LIFE LINE WEALTH MANAGEMENT LLC
CIK 0002035872 · BEVERLY HILLS, CA · Quarter end: 2026-03-31 · Filed on: 2026-04-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$223.9M
2026 Q1
Positions
35
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
94.0%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
QUAL
ISHARES TR
21.4%
QQQ
INVESCO QQQ TR
21.0%
IAU
ISHARES GOLD TR
17.0%
IQLT
ISHARES TR
10.2%
IVV
ISHARES TR
9.8%
IWR
ISHARES TR
6.4%
VLUE
ISHARES TR
4.9%
IWM
ISHARES TR
1.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.