Life Line Wealth Management

Latest statistics and disclosures from Life Line Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IAU, QQQ, QUAL, IWF, IQLT, and represent 74.84% of Life Line Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: IAU (+$16M), IVV, NFLX, EMXC, EFG, IVW, EFV, IEMG, DYNF, IWR.
  • Started 1 new stock position in EMXC.
  • Reduced shares in these 9 stocks: EWG (-$12M), QQQ, IWF, IQLT, QUAL, VGK, SUSC, ESGU, FBTC.
  • Life Line Wealth Management was a net buyer of stock by $185k.
  • Life Line Wealth Management has $339M in assets under management (AUM), dropping by 3.23%.
  • Central Index Key (CIK): 0002035872

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Portfolio Holdings for Life Line Wealth Management

Life Line Wealth Management holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 20.0 $68M +30% 834k 81.17
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Invesco Qqq Tr Unit Ser 1 (QQQ) 14.4 $49M -3% 79k 614.31
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Ishares Tr Msci Usa Qlt Fct (QUAL) 14.1 $48M 240k 198.62
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Ishares Tr Rus 1000 Grw Etf (IWF) 13.7 $47M -3% 98k 473.30
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Ishares Tr Msci Intl Qualty (IQLT) 12.7 $43M -2% 943k 45.45
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.0 $27M -2% 322k 83.61
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Ishares Tr Core S&p500 Etf (IVV) 6.5 $22M +5% 32k 684.95
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Ishares Msci Germany Etf (EWG) 4.2 $14M -44% 336k 42.50
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Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $3.1M 32k 96.27
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Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $2.7M 11k 250.31
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $2.7M 11k 246.16
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $1.4M 19k 76.23
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Ishares Tr Eafe Grwth Etf (EFG) 0.4 $1.2M +8% 11k 113.92
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Ishares Core Msci Emkt (IEMG) 0.3 $1.1M +5% 16k 67.22
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $625k 13k 49.84
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $617k 12k 50.32
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $564k +2% 6.5k 87.17
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $513k +14% 4.2k 123.27
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $480k 6.7k 71.42
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $474k +13% 7.8k 60.81
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $473k 9.3k 50.59
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Hims & Hers Health Com Cl A (HIMS) 0.1 $455k 14k 32.47
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Ishares Tr Eafe Value Etf (EFV) 0.1 $451k +16% 6.3k 71.41
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $442k 7.5k 58.73
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $442k -3% 3.0k 148.96
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Rubrik Cl A (RBRK) 0.1 $441k 5.8k 76.48
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $437k 1.7k 252.92
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $425k 4.3k 99.88
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $424k 3.9k 110.20
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $389k 7.9k 49.59
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Spdr Series Trust State Street Spd (BIL) 0.1 $378k 4.1k 91.38
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Ishares Tr Core Msci Intl (IDEV) 0.1 $371k 4.5k 82.48
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $286k +13% 1.4k 212.03
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Netflix (NFLX) 0.1 $270k +900% 2.9k 93.76
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Ishares Msci Emrg Chn (EMXC) 0.1 $237k NEW 3.3k 72.68
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $224k 2.2k 100.35
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $212k -7% 9.1k 23.39
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $210k 3.5k 59.28
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Past Filings by Life Line Wealth Management

SEC 13F filings are viewable for Life Line Wealth Management going back to 2023