account_balance
Investment manager · 13F filer · SEC CIK 2116339
Lifetime Wealth Management P.C.
Reported value$166Mas of Sep 30, 2026
Positions88 4 new, 6 sold out
Top 10 weight46.2%EWZS alone is 8%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EWZSiShares Tr
7.5%Added +14%
PBR-APetrobras - Petroleo Brasileiro SA
7.2%Trimmed −4%
KSPIJoint Stock Co Kaspi.kz
6.2%Trimmed −8%
CNQCanadian Natural Resources Ltd
4.9%Trimmed −6%
BILSPDR Series Trust
4.4%Trimmed −22%
QQQInvesco QQQ Tr
3.5%Trimmed −4%
VALEVale S.A.
3.5%Trimmed −15%
PHYSSprott Physical Gold Trust
3.2%Trimmed −9%
LEMBiShares Inc
2.9%
SFMSprouts Farmers Market, Inc.
2.8%Added +10%
ABBVAbbVie Inc.
2.4%
HCCWarrior Met Coal, Inc.
2.3%Added +10%
EWZSiShares Tr
7.5%Added +14%
PBR-APetrobras - Petroleo Brasileiro SA
7.2%Trimmed −4%
KSPIJoint Stock Co Kaspi.kz
6.2%Trimmed −8%
CNQCanadian Natural Resources Ltd
4.9%Trimmed −6%
BILSPDR Series Trust
4.4%−22%
QQQInvesco QQQ Tr
3.5%
VALEVale S.A.
3.5%
PHYSSprott Physical Gold Trust
3.2%
LEMBiShares Inc
2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EWZS iShares Tr 7.5% Added +14%
PBR-A Petrobras - Petroleo Brasileiro SA 7.2% Trimmed −4%KSPI Joint Stock Co Kaspi.kz 6.2% Trimmed −8%CNQ Canadian Natural Resources Ltd 4.9% Trimmed −6%BIL SPDR Series Trust 4.4% Trimmed −22%
QQQ Invesco QQQ Tr 3.5% Trimmed −4%
VALE Vale S.A. 3.5% Trimmed −15%PHYS Sprott Physical Gold Trust 3.2% Trimmed −9%LEMB iShares Inc 2.9% Held
SFM Sprouts Farmers Market, Inc. 2.8% Added +10%ABBV AbbVie Inc. 2.4% HeldHCC Warrior Met Coal, Inc. 2.3% Added +10%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.