LWM
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Lifetime Wealth Management’s Cambria Global Value ETF GVAL Stock Holding History

Lifetime Wealth Management’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$370K Buy
10,270
+58
+0.6% +$2.06K 0.22% 67
2026
Q1 		$339K Buy
10,212
+18
+0.2% +$611 0.19% 68
2025
Q4 		$321K Buy
+10,194
New +$310K 0.2% 71

Other funds holding GVAL

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lifetime Wealth Management's GVAL Position: Q2 2026 in Review

Lifetime Wealth Management increased its Cambria Global Value ETF (GVAL) stake by 0.57% in Q2 2026, buying an estimated $2.06K and bringing the position to 10,270 shares worth $370K. The position accounts for 0.22% of the portfolio, ranked #67.

Lifetime Wealth Management first reported a position in GVAL in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold GVAL as of Q2 2026.

  • Lifetime Wealth Management held 10,270 shares of Cambria Global Value ETF worth $370K as of Q2 2026.
  • Lifetime Wealth Management bought 58 Cambria Global Value ETF shares in Q2 2026, an estimated $2.06K.
  • Cambria Global Value ETF made up 0.22% of Lifetime Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Lifetime Wealth Management first reported a position in Cambria Global Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.