Lifetime Wealth Management P.C. - Portfolio Stock Holdings
Lifetime Wealth Management P.C. disclosed 91 stock positions in a recent SEC 13F filing. $163,381,309 of stock holdings were filed, with the largest holdings including EWZS, PBR.A, and KSPI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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.
Report Period:
Sept. 30, 2026No. of Stocks:
91Est. Stock Holding Value:
$163,381,309Top Stock Holdings By Sector
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Portfolio Stock Holdings - Lifetime Wealth Management P.C.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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