Lifetime Wealth Management P.C.

Institutional manager·CIK 2116339

Annual return

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SPY

—

Alpha

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Invested

$175.8M

Holdings

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$PBR/A

PETROLEO BRASILEIRO S A

Q4 2025: New position (668.8k shares)

7.2%

$BIL

SPDR SERIES TRUST

Q4 2025: New position (111.5k shares)

6.1%

$CNQ

CANADIAN NAT RES LTD MED TER

Q4 2025: New position (191.6k shares)

5.3%

$KSPI

KASPI KZ JSC

Q4 2025: New position (110.0k shares)

5.0%

$EWZS

ISHARES TR

Q4 2025: New position (565.0k shares)

5.0%

$VALE

VALE S A

Q4 2025: New position (565.8k shares)

4.9%

$PHYS

SPROTT ASSET MANAGEMENT LP

Q4 2025: New position (195.0k shares)

4.0%

$NE

NOBLE CORP PLC

Q4 2025: New position (125.8k shares)

3.5%

$SFM

SPROUTS FMRS MKT INC

Q4 2025: New position (4.0k shares)

2.8%

$NDQ

INVESCO QQQ TR

Q4 2025: New position (8.1k shares)

2.8%

See all 85 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:08 UTC.