Lifetime Wealth Management P.C.
Long book
$175.8M
Q1 2026
Positions
86
Top-10 weight
46%
concentration
Last quarter
-0.1%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsLifetime Wealth Management P.C. is an institutional manager, running a $175.8M US long book across 86 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: PETROLEO BRASIL-SP PREF ADR, SS SPDR BB 1-3M T-BILL ETF, CANADIAN NATURAL RESOURCES, JSC KASPI.KZ ADR, ISHARES MSCI BRAZIL SMALL-CA.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+9.6%
Q1 2026
-0.1%
Sector allocation
Energy 40%
Consumer discretionary 17%
Industrials 11%
Healthcare 9%
Materials 8%
Technology 4%
Utilities 4%
Other 4%
Long book by quarter
What does Lifetime Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CNQ CANADIAN NATURAL RESOURCES | Energy | 187.4K | $9.1M | 5.2% | -2.2% |
| NE NOBLE CORP PLC | Energy | 122.3K | $6.0M | 3.4% | -2.8% |
| SFM SPROUTS FARMERS MARKET INC | Consumer discretionary | 63.3K | $4.9M | 2.8% | +1482.1% |
| CPA COPA HOLDINGS SA-CLASS A | Industrials | 35.0K | $4.0M | 2.3% | -2.2% |
| XOM EXXON MOBIL CORP | Energy | 23.4K | $4.0M | 2.3% | -1.9% |
| ABBV ABBVIE INC | Healthcare | 15.3K | $3.3M | 1.9% | -1.7% |
| HCC WARRIOR MET COAL INC | Materials | 35.7K | $3.3M | 1.9% | -4.7% |
| ULTA ULTA BEAUTY INC | Consumer discretionary | 4.7K | $2.4M | 1.4% | -11.5% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 57.4K | $2.2M | 1.2% | 0.0% |
| TSLX SIXTH STREET SPECIALTY LENDI | — | 97.4K | $1.8M | 1.0% | +77.5% |
| WMT WALMART INC | Consumer discretionary | 10.8K | $1.3M | 0.8% | -16.6% |
| AAPL APPLE INC | Technology | 4.1K | $1.0M | 0.6% | -15.1% |
| AB ALLIANCEBERNSTEIN HOLDING LP | Financials | 26.4K | $990K | 0.6% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 8.4K | $863K | 0.5% | -2.6% |
| NAMS NEWAMSTERDAM PHARMA CO NV | Healthcare | 23.5K | $752K | 0.4% | -60.3% |
| MSFT MICROSOFT CORP | Technology | 1.8K | $666K | 0.4% | -13.4% |
| NRP NATURAL RESOURCE PARTNERS LP | Materials | 5.3K | $644K | 0.4% | Held |
| MPLX MPLX LP | Energy | 11.0K | $628K | 0.4% | Held |
| GSL GLOBAL SHIP LEASE INC-CL A | Industrials | 15.6K | $582K | 0.3% | -24.2% |
| SU SUNCOR ENERGY INC | Energy | 7.7K | $510K | 0.3% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.1K | $478K | 0.3% | -35.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.7K | $359K | 0.2% | -20.5% |
| NVDA NVIDIA CORP | Technology | 1.9K | $338K | 0.2% | -45.5% |
| UAN CVR PARTNERS LP | Other | 2.5K | $310K | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 1.4K | $282K | 0.2% | -20.6% |
| T AT&T INC | Communications | 9.4K | $271K | 0.2% | +2.6% |
| JXN JACKSON FINANCIAL INC-A | Financials | 2.5K | $269K | 0.2% | -86.6% |
| UAL UNITED AIRLINES HOLDINGS INC | Industrials | 2.8K | $256K | 0.1% | Held |
| AVGO BROADCOM INC | Technology | 705 | $218K | 0.1% | -19.6% |
| GE GENERAL ELECTRIC | Industrials | 750 | $213K | 0.1% | Held |
| ENB ENBRIDGE INC | Energy | 3.9K | $208K | 0.1% | New |
| NXE NEXGEN ENERGY LTD | Materials | 10.0K | $116K | 0.1% | Held |
| CBUS CIBUS INC | Other | 15.5K | $31K | 0.0% | New |
| SBEV SPLASH BEVERAGE GROUP INC | Consumer staples | 66.0K | $24K | 0.0% | Held |
13F filing history
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