Lifetime Wealth Management P.C.

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Rockwall, TX
CIK
0002116339
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 89 159,259 BIL, KSPI.IL, PBR-A, VALE RESTATEMENT 3/25/2026 000121465926003776
Additional filings from Lifetime Wealth Management P.C. that have since been restated