Life Line Wealth Management Llc Portfolio Stock Holdings
Life Line Wealth Management Llc disclosed 35 stock positions valued at approximately $223.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, INVESCO QQQ TR, and ISHARES GOLD TR. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 35
- Portfolio Value
- $223.9M
Holdings by Sector
Life Line Wealth Management Llc Portfolio Holdings in Q1 2026
35 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | QUAL | Other | 21.40% | 249,841 | +9,850 | +4.10% | $47,922,012 |
| INVESCO QQQ TR | QQQ | Other | 20.99% | 81,425 | +2,259 | +2.85% | $46,996,872 |
| ISHARES GOLD TR | IAU | Other | 17.03% | 432,527 | -401,879 | -48.16% | $38,131,580 |
| ISHARES TR | IQLT | Other | 10.16% | 492,153 | -450,547 | -47.79% | $22,752,214 |
| ISHARES TR | IVV | Other | 9.79% | 33,552 | +1,564 | +4.89% | $21,916,601 |
| ISHARES TR | IWR | Other | 6.43% | 148,081 | +116,030 | +362.02% | $14,397,924 |
| ISHARES TR | VLUE | Other | 4.87% | 76,733 | +76,733 | +100.00% | $10,910,625 |
| ISHARES TR | IWM | Other | 1.20% | 10,861 | +19 | +0.18% | $2,693,613 |
| ISHARES TR | MTUM | Other | 1.19% | 11,128 | +254 | +2.34% | $2,670,570 |
| ISHARES TR | IWF | Other | 0.97% | 5,093 | -93,179 | -94.82% | $2,171,545 |
| ISHARES TR | EFG | Other | 0.60% | 12,009 | +1,067 | +9.75% | $1,337,401 |
| ISHARES INC | IEMG | Other | 0.57% | 18,343 | +2,466 | +15.53% | $1,279,424 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.49% | 18,682 | - | - | $1,102,798 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.28% | 12,630 | +87 | +0.69% | $628,808 |
| ISHARES TR | IVW | Other | 0.28% | 5,508 | +1,347 | +32.37% | $623,005 |
| WISDOMTREE TR | USFR | Other | 0.28% | 12,365 | +110 | +0.90% | $622,431 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.28% | 10,649 | +2,851 | +36.56% | $619,552 |
| ISHARES TR | EFV | Other | 0.27% | 7,996 | +1,687 | +26.74% | $594,516 |
| ISHARES TR | TLT | Other | 0.26% | 6,679 | +214 | +3.31% | $579,008 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.23% | 6,955 | +232 | +3.45% | $508,720 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.21% | 9,439 | +96 | +1.03% | $477,706 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.20% | 7,571 | +46 | +0.61% | $443,191 |
| ISHARES TR | AGG | Other | 0.19% | 4,352 | +95 | +2.23% | $431,975 |
| ISHARES TR | LQD | Other | 0.19% | 3,938 | +88 | +2.29% | $429,256 |
| ISHARES TR | IVE | Other | 0.18% | 1,957 | +606 | +44.86% | $413,271 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.18% | 1,730 | +2 | +0.12% | $411,164 |
| PGIM ETF TR | PULS | Other | 0.18% | 7,941 | +91 | +1.16% | $393,084 |
| SPDR SERIES TRUST | BIL | Other | 0.17% | 4,205 | +69 | +1.67% | $385,301 |
| ISHARES TR | IDEV | Other | 0.17% | 4,555 | +53 | +1.18% | $380,663 |
| RUBRIK INC. | RBRK | Technology | 0.17% | 7,563 | +1,802 | +31.28% | $370,360 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 0.13% | 13,997 | - | - | $290,578 |
| ISHARES INC | EMXC | Other | 0.12% | 3,557 | +292 | +8.94% | $279,818 |
| ISHARES TR | ESGU | Other | 0.12% | 1,936 | -1,028 | -34.68% | $273,824 |
| PIMCO ETF TR | MINT | Other | 0.10% | 2,254 | +23 | +1.03% | $226,732 |
| NETFLIX INC. | NFLX | Communication Services | 0.10% | 2,350 | -530 | -18.40% | $225,953 |