Lifetime Wealth Management P.C.
Lifetime Wealth Management P.C. reported 90 positions worth $171.3M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: EWZS (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EWZS | SH | $10.7M | 6.27% | 827,834 | — | — | |
| ▸ 2 | KSPI | SH | $10.2M | 5.96% | 117,826 | — | — | |
| ▸ 3 | PBR-A | SH | $9.6M | 5.58% | 652,933 | — | — | |
| ▸ 4 | BIL | SH | $9.4M | 5.49% | 102,627 | — | — | |
| ▸ 5 | VALE | SH | $7.7M | 4.47% | 509,278 | — | — | |
| ▸ 6 | CNQ | SH | $7.2M | 4.22% | 182,966 | — | — | |
| ▸ 7 | QQQ | SH | $6.1M | 3.55% | 8,262 | — | — | |
| ▸ 8 | PHYS | SH | $5.7M | 3.34% | 189,860 | — | — | |
| ▸ 9 | SFM | SH | $5.4M | 3.14% | 63,645 | — | — | |
| ▸ 10 | LEMB | SH | $4.8M | 2.81% | 113,623 | — | — |
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Frequently Asked Questions
What stocks does Lifetime Wealth Management P.C. hold as of Q2 2026?
Lifetime Wealth Management P.C. reported 90 positions worth $171.3M in its Q2 2026 13F filing. Largest positions: EWZS (6.3%), KSPI (6.0%), PBR-A (5.6%), BIL (5.5%) and VALE (4.5%).
What did Lifetime Wealth Management P.C. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lifetime Wealth Management P.C. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.