Life Line Wealth Management LLC Top Holdings and 13F Report (2026) About Life Line Wealth Management LLCInvestment ActivityLife Line Wealth Management LLC has $223.89 million in total holdings as of March 31, 2026.Life Line Wealth Management LLC owns shares of 35 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 12.30% of the portfolio was purchased this quarter.About 61.56% of the portfolio was sold this quarter.This quarter, Life Line Wealth Management LLC has purchased 38 new stocks and bought additional shares in 27 stocks.Life Line Wealth Management LLC sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $47,922,012Invesco QQQ $46,996,872iShares Gold Trust $38,131,580iShares MSCI Intl Quality Factor ETF $22,752,214iShares Core S&P 500 ETF $21,916,601 Largest New Holdings this Quarter 46432F388 - iShares MSCI USA Value Factor ETF $10,910,625 Holding Largest Purchases this Quarter iShares Russell Mid-Cap ETF 116,030 shares (about $11.28M)iShares MSCI USA Value Factor ETF 76,733 shares (about $10.91M)iShares MSCI USA Quality Factor ETF 9,850 shares (about $1.89M)Invesco QQQ 2,259 shares (about $1.30M)iShares Core S&P 500 ETF 1,564 shares (about $1.02M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 93,179 shares (about $39.73M)iShares Gold Trust 401,879 shares (about $35.43M)iShares MSCI Intl Quality Factor ETF 450,547 shares (about $20.83M)iShares ESG Aware MSCI USA ETF 1,028 shares (about $145.40K)Netflix 530 shares (about $50.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLife Line Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQUALiShares MSCI USA Quality Factor ETF$47,922,012$1,889,329 ▲4.1%249,84121.4%ETFQQQInvesco QQQ$46,996,872$1,303,849 ▲2.9%81,42521.0%FinanceIAUiShares Gold Trust$38,131,580$35,429,652 ▼-48.2%432,52717.0%FinanceIQLTiShares MSCI Intl Quality Factor ETF$22,752,214$20,828,770 ▼-47.8%492,15310.2%ETFIVViShares Core S&P 500 ETF$21,916,601$1,021,625 ▲4.9%33,5529.8%ETFIWRiShares Russell Mid-Cap ETF$14,397,924$11,281,603 ▲362.0%148,0816.4%ETFVLUEiShares MSCI USA Value Factor ETF$10,910,625$10,910,625 ▲New Holding76,7334.9%ETFIWMiShares Russell 2000 ETF$2,693,613$4,712 ▲0.2%10,8611.2%FinanceMTUMiShares MSCI USA Momentum Factor ETF$2,670,570$60,957 ▲2.3%11,1281.2%ETFIWFiShares Russell 1000 Growth ETF$2,171,545$39,729,509 ▼-94.8%5,0931.0%ETFEFGiShares MSCI EAFE Growth ETF$1,337,401$118,828 ▲9.8%12,0090.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,279,424$172,003 ▲15.5%18,3430.6%ETFFIDELITY WISE ORIGIN BITCOIN$1,102,7980.0%18,6820.5%SHSVUSBVanguard Ultra-Short Bond ETF$628,808$4,331 ▲0.7%12,6300.3%ETFIVWiShares S&P 500 Growth ETF$623,005$152,358 ▲32.4%5,5080.3%ETFUSFRWisdomTree Floating Rate Treasury Fund$622,431$5,537 ▲0.9%12,3650.3%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$619,552$165,869 ▲36.6%10,6490.3%ETFEFViShares MSCI EAFE Value ETF$594,516$125,431 ▲26.7%7,9960.3%ETFTLTiShares 20+ Year Treasury Bond ETF$579,008$18,552 ▲3.3%6,6790.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$508,720$16,970 ▲3.5%6,9550.2%ETFJPSTJPMorgan Ultra-Short Income ETF$477,706$4,859 ▲1.0%9,4390.2%ETFVGSHVanguard Short-Term Treasury ETF$443,191$2,693 ▲0.6%7,5710.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$431,975$9,430 ▲2.2%4,3520.2%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$429,256$9,592 ▲2.3%3,9380.2%FinanceIVEiShares S&P 500 Value ETF$413,271$127,973 ▲44.9%1,9570.2%ETFQQQMInvesco NASDAQ 100 ETF$411,164$475 ▲0.1%1,7300.2%ETFPULSPGIM Ultra Short Bond ETF$393,084$4,505 ▲1.2%7,9410.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$385,301$6,322 ▲1.7%4,2050.2%ETFIDEViShares Core MSCI International Developed Markets ETF$380,663$4,429 ▲1.2%4,5550.2%ETFRUBRIK INC.$370,360$88,244 ▲31.3%7,5630.2%CL AHIMSHims & Hers Health$290,5780.0%13,9970.1%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$279,818$22,971 ▲8.9%3,5570.1%ManufacturingESGUiShares ESG Aware MSCI USA ETF$273,824$145,398 ▼-34.7%1,9360.1%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$226,732$2,314 ▲1.0%2,2540.1%ETFNFLXNetflix$225,953$50,960 ▼-18.4%2,3500.1%Consumer DiscretionaryVGKVanguard FTSE Europe ETF$0$26,928,172 ▼-100.0%00.0%ETFEWGiShares MSCI Germany ETF$0$14,295,395 ▼-100.0%00.0%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$0$212,220 ▼-100.0%00.0%ManufacturingXLGInvesco S&P 500 Top 50 ETF$0$210,094 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
