Lifetime Wealth Management P.C. — Q4 2025 13F Holdings

Holdings as of December 31, 2025

Portfolio value

$149.63B

Holdings count

149

149 positions reported

Accession #

0001214659-26-002961

Form 13F-HR

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All Reported Positions

149 positions sorted by value

149 positions

Issuer	CUSIP	Valuev	Weight	Shares/Prin.	Discretion	Voting (Sole/Shared/None)
BERKSHIRE HATHAWAY INC DELCL B NEW	084670702	$6.29B	4.20%	120shares	SOLE	0 / 0 / 120
META PLATFORMS INCCL A	30303M102	$5.83B	3.89%	186shares	SOLE	0 / 0 / 186
ALPHABET INCCAP STK CL C	02079K107	$4.79B	3.20%	121shares	SOLE	0 / 0 / 121
VANECK ETF TRUSTGOLD MINERS ETF	92189F106	$4.52B	3.02%	70shares	SOLE	0 / 0 / 70
JPMORGAN CHASE & CO.COM	46625H100	$4.50B	3.01%	202shares	SOLE	0 / 0 / 202
APPLE INCCOM	037833100	$3.79B	2.53%	152shares	SOLE	0 / 0 / 152
GE AEROSPACECOM NEW	369604301	$3.65B	2.44%	131shares	SOLE	0 / 0 / 131
AMAZON COM INCCOM	023135106	$3.45B	2.31%	196shares	SOLE	0 / 0 / 196
MICROSOFT CORPCOM	594918104	$3.29B	2.20%	209shares	SOLE	0 / 0 / 209
ISHARES TRRUS TP200 GR ETF	464289438	$3.06B	2.04%	112shares	SOLE	0 / 0 / 112
NVIDIA CORPORATIONCOM	67066G104	$2.74B	1.83%	139shares	SOLE	0 / 0 / 139
FIRST TR EXCHANGE TRADED FDRBA INDL ETF	33738R704	$2.71B	1.81%	104shares	SOLE	0 / 0 / 104
VANGUARD INDEX FDSGROWTH ETF	922908736	$2.59B	1.73%	91shares	SOLE	0 / 0 / 91
BROOKFIELD CORPCL A LTD VT SH	11271J107	$2.53B	1.69%	60shares	SOLE	0 / 0 / 60
ALPHABET INCCAP STK CL A	02079K305	$2.48B	1.66%	101shares	SOLE	0 / 0 / 101
SELECT SECTOR SPDR TRSTATE STREET TEC	81369Y803	$2.46B	1.64%	107shares	SOLE	0 / 0 / 107
EXXON MOBIL CORPCOM	30231G102	$2.32B	1.55%	68shares	SOLE	0 / 0 / 68
WALMART INCCOM	931142103	$2.25B	1.50%	137shares	SOLE	0 / 0 / 137
ISHARES TRMRGSTR MD CP GRW	464288307	$2.22B	1.49%	113shares	SOLE	0 / 0 / 113
STARBUCKS CORPCOM	855244109	$2.08B	1.39%	151shares	SOLE	0 / 0 / 151
ISHARES TRCORE S&P TTL STK	464287150	$1.97B	1.32%	16shares	SOLE	0 / 0 / 16
GE VERNOVA INCCOM	36828A101	$1.92B	1.28%	66shares	SOLE	0 / 0 / 66
FEDEX CORPCOM	31428X106	$1.89B	1.26%	53shares	SOLE	0 / 0 / 53
DAVIS FUNDAMENTAL ETF TRSELECT WRLD WI	23908L306	$1.88B	1.26%	49shares	SOLE	0 / 0 / 49
ALPS ETF TRALERIAN MLP	00162Q452	$1.85B	1.24%	92shares	SOLE	0 / 0 / 92
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV	33738R506	$1.85B	1.24%	82shares	SOLE	0 / 0 / 82
KIMBELL RTY PARTNERS LPUNIT	49435R102	$1.81B	1.21%	61shares	SOLE	0 / 0 / 61
VANGUARD INDEX FDSTOTAL STK MKT	922908769	$1.77B	1.18%	52shares	SOLE	0 / 0 / 52
BERKSHIRE HATHAWAY INC DELCL A	084670108	$1.48B	0.99%	2shares	SOLE	0 / 0 / 2
COCA COLA COCOM	191216100	$1.48B	0.99%	62shares	SOLE	0 / 0 / 62
ISHARES TRCORE MSCI EAFE	46432F842	$1.44B	0.96%	26shares	SOLE	0 / 0 / 26
VANECK ETF TRUSTPREFERRED SECURT	92189F429	$1.44B	0.96%	77shares	SOLE	0 / 0 / 77
PALANTIR TECHNOLOGIES INCCL A	69608A108	$1.43B	0.95%	64shares	SOLE	0 / 0 / 64
VANECK ETF TRUSTMRNGSTR WDE MOAT	92189F643	$1.41B	0.94%	53shares	SOLE	0 / 0 / 53
UNITEDHEALTH GROUP INCCOM	91324P102	$1.34B	0.89%	88shares	SOLE	0 / 0 / 88
INVESCO QQQ TRUNIT SER 1	46090E103	$1.33B	0.89%	7shares	SOLE	0 / 0 / 7
DELL TECHNOLOGIES INCCL C	24703L202	$1.32B	0.88%	73shares	SOLE	0 / 0 / 73
GOLDMAN SACHS GROUP INCCOM	38141G104	$1.29B	0.86%	33shares	SOLE	0 / 0 / 33
ISHARES INCCORE MSCI EMKT	46434G103	$1.28B	0.86%	26shares	SOLE	0 / 0 / 26
EXCHANGE TRADED CONCEPTSROBO GLB ARTIF	301505731	$1.16B	0.77%	69shares	SOLE	0 / 0 / 69
SELECT SECTOR SPDR TRSTATE STREET UTI	81369Y886	$1.15B	0.77%	70shares	SOLE	0 / 0 / 70
BLACKROCK INCCOM	09290D101	$1.10B	0.74%	86shares	SOLE	0 / 0 / 86
ENERGY TRANSFER L PCOM UT LTD PTN	29273V100	$1.07B	0.72%	33shares	SOLE	0 / 0 / 33
SPDR SERIES TRUSTSTATE STREET SPD	78464A789	$1.06B	0.71%	74shares	SOLE	0 / 0 / 74
AMERICAN EXPRESS COCOM	025816109	$1.04B	0.70%	90shares	SOLE	0 / 0 / 90
ISHARES TRUS BR DEL SE ETF	464288794	$1.02B	0.68%	60shares	SOLE	0 / 0 / 60
ADOBE INCCOM	00724F101	$1.01B	0.68%	62shares	SOLE	0 / 0 / 62
JOHNSON & JOHNSONCOM	478160104	$989.10M	0.66%	79shares	SOLE	0 / 0 / 79
HOME DEPOT INCCOM	437076102	$986.67M	0.66%	111shares	SOLE	0 / 0 / 111
NETFLIX INCCOM	64110L106	$906.36M	0.61%	53shares	SOLE	0 / 0 / 53
ELI LILLY & COCOM	532457108	$901.11M	0.60%	64shares	SOLE	0 / 0 / 64
MASTERCARD INCORPORATEDCL A	57636Q104	$893.82M	0.60%	58shares	SOLE	0 / 0 / 58
UBER TECHNOLOGIES INCCOM	90353T100	$857.31M	0.57%	59shares	SOLE	0 / 0 / 59
REDDIT INCCL A	75734B100	$840.28M	0.56%	46shares	SOLE	0 / 0 / 46
ISHARES TRRUS MID CAP ETF	464287499	$838.92M	0.56%	6shares	SOLE	0 / 0 / 6
CROWDSTRIKE HLDGS INCCL A	22788C105	$824.48M	0.55%	104shares	SOLE	0 / 0 / 104
VANECK ETF TRUSTJUNIOR GOLD MINE	92189F791	$781.76M	0.52%	18shares	SOLE	0 / 0 / 18
INVESCO EXCHANGE TRADED FDS&P500 EQL WGT	46137V357	$778.00M	0.52%	35shares	SOLE	0 / 0 / 35
ETFIS SER TR IVIRTUS REAVES UT	26923G806	$773.05M	0.52%	53shares	SOLE	0 / 0 / 53
AB ACTIVE ETFS INCHIGH YIELD ETF	00039J608	$724.01M	0.48%	41shares	SOLE	0 / 0 / 41
VANGUARD INDEX FDSMID CAP ETF	922908629	$704.07M	0.47%	14shares	SOLE	0 / 0 / 14
SELECT SECTOR SPDR TRSTATE STREET COM	81369Y852	$694.11M	0.46%	43shares	SOLE	0 / 0 / 43
BROADCOM INCCOM	11135F101	$689.35M	0.46%	50shares	SOLE	0 / 0 / 50
HERCULES CAPITAL INCCOM	427096508	$688.14M	0.46%	31shares	SOLE	0 / 0 / 31
VANGUARD INDEX FDSS&P 500 ETF SHS	922908363	$664.59M	0.44%	65shares	SOLE	0 / 0 / 65
ISHARES TRCORE US AGGBD ET	464287226	$653.63M	0.44%	15shares	SOLE	0 / 0 / 15
PALO ALTO NETWORKS INCCOM	697435105	$642.68M	0.43%	62shares	SOLE	0 / 0 / 62
ALLIANCEBERNSTEIN HLDG L PUNIT LTD PARTN	01881G106	$631.77M	0.42%	22shares	SOLE	0 / 0 / 22
GOLDMAN SACHS ETF TRACTIVEBETA US LG	381430503	$631.63M	0.42%	19shares	SOLE	0 / 0 / 19
CATERPILLAR INCCOM	149123101	$629.09M	0.42%	24shares	SOLE	0 / 0 / 24
ARISTA NETWORKS INCCOM SHS	040413205	$568.29M	0.38%	20shares	SOLE	0 / 0 / 20
ISHARES TRCORE S&P500 ETF	464287200	$545.05M	0.36%	10shares	SOLE	0 / 0 / 10
COSTCO WHSL CORP NEWCOM	22160K105	$508.52M	0.34%	33shares	SOLE	0 / 0 / 33
FIRST TR EXCHANGE-TRADEDSML CP GRW ALP	33737M300	$496.75M	0.33%	31shares	SOLE	0 / 0 / 31
ENTERPRISE PRODS PARTNERS LCOM	293792107	$492.09M	0.33%	20shares	SOLE	0 / 0 / 20
ARBOR REALTY TRUST INCCOM	038923108	$484.84M	0.32%	37shares	SOLE	0 / 0 / 37
BANK NEW YORK MELLON CORPCOM	064058100	$474.42M	0.32%	41shares	SOLE	0 / 0 / 41
ETFIS SER TR IVIRTUS INFRCAP	26923G822	$472.62M	0.32%	24shares	SOLE	0 / 0 / 24
ISHARES TRRUSSELL 2000 ETF	464287655	$463.02M	0.31%	15shares	SOLE	0 / 0 / 15
CHEVRON CORP NEWCOM	166764100	$447.77M	0.30%	49shares	SOLE	0 / 0 / 49
SELECT SECTOR SPDR TRSTATE STREET CON	81369Y407	$444.88M	0.30%	21shares	SOLE	0 / 0 / 21
BANK MONTREAL MEDIUMNT LKD 38	06368B504	$436.79M	0.29%	22shares	SOLE	0 / 0 / 22
TESLA INCCOM	88160R101	$426.60M	0.29%	31shares	SOLE	0 / 0 / 31
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT	921943858	$420.02M	0.28%	13shares	SOLE	0 / 0 / 13
LULULEMON ATHLETICA INCCOM	550021109	$418.46M	0.28%	41shares	SOLE	0 / 0 / 41
INTERACTIVE BROKERS GROUPCOM CL A	45841N107	$417.44M	0.28%	20shares	SOLE	0 / 0 / 20
AFFIRM HLDGS INCCOM CL A	00827B106	$409.61M	0.27%	50shares	SOLE	0 / 0 / 50
BANK AMERICA CORPCOM	060505104	$400.64M	0.27%	45shares	SOLE	0 / 0 / 45
NUVEEN MUN VALUE FD INCCOM	670928100	$396.14M	0.26%	8shares	SOLE	0 / 0 / 8
SELECT SECTOR SPDR TRSTATE STREET FIN	81369Y605	$394.03M	0.26%	17shares	SOLE	0 / 0 / 17
ARES CAPITAL CORPCOM	04010L103	$389.77M	0.26%	17shares	SOLE	0 / 0 / 17
VANGUARD INDEX FDSVALUE ETF	922908744	$384.69M	0.26%	33shares	SOLE	0 / 0 / 33
EATON VANCE ENHANCED EQUITYCOM	278274105	$370.95M	0.25%	15shares	SOLE	0 / 0 / 15
COMFORT SYS USA INCCOM	199908104	$362.99M	0.24%	12shares	SOLE	0 / 0 / 12
BROOKFIELD ASSET MANAGMTCL A LMT VTG SHS	113004105	$362.29M	0.24%	41shares	SOLE	0 / 0 / 41
CIENA CORPCOM NEW	171779309	$358.65M	0.24%	16shares	SOLE	0 / 0 / 16
ORACLE CORPCOM	68389X105	$353.73M	0.24%	54shares	SOLE	0 / 0 / 54
NEUBERGER ENGY INFRSTR &COM	64129H104	$332.26M	0.22%	16shares	SOLE	0 / 0 / 16
J P MORGAN EXCHANGE TRADEDNASDAQ EQT PREM	46654Q203	$330.03M	0.22%	15shares	SOLE	0 / 0 / 15
VANGUARD WORLD FDHEALTH CAR ETF	92204A504	$327.29M	0.22%	42shares	SOLE	0 / 0 / 42
SELECT SECTOR SPDR TRSTATE STREET ENE	81369Y506	$324.90M	0.22%	45shares	SOLE	0 / 0 / 45
LOWES COS INCCOM	548661107	$322.16M	0.22%	40shares	SOLE	0 / 0 / 40
MASTEC INCCOM	576323109	$319.37M	0.21%	12shares	SOLE	0 / 0 / 12
EOG RES INCCOM	26875P101	$314.62M	0.21%	44shares	SOLE	0 / 0 / 44
PROCTER AND GAMBLE COCOM	742718109	$310.80M	0.21%	60shares	SOLE	0 / 0 / 60
FIRST TR EXCH TRD ALPHDX FDEUROPE ALPHADEX	33737J117	$309.74M	0.21%	23shares	SOLE	0 / 0 / 23
PROSHARES TRS&P TECH DIVIDEN	74347G606	$303.90M	0.20%	14shares	SOLE	0 / 0 / 14
HOWMET AEROSPACE INCCOM	443201108	$303.58M	0.20%	19shares	SOLE	0 / 0 / 19
MONOLITHIC PWR SYS INCCOM	609839105	$302.86M	0.20%	14shares	SOLE	0 / 0 / 14
GILEAD SCIENCES INCCOM	375558103	$299.88M	0.20%	43shares	SOLE	0 / 0 / 43
FIRST TR EXCHANGE-TRADED FDWTR ETF	33733B100	$293.44M	0.20%	21shares	SOLE	0 / 0 / 21
GLOBAL X FDSGLOBX SUPDV US	37950E291	$292.33M	0.20%	6shares	SOLE	0 / 0 / 6
BOEING COCOM	097023105	$290.74M	0.19%	24shares	SOLE	0 / 0 / 24
ISHARES TRUS AER DEF ETF	464288760	$288.42M	0.19%	9shares	SOLE	0 / 0 / 9
PHILLIPS 66COM	718546104	$285.67M	0.19%	41shares	SOLE	0 / 0 / 41
SLB LIMITEDCOM STK	806857108	$284.38M	0.19%	15shares	SOLE	0 / 0 / 15
FIRSTCASH HOLDINGS INCCOM	33768G107	$283.14M	0.19%	15shares	SOLE	0 / 0 / 15
VSE CORPCOM	918284100	$280.48M	0.19%	18shares	SOLE	0 / 0 / 18
MCDONALDS CORPCOM	580135101	$280.18M	0.19%	46shares	SOLE	0 / 0 / 46
FIRST TR EXCHANGE-TRADED FDSENIOR LN FD	33738D309	$279.82M	0.19%	15shares	SOLE	0 / 0 / 15
CISCO SYS INCCOM	17275R102	$272.44M	0.18%	45shares	SOLE	0 / 0 / 45
VANGUARD INTL EQUITY INDEXFTSE EMR MKT ETF	922042858	$271.58M	0.18%	8shares	SOLE	0 / 0 / 8
ISHARES TRCORE S&P SCP ETF	464287804	$270.84M	0.18%	13shares	SOLE	0 / 0 / 13
NEXTERA ENERGY INCCOM	65339F101	$269.92M	0.18%	43shares	SOLE	0 / 0 / 43
ADVANCED MICRO DEVICES INCCOM	007903107	$269.71M	0.18%	18shares	SOLE	0 / 0 / 18
INVESCO EXCHANGE TRADED FDAEROSPACE DEFN	46137V100	$261.75M	0.17%	16shares	SOLE	0 / 0 / 16
INVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD	46090F100	$261.16M	0.17%	16shares	SOLE	0 / 0 / 16
FIDELITY COVINGTON TRUSTHIGH DIVID ETF	316092840	$258.85M	0.17%	17shares	SOLE	0 / 0 / 17
ISHARES TRBROAD USD HIGH	46435U853	$250.56M	0.17%	7shares	SOLE	0 / 0 / 7
AMERICAN ELEC PWR CO INCCOM	025537101	$248.82M	0.17%	41shares	SOLE	0 / 0 / 41
KKR & CO INCCOM	48251W104	$245.70M	0.16%	44shares	SOLE	0 / 0 / 44
FRONTLINE PLCCOM	M46528101	$245.14M	0.16%	6shares	SOLE	0 / 0 / 6
PROSHARES TRNASDAQ 100 HIGH	74347G234	$239.07M	0.16%	9shares	SOLE	0 / 0 / 9
GENERAL DYNAMICS CORPCOM	369550108	$238.10M	0.16%	53shares	SOLE	0 / 0 / 53
SELECT SECTOR SPDR TRSTATE STREET IND	81369Y704	$237.53M	0.16%	9shares	SOLE	0 / 0 / 9
CONOCOPHILLIPSCOM	20825C104	$237.46M	0.16%	9shares	SOLE	0 / 0 / 9
VANGUARD BD INDEX FDSINTERMED TERM	921937819	$236.70M	0.16%	6shares	SOLE	0 / 0 / 6
SPDR S&P 500 ETF TRTR UNIT	78462F103	$231.11M	0.15%	9shares	SOLE	0 / 0 / 9
AMGEN INCCOM	031162100	$228.89M	0.15%	44shares	SOLE	0 / 0 / 44
FIRST TR EXCHANGE-TRADEDCOM SHS	33735J101	$228.62M	0.15%	17shares	SOLE	0 / 0 / 17
ILLINOIS TOOL WKS INCCOM	452308109	$226.52M	0.15%	41shares	SOLE	0 / 0 / 41
LOCKHEED MARTIN CORPCOM	539830109	$217.38M	0.15%	30shares	SOLE	0 / 0 / 30
VERIZON COMMUNICATIONS INCCOM	92343V104	$217.28M	0.15%	10shares	SOLE	0 / 0 / 10
FIRST TR EXCHANGE-TRADED FDFT VEST RIS	33738D879	$216.04M	0.14%	12shares	SOLE	0 / 0 / 12
INTERNATIONAL BUSINESSCOM	459200101	$216.02M	0.14%	50shares	SOLE	0 / 0 / 50
CORTEVA INCCOM	22052L104	$215.59M	0.14%	38shares	SOLE	0 / 0 / 38
ISHARES TRPFD AND INCM SEC	464288687	$204.49M	0.14%	12shares	SOLE	0 / 0 / 12
WASTE MGMT INC DELCOM	94106L109	$201.68M	0.13%	41shares	SOLE	0 / 0 / 41
PEPSICO INCCOM	713448108	$200.14M	0.13%	48shares	SOLE	0 / 0 / 48

Filing Metadata

Form type

13F-HR

Filing date

Mar 9, 2026

Holdings as of

December 31, 2025

Accession

0001214659-26-002961

CIK

0002116339

View on SEC

Portfolio Snapshot

Total Portfolio Value

$149.63B

Number of Positions

149

149 reported by filer

Top 10 Concentration

28.8%

Top 20 Concentration

45.1%

Unique Issuers

149

By CUSIP

Avg. Position Size

$1.00B

Across 149 holdings

Top 5 Holdings

BERKSHIRE HATHAWAY INC DEL4.2%

META PLATFORMS INC3.9%

ALPHABET INC3.2%

VANECK ETF TRUST3.0%

JPMORGAN CHASE & CO.3.0%