Lifetime Wealth Management P.C.
Lifetime Wealth Management P.C. reported 88 stocks worth $166M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are EWZS (7.5%), PBR.A (7.2%) and KSPI (6.2%). Compared with Q2 2026, the fund opened new positions in XOM, MBGL and T, added to EWZS, SFM and HCC, trimmed PBR.A, KSPI and CNQ and sold out of XOM, CPRT and AVGO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  EWZS Ishares Msci Brazil Small-Cap ETF | $12.5M | 7.5% | 941K | +114K (+14%) | 4 of 4 | |
| 2 |  PBR.A Petroleo Brasileiro SA Petro | $11.9M | 7.2% | 629K | −24K (−4%) | 4 of 4 | |
| 3 |  KSPI Kaspi KZ Jsc | $10.3M | 6.2% | 109K | −8,850 (−8%) | 4 of 4 | |
| 4 |  CNQ Canadian Nat Res Ltd | $8.1M | 4.9% | 172K | −11K (−6%) | 4 of 4 | |
| 5 |  BIL ST Stert Spdr Blmbg 1 3 | $7.4M | 4.4% | 80K | −22K (−22%) | 4 of 4 | |
| 6 |  QQQ Invesco Qqq TR | $5.9M | 3.5% | 7,916 | −346 (−4%) | 4 of 4 | |
| 7 |  VALE Vale S A | $5.8M | 3.5% | 435K | −75K (−15%) | 4 of 4 | |
| 8 |  PHYS Sprott Physical Gold TR | $5.4M | 3.3% | 173K | −17K (−9%) | 4 of 4 | |
| 9 |  LEMB Ishares Inc | $4.8M | 2.9% | 113K | −686 (−1%) | 4 of 4 | |
| 10 |  SFM Sprouts Fmrs Mkt Inc | $4.7M | 2.8% | 70K | +6,500 (+10%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3M | 22K |
 CPRT Copart Inc | $789K | 28K |
 AVGO Broadcom Inc | $236K | 623 |
 HONA Honeywell Aerospace Inc Com | $231K | 1,047 |
 GEV GE Vernova Inc | $220K | 187 |
🔒 Free account: see all 7.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lifetime Wealth Management P.C. 13F FAQ
What does Lifetime Wealth Management P.C. own?
Lifetime Wealth Management P.C. reported 88 stocks worth $166M in its 13F filing for Q3 2026, filed Oct 29, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Lifetime Wealth Management P.C. buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 8 added to, 58 trimmed and 7 sold out. New positions include XOM, MBGL and T. It sold all of XOM, CPRT and AVGO.
When will Lifetime Wealth Management P.C. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lifetime Wealth Management P.C.'s portfolio worth?
The Q3 2026 filing reports $166M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.