Lifetime Wealth Management P.C.

Q1 2026 13F Holdings

Location
Rockwall, TX
Holdings as of
3/31/2026
Value ($000)
$175,816
Num holdings
86
Date filed
5/15/2026
Form type
13F-HR
Prev filing
3/25/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type