StockDriftsStockDriftsTop 50 Lifetime Wealth Management P C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EWZS | ISHARES TR | 6.27% | 827.8K | $10.7M | +41.65%(+243.40K) | $13.73(-13.36%) | 2026-06-30 | |
| KSPI | KASPI KZ JSC | 5.96% | 117.8K | $10.2M | +0.42%(+497) | $76.11(+29.67%) | 2026-06-30 | |
| PBR.A | PETROLEO BRASILEIRO S A | 5.58% | 652.9K | $9.6M | -0.61%(-4.04K) | $15.01(+7.46%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 5.49% | 102.6K | $9.4M | -10.49%(-12.02K) | $91.51(+0.02%) | 2026-06-30 | |
| VALE | VALE S A | 4.47% | 509.3K | $7.7M | -4.14%(-22.00K) | $14.47(-5.81%) | 2026-06-30 | |
| CNQ | CANADIAN NAT RES LTD MED TER | 4.22% | 183.0K | $7.2M | -2.35%(-4.41K) | $41.29(+16.18%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.55% | 8.3K | $6.1M | -0.22%(-18) | $595.75(+22.71%) | 2026-06-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 3.34% | 189.9K | $5.7M | -3.49%(-6.87K) | $34.23(-2.92%) | 2026-06-30 | |
| SFM | SPROUTS FMRS MKT INC | 3.14% | 63.6K | $5.4M | +0.57%(+363) | $78.41(+5.21%) | 2026-06-30 | |
| LEMB | ISHARES INC | 2.81% | 113.6K | $4.8M | +1.81%(+2.02K) | $41.19(+4.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -8.05% |
| Top 20 Holdings Unweighted | — | — | — | — | -4.44% |
Lifetime Wealth Management P C reports $171.31M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are EWZS (6.3%), KSPI (6.0%) and PBR.A (5.6%). The top 20 holdings account for 64.99% of reported assets. Its disclosed equity book has returned -8.05% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lifetime Wealth Management P C’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2116339). View Lifetime Wealth Management P C’s 13F filings on SEC