Lifetime Wealth Management P.C.
Top Portfolio Positions
43 positions ·
$87,746,229 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CNQ |
Canadian Natural Resources Ltd
Energy
|
187,376 | $9,130,832 | 10.41% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
117,329 | $8,690,559 | 9.90% | |
| VALE |
Vale S.A.
Basic Materials
|
531,278 | $8,452,632 | 9.63% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
196,727 | $6,972,004 | 7.95% | |
| NE |
Noble Corp plc
Energy
|
122,320 | $6,002,242 | 6.84% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
63,282 | $4,880,940 | 5.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,280 | $4,779,050 | 5.45% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
73,287 | $4,285,090 | 4.88% | |
| CPA |
Copa Holdings, S.A.
Industrials
|
35,000 | $3,976,350 | 4.53% | |
| XOM |
Exxon Mobil Corp
Energy
|
23,420 | $3,973,437 | 4.53% |
Portfolio Trend
2 quarters · across all stocks
Holdings in TSLX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,790,506 | 97,416 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,192,145 | 54,887 | Shares | Sole | 2026-03-25 | |
| No 13F history on record for this holder in this stock. | ||||||