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LWM
Lifetime Wealth Management Portfolio holdings
AUM
$171M
This Fund
S&P 500
This Quarter
Est. Return
+3.11%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow
% of AUM
98.98%
Top 10 Holdings %
Top 10 Hldgs %
42.69%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$10.2M |
| 2 |
Kaspi.kz JSC
KSPI
|
+$8.31M |
| 3 |
Petrobras Class A
PBR.A
|
+$7.72M |
| 4 |
iShares MSCI Brazil Small-Cap ETF
EWZS
|
+$7.62M |
| 5 |
Vale
VALE
|
+$6.87M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 15.15% |
| 2 | Technology | 7.61% |
| 3 | Materials | 6.86% |
| 4 | Healthcare | 4.22% |
| 5 | Industrials | 3.9% |
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Lifetime Wealth Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Lifetime Wealth Management, which disclosed 89 positions worth $159M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 111,502 shares worth $10.2M.
By sector, the portfolio is most concentrated in Energy at 15% of assets, followed by Technology and Materials.
- Lifetime Wealth Management's largest Q4 2025 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 111,502 shares worth $10.2M.
- Lifetime Wealth Management's ten largest holdings make up 43% of its $159M portfolio in Q4 2025.
- Lifetime Wealth Management disclosed 89 positions in Q4 2025, its first 13F filing on record.
Based on Lifetime Wealth Management's 13F filing for Q4 2025, filed 9 Mar 2026.