Lifetime Wealth Management P.C. - Portfolio overview

Lifetime Wealth Management P.C. has 86 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. PBRA - PETROLEO BRASILEIRO S A, 7.01%
2. BIL - SPDR SERIES TRUST, 5.98%
3. CNQ - CANADIAN NAT RES LTD MED TER, 5.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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