Lifetime Wealth Management P.C.

Q3 2026 13F Holdings

Location
Rockwall, TX
Holdings as of
9/30/2026
Value
$166M
Num holdings
88
Date filed
10/29/2026
Form type
13F-HR
Prev filing
8/17/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type