Lifetime Wealth Management P.C.
Filing Date
Global Rank
#5,615
/ 8,232
▲ 419
Top Industry
Asset Management
13.7%
3Y Alpha vs SPY
-28.3%
Period ended 2 months ago
Filed May 15, 2026 · 30d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.7%
SPY
+9.1%
Annualised alpha
-28.3%
Max drawdown
−6.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.4%
−0.2 pts
Top 5
44.7%
+3.0 pts
Top 10
69.7%
+4.8 pts
HHI
594
Diversified+60
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 27.0% | $23,666,987 |
| Basic Materials | 13.8% | $12,087,217 |
| Financial Services | 13.2% | $11,622,005 |
| Technology | 12.5% | $10,942,913 |
| Consumer Defensive | 12.0% | $10,528,112 |
| Industrials | 6.3% | $5,504,786 |
| Healthcare | 5.7% | $4,976,199 |
| Unclassified | 5.4% | $4,779,050 |
| Consumer Cyclical | 3.2% | $2,803,354 |
| Real Estate | 0.6% | $555,681 |
| Communication Services | 0.3% | $279,925 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SFM | Sprouts Farmers Market, Inc. | +59,282 | 63,282 | $4,880,940 | |
| TSLX | Sixth Street Specialty Lending, Inc. | +42,529 | 97,416 | $1,790,506 | |
| KSPI | Joint Stock Co Kaspi.kz | +7,329 | 117,329 | $8,690,559 | |
| PHYS | Sprott Physical Gold Trust | +1,714 | 196,727 | $6,972,004 | |
| BTI | British American Tobacco p.l.c. | +1,127 | 73,287 | $4,285,090 | |
| BBN | BlackRock Taxable Municipal Bond Trust | +353 | 61,809 | $999,451 | |
| T | At&T Inc. | +233 | 9,352 | $271,114 | |
| QQQ | Invesco Qqq Trust, Series 1 | +194 | 8,280 | $4,779,050 | |
| EPD | Enterprise Products Partners L.P. | +5 | 57,386 | $2,171,486 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NAMS | NewAmsterdam Pharma Co N.V. | −35,750 | 23,500 | $752,235 | |
| VALE | Vale S.A. | −34,500 | 531,278 | $8,452,632 | |
| JXN | Jackson Financial Inc. | −16,456 | 2,544 | $268,951 | |
| GSL | Global Ship Lease, Inc. | −5,000 | 15,623 | $581,644 | |
| CNQ | Canadian Natural Resources Ltd | −4,255 | 187,376 | $9,130,832 | |
| NE | Noble Corp plc | −3,500 | 122,320 | $6,002,242 | |
| NEA | Nuveen AMT-Free Quality Municipal Income Fund | −2,500 | 53,500 | $600,805 | |
| WMT | Walmart Inc. | −2,146 | 10,769 | $1,338,371 | |
| HCC | Warrior Met Coal, Inc. | −1,750 | 35,687 | $3,324,244 | |
| NVDA | Nvidia Corp | −1,619 | 1,940 | $338,336 | |
| HON | Honeywell International Inc | −1,150 | 2,114 | $477,827 | |
| OHI | Omega Healthcare Investors Inc | −831 | 12,681 | $555,681 | |
| CPA | Copa Holdings, S.A. | −775 | 35,000 | $3,976,350 | |
| AAPL | Apple Inc. | −723 | 4,058 | $1,029,879 | |
| ULTA | Ulta Beauty, Inc. | −605 | 4,677 | $2,444,714 | |
| XOM | Exxon Mobil Corp | −448 | 23,420 | $3,973,437 | |
| AMZN | Amazon Com Inc | −445 | 1,722 | $358,640 | |
| CVX | Chevron Corp | −355 | 1,365 | $282,418 | |
| MSFT | Microsoft Corp | −278 | 1,799 | $665,935 | |
| ABBV | AbbVie Inc. | −271 | 15,314 | $3,330,641 | |
| ABT | Abbott Laboratories | −220 | 8,402 | $862,633 | |
| AVGO | Broadcom Inc. | −172 | 705 | $218,204 | |
| No positions match the current search. | |||||
3 positions ·
$12,087,217 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VALE |
Vale S.A.
Basic Materials
|
Reduced | 531,278 | $8,452,632 | 69.93% | |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
Reduced | 35,687 | $3,324,244 | 27.50% | |
| UAN |
Cvr Partners, LP
Basic Materials
|
Held | 2,450 | $310,341 | 2.57% |