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Lifetime Wealth Management P.C.

All holdings · as of Dec 31, 2025

89 positions

CompanyClassValueShares% of portfolio
SPDR SERIES TRUST$10.19M111,5026.4%
Joint Stock Co Kaspi.kzKSPIADR$8.59M110,0005.4%
PETROLEO BRASILEIRO SA$7.54M668,8004.7%
Vale S.A.VALEADR$7.37M565,7784.6%
ISHARES TR$7.31M564,9744.6%
CANADIAN NAT RES LTD$6.49M191,6314.1%
SPROTT ASSET MANAGEMENT LP$6.44M195,0134.0%
INVESCO QQQ TR$4.97M8,0863.1%
ISHARES INC$4.79M115,1913.0%
Copa Holdings, S.A.$4.31M35,7752.7%
BRITISH AMERN TOB PLC$4.09M72,1602.6%
AbbVie Inc.$3.56M15,5852.2%
Noble Corp plc$3.55M125,8202.2%
WARRIOR MET COAL, INC.$3.30M37,4372.1%
Ulta Beauty, Inc.$3.20M5,2822.0%
SPDR SERIES TRUST$2.98M75,7281.9%
EXXON MOBIL CORP$2.87M23,8681.8%
ISHARES TR$2.75M24,9921.7%
SIMPLIFY EXCHANGE TRADED$2.71M53,7021.7%
NEWAMSTERDAM PHARMA COMPANY$2.08M59,2501.3%
NOBLE CORP PLC$2.05M117,3291.3%
CAMBRIA ETF TR$2.03M82,8841.3%
Jackson Financial Inc.$2.03M19,0001.3%
SPDR SERIES TRUST$1.94M6,6551.2%
ISHARES TR$1.90M41,8411.2%
INVESCO EXCH TRADED FD TR$1.86M15,5651.2%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$1.84M57,3811.2%
GLOBAL X FDS$1.79M38,5501.1%
ISHARES INC$1.56M49,1011.0%
INVESCO EXCH TRADED FD TR$1.54M27,7181.0%
EXCHANGE TRADED CONCEPTS$1.47M64,3890.9%
VANGUARD WORLD FD$1.46M22,3920.9%
Walmart Inc.$1.44M12,9150.9%
AMERICAN CENTY ETF TR$1.43M15,1880.9%
CAMBRIA ETF TR$1.41M36,7610.9%
Apple Inc.$1.30M4,7810.8%
AMERICAN CENTY ETF TR$1.27M12,4110.8%
EA SERIES TRUST$1.26M82,7220.8%
VANGUARD INTL EQUITY INDEX$1.24M27,0510.8%
WISDOMTREE TR$1.24M21,6230.8%
Sixth Street Specialty Lending, Inc.TSLXCommon Stock$1.19M54,8870.7%
FRANKLIN TEMPLETON ETF TR$1.17M43,6250.7%
KRANESHARES TRUST$1.12M43,0550.7%
ABBOTT LABORATORIES$1.08M8,6220.7%
ISHARES TR$1.07M3,1120.7%
ALLIANCEBERNSTEIN HOLDING L.P.ABMLP$1.02M26,4500.6%
LEGG MASON ETF INVT$1.01M27,5390.6%
GOLDMAN SACHS ETF TR$1.01M20,4950.6%
MICROSOFT CORP$1.00M2,0770.6%
ISHARES TR$1.00M10,4440.6%
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