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CIK: 0002035872
Total reported value
$223.9M
$223.9M
35 檔
96.9%
According to the latest 13F quarterly dataset, Life Line Wealth Management LLC managed an equity portfolio of $223.9M at the end of Q2 2025, spanning 35 distinct U.S. exchange-listed positions.
During Q2 2025, Life Line Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.94% | +6.63% | +606.37% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 14.51% | +7.32% | +745.38% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.17% | -12.77% | +876.38% | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 13.63% | -2.49% | — | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 13.01% | -2.97% | +52.78% | |
| 6 | EWG | Ishares Msci Germany ETF | ETF-Other | 8.43% | -4.22% | EXIT | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.41% | -7.95% | EXIT | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.20% | +3.32% | -59.06% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.95% | +5.52% | -12.44% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.83% | +0.39% | +1.23% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | +0.41% | +0.27% | |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.57% | +0.07% | +2.02% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.42% | +0.23% | -95.38% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.25% | -96.16% | |
| 15 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.23% | — | -1.41% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.20% | +0.10% | +1.21% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.20% | +0.10% | +1.09% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.18% | +0.09% | +2.60% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.16% | +0.09% | +0.50% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.15% | +0.07% | +1.14% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.14% | +0.07% | +1.04% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.14% | -0.01% | -8.15% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.13% | +0.06% | +1.00% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.13% | +0.06% | -2.97% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.13% | +0.02% | +23.40% | |
| 26 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.12% | +0.06% | +1.20% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.12% | +0.06% | -0.55% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.12% | +0.13% | +23.14% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.11% | +0.05% | +21.32% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.11% | +0.14% | +32.46% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.11% | +0.06% | +1.75% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.10% | +0.14% | +33.98% | |
| 33 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.08% | -0.06% | EXIT | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.08% | +0.10% | — | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.07% | +0.03% | +1.16% |
According to official SEC Form 13F filings, Life Line Wealth Management LLC reported a total U.S. public equity portfolio value of $223.9M across 35 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, QUAL, IWF) accounted for 96.9% of total reported equity market value during Q2 2025.
During Q2 2025, Life Line Wealth Management LLC's top holdings by market value included QQQ (14.9%)、QUAL (14.5%)、IWF (14.2%). The largest single position, QQQ, represented 14.9% of total portfolio value.
In Q2 2025, Life Line Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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