Q1 2026 13F · SEC CIK 2035872

Life Line Wealth Management LLC

Wealth managerFiled 2026-04-09 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $223.9M
Reported positions: 35
Holdings vs S&P 500, 3 yrs: —
Assets under management: $557.6M

Life Line Wealth Management LLC is a wealth manager that reported 35 positions worth $223.9M in its Q1 2026 13F, filed 2026-04-09. Its largest holdings were Ishares Tr (QUAL, 21.4%), Invesco Qqq Tr (QQQ, 21.0%), Ishares Gold Tr (IAU, 17.0%).

Life Line Wealth Management LLC holdings all 35 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Life Line Wealth Management LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
QUALIshares Tr	21.4%	14.1%	249,841	+4.1%	$47.9M
QQQInvesco Qqq Tr	21.0%	14.4%	81,425	+2.9%	$47.0M
IAUIshares Gold Tr	17.0%	20.0%	432,527	-48.2%	$38.1M
IQLTIshares Tr	10.2%	12.7%	492,153	-47.8%	$22.8M
IVVIshares Tr	9.8%	6.5%	33,552	+4.9%	$21.9M
IWRIshares Tr	6.4%	0.9%	148,081	+362.0%	$14.4M
VLUEIshares Tr	4.9%	New	76,733	—	$10.9M
IWMIshares Tr	1.2%	0.8%	10,861	+0.2%	$2.7M
MTUMIshares Tr	1.2%	0.8%	11,128	+2.3%	$2.7M
IWFIshares Tr	1.0%	13.7%	5,093	-94.8%	$2.2M
EFGIshares Tr	0.6%	0.4%	12,009	+9.8%	$1.3M
IEMGIshares Inc	0.6%	0.3%	18,343	+15.5%	$1.3M
FBTCFidelity Wise Origin Bitcoin	0.5%	0.4%	18,682	+0.0%	$1.1M
VUSBVanguard Bd Index Fds	0.3%	0.2%	12,630	+0.7%	$629K
IVWIshares Tr	0.3%	0.2%	5,508	+32.4%	$623K
USFRWisdomtree Tr	0.3%	0.2%	12,365	+0.9%	$622K
DYNFBlackrock ETF Trust	0.3%	0.1%	10,649	+36.6%	$620K
EFVIshares Tr	0.3%	0.1%	7,996	+26.7%	$595K
TLTIshares Tr	0.3%	0.2%	6,679	+3.3%	$579K
SPLVInvesco Exch Traded Fd Tr II	0.2%	0.1%	6,955	+3.5%	$509K
JPSTJ P Morgan Exchange Traded F	0.2%	0.1%	9,439	+1.0%	$478K
VGSHVanguard Scottsdale Fds	0.2%	0.1%	7,571	+0.6%	$443K
AGGIshares Tr	0.2%	0.1%	4,352	+2.2%	$432K
LQDIshares Tr	0.2%	0.1%	3,938	+2.3%	$429K
IVEIshares Tr	0.2%	0.1%	1,957	+44.9%	$413K
QQQMInvesco Exch Traded Fd Tr II	0.2%	0.1%	1,730	+0.1%	$411K
PULSPgim ETF Tr	0.2%	0.1%	7,941	+1.2%	$393K
BILSpdr Series Trust	0.2%	0.1%	4,205	+1.7%	$385K
IDEVIshares Tr	0.2%	0.1%	4,555	+1.2%	$381K
RBRKRubrik Inc.	0.2%	0.1%	7,563	+31.3%	$370K
HIMSHims & Hers Health Inc	0.1%	0.1%	13,997	+0.0%	$291K
EMXCIshares Inc	0.1%	0.1%	3,557	+8.9%	$280K
ESGUIshares Tr	0.1%	0.1%	1,936	-34.7%	$274K
MINTPimco Enhanced Short Maturity Active Exc	0.1%	0.1%	2,254	+1.0%	$227K
NFLXNetflix Inc.	0.1%	0.1%	2,350	-18.4%	$226K

What Life Line Wealth Management LLC bought and sold in Q1 2026, against Q4 2025.

Share counts compared with the Q4 2025 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +20.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$223.9M	35
Q4 2025	$338.6M	38
Q3 2025	$328.0M	37
Q2 2025	$308.8M	35
Q1 2025	$271.8M	34
Q4 2024	$280.3M	25
Q3 2024	$279.7M	25
Q2 2024	$264.7M	21

Questions about Life Line Wealth Management LLC's portfolio

What stocks does Life Line Wealth Management LLC own?

Life Line Wealth Management LLC's latest 13F, for Q1 2026 and filed Apr 9, 2026, lists 35 positions worth $223.9M. The largest are Ishares Tr (QUAL) at 21.4%, Invesco Qqq Tr (QQQ) at 21.0%, Ishares Gold Tr (IAU) at 17.0%, Ishares Tr (IQLT) at 10.2% and Ishares Tr (IVV) at 9.8%.

What did Life Line Wealth Management LLC buy last quarter?

In Q1 2026, Life Line Wealth Management LLC added a new position in Ishares Tr (VLUE), Ishares Tr (IWR) (+362.0% shares), Ishares Tr (IVE) (+44.9% shares) and Blackrock ETF Trust (DYNF) (+36.6% shares), compared with its Q4 2025 filing.

What did Life Line Wealth Management LLC sell last quarter?

In Q1 2026, Life Line Wealth Management LLC sold all of Vanguard Ftse Europe ETF (VGK), sold all of Ishares Inc (EWG), sold all of Ishares Tr (SUSC), sold all of Invesco Exchange Traded Fd T (XLG), Ishares Tr (IWF) (-94.8% shares), Ishares Gold Tr (IAU) (-48.2% shares) and Ishares Tr (IQLT) (-47.8% shares), compared with its Q4 2025 filing.

When is Life Line Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Life Line Wealth Management LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Life Line Wealth Management LLC manage?

Life Line Wealth Management LLC reported $557.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $223.9M.