Lifetime Wealth Management P.C. holds a diversified book of 86 stocks worth $175.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Enbridge Inc and trimmed Petroleo Brasil-SP Pref ADR. Their largest long position is Petroleo Brasil-SP Pref ADR at 7% of the equity book.
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Use Arkolith to show Lifetime Wealth Management P.C.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Petroleo Brasileiro S A SP ADR NON VTG | $12.3M | 657.0K | 7.0% | ▼−1.8% Reduced · −12K sh | |
| 2 | SPDR Series Trust STATE STREET SPD | $10.5M | 114.7K | 6.0% | ▲+2.8% Added · +3K sh | |
| 3 | Canadian Nat Res Ltd Med Ter COM | $9.1M | 187.4K | 5.2% | ▼−2.2% Reduced · −4K sh | |
| 4 | Kaspi KZ JSC SPONSORED ADS | $8.7M | 117.3K | 4.9% | ▲+6.7% Added · +7K sh | |
| 5 | Ishares TR BRAZIL SM-CP ETF | $8.7M | 584.4K | 4.9% | ▲+3.4% Added · +19K sh | |
| 6 | Vale S A SPONSORED ADS | $8.5M | 531.3K | 4.8% | ▼−6.1% Reduced · −35K sh | |
| 7 | Sprott Asset Management LP PHYSICAL GOLD TR | $7.0M | 196.7K | 4.0% | ▲+0.9% Added · +2K sh | |
| 8 | Noble Corp PLC ORD SHS A | $6.0M | 122.3K | 3.4% | ▼−2.8% Reduced · −4K sh | |
| 9 | Sprouts FMRS MKT Inc COM | $4.9M | 63.3K | 2.8% | ▲16× Added · +59K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $4.8M | 8.3K | 2.7% | ▲+2.4% Added · +194 sh | |
| 11 | Ishares Inc JP MORGAN EM ETF | $4.6M | 111.6K | 2.6% | ▼−3.1% Reduced · −4K sh | |
| 12 | British Amern Tob PLC SPONSORED ADR | $4.3M | 73.3K | 2.4% | ▲+1.6% Added · +1K sh | |
| 13 | Copa Holdings Sa CL A | $4.0M | 35.0K | 2.3% | ▼−2.2% Reduced · −775 sh | |
| 14 | Exxon Mobil Corp COM | $4.0M | 23.4K | 2.3% | ▼−1.9% Reduced · −448 sh | |
| 15 | Noble Corp PLC *W EXP 02/04/202 | $3.6M | 117.4K | 2.0% | ▲+0.1% Added · +100 sh | |
| 16 | Abbvie Inc COM | $3.3M | 15.3K | 1.9% | ▼−1.7% Reduced · −271 sh | |
| 17 | Warrior Met Coal Inc COM | $3.3M | 35.7K | 1.9% | ▼−4.7% Reduced · −2K sh | |
| 18 | SPDR Series Trust FTSE INT GVT ETF | $3.1M | 77.4K | 1.7% | ▲+2.2% Added · +2K sh | |
| 19 | Simplify Exchange Traded Fun MBS ETF | $3.0M | 60.2K | 1.7% | ▲+12% Added · +7K sh | |
| 20 | Ishares TR TIPS BD ETF | $2.8M | 25.2K | 1.6% | ▲+1.0% Added · +250 sh | |
| 21 | Ulta Beauty Inc COM | $2.4M | 4.7K | 1.4% | ▼−11% Reduced · −605 sh | |
| 22 | Enterprise Prods Partners L COM | $2.2M | 57.4K | 1.2% | ▲~0% Added · +5 sh | |
| 23 | Ishares TR MSCI INTL QUALTY | $2.0M | 43.8K | 1.2% | ▲+4.6% Added · +2K sh | |
| 24 | Ishares Inc MSCI BRAZIL ETF | $2.0M | 51.8K | 1.1% | ▲+5.6% Added · +3K sh | |
| 25 | Global X FDS ADAPTIVE US | $2.0M | 41.0K | 1.1% | ▲+6.5% Added · +2K sh | |
| 26 | SPDR Series Trust STATE STREET SPD | $1.9M | 6.9K | 1.1% | ▲+3.8% Added · +251 sh | |
| 27 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.9M | 16.6K | 1.1% | ▲+6.3% Added · +988 sh | |
| 28 | Exchange Traded Concepts Tru RANGE GLOBAL COA | $1.8M | 67.0K | 1.0% | ▲+4.1% Added · +3K sh | |
| 29 | Sixth Street Specialty Lendi COM | $1.8M | 97.4K | 1.0% | ▲+77% Added · +43K sh | |
| 30 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $1.6M | 29.6K | 0.9% | ▲+6.6% Added · +2K sh | |
| 31 | American Centy ETF TR INTL SMCP VLU | $1.6M | 16.0K | 0.9% | ▲+5.5% Added · +837 sh | |
| 32 | Cambria ETF TR GBL REAL EST ETF | $1.5M | 63.9K | 0.9% | ▼−23% Reduced · −19K sh | |
| 33 | Cambria ETF TR EMRG SHAREHLDR | $1.5M | 36.8K | 0.9% | ▲+0.2% Added · +71 sh | |
| 34 | Vanguard World FD EXTENDED DUR | $1.5M | 22.9K | 0.8% | ▲+2.2% Added · +498 sh | |
| 35 | American Centy ETF TR US SML CP VALU | $1.5M | 13.4K | 0.8% | ▲+7.7% Added · +959 sh | |
| 36 | Wisdomtree TR EMG MKTS SMCAP | $1.4M | 22.6K | 0.8% | ▲+4.7% Added · +1K sh | |
| 37 | Walmart Inc COM | $1.3M | 10.8K | 0.8% | ▼−17% Reduced · −2K sh | |
| 38 | Kraneshares Trust MOUNT LUCAS ETF | $1.3M | 45.9K | 0.7% | ▲+6.5% Added · +3K sh | |
| 39 | Ea Series Trust BRIDGEWAY BLUE | $1.3M | 85.3K | 0.7% | ▲+3.1% Added · +3K sh | |
| 40 | Franklin Templeton ETF TR SYSTMTC STYL PRE | $1.2M | 44.7K | 0.7% | ▲+2.5% Added · +1K sh | |
| 41 | Vanguard Intl Equity Index F GLB EX US ETF | $1.2M | 27.3K | 0.7% | ▲+1.0% Added · +262 sh | |
| 42 | Legg Mason ETF Invt FRANKLIN INTL LW | $1.2M | 28.8K | 0.7% | ▲+4.7% Added · +1K sh | |
| 43 | Goldman Sachs ETF TR ACCESS INFLATI | $1.1M | 22.3K | 0.6% | ▲+8.7% Added · +2K sh | |
| 44 | Ishares TR 7-10 YR TRSY BD | $1.1M | 11.1K | 0.6% | ▲+6.2% Added · +644 sh | |
| 45 | Apple Inc COM | $1.0M | 4.1K | 0.6% | ▼−15% Reduced · −723 sh | |
| 46 | BlackRock Tax Municpal BD TR SHS | $999K | 61.8K | 0.6% | ▲+0.6% Added · +353 sh | |
| 47 | AllianceBernstein Hldg L P UNIT LTD PARTN | $990K | 26.4K | 0.6% | —Held | |
| 48 | Ishares TR S&P 100 ETF | $990K | 3.1K | 0.6% | —Held | |
| 49 | American Centy ETF TR US LARGE CAP VLU | $982K | 12.2K | 0.6% | ▲+5.6% Added · +651 sh | |
| 50 | Tidal Trust I GOTHAM ENHNCD | $939K | 26.5K | 0.5% | ▲+2.5% Added · +639 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 86 | $175.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Mar 25, 2026 | 89 | $159.3M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.