Filed: 3/9/2026ACC: 0001214659-26-002961
📋 What this filing means
LIFETIME WEALTH MANAGEMENT P.C. filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $149.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$149.63M
Total AUM (reported)
7.21K
Total Shares
Allocation by class
COM$55.97M37.4%
CL A$11.29M7.5%
CL B NEW$6.29M4.2%
CAP STK CL C$4.79M3.2%
GOLD MINERS ETF$4.52M3.0%
COM NEW$4.00M2.7%
RUS TP200 GR ETF$3.06M2.0%
Portfolio Concentration
Top 3$16.90M11.3%
4–10$26.26M17.5%
11–25$33.88M22.6%
Rest$72.59M48.5%
Top 3 weight
11.3%
Top 10 weight
28.8%
Voting Authority Distribution
Total shares with voting rights: 7.21K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.21K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings149
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares120.00
TypeSH
Market value$6.29M
4.20%
Sole
0.00
Shared
0.00
None
120.00
META PLATFORMS INC
SOLEShares186.00
TypeSH
Market value$5.83M
3.89%
Sole
0.00
Shared
0.00
None
186.00
ALPHABET INC
SOLEShares121.00
TypeSH
Market value$4.79M
3.20%
Sole
0.00
Shared
0.00
None
121.00
VANECK ETF TRUST
SOLEShares70.00
TypeSH
Market value$4.52M
3.02%
Sole
0.00
Shared
0.00
None
70.00
JPMORGAN CHASE & CO.
SOLEShares202.00
TypeSH
Market value$4.50M
3.01%
Sole
0.00
Shared
0.00
None
202.00
APPLE INC
SOLEShares152.00
TypeSH
Market value$3.79M
2.53%
Sole
0.00
Shared
0.00
None
152.00
GE AEROSPACE
SOLEShares131.00
TypeSH
Market value$3.65M
2.44%
Sole
0.00
Shared
0.00
None
131.00
AMAZON COM INC
SOLEShares196.00
TypeSH
Market value$3.45M
2.31%
Sole
0.00
Shared
0.00
None
196.00
MICROSOFT CORP
SOLEShares209.00
TypeSH
Market value$3.29M
2.20%
Sole
0.00
Shared
0.00
None
209.00
ISHARES TR
SOLEShares112.00
TypeSH
Market value$3.06M
2.04%
Sole
0.00
Shared
0.00
None
112.00
NVIDIA CORPORATION
SOLEShares139.00
TypeSH
Market value$2.74M
1.83%
Sole
0.00
Shared
0.00
None
139.00
FIRST TR EXCHANGE TRADED FD
SOLEShares104.00
TypeSH
Market value$2.71M
1.81%
Sole
0.00
Shared
0.00
None
104.00
VANGUARD INDEX FDS
SOLEShares91.00
TypeSH
Market value$2.59M
1.73%
Sole
0.00
Shared
0.00
None
91.00
BROOKFIELD CORP
SOLEShares60.00
TypeSH
Market value$2.53M
1.69%
Sole
0.00
Shared
0.00
None
60.00
ALPHABET INC
SOLEShares101.00
TypeSH
Market value$2.48M
1.66%
Sole
0.00
Shared
0.00
None
101.00
SELECT SECTOR SPDR TR
SOLEShares107.00
TypeSH
Market value$2.46M
1.64%
Sole
0.00
Shared
0.00
None
107.00
EXXON MOBIL CORP
SOLEShares68.00
TypeSH
Market value$2.32M
1.55%
Sole
0.00
Shared
0.00
None
68.00
WALMART INC
SOLEShares137.00
TypeSH
Market value$2.25M
1.50%
Sole
0.00
Shared
0.00
None
137.00
ISHARES TR
SOLEShares113.00
TypeSH
Market value$2.22M
1.49%
Sole
0.00
Shared
0.00
None
113.00
STARBUCKS CORP
SOLEShares151.00
TypeSH
Market value$2.08M
1.39%
Sole
0.00
Shared
0.00
None
151.00
ISHARES TR
SOLEShares16.00
TypeSH
Market value$1.97M
1.32%
Sole
0.00
Shared
0.00
None
16.00
GE VERNOVA INC
SOLEShares66.00
TypeSH
Market value$1.92M
1.28%
Sole
0.00
Shared
0.00
None
66.00
FEDEX CORP
SOLEShares53.00
TypeSH
Market value$1.89M
1.26%
Sole
0.00
Shared
0.00
None
53.00
DAVIS FUNDAMENTAL ETF TR
SOLEShares49.00
TypeSH
Market value$1.88M
1.26%
Sole
0.00
Shared
0.00
None
49.00
ALPS ETF TR
SOLEShares92.00
TypeSH
Market value$1.85M
1.24%
Sole
0.00
Shared
0.00
None
92.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 120.00 | SH | $6.29M 4.20% | 0.00 | 0.00 | 120.00 |
META PLATFORMS INCSOLE | CL A | 186.00 | SH | $5.83M 3.89% | 0.00 | 0.00 | 186.00 |
ALPHABET INCSOLE | CAP STK CL C | 121.00 | SH | $4.79M 3.20% | 0.00 | 0.00 | 121.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 70.00 | SH | $4.52M 3.02% | 0.00 | 0.00 | 70.00 |
JPMORGAN CHASE & CO.SOLE | COM | 202.00 | SH | $4.50M 3.01% | 0.00 | 0.00 | 202.00 |
APPLE INCSOLE | COM | 152.00 | SH | $3.79M 2.53% | 0.00 | 0.00 | 152.00 |
GE AEROSPACESOLE | COM NEW | 131.00 | SH | $3.65M 2.44% | 0.00 | 0.00 | 131.00 |
AMAZON COM INCSOLE | COM | 196.00 | SH | $3.45M 2.31% | 0.00 | 0.00 | 196.00 |
MICROSOFT CORPSOLE | COM | 209.00 | SH | $3.29M 2.20% | 0.00 | 0.00 | 209.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 112.00 | SH | $3.06M 2.04% | 0.00 | 0.00 | 112.00 |
NVIDIA CORPORATIONSOLE | COM | 139.00 | SH | $2.74M 1.83% | 0.00 | 0.00 | 139.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 104.00 | SH | $2.71M 1.81% | 0.00 | 0.00 | 104.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 91.00 | SH | $2.59M 1.73% | 0.00 | 0.00 | 91.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 60.00 | SH | $2.53M 1.69% | 0.00 | 0.00 | 60.00 |
ALPHABET INCSOLE | CAP STK CL A | 101.00 | SH | $2.48M 1.66% | 0.00 | 0.00 | 101.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 107.00 | SH | $2.46M 1.64% | 0.00 | 0.00 | 107.00 |
EXXON MOBIL CORPSOLE | COM | 68.00 | SH | $2.32M 1.55% | 0.00 | 0.00 | 68.00 |
WALMART INCSOLE | COM | 137.00 | SH | $2.25M 1.50% | 0.00 | 0.00 | 137.00 |
ISHARES TRSOLE | MRGSTR MD CP GRW | 113.00 | SH | $2.22M 1.49% | 0.00 | 0.00 | 113.00 |
STARBUCKS CORPSOLE | COM | 151.00 | SH | $2.08M 1.39% | 0.00 | 0.00 | 151.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 16.00 | SH | $1.97M 1.32% | 0.00 | 0.00 | 16.00 |
GE VERNOVA INCSOLE | COM | 66.00 | SH | $1.92M 1.28% | 0.00 | 0.00 | 66.00 |
FEDEX CORPSOLE | COM | 53.00 | SH | $1.89M 1.26% | 0.00 | 0.00 | 53.00 |
DAVIS FUNDAMENTAL ETF TRSOLE | SELECT WRLD WI | 49.00 | SH | $1.88M 1.26% | 0.00 | 0.00 | 49.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 92.00 | SH | $1.85M 1.24% | 0.00 | 0.00 | 92.00 |
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