Lifetime Wealth Management P.C. ETF holdings
Rockwall, TX
Reported $81.4M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$81.4M
ETFs held
42
Change from prior quarter
+6.0%
With price moves
ETFs as a share of its 13F
47.5%
of $171.3M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| EWZS | iShares MSCI Brazil Small-Cap ETF | $10.7M | 827,834 | +243,402 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $9.4M | 102,627 | −12,023 shares |
| QQQ | Invesco QQQ Trust | $6.1M | 8,262 | −18 shares |
| LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | $4.8M | 113,623 | +2,021 shares |
| WIP | State Street SPDR FTSE International Government Inflation-Protected Bond ETF | $3.7M | 94,782 | +17,391 shares |
| MTBA | Simplify MBS ETF | $2.8M | 58,054 | −2,175 shares |
| TIP | iShares TIPS Bond ETF | $2.8M | 25,363 | +121 shares |
| IQLT | iShares MSCI Intl Quality Factor ETF | $2.7M | 53,687 | +9,902 shares |
| BLDG | Cambria Global Real Estate ETF | $2.3M | 86,548 | +22,680 shares |
| IDMO | Invesco S&P International Developed Momentum ETF | $2.2M | 36,078 | +6,527 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002116339. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lifetime Wealth Management P.C. own?
Lifetime Wealth Management P.C. reported 42 ETF positions worth $81.4M in its Form 13F for June 30, 2026. The largest was EWZS, at $10.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.