Institutional Fund
Lifetime Wealth Management P.C.
Rockwall, TXCIK 21163393 filings on record
Portfolio Value
$175.82M
Q1 2026
Holdings
86
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+10.4%
from $159.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Petroleo Brasileiro SA Petro7.0%
- Spdr Series Trust6.0%
- Canadian Nat Res Ltd5.2%
- Kaspi Kz Jsc4.9%
- Ishares Tr4.9%
- Vale S A4.8%
- Other67.2%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Petroleo Brasileiro SA Petro | 657.0K | $12.32M | 7.0% | −11.8K | Reduced |
| 2 | Spdr Series Trust | 114.7K | $10.51M | 6.0% | +3.1K | Added |
| 3 | Canadian Nat Res Ltd | 187.4K | $9.13M | 5.2% | −4.3K | Reduced |
| 4 | Kaspi Kz Jsc | 117.3K | $8.69M | 4.9% | +7.3K | Added |
| 5 | Ishares Tr | 584.4K | $8.66M | 4.9% | +19.5K | Added |
| 6 | Vale S A | 531.3K | $8.45M | 4.8% | −34.5K | Reduced |
| 7 | Sprott Physical Gold Etv | 196.7K | $6.97M | 4.0% | +1.7K | Added |
| 8 | Noble Corp PLC | 122.3K | $6.00M | 3.4% | −3.5K | Reduced |
| 9 | Sprouts Fmrs Mkt Inc | 63.3K | $4.88M | 2.8% | +59.3K | Added |
| 10 | Invesco Qqq Tr | 8.3K | $4.78M | 2.7% | +194 | Added |
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