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Beth McCrackin

Lifetime Wealth Management P.c.

Assets Managed
$175.816M
Holdings
86
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
10.4%(2Q avg: 5.2%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifetime Wealth Management P.c.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Lifetime Wealth Management P.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 175.816M in assets, with a quarterly growth rate of 10.4% and a 2-quarter average growth rate of 5.2%. The portfolio is managed by Beth McCrackin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PBR.A
Petroleo Brasil-sp Pref Adr
Recent Activity
Decreased -1.76%
7.01%
$12.318M
656,972 shares@ $18.75 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 2.83%
5.98%
$10.507M
114,650 shares@ $91.65 avg price
CNQ
Canadian Natural Resources
Recent Activity
Decreased -2.22%
5.2%
$9.131M
187,376 shares@ $48.73 avg price
KSPI
Jsc Kaspi.kz Adr
Recent Activity
Increased 6.67%
4.95%
$8.691M
117,329 shares@ $74.07 avg price
EWZS
Ishares Msci Brazil Small-ca
Recent Activity
Increased 3.45%
4.93%
$8.655M
584,432 shares@ $14.82 avg price
VALE
Vale Sa-sp Adr
Recent Activity
Decreased -6.09%
4.81%
$8.453M
531,278 shares@ $15.92 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Increased 0.88%
3.97%
$6.972M
196,727 shares@ $35.45 avg price
NE
Noble Corp Plc
Recent Activity
Decreased -2.78%
3.42%
$6.002M
122,320 shares@ $49.07 avg price
SFM
Sprouts Farmers Market Inc
Recent Activity
Increased 1482.05%
2.78%
$4.881M
63,282 shares@ $77.14 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2.4%
2.72%
$4.779M
8,280 shares@ $577.21 avg price

1-10 of 86