LIFE LINE WEALTH MANAGEMENT LLC
CIK 2035872 · View on SEC EDGAR ↗
- Portfolio value
- $223.9M
- Positions
- 35
- As of
- March 31, 2026 Data as of Q1 2026
#6,076 of 9,443 by 13F value · top 64.3%
Portfolio value QoQ: -33.9% 13F does not disclose cash
- Top 10 holdings weight
- 94.05%
- Top 25 holdings weight
- 98.55%
- Positions above 1%
- 9
- Effective number of positions
- 6.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 9.79% Est. buys $27,536,386 · sells $137,830,171
Median holding: 6.0 quarters Tracked Q4 2024–Q1 2026 · 87.5% still held
- New positions
- 1
- Increased
- 27
- Decreased
- 5
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
0.2%
Health Care
0.1%
Communication Services
0.1%
Other/Unmapped
99.6%
Full portfolio 35 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QUAL | $47,922,012 | 21.40% | 249,841 | $255,046 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $46,996,872 | 20.99% | 81,425 | $-1,635,660 | Up ×1 | ||
| IAU | $38,131,580 | 17.03% | 432,527 | $-29,597,155 | Down ×1 | ||
| IQLT | $22,752,214 | 10.16% | 492,153 | $-20,093,498 | Down ×3 | ||
| IVV | $21,916,601 | 9.79% | 33,552 | $6,425 | Up ×2 | ||
| IWR | $14,397,924 | 6.43% | 148,081 | $11,312,422 | Up ×2 | ||
| VLUE | $10,910,625 | 4.87% | 76,733 | Up ×1 | |||
| IWM | $2,693,613 | 1.20% | 10,861 | $24,758 | Up ×4 | ||
| MTUM | $2,670,570 | 1.19% | 11,128 | $-51,263 | Up ×4 | ||
| IWF | $2,171,545 | 0.97% | 5,093 | $-44,340,665 | Down ×3 | ||
| EFG | $1,337,401 | 0.60% | 12,009 | $90,838 | Up ×2 | ||
| IEMG | $1,279,424 | 0.57% | 18,343 | $212,172 | Up ×2 | ||
| FBTC | $1,102,798 | 0.49% | 18,682 | $-321,331 | |||
| VUSB | $628,808 | 0.28% | 12,630 | $3,670 | Up ×5 | ||
| IVW | $623,005 | 0.28% | 5,508 | $110,074 | Up ×4 | ||
| USFR | $622,431 | 0.28% | 12,365 | $5,755 | Up ×5 | ||
| DYNF | $619,552 | 0.28% | 10,649 | $145,333 | Up ×4 | ||
| EFV | $594,516 | 0.27% | 7,996 | $143,970 | Up ×4 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $579,008 | 0.26% | 6,679 | $15,476 | Up ×5 | ||
| SPLV | $508,720 | 0.23% | 6,955 | $28,563 | Up ×5 | ||
| JPST | $477,706 | 0.21% | 9,439 | $5,029 | Up ×5 | ||
| VGSH Vanguard Short-Term Treasury ETF | $443,191 | 0.20% | 7,571 | $1,239 | Up ×5 | ||
| AGG | $431,975 | 0.19% | 4,352 | $6,802 | Up ×5 | ||
| LQD | $429,256 | 0.19% | 3,938 | $4,974 | Up ×3 | ||
| IVE | $413,271 | 0.18% | 1,957 | $126,824 | Up ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $411,164 | 0.18% | 1,730 | $-25,887 | Up ×5 | ||
| PULS | $393,084 | 0.18% | 7,941 | $3,821 | Up ×5 | ||
| BIL | $385,301 | 0.17% | 4,205 | $7,350 | Up ×2 | ||
| IDEV | $380,663 | 0.17% | 4,555 | $9,337 | Up ×2 | ||
| RBRK Rubrik, Inc. Class A Common Stock | $370,360 | 0.17% | 7,563 | $-70,241 | Up ×1 | ||
| HIMS Hims & Hers Health, Inc. Class A Common Stock | $290,578 | 0.13% | 13,997 | $-163,905 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $279,818 | 0.12% | 3,557 | $42,517 | Up ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $273,824 | 0.12% | 1,936 | $-167,685 | Down ×4 | ||
| MINT | $226,732 | 0.10% | 2,254 | $2,846 | Up ×5 | ||
| NFLX Netflix, Inc. - Common Stock | $225,953 | 0.10% | 2,350 | $-44,076 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IWM | $2,693,613 | 1.20% | up ×4 |
| MTUM | $2,670,570 | 1.19% | up ×4 |
| VUSB | $628,808 | 0.28% | up ×5 |
| IVW | $623,005 | 0.28% | up ×4 |
| USFR | $622,431 | 0.28% | up ×5 |
| DYNF | $619,552 | 0.28% | up ×4 |
| EFV | $594,516 | 0.27% | up ×4 |
| TLT | $579,008 | 0.26% | up ×5 |
| SPLV | $508,720 | 0.23% | up ×5 |
| JPST | $477,706 | 0.21% | up ×5 |
| VGSH | $443,191 | 0.20% | up ×5 |
| AGG | $431,975 | 0.19% | up ×5 |
| LQD | $429,256 | 0.19% | up ×3 |
| QQQM | $411,164 | 0.18% | up ×5 |
| PULS | $393,084 | 0.18% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VLUE | $10,910,625 | 76,733 | 4.87% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IAU | Trimmed | -402K | -$29.6M |
| IQLT | Trimmed | -451K | -$20.1M |
| IWR | Bought more | +116K | +$11.3M |
| QQQ | Bought more | +2K | -$1.6M |
| FBTC | Price move only | +0 | -$321K |
| QUAL | Bought more | +10K | +$255K |
| IEMG | Bought more | +2K | +$212K |
| ESGU | Trimmed | -1K | -$168K |
| HIMS | Price move only | +0 | -$164K |
| DYNF | Bought more | +3K | +$145K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.