Rockwall, Texas-based investment firm Lifetime Wealth Management P.C. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 88 distinct positions held by the firm.
The portfolio is diversified across various sectors, including healthcare, energy, and financial services. Notable holdings include significant stakes in Vale S.A., represented by sponsored American Depositary Shares, and Petroleo Brasileiro S.A., also held as sponsored ADRs. The firm also holds substantial positions in Noble Corp. PLC, with both ordinary shares and warrants listed, and Sprott Asset Management LP Physical Gold Trust.
Within the technology sector, the firm holds shares in Abbott Laboratories, AbbVie Inc., and Advanced Micro Devices Inc. The portfolio also includes a variety of exchange-traded funds (ETFs), such as the iShares MSCI Brazil ETF, the iShares J.P. Morgan EM ETF, and the Vanguard S&P 500 ETF Shares.
The filing details the number of shares held for each security, with the largest positions including Vale S.A. at 434,778 shares and Petroleo Brasileiro S.A. at 628,883 shares. The firm also lists holdings in companies such as ExxonMobil Holdings Corp., Coca-Cola Co., and Walmart Inc.
