Institutional
LIFE LINE WEALTH MANAGEMENT LLC
CIK 0002035872
$223.9M
Reported AUM
35
Positions
Q1 2026
Period
2026-04-09
Filed
Editorial summary
Summary for LIFE LINE WEALTH MANAGEMENT LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $215.98 | -1.14% | 20.95% | 64.06% | $47.9M | 21.40% | — | HELD |
| 2 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | 20.05% | 79.46% | $47.0M | 20.99% | — | HELD |
| 3 | IAU | ISHARES GOLD TR | $76.04 | 0.45% | 20.15% | 120.21% | $38.1M | 17.03% | — | HELD |
| 4 | IQLT | ISHARES TR | $49.50 | -0.36% | 22.61% | 41.01% | $22.8M | 10.16% | — | HELD |
| 5 | IVV | ISHARES TR | $733.12 | -1.49% | 20.42% | 75.78% | $21.9M | 9.79% | — | HELD |
| 6 | IWR | ISHARES TR | $109.58 | -1.03% | 20.85% | 44.29% | $14.4M | 6.43% | — | HELD |
| 7 | VLUE | ISHARES TR | $188.17 | -2.81% | 75.13% | 108.17% | $10.9M | 4.87% | — | HELD |
| 8 | IWM | ISHARES TR | $288.57 | -1.64% | 35.66% | 35.93% | $2.7M | 1.20% | — | HELD |
| 9 | MTUM | ISHARES TR | $283.11 | -3.15% | 23.29% | 69.77% | $2.7M | 1.19% | — | HELD |
| 10 | IWF | ISHARES TR | $114.05 | -2.09% | 8.27% | 64.97% | $2.2M | 0.97% | — | HELD |
| 11 | EFG | ISHARES TR | $118.55 | -0.65% | 13.32% | 15.83% | $1.3M | 0.60% | — | HELD |
| 12 | IEMG | ISHARES INC | $74.15 | -2.18% | 26.95% | 33.80% | $1.3M | 0.57% | — | HELD |
| 13 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $55.29 | -0.45% | -43.80% | 2.06% | $1.1M | 0.49% | — | HELD |
| 14 | VUSB | VANGUARD BD INDEX FDS | $49.74 | 0.05% | 4.00% | 18.75% | $629K | 0.28% | — | HELD |
| 15 | IVW | ISHARES TR | $129.28 | -1.93% | 16.18% | 69.99% | $623K | 0.28% | — | HELD |
| 16 | USFR | WISDOMTREE TR | $50.36 | 0.00% | 3.91% | 19.96% | $622K | 0.28% | — | HELD |
| 17 | DYNF | BLACKROCK ETF TRUST | $65.64 | -1.81% | 20.34% | 90.15% | $620K | 0.28% | — | HELD |
| 18 | EFV | ISHARES TR | $79.38 | -0.40% | 31.74% | 91.22% | $595K | 0.27% | — | HELD |
| 19 | TLT | ISHARES TR | $82.85 | -1.65% | -0.09% | -32.92% | $579K | 0.26% | — | HELD |
| 20 | SPLV | INVESCO EXCH TRADED FD TR II | $77.54 | -0.55% | 10.16% | 34.89% | $509K | 0.23% | — | HELD |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.04% | 3.86% | 19.88% | $478K | 0.21% | — | HELD |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $58.12 | 0.07% | 2.62% | 9.75% | $443K | 0.20% | — | HELD |
| 23 | AGG | ISHARES TR | $97.55 | -0.38% | 2.27% | -1.35% | $432K | 0.19% | — | HELD |
| 24 | LQD | ISHARES TR | $106.22 | -0.57% | 1.30% | -4.41% | $429K | 0.19% | — | HELD |
| 25 | IVE | ISHARES TR | $232.36 | -0.88% | 21.50% | 68.96% | $413K | 0.18% | — | HELD |
| 26 | QQQM | INVESCO EXCH TRADED FD TR II | $272.51 | -2.02% | 22.59% | 83.87% | $411K | 0.18% | — | HELD |
| 27 | PULS | PGIM ETF TR | $49.68 | 0.00% | 4.31% | 22.96% | $393K | 0.18% | — | HELD |
| 28 | BIL | SPDR SERIES TRUST | $91.64 | 0.01% | 3.70% | 18.93% | $385K | 0.17% | — | HELD |
| 29 | IDEV | ISHARES TR | $88.89 | -0.59% | 23.08% | 50.64% | $381K | 0.17% | — | HELD |
| 30 | RBRK | RUBRIK INC. | $71.91 | 0.64% | -18.17% | 135.30% | $370K | 0.17% | — | HELD |
| 31 | HIMS | HIMS & HERS HEALTH INC | $25.00 | -14.73% | — | — | $291K | 0.13% | — | HELD |
| 32 | EMXC | ISHARES INC | $86.86 | -2.88% | — | — | $280K | 0.12% | — | HELD |
| 33 | ESGU | ISHARES TR | $159.87 | -1.58% | — | — | $274K | 0.12% | — | HELD |
| 34 | MINT | PIMCO ETF TR | $100.75 | 0.02% | — | — | $227K | 0.10% | — | HELD |
| 35 | NFLX | NETFLIX INC. | $73.63 | 1.71% | — | — | $226K | 0.10% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000322. 13F discloses long positions only — shorts, foreign equities, and options are excluded.