Lifetime Wealth Management P.C. - Portfolio Stock Holdings

Lifetime Wealth Management P.C. disclosed 91 stock positions in a recent SEC 13F filing. $166,125,342 of stock holdings were filed, with the largest holdings including EWZS, KSPI, and PBR.A. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $216,866,430 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.