LIFE LINE WEALTH MANAGEMENT LLC
CIK: 0002035872Latest portfolio: $338.6M · Q4 2025
Holdings
38
Total Value
$338.6M
New Positions
1
Closed Positions
0
Top Holdings
View All 38 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IAU*ISHARES GOLD TR | 834,406 | $67.7M | 20.00% | +196K | |
| 2 | NDQINVESCO QQQ TR | 79,166 | $48.6M | 14.36% | -2,870 | |
| 3 | QUALISHARES TR | 239,991 | $47.7M | 14.08% | -4,657 | |
| 4 | IWFISHARES TR | 98,272 | $46.5M | 13.74% | -3,563 | |
| 5 | IQLTISHARES TR | 942,700 | $42.8M | 12.65% | -25,057 | |
| 6 | VGKVANGUARD INTL EQUITY INDEX F | 322,069 | $26.9M | 7.95% | -6,668 | |
| 7 | IVVISHARES TR | 31,988 | $21.9M | 6.47% | +2K | |
| 8 | EWGISHARES INC | 336,362 | $14.3M | 4.22% | -275,021 | |
| 9 | IWRISHARES TR | 32,051 | $3.1M | 0.91% | +432 | |
| 10 | MTUMISHARES TR | 10,874 | $2.7M | 0.80% | +99 | |
| 11 | IWMISHARES TR | 10,842 | $2.7M | 0.79% | +36 | |
| 12 | FBTCFIDELITY WISE ORIGIN BITCOIN | 18,682 | $1.4M | 0.42% | -169 | |
| 13 | EFGISHARES TR | 10,942 | $1.2M | 0.37% | +851 | |
| 14 | IEMGISHARES INC | 15,877 | $1.1M | 0.32% | +863 | |
| 15 | VUSBVANGUARD BD INDEX FDS | 12,543 | $625K | 0.18% | +183 | |
| 16 | USFRWISDOMTREE TR | 12,255 | $616K | 0.18% | +118 | |
| 17 | TLTISHARES TR | 6,465 | $563K | 0.17% | +156 | |
| 18 | IVWISHARES TR | 4,161 | $512K | 0.15% | +527 | |
| 19 | SPLVINVESCO EXCH TRADED FD TR II | 6,723 | $480K | 0.14% | +37 | |
| 20 | DYNFBLACKROCK ETF TRUST | 7,798 | $474K | 0.14% | +912 | |
| 21 | JPSTJ P MORGAN EXCHANGE TRADED F | 9,343 | $472K | 0.14% | +101 | |
| 22 | HIMSHIMS & HERS HEALTH INC | 13,997 | $454K | 0.13% | — | |
| 23 | EFVISHARES TR | 6,309 | $450K | 0.13% | +877 | |
| 24 | VGSHVANGUARD SCOTTSDALE FDS | 7,525 | $441K | 0.13% | +96 | |
| 25 | ESGUISHARES TR | 2,964 | $441K | 0.13% | -103 |
Quarterly Changes
New Positions
- EMXCNEW$237K
Closed Positions
No closed positions this quarter
Sector Breakdown
Financial Services0.0% ($4.766646512428452e+107T)
Unknown0.0% ($6.8T)
Healthcare0.0% ($454K)
Technology0.0% ($440K)
Communication Services0.0% ($270K)
Filing History
Fund Information
LIFE LINE WEALTH MANAGEMENT LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $338.6M across 38 holdings. The largest position is ISHARES GOLD TR (IAU*), representing 20.0% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.