13F-HR filed by Lifetime Wealth Management P.C.
Lifetime Wealth Management P.C. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-03-09, with 149 holding rows worth $149,630,428.
- Accession
- 0001214659-26-002961
- Filer
- CIK 2116339
- Filed
- 2026-03-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 149 entries on the cover page, a total value of $149,630,428 stated on the cover page (in dollars after the unit check, H1), rows summing to $149,630,428 with VALUE read as dollars as filed, 13F file number 028-26753. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 084670702 | COM | 120 | $6,287,285 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 186 | $5,827,573 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 121 | $4,787,857 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 70 | $4,522,540 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| JPMorgan Chase & Co | 46625H100 | COM | 202 | $4,502,355 | dollars as filed | |
| Apple Inc | 037833100 | COM | 152 | $3,786,415 | dollars as filed | |
| General Electric Company | 369604301 | COM | 131 | $3,645,939 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 196 | $3,453,070 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 209 | $3,285,873 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 112 | $3,059,532 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 139 | $2,741,529 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R704 | RBA INDL ETF | 104 | $2,712,836 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Vanguard Growth | 922908736 | COM | 91 | $2,590,718 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 60 | $2,525,656 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 101 | $2,479,543 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 107 | $2,458,268 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 68 | $2,318,249 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Walmart Inc. | 931142103 | COM | 137 | $2,245,908 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 113 | $2,222,603 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Starbucks Corporation | 855244109 | COM | 151 | $2,076,332 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 16 | $1,974,346 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| GE Vernova Inc. | 36828A101 | COM | 66 | $1,915,594 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 53 | $1,888,023 | dollars as filed | |
| DAVIS FUNDAMENTAL ETF TR | 23908L306 | SELECT WRLD WI | 49 | $1,878,724 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 92 | $1,853,015 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 82 | $1,849,453 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| KIMBELL RTY PARTNERS LP | 49435R102 | UNIT | 61 | $1,813,724 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| VTI | 922908769 | COM | 52 | $1,769,259 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,480,300 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 62 | $1,476,865 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 26 | $1,440,799 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| VANECK ETF TRUST | 92189F429 | PREFERRED SECURT | 77 | $1,437,474 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 64 | $1,427,867 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 53 | $1,410,940 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| UnitedHealth Group Inc | 91324P102 | COM | 88 | $1,337,351 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 7 | $1,325,518 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 73 | $1,322,272 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 33 | $1,291,111 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 26 | $1,282,258 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| EXCHANGE TRADED CONCEPTS TRU | 301505731 | ROBO GLB ARTIF | 69 | $1,157,793 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 70 | $1,148,454 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| BlackRock,Inc. | 09290D101 | COM | 86 | $1,104,323 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 33 | $1,070,478 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| SPDR SERIES TRUST | 78464A789 | ST STR SP INS | 74 | $1,061,634 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| American Express Company | 025816109 | COM | 90 | $1,044,345 | dollars as filed | |
| ISHARES TR | 464288794 | US BR DEL SE ETF | 60 | $1,020,855 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 62 | $1,013,483 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 79 | $989,103 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 111 | $986,668 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 53 | $906,360 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 64 | $901,107 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 58 | $893,819 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 59 | $857,308 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 46 | $840,283 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 6 | $838,922 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 104 | $824,482 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 18 | $781,757 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 35 | $777,997 | dollars as filed | |
| ETFIS SER TR I | 26923G806 | VIRTUS REAVES UT | 53 | $773,046 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J608 | HIGH YIELD ETF | 41 | $724,014 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 14 | $704,069 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 43 | $694,109 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 50 | $689,350 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 31 | $688,143 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Vanguard S&P 500 ETF | 922908363 | COM | 65 | $664,589 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 15 | $653,633 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| PALO ALTO NETWORKS INC | 697435105 | COM | 62 | $642,684 | dollars as filed | |
| ALLIANCEBERNSTEIN HLDG L P | 01881G106 | UNIT LTD PARTN | 22 | $631,774 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 19 | $631,625 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Caterpillar Inc. | 149123101 | COM | 24 | $629,087 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 20 | $568,293 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 10 | $545,053 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 33 | $508,518 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M300 | SML CP GRW ALP | 31 | $496,747 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 20 | $492,092 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| ARBOR REALTY TRUST INC | 038923108 | COM | 37 | $484,841 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 41 | $474,416 | dollars as filed | |
| ETFIS SER TR I | 26923G822 | VIRTUS INFRCAP | 24 | $472,624 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| iShares Russell 2000 ETF | 464287655 | SHS | 15 | $463,018 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 49 | $447,771 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 21 | $444,880 | dollars as filed | |
| BANK MONTREAL MEDIUM | 06368B504 | CMN | 22 | $436,786 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Tesla Motors, Inc | 88160R101 | COM | 31 | $426,602 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 13 | $420,023 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| LULULEMON ATHLETICA INC | 550021109 | COM | 41 | $418,459 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 20 | $417,435 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 50 | $409,607 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 45 | $400,643 | dollars as filed | |
| NUVEEN MUN VALUE FD INC | 670928100 | COM | 8 | $396,144 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 17 | $394,034 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| ARES CAPITAL CORP | 04010L103 | COM | 17 | $389,774 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Vanguard Value ETF | 922908744 | SHS | 33 | $384,693 | dollars as filed | |
| EATON VANCE ENHANCED EQUITY | 278274105 | COM | 15 | $370,954 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| COMFORT SYS USA INC COM | 199908104 | Stock | 12 | $362,991 | dollars as filed | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 41 | $362,286 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 16 | $358,646 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 54 | $353,730 | dollars as filed | |
| NEUBERGER BERMAN MLP AND ENERG | 64129H104 | COM | 16 | $332,258 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 15 | $330,031 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 42 | $327,287 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 45 | $324,901 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 40 | $322,159 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 12 | $319,373 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 44 | $314,615 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 60 | $310,795 | dollars as filed | |
| FIRST TR EXCH TRD ALPHDX FD | 33737J117 | EUROPE ALPHADEX | 23 | $309,743 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| PROSHARES TR | 74347G606 | S&P TECH DIVIDEN | 14 | $303,903 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 19 | $303,583 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 14 | $302,856 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 43 | $299,885 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733B100 | WTR ETF | 21 | $293,442 | dollars as filed | |
| GLOBAL X FDS | 37950E291 | GLOBX SUPDV US | 6 | $292,330 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Boeing Company | 097023105 | COM | 24 | $290,738 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 9 | $288,423 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 41 | $285,666 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 15 | $284,378 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 15 | $283,143 | dollars as filed | |
| VSE CORP COM | 918284100 | Stock | 18 | $280,482 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 46 | $280,184 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D309 | SENIOR LN FD | 15 | $279,825 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Cisco Systems,Inc. | 17275R102 | COM | 45 | $272,435 | dollars as filed | |
| VWO | 922042858 | SHS | 8 | $271,583 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 13 | $270,843 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 43 | $269,924 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 18 | $269,711 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V100 | AEROSPACE DEFN | 16 | $261,746 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 16 | $261,164 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Fidelity High Dividend ETF | 316092840 | SHS | 17 | $258,845 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 7 | $250,564 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 41 | $248,822 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 44 | $245,703 | dollars as filed | |
| FRONTLINE PLC COM | M46528101 | Stock | 6 | $245,140 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| PROSHARES TR | 74347G234 | NASDAQ 100 HIGH | 9 | $239,066 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 53 | $238,097 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 9 | $237,530 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 9 | $237,462 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 6 | $236,699 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| SPY | 78462F103 | SHS | 9 | $231,107 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 44 | $228,887 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33735J101 | COM SHS | 17 | $228,615 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 41 | $226,521 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 30 | $217,378 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 10 | $217,283 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| FIRST TR EXCHANGE-TRADED FD | 33738D879 | FT VEST RIS | 12 | $216,043 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| International Business Machines Corporation | 459200101 | COM | 50 | $216,024 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 38 | $215,590 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 12 | $204,494 | dollars as filed | Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. |
| Waste Management, Inc. | 94106L109 | COM | 41 | $201,681 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 48 | $200,143 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-002961 | this filing | 2026-03-09 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001214659-26-003776 | base | 2026-03-25 | acceptance time not in the bulk data set |