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 149 149,630 BRK-B, META, GOOG, GDX 13F-HR 3/9/2026 000121465926002961