Splash Beverage Group Inc | 0% | — | Unchanged |
| 39 | IEF | Ishares 7-10 Year Treasury B | 0% | +6.17% | Add |
| 40 | GE | General Electric | 0% | — | Unchanged |
| 41 | TLT | Ishares 20+ Year Treasury Bd | 0% | +1.41% | Add |
| 42 | IQLT | Ishares Msci International Q | 0% | +4.65% | Add |
| 43 | EMLC | Vaneck JPM Em Local Curr Bnd | 0% | +0.64% | Add |
| 44 | IDMO | Invesco S&p International De | -0.1% | +6.61% | Add |
| 45 | UAL | United Airlines Holdings Inc | -0.1% | — | Unchanged |
| 46 | XLF | Ss Financial Select Sector | -0.1% | -6.39% | Trim |
| 47 | FLSP | Franklin Systematic Style Pr | -0.1% | +2.47% | Add |
| 48 | OHI | Omega Healthcare Investors | -0.1% | -6.15% | Trim |
| 49 | EDV | Vanguard Extended Dur Treas | -0.1% | +2.22% | Add |
| 50 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.1% | +0.17% | Add |
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 86 disclosed positions in Q1 2026.
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 PBR-A, BIL, CNQ) accounted for 28.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
ENB
市值: $208.4K
Top Position Liquidated / Trimmed
GOOGL
前期市值: $367.8K
During Q1 2026, Lifetime Wealth Management P.C.'s top holdings by market value included PBR-A (7.0%)、BIL (6.0%)、CNQ (5.2%). The largest single position, PBR-A, represented 7.0% of total portfolio value.
In Q1 2026, Lifetime Wealth Management P.C. made 77 total portfolio adjustments, initiating 2 new buys, adding to 43 positions, trimming 27 holdings, and fully liquidating 5 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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