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LIFE LINE WEALTH MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 2035872 · latest 13F-HR filed 2026-04-09

Backtest portfolio

LIFE LINE WEALTH MANAGEMENT LLC manages $223.9M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are QUAL (21.40%), QQQ (20.99%), IAU (17.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 4, added to 9, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$223.9M

Long-equity book

Holdings

35

Distinct positions

Period

2026-03-31

Filed 2026-04-09

Q/Q Activity

+1 / −4 / ↑9 / ↓9

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$11.3M +366.6%
  • ISHARES INC$212.2K +19.9%
  • BLACKROCK ETF TRUST$145.3K +30.6%
  • ISHARES TR$144.0K +32.0%
  • ISHARES TR$126.8K +44.3%
Show all 9 →

Top Trims

  • ISHARES TR-$44.3M -95.3%
  • ISHARES GOLD TR-$29.6M -43.7%
  • ISHARES TR-$20.1M -46.9%
  • FIDELITY WISE ORIGIN BITCOIN-$321.3K -22.6%
  • ISHARES TR-$167.7K -38.0%
Show all 9 →

New Positions

  • ISHARES TR$10.9M
Show all 1 →

Exited Positions

  • VANGUARD INTL EQUITY INDEX F$26.9M
  • ISHARES INC$14.3M
  • ISHARES TR$212.2K
  • INVESCO EXCHANGE TRADED FD T$210.1K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR QUAL 46432F339 $47.9M 21.40% 249,841 SH
2 INVESCO QQQ TR QQQ 46090E103 $47.0M 20.99% 81,425 SH
3 ISHARES GOLD TR IAU 464285204 $38.1M 17.03% 432,527 SH
4 ISHARES TR IQLT 46434V456 $22.8M 10.16% 492,153 SH
5 ISHARES TR IVV 464287200 $21.9M 9.79% 33,552 SH
6 ISHARES TR IWR 464287499 $14.4M 6.43% 148,081 SH
7 ISHARES TR VLUE 46432F388 $10.9M 4.87% 76,733 SH
8 ISHARES TR IWM 464287655 $2.7M 1.20% 10,861 SH
9 ISHARES TR MTUM 46432F396 $2.7M 1.19% 11,128 SH
10 ISHARES TR IWF 464287614 $2.2M 0.97% 5,093 SH
11 ISHARES TR EFG 464288885 $1.3M 0.60% 12,009 SH
12 ISHARES INC IEMG 46434G103 $1.3M 0.57% 18,343 SH
13 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $1.1M 0.49% 18,682 SH
14 VANGUARD BD INDEX FDS VUSB 92203C303 $628.8K 0.28% 12,630 SH
15 ISHARES TR IVW 464287309 $623.0K 0.28% 5,508 SH
16 WISDOMTREE TR USFR 97717Y527 $622.4K 0.28% 12,365 SH
17 BLACKROCK ETF TRUST DYNF 09290C103 $619.6K 0.28% 10,649 SH
18 ISHARES TR EFV 464288877 $594.5K 0.27% 7,996 SH
19 ISHARES TR TLT 464287432 $579.0K 0.26% 6,679 SH
20 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $508.7K 0.23% 6,955 SH
21 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $477.7K 0.21% 9,439 SH
22 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $443.2K 0.20% 7,571 SH
23 ISHARES TR AGG 464287226 $432.0K 0.19% 4,352 SH
24 ISHARES TR LQD 464287242 $429.3K 0.19% 3,938 SH
25 ISHARES TR IVE 464287408 $413.3K 0.18% 1,957 SH
26 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $411.2K 0.18% 1,730 SH
27 PGIM ETF TR PULS 69344A107 $393.1K 0.18% 7,941 SH
28 SPDR SERIES TRUST BIL 78468R663 $385.3K 0.17% 4,205 SH
29 ISHARES TR IDEV 46435G326 $380.7K 0.17% 4,555 SH
30 RUBRIK INC. RBRK 781154109 $370.4K 0.17% 7,563 SH
31 HIMS & HERS HEALTH INC HIMS 433000106 $290.6K 0.13% 13,997 SH
32 ISHARES INC EMXC 46434G764 $279.8K 0.12% 3,557 SH
33 ISHARES TR ESGU 46435G425 $273.8K 0.12% 1,936 SH
34 PIMCO ETF TR MINT 72201R833 $226.7K 0.10% 2,254 SH
35 NETFLIX INC. NFLX 64110L106 $226.0K 0.10% 2,350 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-09 $223.9M 35 0002085853-26-000322
2025-12-31 2026-02-04 $338.6M 38 0002085853-26-000201