Lifetime Wealth Management P.C.

Q2 2026 13F Holdings

Location
Rockwall, TX
Holdings as of
6/30/2026
Value
$171M
Num holdings
90
Date filed
8/17/2026
Form type
13F-HR
Prev filing
5/15/2026
Next filing
10/29/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type