Lifetime Wealth Management P.C. Diversified Active

Location: Rockwall, TX

CIK: 0002116339 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $176M (100.0% shares, 0.0% debt)

Holdings (86)

PBR/A PETROLEO BRASILEIRO S A 7.0%
Value $12.32M Shares 656,972 Est. Cost $11.27 Unrealized
BIL SPDR SERIES TRUST 6.0%
Value $10.51M Shares 114,650 Est. Cost $91.39 Unrealized
CNQ CANADIAN NAT RES LTD MED TER 5.2%
Value $9.131M Shares 187,376 Est. Cost $32.42 Unrealized +14.7%
KSPI KASPI KZ JSC 4.9%
Value $8.691M Shares 117,329 Est. Cost $77.88 Unrealized
EWZS ISHARES TR 4.9%
Value $8.655M Shares 584,432 Est. Cost $12.99 Unrealized
VALE VALE S A 4.8%
Value $8.453M Shares 531,278 Est. Cost $13.03 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 4.0%
Value $6.972M Shares 196,727 Est. Cost $33.02 Unrealized
NE NOBLE CORP PLC 3.4%
Value $6.002M Shares 122,320 Est. Cost $29.24 Unrealized +27.1%
SFM SPROUTS FMRS MKT INC 2.8%
Value $4.881M Shares 63,282 Est. Cost $73.46 Unrealized -1.5%
QQQ INVESCO QQQ TR 2.7%
Value $4.779M Shares 8,280 Est. Cost $613.46 Unrealized
LEMB ISHARES INC 2.6%
Value $4.553M Shares 111,602 Est. Cost $41.57 Unrealized
BTI BRITISH AMERN TOB PLC 2.4%
Value $4.285M Shares 73,287 Est. Cost $56.65 Unrealized
CPA COPA HOLDINGS SA 2.3%
Value $3.976M Shares 35,000 Est. Cost $121.26 Unrealized +14.5%
XOM EXXON MOBIL CORP 2.3%
Value $3.973M Shares 23,420 Est. Cost $115.49 Unrealized +20.1%
NE/WS NOBLE CORP PLC 2.0%
Value $3.59M Shares 117,429 Est. Cost $17.50 Unrealized
ABBV ABBVIE INC 1.9%
Value $3.331M Shares 15,314 Est. Cost $227.54 Unrealized -2.2%
HCC WARRIOR MET COAL INC 1.9%
Value $3.324M Shares 35,687 Est. Cost $75.18 Unrealized +22.3%
WIP SPDR SERIES TRUST 1.7%
Value $3.065M Shares 77,391 Est. Cost $39.39 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 1.7%
Value $2.979M Shares 60,229 Est. Cost $50.31 Unrealized
TIP ISHARES TR 1.6%
Value $2.786M Shares 25,242 Est. Cost $109.91 Unrealized
ULTA ULTA BEAUTY INC 1.4%
Value $2.445M Shares 4,677 Est. Cost $549.70 Unrealized +21.9%
EPD ENTERPRISE PRODS PARTNERS L 1.2%
Value $2.171M Shares 57,386 Est. Cost $32.06 Unrealized
IQLT ISHARES TR 1.2%
Value $2.024M Shares 43,785 Est. Cost $45.48 Unrealized
EWZ ISHARES INC 1.1%
Value $1.99M Shares 51,832 Est. Cost $32.12 Unrealized
AUSF GLOBAL X FDS 1.1%
Value $1.984M Shares 41,044 Est. Cost $46.49 Unrealized
MMTM SPDR SERIES TRUST 1.1%
Value $1.935M Shares 6,906 Est. Cost $291.65 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 1.1%
Value $1.856M Shares 16,553 Est. Cost $118.89 Unrealized
COAL EXCHANGE TRADED CONCEPTS TRU 1.0%
Value $1.839M Shares 67,018 Est. Cost $22.99 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 1.0%
Value $1.791M Shares 97,416 Est. Cost $21.38 Unrealized -2.6%
IDMO INVESCO EXCH TRADED FD TR II 0.9%
Value $1.621M Shares 29,551 Est. Cost $55.52 Unrealized
AVDV AMERICAN CENTY ETF TR 0.9%
Value $1.6M Shares 16,025 Est. Cost $94.28 Unrealized
BLDG CAMBRIA ETF TR 0.9%
Value $1.531M Shares 63,868 Est. Cost $24.45 Unrealized
EYLD CAMBRIA ETF TR 0.9%
Value $1.525M Shares 36,832 Est. Cost $38.33 Unrealized
EDV VANGUARD WORLD FD 0.8%
Value $1.487M Shares 22,890 Est. Cost $65.01 Unrealized
AVUV AMERICAN CENTY ETF TR 0.8%
Value $1.477M Shares 13,370 Est. Cost $102.59 Unrealized
DGS WISDOMTREE TR 0.8%
Value $1.36M Shares 22,629 Est. Cost $57.37 Unrealized
WMT WALMART INC 0.8%
Value $1.338M Shares 10,769 Est. Cost $107.20 Unrealized +13.8%
KMLM KRANESHARES TRUST 0.7%
Value $1.293M Shares 45,858 Est. Cost $26.09 Unrealized
BBLU EA SERIES TRUST 0.7%
Value $1.259M Shares 85,292 Est. Cost $15.24 Unrealized
FLSP FRANKLIN TEMPLETON ETF TR 0.7%
Value $1.216M Shares 44,701 Est. Cost $26.92 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.7%
Value $1.214M Shares 27,313 Est. Cost $45.84 Unrealized
LVHI LEGG MASON ETF INVT 0.7%
Value $1.169M Shares 28,834 Est. Cost $36.99 Unrealized
GTIP GOLDMAN SACHS ETF TR 0.6%
Value $1.1M Shares 22,280 Est. Cost $49.18 Unrealized
IEF ISHARES TR 0.6%
Value $1.058M Shares 11,088 Est. Cost $96.12 Unrealized
AAPL APPLE INC 0.6%
Value $1.03M Shares 4,058 Est. Cost $268.34 Unrealized -2.1%
BLACKROCK TAX MUNICPAL BD TR 0.6%
Value $999K Shares 61,809 Est. Cost $16.32 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.6%
Value $990K Shares 26,450 Est. Cost $38.48 Unrealized
OEF ISHARES TR 0.6%
Value $990K Shares 3,112 Est. Cost $342.97 Unrealized
AVLV AMERICAN CENTY ETF TR 0.6%
Value $982K Shares 12,185 Est. Cost $76.03 Unrealized
GSPY TIDAL TRUST I 0.5%
Value $939K Shares 26,534 Est. Cost $36.79 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value $935K Shares 1,565 Est. Cost $627.02 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value $863K Shares 8,402 Est. Cost $127.30 Unrealized -9.3%
LTPZ PIMCO ETF TR 0.5%
Value $835K Shares 16,357 Est. Cost $51.75 Unrealized
BCD ABRDN ETFS 0.5%
Value $803K Shares 22,443 Est. Cost $31.19 Unrealized
FYLD CAMBRIA ETF TR 0.4%
Value $789K Shares 21,126 Est. Cost $32.64 Unrealized
NAMS NEWAMSTERDAM PHARMA COMPANY 0.4%
Value $752K Shares 23,500 Est. Cost $36.39 Unrealized -7.3%
MSFT MICROSOFT CORP 0.4%
Value $666K Shares 1,799 Est. Cost $500.58 Unrealized -13.2%
NRP NATURAL RESOURCE PARTNERS LP 0.4%
Value $644K Shares 5,325 Est. Cost $104.40 Unrealized
MPLX MPLX LP 0.4%
Value $628K Shares 11,000 Est. Cost $53.37 Unrealized
TLT ISHARES TR 0.4%
Value $626K Shares 7,216 Est. Cost $87.15 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.3%
Value $601K Shares 53,500 Est. Cost $11.63 Unrealized
EMLC VANECK ETF TRUST 0.3%
Value $590K Shares 23,489 Est. Cost $25.82 Unrealized
GSL GLOBAL SHIP LEASE INC 0.3%
Value $582K Shares 15,623 Est. Cost $32.49 Unrealized +14.2%
OHI OMEGA HEALTHCARE INVS INC 0.3%
Value $556K Shares 12,681 Est. Cost $44.34 Unrealized
SU SUNCOR ENERGY INC NEW 0.3%
Value $510K Shares 7,715 Est. Cost $42.26 Unrealized +22.6%
HON HONEYWELL INTL INC 0.3%
Value $478K Shares 2,114 Est. Cost $195.03 Unrealized +15.8%
AMZN AMAZON COM INC 0.2%
Value $359K Shares 1,722 Est. Cost $228.79 Unrealized -0.9%
GVAL CAMBRIA ETF TR 0.2%
Value $339K Shares 10,212 Est. Cost $31.47 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $338K Shares 1,940 Est. Cost $186.13 Unrealized +0.3%
GOAU ETF SER SOLUTIONS 0.2%
Value $323K Shares 7,282 Est. Cost $42.69 Unrealized
UAN CVR PARTNERS LP/CVR NITROGEN 0.2%
Value $310K Shares 2,450 Est. Cost $102.50 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.2%
Value $288K Shares 13,428 Est. Cost $20.39 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $282K Shares 1,365 Est. Cost $151.40 Unrealized +13.5%
T AT&T INC 0.2%
Value $271K Shares 9,352 Est. Cost $25.30 Unrealized +1.8%
JXN JACKSON FINANCIAL INC 0.2%
Value $269K Shares 2,544 Est. Cost $98.91 Unrealized +16.2%
XLF SELECT SECTOR SPDR TR 0.2%
Value $267K Shares 5,409 Est. Cost $54.77 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value $256K Shares 2,782 Est. Cost $101.05 Unrealized +10.5%
AVGO BROADCOM INC 0.1%
Value $218K Shares 705 Est. Cost $357.00 Unrealized -6.4%
GE GE AEROSPACE 0.1%
Value $213K Shares 750 Est. Cost $300.80 Unrealized +5.8%
ENB ENBRIDGE INC 0.1%
Value $208K Shares 3,850 Est. Cost $48.57 Unrealized 0.0%
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value $206K Shares 1,026 Est. Cost $206.57 Unrealized
BRAEMAR HOTELS & RESORTS INC 0.1%
Value $167K Shares 11,500 Est. Cost $14.81 Unrealized
NXE NEXGEN ENERGY LTD 0.1%
Value $116K Shares 10,000 Est. Cost $8.83 Unrealized +34.7%
CBUS CIBUS INC 0.0%
Value $30,690 Shares 15,500 Est. Cost $2.26 Unrealized 0.0%
SBEV SPLASH BEVERAGE GROUP INC 0.0%
Value $23,728 Shares 66,050 Est. Cost $1.50 Unrealized -57.2%
TBH BRAG HSE HLDGS INC 0.0%
Value $8,798 Shares 33,000 Est. Cost $1.04 Unrealized -60.7%