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CIK: 0002035872
Total reported value
$223.9M
$223.9M
38 檔
113.2%
According to the latest 13F quarterly dataset, Life Line Wealth Management LLC managed an equity portfolio of $223.9M at the end of Q4 2025, spanning 38 distinct U.S. exchange-listed positions.
In Q4 2025, Life Line Wealth Management LLC displayed an active expansion posture, initiating 1 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 20.00% | -2.97% | +30.80% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.36% | +6.63% | -3.50% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 14.08% | +7.32% | -1.90% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 13.74% | -12.77% | -3.50% | |
| 5 | IQLT | Ishares Msci International Q | ETF-Other | 12.65% | -2.49% | -2.59% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 7.95% | -7.95% | EXIT | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.47% | +3.32% | +5.01% | |
| 8 | EWG | Ishares Msci Germany ETF | ETF-Other | 4.22% | -4.22% | EXIT | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.91% | +5.52% | +1.37% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.80% | +0.39% | +0.92% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.41% | +0.33% | |
| 12 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.42% | +0.07% | -0.90% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.37% | +0.23% | +8.43% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.32% | +0.25% | +5.75% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.18% | +0.10% | +1.48% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.18% | +0.10% | +0.97% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.17% | +0.09% | +2.47% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.15% | +0.13% | +14.50% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.14% | +0.09% | +0.55% | |
| 20 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.14% | +0.14% | +13.24% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.14% | +0.07% | +1.09% | |
| 22 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.13% | — | — | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.13% | +0.14% | +16.15% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.13% | +0.07% | +1.29% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.13% | -0.01% | -3.36% | |
| 26 | RBRK | Rubrik Inc-a | Stock-Tech | 0.13% | +0.04% | — | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.13% | +0.05% | +0.12% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.13% | +0.06% | +1.31% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.13% | +0.06% | +1.50% | |
| 30 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.11% | +0.06% | +1.17% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.11% | +0.06% | +0.10% | |
| 32 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.11% | +0.06% | +1.86% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.08% | +0.10% | +13.43% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.08% | +0.02% | +900.00% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.07% | +0.05% | — | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.07% | +0.03% | +1.13% | |
| 37 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.06% | -0.06% | EXIT | |
| 38 | 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 38 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, QQQ, QUAL) accounted for 113.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
EMXC
市值: $237.3K
Top Position Liquidated / Trimmed
QQQ
前期市值: $49.3M
During Q4 2025, Life Line Wealth Management LLC's top holdings by market value included IAU (20.0%)、QQQ (14.4%)、QUAL (14.1%). The largest single position, IAU, represented 20.0% of total portfolio value.
In Q4 2025, Life Line Wealth Management LLC made 36 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 9 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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