Life Line Wealth Management

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

  • Top 5 stock holdings are QUAL, QQQ, IAU, IQLT, IVV, and represent 79.38% of Life Line Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: IWR (+$11M), VLUE (+$11M), QUAL, QQQ, IVV, IEMG, DYNF, IVW, IVE, EFV.
  • Started 1 new stock position in VLUE.
  • Reduced shares in these 9 stocks: IWF (-$40M), IAU (-$35M), VGK (-$27M), IQLT (-$21M), EWG (-$14M), SUSC, XLG, ESGU, NFLX.
  • Sold out of its positions in XLG, EWG, SUSC, VGK.
  • Life Line Wealth Management was a net seller of stock by $-110M.
  • Life Line Wealth Management has $224M in assets under management (AUM), dropping by -33.87%.
  • Central Index Key (CIK): 0002035872

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Portfolio Holdings for Life Line Wealth Management

Life Line Wealth Management holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 21.4 $48M +4% 250k 191.81
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Invesco Qqq Tr Unit Ser 1 (QQQ) 21.0 $47M +2% 81k 577.18
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Ishares Gold Tr Ishares New (IAU) 17.0 $38M -48% 433k 88.16
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Ishares Tr Msci Intl Qualty (IQLT) 10.2 $23M -47% 492k 46.23
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Ishares Tr Core S&p500 Etf (IVV) 9.8 $22M +4% 34k 653.21
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Ishares Tr Rus Mid Cap Etf (IWR) 6.4 $14M +362% 148k 97.23
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Ishares Tr Msci Usa Value (VLUE) 4.9 $11M NEW 77k 142.19
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Ishares Tr Russell 2000 Etf (IWM) 1.2 $2.7M 11k 248.01
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Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $2.7M +2% 11k 239.99
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $2.2M -94% 5.1k 426.38
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Ishares Tr Eafe Grwth Etf (EFG) 0.6 $1.3M +9% 12k 111.37
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Ishares Core Msci Emkt (IEMG) 0.6 $1.3M +15% 18k 69.75
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $1.1M 19k 59.03
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $629k 13k 49.79
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $623k +32% 5.5k 113.11
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $622k 12k 50.34
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $620k +36% 11k 58.18
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Ishares Tr Eafe Value Etf (EFV) 0.3 $595k +26% 8.0k 74.35
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $579k +3% 6.7k 86.69
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $509k +3% 7.0k 73.14
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $478k 9.4k 50.61
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $443k 7.6k 58.54
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $432k +2% 4.4k 99.26
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $429k +2% 3.9k 109.00
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $413k +44% 2.0k 211.18
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $411k 1.7k 237.67
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $393k 7.9k 49.50
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Spdr Series Trust State Street Spd (BIL) 0.2 $385k 4.2k 91.63
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Ishares Tr Core Msci Intl (IDEV) 0.2 $381k 4.6k 83.57
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Rubrik Cl A (RBRK) 0.2 $370k +31% 7.6k 48.97
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Hims & Hers Health Com Cl A (HIMS) 0.1 $291k 14k 20.76
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Ishares Msci Emrg Chn (EMXC) 0.1 $280k +8% 3.6k 78.67
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $274k -34% 1.9k 141.44
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $227k 2.3k 100.59
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Netflix (NFLX) 0.1 $226k -18% 2.4k 96.15
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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