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