13F Filings History of Lifetime Wealth Management P.C.

Latest 13F report
Q4 2025 - 09 Mar 2026
Value $
$1,497,471
Signature - Title
Beth McCrackin - Director of Compliance
Location
Rockwall, TX
Summary
This page shows a list of all the recent 13F filings made by Lifetime Wealth Management P.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lifetime Wealth Management P.C. reported 149 stock holdings with total value $1,497,471 as of Q4 2025. Top holdings included BRKA, GDX, BN, ITOT, and DWLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 149 $1,497,471 $0 $0 $0 BRKA, GDX, BN, ITOT, DWLD 13F-HR 09 Mar 2026, 06:00