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CIK: 0002035872
Total reported value
$223.9M
$223.9M
37 檔
104.4%
In Q3 2025, Life Line Wealth Management LLC's U.S. equity holdings reached a combined market value of $223.9M, distributed across 37 disclosed stock positions.
In Q3 2025, Life Line Wealth Management LLC displayed an active expansion posture, initiating 4 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 15.02% | +6.63% | -1.93% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.54% | -12.77% | -1.17% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 14.51% | +7.32% | -0.18% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 14.15% | -2.97% | -0.95% | |
| 5 | IQLT | Ishares Msci International Q | ETF-Other | 13.04% | -2.49% | -0.61% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.00% | -7.95% | EXIT | |
| 7 | EWG | Ishares Msci Germany ETF | ETF-Other | 7.76% | -4.22% | EXIT | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.22% | +3.32% | -1.28% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | +5.52% | -1.13% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.84% | +0.39% | +0.64% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.80% | +0.41% | +0.28% | |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.57% | +0.07% | — | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.35% | +0.23% | -13.09% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.30% | +0.25% | -18.24% | |
| 15 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.24% | — | — | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.19% | +0.10% | +1.16% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.19% | +0.10% | +1.07% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.17% | +0.09% | +1.81% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.15% | +0.09% | +0.53% | |
| 20 | RBRK | Rubrik Inc-a | Stock-Tech | 0.14% | +0.04% | — | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.14% | +0.07% | +1.12% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.14% | -0.01% | -3.86% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.13% | +0.13% | +7.20% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.13% | +0.07% | +1.01% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.13% | +0.05% | +10.71% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.13% | +0.06% | +0.96% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.13% | +0.06% | +0.99% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.12% | +0.14% | +11.30% | |
| 29 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.12% | +0.06% | +1.20% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.12% | +0.06% | -0.02% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.11% | +0.14% | +10.05% | |
| 32 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.11% | +0.06% | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | +0.02% | -0.69% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.08% | +0.10% | -2.62% | |
| 35 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.07% | -0.06% | EXIT | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.07% | +0.03% | +1.15% | |
| 37 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.06% | -0.06% | EXIT |
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 37 disclosed positions in Q3 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, IWF, QUAL) accounted for 104.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
IQLT
市值: $42.8M
Top Position Liquidated / Trimmed
IEF
前期市值: $32.4M
During Q3 2025, Life Line Wealth Management LLC's top holdings by market value included QQQ (15.0%)、IWF (14.5%)、QUAL (14.5%). The largest single position, QQQ, represented 15.0% of total portfolio value.
In Q3 2025, Life Line Wealth Management LLC made 38 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 11 holdings, and fully liquidating 1 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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