LWM
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Lifetime Wealth Management’s Splash Beverage Group SBEV Stock Holding History

Lifetime Wealth Management’s Portfolio SBEV Stock Details SBEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.7K Hold
66,050
– – 0.01% 85
2025
Q4 		$45.6K Buy
+66,050
New +$98.9K 0.03% 88

Other funds holding SBEV

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Lifetime Wealth Management's SBEV Position: Q1 2026 in Review

Lifetime Wealth Management held its Splash Beverage Group (SBEV) position steady in Q1 2026 at 66,050 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #85.

Lifetime Wealth Management first reported a position in SBEV in Q4 2025 and has held it in 2 quarters since. The position peaked at $45.6K in Q4 2025. 16 funds tracked by Wall St. Rank hold SBEV as of Q1 2026.

  • Lifetime Wealth Management held 66,050 shares of Splash Beverage Group worth $23.7K as of Q1 2026.
  • Lifetime Wealth Management left its Splash Beverage Group share count unchanged in Q1 2026.
  • Splash Beverage Group made up 0.01% of Lifetime Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Lifetime Wealth Management first reported a position in Splash Beverage Group in Q4 2025 and has held it in 2 quarters since.
  • Lifetime Wealth Management's Splash Beverage Group position peaked at $45.6K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Splash Beverage Group as of Q1 2026.

Based on Lifetime Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.