Lifetime Wealth Management P.C. holds a diversified book of 90 stocks worth $171.3M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Franklin Ftse Latin America and trimmed Petroleo Brasil-SP Pref ADR. Their largest long position is Ishares Msci Brazil Small-Ca at 6% of the equity book.
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.
49% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lifetime Wealth Management P.C.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Fortune 45 LLC | 8 / 80 | $171.9M |
| Summa Corp. | 15 / 80 | $216.0M |
| Hoey Investments, Inc | 18 / 80 | $516.1M |
| Independent Investors Inc | 9 / 80 | $347.3M |
| Silphium Asset Management Ltd | 10 / 80 | $180.1M |
| Pioneer Family Office, LLC | 18 / 80 | $116.9M |
| V. M. Manning & Co., Inc. | 8 / 80 | $69.1M |
| AXS Investments LLC | 15 / 80 | $195.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Lifetime Wealth Management P.C.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR BRAZIL SM-CP ETF | $10.7M | 827.8K | 6.3% | ▲+42% Added · +243K sh | |
| 2 | Kaspi KZ JSC SPONSORED ADS | $10.2M | 117.8K | 6.0% | ▲+0.4% Added · +497 sh | |
| 3 | Petroleo Brasileiro S A SP ADR NON VTG | $9.6M | 652.9K | 5.6% | ▼−0.6% Reduced · −4K sh | |
| 4 | SPDR Series Trust ST STR BLO 1 ETF | $9.4M | 102.6K | 5.5% | ▼−10% Reduced · −12K sh | |
| 5 | Vale S A SPONSORED ADS | $7.7M | 509.3K | 4.5% | ▼−4.1% Reduced · −22K sh | |
| 6 | Canadian Nat Res Ltd Med Ter COM | $7.2M | 183.0K | 4.2% | ▼−2.4% Reduced · −4K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $6.1M | 8.3K | 3.6% | ▼−0.2% Reduced · −18 sh | |
| 8 | Sprott Asset Management LP PHYSICAL GOLD TR | $5.7M | 189.9K | 3.3% | ▼−3.5% Reduced · −7K sh | |
| 9 | Sprouts FMRS MKT Inc COM | $5.4M | 63.6K | 3.1% | ▲+0.6% Added · +363 sh | |
| 10 | Ishares Inc JP MORGAN EM ETF | $4.8M | 113.6K | 2.8% | ▲+1.8% Added · +2K sh | |
| 11 | British Amern Tob PLC SPONSORED ADR | $4.3M | 69.1K | 2.5% | ▼−5.7% Reduced · −4K sh | |
| 12 | Copa Holdings Sa CL A | $4.3M | 27.3K | 2.5% | ▼−22% Reduced · −8K sh | |
| 13 | Noble Corp PLC ORD SHS A | $4.0M | 107.1K | 2.3% | ▼−12% Reduced · −15K sh | |
| 14 | Abbvie Inc COM | $3.8M | 15.3K | 2.2% | ▼−0.2% Reduced · −30 sh | |
| 15 | SPDR Series Trust ST STR FTSE ETF | $3.7M | 94.8K | 2.2% | ▲+22% Added · +17K sh | |
| 16 | Warrior Met Coal Inc COM | $3.2M | 39.1K | 1.9% | ▲+9.5% Added · +3K sh | |
| 17 | Exxon Mobil Corp COM | $3.0M | 21.9K | 1.8% | ▼−6.4% Reduced · −1K sh | |
| 18 | Simplify Exchange Traded Fun MBS ETF | $2.8M | 58.1K | 1.7% | ▼−3.6% Reduced · −2K sh | |
| 19 | Ishares TR TIPS BD ETF | $2.8M | 25.4K | 1.6% | ▲+0.5% Added · +121 sh | |
| 20 | Ishares TR MSCI INTL QUALTY | $2.7M | 53.7K | 1.6% | ▲+23% Added · +10K sh | |
| 21 | Cambria ETF TR GBL REAL EST ETF | $2.3M | 86.5K | 1.4% | ▲+36% Added · +23K sh | |
| 22 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $2.2M | 36.1K | 1.3% | ▲+22% Added · +7K sh | |
| 23 | Enterprise Prods Partners L COM | $2.1M | 56.9K | 1.2% | ▼−0.9% Reduced · −496 sh | |
| 24 | Noble Corp PLC *W EXP 02/04/202 | $2.1M | 113.5K | 1.2% | ▼−3.3% Reduced · −4K sh | |
| 25 | Wisdomtree TR EMG MKTS SMCAP | $1.9M | 29.3K | 1.1% | ▲+30% Added · +7K sh | |
| 26 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.9M | 11.5K | 1.1% | ▼−30% Reduced · −5K sh | |
| 27 | Ulta Beauty Inc COM | $1.8M | 4.1K | 1.1% | ▼−12% Reduced · −575 sh | |
| 28 | Sixth Street Specialty Lendi COM | $1.7M | 101.4K | 1.0% | ▲+4.1% Added · +4K sh | |
| 29 | Goldman Sachs ETF TR ACCESS INFLATI | $1.7M | 34.9K | 1.0% | ▲+57% Added · +13K sh | |
| 30 | American Centy ETF TR US SML CP VALU | $1.7M | 13.4K | 1.0% | ▲+0.3% Added · +35 sh | |
| 31 | SPDR Series Trust ST STR 1500MOM | $1.7M | 5.3K | 1.0% | ▼−23% Reduced · −2K sh | |
| 32 | Cambria ETF TR EMRG SHAREHLDR | $1.7M | 36.4K | 1.0% | ▼−1.1% Reduced · −408 sh | |
| 33 | American Centy ETF TR INTL SMCP VLU | $1.6M | 15.9K | 1.0% | ▼−0.7% Reduced · −113 sh | |
| 34 | Exchange Traded Concepts Tru RANG GL COAL ETF | $1.6M | 71.4K | 1.0% | ▲+6.5% Added · +4K sh | |
| 35 | Vanguard World FD EXTENDED DUR | $1.5M | 23.6K | 0.9% | ▲+3.3% Added · +747 sh | |
| 36 | Ishares Inc MSCI BRAZIL ETF | $1.4M | 41.3K | 0.8% | ▼−20% Reduced · −10K sh | |
| 37 | American Centy ETF TR US LARGE CAP VLU | $1.3M | 14.6K | 0.8% | ▲+20% Added · +2K sh | |
| 38 | Kraneshares Trust MOUNT LUCAS ETF | $1.2M | 44.9K | 0.7% | ▼−2.1% Reduced · −951 sh | |
| 39 | Abrdn Etfs BBRG ALL COMMDY | $1.2M | 35.2K | 0.7% | ▲+57% Added · +13K sh | |
| 40 | Legg Mason ETF Invt FRANKLIN INTL LW | $1.2M | 29.3K | 0.7% | ▲+1.6% Added · +459 sh | |
| 41 | Global X FDS ADAPTIVE US | $1.2M | 24.2K | 0.7% | ▼−41% Reduced · −17K sh | |
| 42 | Walmart Inc COM | $1.2M | 10.3K | 0.7% | ▼−4.6% Reduced · −496 sh | |
| 43 | Ishares TR S&P 100 ETF | $1.1M | 3.1K | 0.7% | —Held | |
| 44 | Ishares TR 7-10 YR TRSY BD | $1.1M | 12.0K | 0.7% | ▲+7.8% Added · +867 sh | |
| 45 | Apple Inc COM | $1.1M | 3.8K | 0.6% | ▼−5.7% Reduced · −233 sh | |
| 46 | Vanguard Index FDS S&P 500 ETF SHS | $1.1M | 1.6K | 0.6% | —Held | |
| 47 | Franklin Templeton ETF TR SYSTMTC STYL PRE | $1.1M | 38.6K | 0.6% | ▼−14% Reduced · −6K sh | |
| 48 | BlackRock Tax Municpal BD TR SHS | $981K | 60.7K | 0.6% | ▼−1.8% Reduced · −1K sh | |
| 49 | AllianceBernstein Hldg L P UNIT LTD PARTN | $917K | 26.1K | 0.5% | ▼−1.5% Reduced · −400 sh | |
| 50 | Franklin Templeton ETF TR FTSE LATN AMRC | $901K | 34.0K | 0.5% | ▲New New position |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2116339/holdings"
Use Arkolith to show Lifetime Wealth Management P.C.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 17, 2026 | 90 | $171.3M | 13F-HR |
| 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, filed up to 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.