Lifetime Wealth Management P.C.
SEC Form 13F institutional filer · CIK 0002116339
13F-HR · 24 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
79.5%
Lifetime Wealth Management P.C. — $29.8M AUM allocation strategy
Lifetime Wealth Management P.C. files SEC Form 13F and reports $29.8M of long US equity value across 24 reported holdings for 2026-03-31.
Its largest sector bet is Financials 23.9%, followed by Energy 16.4% and Health Care 14.0%.
The top 10 holdings account for 80% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Lifetime Wealth Management P.C. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$29.8M
total across 24 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
80% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +2.75K sh · −$1.22M+$GS +1.73K sh · −$1.83M+$BEN +1.08K sh · +$41.9K
Biggest trims (shares)
−$WMT −2.15K sh · −$2.35M−$NVDA −1.62K sh · −$3.07M−$HON −1.15K sh · −$159K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$BRK.B ($6.29M last qtr)$IVV ($6.17M last qtr)$META ($6.16M last qtr)$GOOGL ($5M last qtr)$JPM ($4.71M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks19.1%—
- Integrated Oil & Gas14.3%—
- Biotechnology11.2%—
- Other Specialty Retail8.2%—
- Consumer Staples Merchandise Retail4.5%—
- Investment Banking & Brokerage3.7%—
- Technology Hardware, Storage & Peripherals3.5%—
- Health Care Equipment2.9%—
- Other holdings32.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $XOM | ExxonMobil Holdings Corporation | 23.4K | $3.97M | -448 | 13.3% |
| $IVZ | Invesco Ltd | 46.1K | $3.48M | +2.75K | 11.7% |
| $ABBV | AbbVie Inc | 15.3K | $3.33M | -271 | 11.2% |
| $ULTA | Ulta Beauty Inc | 4.68K | $2.44M | -605 | 8.2% |
| $WMT | Walmart Inc | 10.8K | $1.34M | -2.15K | 4.5% |
| $BEN | Franklin Templeton Inc | 44.7K | $1.22M | +1.08K | 4.1% |
| $GS | Goldman Sachs Group Inc | 22.3K | $1.1M | +1.73K | 3.7% |
| $AAPL | Apple Inc | 4.06K | $1.03M | -723 | 3.5% |
| $BLK | BlackRock Inc | 61.8K | $999K | +267 | 3.4% |
…and 15 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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