Quick Takeaways
- Lifetime Wealth Management P.C. reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $159,259,145.
- Info
- Portfolio
13F Filings History of Lifetime Wealth Management P.C.
- Latest 13F report
- Q4 2025 - 25 Mar 2026
- Value $
- $159,259,145
- 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 89 stock holdings with total value $159,259,145 as of Q4 2025. Top holdings included BIL, KSPI, PBRA, VALE, and EWZS.
Follow Filing Activity
Follow Lifetime Wealth Management P.C. and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 25 Mar 2026, 14:13.
- Historical comparison will expand as more 13F quarters are available.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 89 | $159,259,145 | $0 | $0 | $0 | BIL, KSPI, PBRA, VALE, EWZS | Restatement | 25 Mar 2026, 14:13 |