§ 13F · FUND PROFILE
Lifetime Wealth Management P.C..
AUM · $171M (13F)Positions · 90Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EWZS | ISHARES TR | 828K | $11M | 6.3% | +42% |
| 2 | KSPI | KASPI KZ JSC | 118K | $10M | 6.0% | ±0% |
| 3 | PBR/A | PETROLEO BRASILEIRO S A | 653K | $10M | 5.6% | −1% |
| 4 | BIL | SPDR SERIES TRUST | 103K | $9M | 5.5% | −10% |
| 5 | VALE | VALE S A | 509K | $8M | 4.5% | −4% |
| 6 | CNQ | CANADIAN NAT RES LTD MED TER | 183K | $7M | 4.2% | −2% |
| 7 | QQQ | INVESCO QQQ TR | 8K | $6M | 3.6% | ±0% |
| 8 | PHYS | SPROTT ASSET MANAGEMENT LP | 190K | $6M | 3.3% | −3% |
| 9 | SFM | SPROUTS FMRS MKT INC | 64K | $5M | 3.1% | +1% |
| 10 | LEMB | ISHARES INC | 114K | $5M | 2.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFETIME SIGNAL
AC read
Lifetime Wealth Management P.C. is a institutional fund managing $171 million in assets. The fund runs a portfolio of 90 positions.
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