Lifetime Wealth Management P.C.
Lifetime Wealth Management P.C. reported 90 holdings worth US$171M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 17, 2026
Lifetime Wealth Management P.C. reported 90 holdings worth US$171M as of Jun 30, 2026. Largest: Petroleo Brasileiro Sa, Vale S.a. and Canadian Natural Resources Limited. Filed Aug 17, 2026 (Form 13F).
- Holdings
- 90
- Value as reported
- US$171M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Petroleo Brasileiro Sa | 592K | US$9.56M | 5.6% |
| Vale S.a. | 509K | US$7.66M | 4.5% |
| Canadian Natural Resources Limited | 183K | US$7.23M | 4.2% |
| Sprouts Farmers Market, Inc. | 63,645 | US$5.38M | 3.1% |
| British American Tobacco P.l.c. | 69,143 | US$4.27M | 2.5% |
| Copa Holdings, S.a. | 27,320 | US$4.25M | 2.5% |
| Abbvie Inc. | 15,284 | US$3.85M | 2.2% |
| Warrior Met Coal, Inc. | 39,087 | US$3.17M | 1.9% |
| Exxon Mobil Corporation | 21,930 | US$3M | 1.8% |
| Enterprise Products Partners L.p. | 56,890 | US$2.09M | 1.2% |
| Ulta Beauty, Inc. | 4,102 | US$1.85M | 1.1% |
| Sixth Street Specialty Lending, Inc. | 101K | US$1.74M | 1.0% |
| Walmart Inc. | 10,273 | US$1.16M | 0.68% |
| Apple Inc | 3,825 | US$1.11M | 0.65% |
| Alliancebernstein Holding L.p. | 26,050 | US$917K | 0.54% |
| Copart, Inc. | 28,000 | US$789K | 0.46% |
| Abbott Laboratories | 8,297 | US$753K | 0.44% |
| Mplx Lp | 11,000 | US$620K | 0.36% |
| Microsoft Corp. | 1,660 | US$619K | 0.36% |
| Omega Healthcare Investors, Inc. | 12,718 | US$606K | 0.35% |
| Global Ship Lease Inc New | 15,523 | US$584K | 0.34% |
| Natural Resource Partners Lp Limited Partnership | 5,175 | US$502K | 0.29% |
| Suncor Energy Inc. | 7,715 | US$414K | 0.24% |
| United Airlines Holdings, Inc. | 2,782 | US$378K | 0.22% |
| Amazon.com, Inc. | 1,428 | US$340K | 0.20% |
| Nvidia Corporation | 1,536 | US$307K | 0.18% |
| Ge Aerospace | 750 | US$280K | 0.16% |
| Texas Instruments Incorporated | 923 | US$275K | 0.16% |
| Cvr Partners, Lp | 2,450 | US$273K | 0.16% |
| Jackson Financial Inc. | 2,544 | US$261K | 0.15% |
| Advanced Micro Devices Inc | 409 | US$238K | 0.14% |
| Broadcom Inc. | 623 | US$236K | 0.14% |
| Ge Vernova Inc. | 187 | US$220K | 0.13% |
| Chevron Corporation | 1,280 | US$212K | 0.12% |
| Enbridge Inc. | 3,850 | US$209K | 0.12% |
| Coca-cola Company (the) | 2,487 | US$202K | 0.12% |
| Braemar Hotels & Resorts Inc. | 73,259 | US$158K | 0.09% |
| Nexgen Energy Ltd. | 10,000 | US$93,900 | 0.05% |
| Cibus, Inc. | 15,500 | US$21,235 | 0.01% |
| Splash Beverage Group, Inc. (nv) | 66,050 | US$10,238 | <0.01% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Brag House Holdings, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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