Lifetime Wealth Management P.C.
All 13F Filings
- Location
- Rockwall, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 171,315
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 90 | 171,315 | 13F-HR | Lifetime Wealth Management P.C. |
| Q1 2026 | 5/15/2026 | 86 | 175,816 | 13F-HR | Lifetime Wealth Management P.C. |
| Q4 2025 | 3/25/2026 | 89 | 159,259 | 13F-HR/A - RESTATEMENT | Lifetime Wealth Management P.C. |
| Q4 2025 | 3/9/2026 | 149 | 149,630 | 13F-HR | Lifetime Wealth Management P.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.96 K | 54.3% | 0 | 8.055 K | -8.055 K |
| ETFs | 77.29 K | 45.7% | 5.081 K | 0 | 5.081 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
171,315
Holdings
90
QoQ value change ($000)
-4,501
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.