Titelia

Holdings of Lifetime Wealth Management P.C.

67 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51.6 % of the equity sleeve

Sector breakdown

  • Energy 12.8 %
  • Materials 6.6 %
  • Funds 4.5 %
  • Consumer staples 4.4 %
  • Health care 3.3 %
  • Consumer discretionary 2.2 %
  • Technology 1.8 %
  • Industrials 0.7 %
  • Communication 0.2 %
  • Unattributed 63.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 73.5 %
  • BR 16.3 %
  • KZ 6.8 %
  • GB 3.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US6393.8M $73.55 %
2BR220.8M $16.28 %
3KZ18.7M $6.81 %
4GB14.3M $3.36 %

Positions

RankCompanySharesValueWeight
1Petroleo Brasileiro SA - Petrobras 656,97212.3M $
2SPDR Series Trust 114,65010.5M $
3Kaspi.KZ JSC 117,3298.7M $
4Vale SA 531,2788.5M $
5Sprouts Farmers Market Inc 63,2824.9M $
6Invesco QQQ Trust Series 1 8,2804.8M $
7ISHARES INC 111,6024.6M $
8British American Tobacco PLC 73,2874.3M $
9Exxon Mobil Corp 23,4204M $
10AbbVie Inc 15,3143.3M $
11Warrior Met Coal Inc 35,6873.3M $
12State Street SPDR FTSE Interna 77,3913.1M $
13Simplify MBS ETF 60,2293M $
14iShares TIPS Bond ETF 25,2422.8M $
15Ulta Beauty Inc 4,6772.4M $
16Enterprise Products Partners LP 57,3862.2M $
17iShares MSCI International Quality Factor ETF 43,7852M $
18iShares MSCI Brazil ETF 51,8322M $
19Global X Funds 41,0442M $
20Invesco S&P 500 Momentum ETF 16,5531.9M $
21Sixth Street Specialty Lending Inc 97,4161.8M $
22Invesco S&P International Deve 29,5511.6M $
23Avantis International Small Cap Value ETF 16,0251.6M $
24Cambria Global Real Estate ETF 63,8681.5M $
25Cambria Emerging Shareholder Y 36,8321.5M $
26Vanguard World Fund 22,8901.5M $
27American Century ETF Trust 13,3701.5M $
28Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 22,6291.4M $
29Walmart Inc 10,7691.3M $
30Krane Shares Trust 45,8581.3M $
31Franklin Templeton ETF Trust 44,7011.2M $
32VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 27,3131.2M $
33Legg Mason ETF Investment Trust 28,8341.2M $
34iShares Trust 11,0881.1M $
35Apple Inc 4,0581M $
36BlackRock Taxable Municipal Bond Trust 61,809999.5K $
37ALLIANCEBERNSTEIN HOLDING LP 26,450990.3K $
38Ishares S&p 100 Etf 3,112989.8K $
39Avantis US Large Cap Value ETF 12,185982.2K $
40Gotham Enhanced 500 ETF 26,534938.9K $
41Vanguard S&P 500 ETF 1,565935K $
42Abbott Laboratories 8,402862.6K $
43abrdn Bloomberg All Commodity 22,443803K $
44Cambria Foreign Shareholder Yi 21,126788.7K $
45Microsoft Corp 1,799666.1K $
46Natural Resource Partners L.P. 5,325644.3K $
47MPLX LP 11,000627.8K $
48iShares Trust 7,216625.6K $
49NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 53,500600.8K $
50VanEck J. P. Morgan EM Local Currency Bond ETF 23,489589.8K $
51Omega Healthcare Investors Inc 12,681555.7K $
52Honeywell International Inc 2,114477.8K $
53Amazon.com Inc 1,722358.6K $
54Cambria Global Value ETF 10,212338.7K $
55NVIDIA Corp 1,940338.4K $
56CVR Partners LP 2,450310.3K $
57Chevron Corp 1,365282.4K $
58AT&T Inc 9,352271.1K $
59Jackson Financial Inc 2,544269K $
60Select Sector Spdr Trust 5,409267K $
61United Airlines Holdings Inc 2,782256.1K $
62Broadcom Inc 705218.4K $
63General Electric Co 750212.8K $
64First Trust Exchange-Traded Fund 1,026206.1K $
65CIBUS INC 15,50030.7K $
66SPLASH BEVERAGE GROUP INC 66,05023.7K $
67BRAG HOUSE HOLDINGS INC 33,0008.8K $