Lifetime Wealth Management P.C.: 13F holdings
CIK 21163392026Q2
| Positions | 90 |
|---|---|
| Reported value | $171.3m |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ISHARES TR | 827,834 | $10.7m | 6.3% |
| KSPI KASPI KZ JSC | 117,826 | $10.2m | 6.0% |
| PBR.A PETROLEO BRASILEIRO S A | 652,933 | $9.6m | 5.6% |
| BIL SPDR SERIES TRUST | 102,627 | $9.4m | 5.5% |
| VALE VALE S A | 509,278 | $7.7m | 4.5% |
| CNQ CANADIAN NAT RES LTD MED TER | 182,966 | $7.2m | 4.2% |
| QQQ INVESCO QQQ TR | 8,262 | $6.1m | 3.6% |
| PHYS SPROTT ASSET MANAGEMENT LP | 189,860 | $5.7m | 3.3% |
| SFM SPROUTS FMRS MKT INC | 63,645 | $5.4m | 3.1% |
| LEMB ISHARES INC | 113,623 | $4.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2116339")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.