2026 Q1 Portfolio Activity
In 2026 Q1, Lifetime Wealth Management P.C. maintained a portfolio of 221 distinct positions. The most significant new addition was PETROLEO BRASILEIRO S A, now representing 7.01% of the total fund value. They heavily accumulated shares in INVESCO QQQ TR, increasing the position by 118185.7%. Conversely, Lifetime Wealth Management P.C. completely exited their position in BERKSHIRE HATHAWAY INC DEL.
Position History
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Total Positions
221
Quarter
2026 Q1
Top Holding
PBR/A (7.0%)
Top 10 Concentration
45.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 221
Lifetime Wealth Management P.C. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PBR/A
PETROLEO BRASIL...
|
Energy | 7.01% | — |
#1
Prev: #—
|
8.3 | 656,972 | — |
NEW
|
656,972 | $12,318,225 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 5.98% | — |
#2
Prev: #—
|
7.4 | 114,650 | — |
NEW
|
114,650 | $10,506,547 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 5.19% | — |
#3
Prev: #—
|
6.6 | 187,376 | — |
NEW
|
187,376 | $9,130,832 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KSPI
KASPI KZ JSC
|
Technology | 4.94% | — |
#4
Prev: #—
|
6.0 | 117,329 | — |
NEW
|
117,329 | $8,690,559 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EWZS
ISHARES TR
|
ETF | 4.92% | — |
#5
Prev: #—
|
6.0 | 584,432 | — |
NEW
|
584,432 | $8,655,440 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VALE
VALE S A
|
Basic Materials | 4.81% | — |
#6
Prev: #—
|
5.4 | 531,278 | — |
NEW
|
531,278 | $8,452,633 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PHYS
SPROTT ASSET MA...
|
Unknown | 3.97% | — |
#7
Prev: #—
|
5.1 | 196,727 | — |
NEW
|
196,727 | $6,972,005 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NE
NOBLE CORP PLC
|
Energy | 3.41% | — |
#8
Prev: #—
|
4.9 | 122,320 | — |
NEW
|
122,320 | $6,002,242 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SFM
SPROUTS FMRS MK...
|
Consumer Defensive | 2.78% | — |
#9
Prev: #—
|
4.6 | 63,282 | — |
NEW
|
63,282 | $4,880,941 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.72% | 0.89% |
#10
26
Prev: #36
|
4.1 | 8,273 | 118185.7% |
P
S
|
8,280 | $4,779,253 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LEMB
ISHARES INC
|
ETF | 2.59% | — |
#11
Prev: #—
|
4.5 | 111,602 | — |
NEW
|
111,602 | $4,553,345 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BTI
BRITISH AMERN T...
|
Consumer Defensive | 2.44% | — |
#12
Prev: #—
|
4.5 | 73,287 | — |
NEW
|
73,287 | $4,285,085 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPA
COPA HOLDINGS S...
|
Industrials | 2.26% | — |
#13
Prev: #—
|
4.4 | 35,000 | — |
NEW
|
35,000 | $3,976,350 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.26% | 1.55% |
#14
3
Prev: #17
|
3.9 | 23,352 | 34341.2% |
P
S
|
23,420 | $3,973,437 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NE/WS
NOBLE CORP PLC
|
Unknown | 2.04% | — |
#15
Prev: #—
|
4.3 | 117,429 | — |
NEW
|
117,429 | $3,589,816 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.89% | — |
#16
Prev: #—
|
4.3 | 15,314 | — |
NEW
|
15,314 | $3,330,642 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HCC
WARRIOR MET COA...
|
Basic Materials | 1.89% | — |
#17
Prev: #—
|
4.3 | 35,687 | — |
NEW
|
35,687 | $3,324,237 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WIP
SPDR SERIES TRU...
|
Bond/Debt | 1.74% | — |
#18
Prev: #—
|
4.2 | 77,391 | — |
NEW
|
77,391 | $3,064,686 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MTBA
SIMPLIFY EXCHAN...
|
ETF | 1.69% | — |
#19
Prev: #—
|
4.2 | 60,229 | — |
NEW
|
60,229 | $2,978,907 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TIP
ISHARES TR
|
ETF | 1.58% | — |
#20
Prev: #—
|
4.1 | 25,242 | — |
NEW
|
25,242 | $2,785,666 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ULTA
ULTA BEAUTY INC
|
Consumer Cyclical | 1.39% | — |
#21
Prev: #—
|
4.1 | 4,677 | — |
NEW
|
4,677 | $2,444,715 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 1.24% | 0.33% |
#22
53
Prev: #75
|
3.5 | 57,366 | 286830.0% |
P
S
|
57,386 | $2,171,475 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 1.15% | — |
#23
Prev: #—
|
4.0 | 43,785 | — |
NEW
|
43,785 | $2,024,182 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EWZ
ISHARES INC
|
ETF | 1.13% | — |
#24
Prev: #—
|
4.0 | 51,832 | — |
NEW
|
51,832 | $1,989,822 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AUSF
GLOBAL X FDS
|
ETF | 1.13% | — |
#25
Prev: #—
|
4.0 | 41,044 | — |
NEW
|
41,044 | $1,984,494 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MMTM
SPDR SERIES TRU...
|
ETF | 1.10% | — |
#26
Prev: #—
|
3.9 | 6,906 | — |
NEW
|
6,906 | $1,935,028 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 1.06% | — |
#27
Prev: #—
|
3.9 | 16,553 | — |
NEW
|
16,553 | $1,855,721 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COAL
EXCHANGE TRADED...
|
Unknown | 1.05% | — |
#28
Prev: #—
|
3.9 | 67,018 | — |
NEW
|
67,018 | $1,838,984 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLX
SIXTH STREET SP...
|
Financial Services | 1.02% | — |
#29
Prev: #—
|
3.9 | 97,416 | — |
NEW
|
97,416 | $1,790,506 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 0.92% | — |
#30
Prev: #—
|
3.9 | 29,551 | — |
NEW
|
29,551 | $1,620,565 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.91% | — |
#31
Prev: #—
|
3.9 | 16,025 | — |
NEW
|
16,025 | $1,600,279 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLDG
CAMBRIA ETF TR
|
ETF | 0.87% | — |
#32
Prev: #—
|
3.8 | 63,868 | — |
NEW
|
63,868 | $1,531,209 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EYLD
CAMBRIA ETF TR
|
ETF | 0.87% | — |
#33
Prev: #—
|
3.8 | 36,832 | — |
NEW
|
36,832 | $1,525,227 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EDV
VANGUARD WORLD ...
|
ETF | 0.85% | — |
#34
Prev: #—
|
3.8 | 22,890 | — |
NEW
|
22,890 | $1,486,711 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.84% | — |
#35
Prev: #—
|
3.8 | 13,370 | — |
NEW
|
13,370 | $1,477,006 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DGS
WISDOMTREE TR
|
ETF | 0.77% | — |
#36
Prev: #—
|
3.8 | 22,629 | — |
NEW
|
22,629 | $1,360,030 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.76% | 1.50% |
#37
19
Prev: #18
|
3.3 | 10,632 | 7760.6% |
P
S
|
10,769 | $1,338,364 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KMLM
KRANESHARES TRU...
|
Bond/Debt | 0.74% | — |
#38
Prev: #—
|
3.8 | 45,858 | — |
NEW
|
45,858 | $1,293,188 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBLU
EA SERIES TRUST
|
Unknown | 0.72% | — |
#39
Prev: #—
|
3.8 | 85,292 | — |
NEW
|
85,292 | $1,258,914 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FLSP
FRANKLIN TEMPLE...
|
ETF | 0.69% | — |
#40
Prev: #—
|
3.8 | 44,701 | — |
NEW
|
44,701 | $1,215,866 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 0.69% | — |
#41
Prev: #—
|
3.8 | 27,313 | — |
NEW
|
27,313 | $1,214,062 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LVHI
LEGG MASON ETF ...
|
Bond/Debt | 0.66% | — |
#42
Prev: #—
|
3.8 | 28,834 | — |
NEW
|
28,834 | $1,168,945 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GTIP
GOLDMAN SACHS E...
|
ETF | 0.63% | — |
#43
Prev: #—
|
3.8 | 22,280 | — |
NEW
|
22,280 | $1,100,385 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEF
ISHARES TR
|
ETF | 0.60% | — |
#44
Prev: #—
|
3.7 | 11,088 | — |
NEW
|
11,088 | $1,058,210 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 0.59% | 2.53% |
#45
39
Prev: #6
|
3.2 | 3,906 | 2569.7% |
P
S
|
4,058 | $1,029,896 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBN
BLACKROCK TAX M...
|
Financial Services | 0.57% | — |
#46
Prev: #—
|
3.7 | 61,809 | — |
NEW
|
61,809 | $999,455 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AB
ALLIANCEBERNSTE...
|
Financial Services | 0.56% | 0.42% |
#47
21
Prev: #68
|
3.2 | 26,428 | 120127.3% |
P
S
|
26,450 | $990,288 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OEF
ISHARES TR
|
ETF | 0.56% | — |
#48
Prev: #—
|
3.7 | 3,112 | — |
NEW
|
3,112 | $989,834 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.56% | — |
#49
Prev: #—
|
3.7 | 12,185 | — |
NEW
|
12,185 | $982,216 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GSPY
TIDAL TRUST I
|
ETF | 0.53% | — |
#50
Prev: #—
|
3.7 | 26,534 | — |
NEW
|
26,534 | $938,860 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 221 holdings