Lifetime Wealth Management P.C.
87 holdingsFiling period: 2026-03-31Current AUM: $182.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PBR/A | PETROLEO BRASILEIRO S A | 657.0K | $12.3M | $12.3M | 6.75% | -- | 2026-03-31 |
| 2 | BIL | SPDR SERIES TRUST | 114.7K | $10.5M | $10.5M | 5.76% | -- | 2026-03-31 |
| 3 | CNQ | CANADIAN NAT RES LTD MED TER | 187.4K | $9.1M | $8.9M | 4.90% | -- | 2026-03-31 |
| 4 | KSPI | KASPI KZ JSC | 117.3K | $8.7M | $10.4M | 5.71% | -- | 2026-03-31 |
| 5 | EWZS | ISHARES TR | 584.4K | $8.7M | $7.7M | 4.23% | -- | 2026-03-31 |
| 6 | VALE | VALE S A | 531.3K | $8.5M | $8.0M | 4.38% | -- | 2026-03-31 |
| 7 | PHYS | SPROTT ASSET MANAGEMENT LP | 196.7K | $7.0M | $6.0M | 3.30% | -- | 2026-03-31 |
| 8 | — | NOBLE CORP PLC | 122.3K | $6.0M | $6.0M | 3.29% | -- | 2026-03-31 |
| 9 | SFM | SPROUTS FMRS MKT INC | 63.3K | $4.9M | $5.5M | 3.02% | -- | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 8.3K | $4.8M | $5.7M | 3.12% | +8.3K | 2026-03-31 |
| 11 | LEMB | ISHARES INC | 111.6K | $4.6M | $4.8M | 2.60% | -- | 2026-03-31 |
| 12 | BTI | BRITISH AMERN TOB PLC | 73.3K | $4.3M | $4.4M | 2.44% | -- | 2026-03-31 |
| 13 | — | COPA HOLDINGS SA | 35.0K | $4.0M | $4.0M | 2.18% | -- | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 23.4K | $4.0M | $3.6M | 1.99% | +23.4K | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 23.4K | $4.0M | $3.6M | 1.99% | +23.4K | 2026-03-31 |
| 16 | — | NOBLE CORP PLC | 117.4K | $3.6M | $3.6M | 1.97% | -- | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 15.3K | $3.3M | $3.8M | 2.11% | -- | 2026-03-31 |
| 18 | HCC | WARRIOR MET COAL INC | 35.7K | $3.3M | $2.8M | 1.55% | -- | 2026-03-31 |
| 19 | WIP | SPDR SERIES TRUST | 77.4K | $3.1M | $3.0M | 1.67% | -- | 2026-03-31 |
| 20 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 60.2K | $3.0M | $2.9M | 1.60% | -- | 2026-03-31 |
| 21 | TIP | ISHARES TR | 25.2K | $2.8M | $2.7M | 1.49% | -- | 2026-03-31 |
| 22 | ULTA | ULTA BEAUTY INC | 4.7K | $2.4M | $2.4M | 1.31% | -- | 2026-03-31 |
| 23 | EPD | ENTERPRISE PRODS PARTNERS L | 57.4K | $2.2M | $2.2M | 1.20% | +57.4K | 2026-03-31 |
| 24 | IQLT | ISHARES TR | 43.8K | $2.0M | $2.2M | 1.20% | -- | 2026-03-31 |
| 25 | EWZ | ISHARES INC | 51.8K | $2.0M | $1.9M | 1.04% | -- | 2026-03-31 |
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