Institutions / Lifetime Wealth Management P.C.
Lifetime Wealth Management P.C.
CIK 2116339 · Institution · as of Dec 31, 2025
Portfolio value
$159.26M
Positions
89
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 89 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $10.19M | 6.4% |
| Joint Stock Co Kaspi.kzKSPI | $8.59M | 5.4% |
| Petroleo Brasileiro SA | $7.54M | 4.7% |
| Vale S.A.VALE | $7.37M | 4.6% |
| iShares Tr | $7.31M | 4.6% |
| Canadian Nat Res Ltd | $6.49M | 4.1% |
| Sprott Asset Management LP | $6.44M | 4.0% |
| Invesco Qqq Tr | $4.97M | 3.1% |
| iShares Inc | $4.79M | 3.0% |
| Copa Holdings, S.A. | $4.31M | 2.7% |
| British Amern Tob PLC | $4.09M | 2.6% |
| AbbVie Inc. | $3.56M | 2.2% |
| Noble Corp plc | $3.55M | 2.2% |
| Warrior Met Coal, Inc. | $3.30M | 2.1% |
| Ulta Beauty, Inc. | $3.20M | 2.0% |
| SPDR Series Trust | $2.98M | 1.9% |
| Exxon Mobil Corp | $2.87M | 1.8% |
| iShares Tr | $2.75M | 1.7% |
| Simplify Exchange Traded | $2.71M | 1.7% |
| Newamsterdam Pharma Company | $2.08M | 1.3% |
| Noble Corp PLC | $2.05M | 1.3% |
| Cambria ETF Tr | $2.03M | 1.3% |
| Jackson Financial Inc. | $2.03M | 1.3% |
| SPDR Series Trust | $1.94M | 1.2% |
| iShares Tr | $1.90M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.