Lifetime Wealth Management P.C.

13F Portfolio Filings

Most recent 13F
Q1 2026
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
Q1 2026 86 175,815 PBR-A, BIL, CNQ.TO, KSPI.IL 13F-HR 5/15/2026 000121465926006372
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