Q3 2026 13F · SEC CIK 2116339

Lifetime Wealth Management P.C.

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $166.2M
Reported positions: 88
Holdings vs S&P 500, 3 yrs: —
Assets under management: $216.9M

Lifetime Wealth Management P.C. is a wealth manager that reported 88 positions worth $166.2M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Ishares Tr (EWZS, 7.5%), Petroleo Brasileiro S A (PBR-A, 7.2%), Kaspi Kz Jsc (KSPI, 6.2%).

Lifetime Wealth Management P.C. holdings largest 50 of 88 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lifetime Wealth Management P.C. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
EWZSIshares Tr	7.5%	6.3%	941,370	+13.7%	$12.5M
PBR-APetroleo Brasileiro S A	7.2%	5.6%	628,883	-3.7%	$11.9M
KSPIKaspi Kz Jsc	6.2%	6.0%	108,976	-7.5%	$10.3M
CNQCanadian Nat Res Ltd Med Ter	4.9%	4.2%	172,311	-5.8%	$8.1M
BILSpdr Series Trust	4.4%	5.5%	80,280	-21.8%	$7.4M
QQQInvesco Qqq Tr	3.5%	3.6%	7,916	-4.2%	$5.9M
VALEVale S A	3.5%	4.5%	434,778	-14.6%	$5.8M
PHYSSprott Asset Management LP	3.2%	3.3%	172,516	-9.1%	$5.4M
LEMBIshares Inc	2.9%	2.8%	112,937	-0.6%	$4.8M
SFMSprouts Fmrs Mkt Inc	2.8%	3.1%	70,145	+10.2%	$4.7M
ABBVAbbvie Inc	2.4%	2.2%	15,006	-1.8%	$3.9M
HCCWarrior Met Coal Inc	2.3%	1.9%	43,087	+10.2%	$3.8M
XOMExxonmobil Holdings Corp	2.1%	—	21,917	—	$3.6M
WIPSpdr Series Trust	2.1%	2.2%	91,137	-3.8%	$3.5M
NENoble Corp PLC	2.0%	2.3%	78,595	-26.6%	$3.3M
BTIBritish Amern Tob PLC	1.9%	2.5%	57,147	-17.3%	$3.1M
G65431135Noble Corp PLC	1.6%	1.2%	113,000	-0.4%	$2.6M
IQLTIshares Tr	1.6%	1.6%	52,153	-2.9%	$2.6M
TIPIshares Tr	1.5%	1.6%	24,128	-4.9%	$2.5M
MTBASimplify Exchange Traded Fun	1.5%	1.7%	52,880	-8.9%	$2.5M
CPACopa Holdings SA	1.4%	2.5%	18,120	-33.7%	$2.4M
BLDGCambria ETF Tr	1.3%	1.4%	86,777	+0.3%	$2.2M
IDMOInvesco Exch Traded Fd Tr II	1.3%	1.3%	35,090	-2.7%	$2.1M
DGSWisdomtree Tr	1.1%	1.1%	28,815	-1.7%	$1.8M
EPDEnterprise Prods Partners L	1.1%	1.2%	50,395	-11.4%	$1.8M
EYLDCambria ETF Tr	1.1%	1.0%	37,232	+2.2%	$1.8M
TSLXSixth Street Specialty Lendi	1.1%	1.0%	97,722	-3.7%	$1.8M
MBGLMobility Global Inc	1.0%	—	100,000	—	$1.7M
COALExchange Traded Concepts Tru	1.0%	1.0%	68,831	-3.6%	$1.7M
AVDVAmerican Centy ETF Tr	1.0%	1.0%	15,162	-4.7%	$1.7M
SPMOInvesco Exch Traded Fd Tr II	1.0%	1.1%	10,579	-8.3%	$1.6M
GTIPGoldman Sachs ETF Tr	0.9%	1.0%	33,627	-3.7%	$1.6M
MMTMSpdr Series Trust	0.9%	1.0%	4,973	-6.9%	$1.5M
ULTAUlta Beauty Inc	0.9%	1.1%	2,774	-32.4%	$1.5M
AVUVAmerican Centy ETF Tr	0.9%	1.0%	12,754	-4.9%	$1.5M
EWZIshares Inc	0.9%	0.8%	38,625	-6.6%	$1.4M
BCDAbrdn Etfs	0.8%	0.7%	35,104	-0.4%	$1.4M
KMLMKraneshares Trust	0.8%	0.7%	43,022	-4.2%	$1.3M
AVLVAmerican Centy ETF Tr	0.8%	0.8%	14,206	-2.8%	$1.3M
EDVVanguard World Fd	0.8%	0.9%	23,051	-2.5%	$1.3M
OEFIshares Tr	0.7%	0.7%	3,112	+0.0%	$1.2M
LVHILegg Mason ETF Invt	0.7%	0.7%	28,046	-4.3%	$1.2M
VOOVanguard Index Fds	0.7%	0.6%	1,565	+0.0%	$1.1M
WMTWalmart Inc	0.6%	0.7%	10,235	-0.4%	$1.1M
AUSFGlobal X Fds	0.6%	0.7%	21,742	-10.1%	$1.1M
FLLAFranklin Templeton ETF Tr	0.6%	0.5%	35,374	+4.1%	$968K
FLSPFranklin Templeton ETF Tr	0.6%	0.6%	33,310	-13.6%	$953K
IEFIshares Tr	0.6%	0.7%	10,652	-10.9%	$951K
AAPLApple Inc	0.5%	0.6%	2,716	-29.0%	$905K
BBNBlackrock Tax Municpal Bd Tr	0.5%	0.6%	59,358	-2.2%	$855K

What Lifetime Wealth Management P.C. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

CPA Copa Holdings SA-33.7% shares
ULTA Ulta Beauty Inc-32.4% shares
AAPL Apple Inc-29.0% shares
NE Noble Corp PLC-26.6% shares
BIL Spdr Series Trust-21.8% shares
BTI British Amern Tob PLC-17.3% shares
VALE Vale S A-14.6% shares
FLSP Franklin Templeton ETF Tr-13.6% shares

Left the top 50

XOM Exxon Mobil Corpwas 1.8%
AB Alliancebernstein Hldg L Pwas 0.5%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$166.2M	88
Q2 2026	$171.3M	90
Q1 2026	$175.8M	86
Q4 2025	$159.3M	89

Questions about Lifetime Wealth Management P.C.'s portfolio

What stocks does Lifetime Wealth Management P.C. own?

Lifetime Wealth Management P.C.'s latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 88 positions worth $166.2M. The largest are Ishares Tr (EWZS) at 7.5%, Petroleo Brasileiro S A (PBR-A) at 7.2%, Kaspi Kz Jsc (KSPI) at 6.2%, Canadian Nat Res Ltd Med Ter (CNQ) at 4.9% and Spdr Series Trust (BIL) at 4.4%.

What did Lifetime Wealth Management P.C. buy last quarter?

In Q3 2026, Lifetime Wealth Management P.C. added Ishares Tr (EWZS) (+13.7% shares), Warrior Met Coal Inc (HCC) (+10.2% shares) and Sprouts Fmrs Mkt Inc (SFM) (+10.2% shares), compared with its Q2 2026 filing.

What did Lifetime Wealth Management P.C. sell last quarter?

In Q3 2026, Lifetime Wealth Management P.C. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Alliancebernstein Hldg L P (AB), Copa Holdings SA (CPA) (-33.7% shares), Ulta Beauty Inc (ULTA) (-32.4% shares) and Apple Inc (AAPL) (-29.0% shares), compared with its Q2 2026 filing.

When is Lifetime Wealth Management P.C.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Lifetime Wealth Management P.C.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Lifetime Wealth Management P.C. manage?

Lifetime Wealth Management P.C. reported $216.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $166.2M.