Lifetime Wealth Management P.C.

13F filer, CIK 2116339, ROCKWALL, TX

Lifetime Wealth Management P.C. reported $159,259,145 across 89 holdings for the quarter ended 2025-12-31, in a 13F-HR/A filed 2026-03-25. Its ten largest share positions make up 42.69% of the portfolio.

Filed 2026-03-25 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC13F-HR/A 0001214659-26-003776

Period: 2025-12-31
Reported value: $159M
Holdings: 89
Top 10 weight: 42.69%
New
Sold out

Holdings, Q4 2025

Share positions as resolved from 13F-HR/A 0001214659-26-003776, largest first. % of portfolio is the value over $159,259,145, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
BILSPDR SERIES TRUST	111,502	$10.2M	6.4%	Timeline
KSPIKASPI KZ JSC	110,000	$8.59M	5.4%	Timeline
PBR-APETROLEO BRASILEIRO S A	668,800	$7.54M	4.73%	Timeline
VALEVALE S A	565,778	$7.37M	4.63%	Timeline
EWZSISHARES TR	564,974	$7.31M	4.59%	Timeline
CNQCANADIAN NAT RES LTD MED TER	191,631	$6.49M	4.07%	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	195,013	$6.44M	4.04%	Timeline
QQQINVESCO QQQ TR	8,086	$4.97M	3.12%	Timeline
LEMBISHARES INC	115,191	$4.79M	3.01%	Timeline
CPACOPA HOLDINGS SA	35,775	$4.31M	2.71%	Timeline
BTIBRITISH AMERN TOB PLC	72,160	$4.09M	2.57%	Timeline
ABBVABBVIE INC	15,585	$3.56M	2.24%	Timeline
NENOBLE CORP PLC	125,820	$3.55M	2.23%	Timeline
HCCWARRIOR MET COAL INC	37,437	$3.3M	2.07%	Timeline
ULTAULTA BEAUTY INC	5,282	$3.2M	2.01%	Timeline
WIPSPDR SERIES TRUST	75,728	$2.98M	1.87%	Timeline
XOMEXXON MOBIL CORP	23,868	$2.87M	1.8%	Timeline
TIPISHARES TR	24,992	$2.75M	1.72%	Timeline
MTBASIMPLIFY EXCHANGE TRADED FUN	53,702	$2.71M	1.7%	Timeline
NAMSNEWAMSTERDAM PHARMA COMPANY	59,250	$2.08M	1.31%	Timeline
NOBLE CORP PLCNOBLE CORP PLC	117,329	$2.05M	1.29%
BLDGCAMBRIA ETF TR	82,884	$2.03M	1.27%	Timeline
JXNJACKSON FINANCIAL INC	19,000	$2.03M	1.27%	Timeline
MMTMSPDR SERIES TRUST	6,655	$1.94M	1.22%	Timeline
IQLTISHARES TR	41,841	$1.9M	1.19%	Timeline
SPMOINVESCO EXCH TRADED FD TR II	15,565	$1.86M	1.17%	Timeline
EPDENTERPRISE PRODS PARTNERS L	57,381	$1.84M	1.16%	Timeline
AUSFGLOBAL X FDS	38,550	$1.79M	1.12%	Timeline
EWZISHARES INC	49,101	$1.56M	0.98%	Timeline
IDMOINVESCO EXCH TRADED FD TR II	27,718	$1.54M	0.97%	Timeline
COALEXCHANGE TRADED CONCEPTS TRU	64,389	$1.47M	0.92%	Timeline
EDVVANGUARD WORLD FD	22,392	$1.46M	0.91%	Timeline
WMTWALMART INC	12,915	$1.44M	0.9%	Timeline
AVDVAMERICAN CENTY ETF TR	15,188	$1.43M	0.9%	Timeline
EYLDCAMBRIA ETF TR	36,761	$1.41M	0.88%	Timeline
AAPLAPPLE INC	4,781	$1.3M	0.82%	Timeline
AVUVAMERICAN CENTY ETF TR	12,411	$1.27M	0.79%	Timeline
BBLUEA SERIES TRUST	82,722	$1.26M	0.79%	Timeline
VNQIVANGUARD INTL EQUITY INDEX F	27,051	$1.24M	0.78%	Timeline
DGSWISDOMTREE TR	21,623	$1.24M	0.78%	Timeline
TSLXSIXTH STREET SPECIALTY LENDI	54,887	$1.19M	0.75%	Timeline
FLSPFRANKLIN TEMPLETON ETF TR	43,625	$1.17M	0.74%	Timeline
KMLMKRANESHARES TRUST	43,055	$1.12M	0.7%	Timeline
ABTABBOTT LABORATORIES	8,622	$1.08M	0.68%	Timeline
OEFISHARES TR	3,112	$1.07M	0.67%	Timeline
ABALLIANCEBERNSTEIN HLDG L P	26,450	$1.02M	0.64%	Timeline
LVHILEGG MASON ETF INVT	27,539	$1.01M	0.64%	Timeline
GTIPGOLDMAN SACHS ETF TR	20,495	$1.01M	0.63%	Timeline
MSFTMICROSOFT CORP	2,077	$1M	0.63%	Timeline
IEFISHARES TR	10,444	$1M	0.63%	Timeline
BBNBLACKROCK TAX MUNICPAL BD TR	61,456	$1M	0.63%	Timeline
VOOVANGUARD INDEX FDS	1,565	$981K	0.62%	Timeline
GSPYTIDAL TRUST I	25,895	$954K	0.6%	Timeline
AVLVAMERICAN CENTY ETF TR	11,534	$874K	0.55%	Timeline
LTPZPIMCO ETF TR	16,329	$845K	0.53%	Timeline
GSLGLOBAL SHIP LEASE INC	20,623	$723K	0.45%	Timeline
FYLDCAMBRIA ETF TR	20,472	$665K	0.42%	Timeline
NVDANVIDIA CORPORATION	3,559	$664K	0.42%	Timeline
BCDABRDN ETFS	21,369	$662K	0.42%	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	56,000	$651K	0.41%	Timeline
HONHONEYWELL INTL INC	3,264	$637K	0.4%	Timeline
TLTISHARES TR	7,116	$620K	0.39%	Timeline
EMLCVANECK ETF TRUST	23,340	$603K	0.38%	Timeline
OHIOMEGA HEALTHCARE INVS INC	13,512	$599K	0.38%	Timeline
MPLXMPLX LP	11,000	$587K	0.37%	Timeline
NRPNATURAL RESOURCE PARTNERS LP	5,325	$556K	0.35%	Timeline
AMZNAMAZON COM INC	2,167	$500K	0.31%	Timeline
GOOGLALPHABET INC	1,175	$368K	0.23%	Timeline
SUSUNCOR ENERGY INC NEW	7,715	$342K	0.21%	Timeline
METAMETA PLATFORMS INC	508	$335K	0.21%	Timeline
GVALCAMBRIA ETF TR	10,194	$321K	0.2%	Timeline
SFMSPROUTS FMRS MKT INC	4,000	$319K	0.2%	Timeline
XLFSELECT SECTOR SPDR TR	5,778	$316K	0.2%	Timeline
UALUNITED AIRLS HLDGS INC	2,782	$311K	0.2%	Timeline
AVGOBROADCOM INC	877	$304K	0.19%	Timeline
GOAUETF SER SOLUTIONS	6,735	$287K	0.18%	Timeline
PEYINVESCO EXCHANGE TRADED FD T	13,643	$278K	0.17%	Timeline
CVXCHEVRON CORPORATION	1,720	$262K	0.16%	Timeline
UANCVR PARTNERS LP/CVR NITROGEN	2,450	$251K	0.16%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	794	$235K	0.15%	Timeline
GEGE AEROSPACE	750	$231K	0.15%	Timeline
TAT&T INC	9,119	$227K	0.14%	Timeline
FBTFIRST TR EXCHANGE-TRADED FD	1,026	$212K	0.13%	Timeline
JPMJPMORGAN CHASE & CO	647	$208K	0.13%	Timeline
GOOGALPHABET INC	662	$208K	0.13%	Timeline
BRAEMAR HOTELS & RESORTS INCBRAEMAR HOTELS & RESORTS INC	11,500	$170K	0.11%
NXENEXGEN ENERGY LTD	10,000	$92K	0.06%	Timeline
SBEVSPLASH BEVERAGE GROUP INC	66,050	$45.6K	0.03%	Timeline
TBHBRAG HSE HLDGS INC	33,000	$13.2K	0.01%	Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001214659-26-002961	superseded		2026-03-09	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC
13F-HR/A 0001214659-26-003776	base	restatement	2026-03-25	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC