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Lifetime Wealth Management P.C.

Latest statistics and disclosures from Lifetime Wealth Management P.C.'s latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002116339

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Positions held by Lifetime Wealth Management P.C. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lifetime Wealth Management P.C.

Lifetime Wealth Management P.C. holds 149 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.2	$6.3M	120.00	52394.04	View chart
Meta Platforms Cl A (META)	3.9	$5.8M	186.00	31331.04	View chart
Alphabet Cap Stk Cl C (GOOG)	3.2	$4.8M	121.00	39569.07	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.0	$4.5M	70.00	64607.71	View chart
JPMorgan Chase & Co. (JPM)	3.0	$4.5M	202.00	22288.89	View chart
Apple (AAPL)	2.5	$3.8M	152.00	24910.62	View chart
Ge Aerospace Com New (GE)	2.4	$3.6M	131.00	27831.60	View chart
Amazon (AMZN)	2.3	$3.5M	196.00	17617.70	View chart
Microsoft Corporation (MSFT)	2.2	$3.3M	209.00	15721.88	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.0	$3.1M	112.00	27317.25	View chart
NVIDIA Corporation (NVDA)	1.8	$2.7M	139.00	19723.23	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.8	$2.7M	104.00	26084.96	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$2.6M	91.00	28469.43	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.7	$2.5M	60.00	42094.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$2.5M	101.00	24549.93	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.6	$2.5M	107.00	22974.47	View chart
Exxon Mobil Corporation (XOM)	1.5	$2.3M	68.00	34091.90	View chart
Wal-Mart Stores (WMT)	1.5	$2.2M	137.00	16393.49	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.5	$2.2M	113.00	19669.05	View chart
Starbucks Corporation (SBUX)	1.4	$2.1M	151.00	13750.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$2.0M	16.00	123396.62	View chart
Ge Vernova (GEV)	1.3	$1.9M	66.00	29024.15	View chart
FedEx Corporation (FDX)	1.3	$1.9M	53.00	35623.08	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	1.3	$1.9M	49.00	38341.31	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$1.9M	92.00	20141.47	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.2	$1.8M	82.00	22554.30	View chart
Kimbell Rty Partners Unit (KRP)	1.2	$1.8M	61.00	29733.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$1.8M	52.00	34024.21	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.0	$1.5M	2.00	740150.00	View chart
Coca-Cola Company (KO)	1.0	$1.5M	62.00	23820.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$1.4M	26.00	55415.35	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	1.0	$1.4M	77.00	18668.49	View chart
Palantir Technologies Cl A (PLTR)	1.0	$1.4M	64.00	22310.42	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.9	$1.4M	53.00	26621.51	View chart
UnitedHealth (UNH)	0.9	$1.3M	88.00	15197.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.3M	7.00	189359.71	View chart
Dell Technologies CL C (DELL)	0.9	$1.3M	73.00	18113.32	View chart
Goldman Sachs (GS)	0.9	$1.3M	33.00	39124.58	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.3M	26.00	49317.62	View chart
Exchange Traded Concepts Robo Glb Artif (THNQ)	0.8	$1.2M	69.00	16779.61	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.8	$1.1M	70.00	16406.49	View chart
Blackrock (BLK)	0.7	$1.1M	86.00	12840.97	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.7	$1.1M	33.00	32438.73	View chart
Spdr Series Trust State Street Spd (KIE)	0.7	$1.1M	74.00	14346.41	View chart
American Express Company (AXP)	0.7	$1.0M	90.00	11603.83	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.7	$1.0M	60.00	17014.25	View chart
Adobe Systems Incorporated (ADBE)	0.7	$1.0M	62.00	16346.50	View chart
Johnson & Johnson (JNJ)	0.7	$989k	79.00	12520.29	View chart
Home Depot (HD)	0.7	$987k	111.00	8888.90	View chart
Netflix (NFLX)	0.6	$906k	53.00	17101.13	View chart
Eli Lilly & Co. (LLY)	0.6	$901k	64.00	14079.80	View chart
Mastercard Incorporated Cl A (MA)	0.6	$894k	58.00	15410.67	View chart
Uber Technologies (UBER)	0.6	$857k	59.00	14530.64	View chart
Reddit Cl A (RDDT)	0.6	$840k	46.00	18267.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$839k	6.00	139820.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$825k	104.00	7927.71	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.5	$782k	18.00	43430.94	View chart
Invesco Exchange Traded S&p500 Eql Wgt (RSP)	0.5	$778k	35.00	22228.49	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.5	$773k	53.00	14585.77	View chart
Ab Active Etfs High Yield Etf (HYFI)	0.5	$724k	41.00	17658.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$704k	14.00	50290.64	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$694k	43.00	16142.07	View chart
Broadcom (AVGO)	0.5	$689k	50.00	13787.00	View chart
Hercules Technology Growth Capital (HTGC)	0.5	$688k	31.00	22198.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$665k	65.00	10224.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$654k	15.00	43575.53	View chart
Palo Alto Networks (PANW)	0.4	$643k	62.00	10365.87	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.4	$632k	22.00	28717.00	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$632k	19.00	33243.42	View chart
Caterpillar (CAT)	0.4	$629k	24.00	26211.96	View chart
Arista Networks Com Shs (ANET)	0.4	$568k	20.00	28414.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$545k	10.00	54505.30	View chart
Costco Wholesale Corporation (COST)	0.3	$509k	33.00	15409.64	View chart
First Tr Exchange-traded Sml Cp Grw Alp (FYC)	0.3	$497k	31.00	16024.10	View chart
Enterprise Products Partners (EPD)	0.3	$492k	20.00	24604.60	View chart
Arbor Realty Trust (ABR)	0.3	$485k	37.00	13103.81	View chart
Bank of New York Mellon Corporation (BK)	0.3	$474k	41.00	11571.12	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.3	$473k	24.00	19692.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$463k	15.00	30867.87	View chart
Chevron Corporation (CVX)	0.3	$448k	49.00	9138.18	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$445k	21.00	21184.76	View chart
Bank Montreal Medium NT LKD 38 (FNGS)	0.3	$437k	22.00	19853.91	View chart
Tesla Motors (TSLA)	0.3	$427k	31.00	13761.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$420k	13.00	32309.46	View chart
Lululemon Athletica (LULU)	0.3	$419k	41.00	10206.32	View chart
Interactive Brokers Group Com Cl A (IBKR)	0.3	$417k	20.00	20871.75	View chart
Affirm Hldgs Com Cl A (AFRM)	0.3	$410k	50.00	8192.14	View chart
Bank of America Corporation (BAC)	0.3	$401k	45.00	8903.18	View chart
Nuveen Muni Value Fund (NUV)	0.3	$396k	8.00	49518.00	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$394k	17.00	23178.47	View chart
Ares Capital Corporation (ARCC)	0.3	$390k	17.00	22927.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$385k	33.00	11657.36	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.2	$371k	15.00	24730.27	View chart
Comfort Systems USA (FIX)	0.2	$363k	12.00	30249.25	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.2	$362k	41.00	8836.24	View chart
Ciena Corp Com New (CIEN)	0.2	$359k	16.00	22415.38	View chart
Oracle Corporation (ORCL)	0.2	$354k	54.00	6550.56	View chart
Neuberger Berman Mlp Income (NML)	0.2	$332k	16.00	20766.12	View chart
J P Morgan Exchange Traded Nasdaq Eqt Prem (JEPQ)	0.2	$330k	15.00	22002.07	View chart
Vanguard World Health Car Etf (VHT)	0.2	$327k	42.00	7792.55	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$325k	45.00	7220.02	View chart
Lowe's Companies (LOW)	0.2	$322k	40.00	8053.98	View chart
MasTec (MTZ)	0.2	$319k	12.00	26614.42	View chart
EOG Resources (EOG)	0.2	$315k	44.00	7150.34	View chart
Procter & Gamble Company (PG)	0.2	$311k	60.00	5179.92	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.2	$310k	23.00	13467.09	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.2	$304k	14.00	21707.36	View chart
Howmet Aerospace (HWM)	0.2	$304k	19.00	15978.05	View chart
Monolithic Power Systems (MPWR)	0.2	$303k	14.00	21632.57	View chart
Gilead Sciences (GILD)	0.2	$300k	43.00	6974.07	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$293k	21.00	13973.43	View chart
Global X Fds Globx Supdv Us (DIV)	0.2	$292k	6.00	48721.67	View chart
Boeing Company (BA)	0.2	$291k	24.00	12114.08	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$288k	9.00	32047.00	View chart
Phillips 66 (PSX)	0.2	$286k	41.00	6967.46	View chart
SLB Com Stk (SLB)	0.2	$284k	15.00	18958.53	View chart
Firstcash Holdings (FCFS)	0.2	$283k	15.00	18876.20	View chart
VSE Corporation (VSEC)	0.2	$281k	18.00	15582.33	View chart
McDonald's Corporation (MCD)	0.2	$280k	46.00	6090.96	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$280k	15.00	18655.00	View chart
Cisco Systems (CSCO)	0.2	$272k	45.00	6054.11	View chart
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)	0.2	$272k	8.00	33947.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$271k	13.00	20834.08	View chart
Nextera Energy (NEE)	0.2	$270k	43.00	6277.30	View chart
Advanced Micro Devices (AMD)	0.2	$270k	18.00	14983.94	View chart
Invesco Exchange Traded Aerospace Defn (PPA)	0.2	$262k	16.00	16359.12	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$261k	16.00	16322.75	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$259k	17.00	15226.18	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$251k	7.00	35794.86	View chart
American Electric Power Company (AEP)	0.2	$249k	41.00	6068.83	View chart
Kkr & Co (KKR)	0.2	$246k	44.00	5584.16	View chart
Frontline (FRO)	0.2	$245k	6.00	40856.67	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.2	$239k	9.00	26562.89	View chart
General Dynamics Corporation (GD)	0.2	$238k	53.00	4492.40	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$238k	9.00	26392.22	View chart
ConocoPhillips (COP)	0.2	$238k	9.00	26384.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$237k	6.00	39449.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$231k	9.00	25678.56	View chart
Amgen (AMGN)	0.2	$229k	44.00	5201.98	View chart
First Tr Exchange-traded Com Shs (FTA)	0.2	$229k	17.00	13447.94	View chart
Illinois Tool Works (ITW)	0.2	$227k	41.00	5524.90	View chart
Lockheed Martin Corporation (LMT)	0.1	$217k	30.00	7245.93	View chart
Verizon Communications (VZ)	0.1	$217k	10.00	21728.30	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$216k	12.00	18003.58	View chart
International Business Machines (IBM)	0.1	$216k	50.00	4320.48	View chart
Corteva (CTVA)	0.1	$216k	38.00	5673.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$205k	12.00	17041.17	View chart
Waste Management (WM)	0.1	$202k	41.00	4919.05	View chart
Pepsi (PEP)	0.1	$200k	48.00	4169.65	View chart

Past Filings by Lifetime Wealth Management P.C.

SEC 13F filings are viewable for Lifetime Wealth Management P.C. going back to 2025

Lifetime Wealth Management P.C. 2025 Q4 filed March 9, 2026

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