Lifetime Wealth Management P.C.

Lifetime Wealth Management P.C. as of Dec. 31, 2025

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