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Life Line Wealth Management - Q1 2026 13F Filings

LI

Life Line Wealth Management LLC

CIK: 0002035872
Address: California Beverly Hills 8447 Wilshire Boulevard Suite 200
$223.89 M
Portfolio Value
35
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/09/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IWR Ishares Russell Midcap Etf
+$11.28 M
2. VLUE Ishares Msci Usa Value Factor Etf
+$10.91 M
3. QUAL Ishares Msci Usa Quality Factor Etf
+$1.89 M
4. QQQ Invesco Qqq Trust Series I
+$1.3 M
5. IVV Ishares Core S&P 500 Etf
+$1.02 M

Top Sells

Q1 2026
1. IWF Ishares Russell 1000 Growth Etf
−$39.73 M
2. IAU Ishares Gold Trust
−$35.43 M
3. VGK Vanguard Ftse Europe Etf
−$26.93 M
4. IQLT Ishares Msci Intl Quality Factor Etf
−$20.83 M
5. EWG Ishares Msci Germany Etf
−$14.3 M

Asset Allocation

Stocks/ETFs
-33.87%
$223.89 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Life Line Wealth Management Q1 2026 Filing Summary

Life Line Wealth Management LLC filed its 13F report for Q1 2026 on April 09, 2026. The portfolio totaled 223.89 M reflecting a -33.87% change from the prior quarter, spanning 35 assets. The top 10 holdings comprised 94.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Life Line Wealth Management’s Q1 2026 Filing

Life Line Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/09/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Life Line Wealth Management reported a managed portfolio value of 223.89 M, consisting of 35 individual positions.

This page displays the raw filing documents. To see which stocks Life Line Wealth Management bought or sold during Q1 2026, please visit Life Line Wealth Management's Portfolio Analysis page.