Life Line Wealth Management

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

  • Top 5 stock holdings are QQQ, IWF, QUAL, IAU, IQLT, and represent 71.26% of Life Line Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: RBRK, XLG, DYNF, QQQM, EFV, IVW, MTUM, TLT, IWM, VUSB.
  • Started 2 new stock positions in RBRK, XLG.
  • Reduced shares in these 10 stocks: QQQ, IWF, VGK, IAU, IVV, IQLT, IEMG, EFG, EWG, QUAL.
  • Life Line Wealth Management was a net seller of stock by $-2.8M.
  • Life Line Wealth Management has $328M in assets under management (AUM), dropping by 6.22%.
  • Central Index Key (CIK): 0002035872

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Portfolio Holdings for Life Line Wealth Management

Life Line Wealth Management holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 15.0 $49M 82k 600.37
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Ishares Tr Rus 1000 Grw Etf (IWF) 14.5 $48M 102k 468.41
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Ishares Tr Msci Usa Qlt Fct (QUAL) 14.5 $48M 245k 194.50
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Ishares Gold Tr Ishares New (IAU) 14.2 $46M 638k 72.77
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Ishares Tr Msci Intl Qualty (IQLT) 13.0 $43M 968k 44.19
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.0 $26M 329k 79.80
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Ishares Msci Germany Etf (EWG) 7.8 $25M 611k 41.61
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Ishares Tr Core S&p500 Etf (IVV) 6.2 $20M 31k 669.29
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Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $3.1M 32k 96.55
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Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $2.8M 11k 256.45
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $2.6M 11k 241.96
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.6 $1.9M 19k 99.81
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Ishares Tr Eafe Grwth Etf (EFG) 0.4 $1.1M -13% 10k 113.88
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Ishares Core Msci Emkt (IEMG) 0.3 $990k -18% 15k 65.92
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Hims & Hers Health Com Cl A (HIMS) 0.2 $794k 14k 56.72
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $618k 12k 50.00
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $610k 12k 50.27
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $564k 6.3k 89.36
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $491k 6.7k 73.48
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Rubrik Cl A (RBRK) 0.1 $474k NEW 5.8k 82.25
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $469k 9.2k 50.73
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $447k -3% 3.1k 145.58
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $439k +7% 3.6k 120.72
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $437k 7.4k 58.85
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $427k +10% 1.7k 247.11
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $423k 3.8k 111.48
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $421k 4.2k 100.24
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $408k +11% 6.9k 59.20
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $387k 7.8k 49.83
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $379k 4.1k 91.75
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Ishares Tr Eafe Value Etf (EFV) 0.1 $369k +10% 5.4k 67.84
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Ishares Tr Core Msci Intl (IDEV) 0.1 $354k 4.4k 80.16
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Netflix (NFLX) 0.1 $345k 288.00 1198.92
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $246k -2% 1.2k 206.59
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $232k -8% 9.9k 23.56
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $222k 2.2k 100.71
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $203k NEW 3.5k 57.53
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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