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Life Line Wealth Management - Q4 2025 13F Filings

LI

Life Line Wealth Management LLC

CIK: 0002035872
Address: California Beverly Hills 8447 Wilshire Boulevard Suite 200
$338.57 M
Portfolio Value
38
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 04/09/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IAU Ishares Gold Trust
+$15.95 M
2. IVV Ishares Core S&P 500 Etf
+$1.05 M
3. IDEV Ishares Core Msci Dev Mkts
+$371,326
4. EMXC Ishares Msci Emerging Markets Ex China Etf
+$237,301
5. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$223,886
6. EFG Ishares Msci Eafe Growth Etf
+$96,949.84
7. IVW Ishares S&P 500 Growth Etf
+$64,963.86

Top Sells

Q4 2025
1. EWG Ishares Msci Germany Etf
−$11.69 M
2. QQQ Invesco Qqq Trust Series I
−$1.76 M
3. IWF Ishares Russell 1000 Growth Etf
−$1.69 M
4. IQLT Ishares Msci Intl Quality Factor Etf
−$1.14 M
5. QUAL Ishares Msci Usa Quality Factor Etf
−$924,972.44

Asset Allocation

Stocks/ETFs
+3.41%
$338.57 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Life Line Wealth Management Q4 2025 Filing Summary

Life Line Wealth Management LLC filed its 13F report for Q4 2025 on February 04, 2026. The portfolio totaled 338.57 M reflecting a +3.23% change from the prior quarter, spanning 38 assets. The top 10 holdings comprised 95.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 0 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 Q4 2025 Filing

Life Line Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/04/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Life Line Wealth Management reported a managed portfolio value of 338.57 M, consisting of 38 individual positions.

This page displays the raw filing documents. To see which stocks Life Line Wealth Management bought or sold during Q4 2025, please visit Life Line Wealth Management's Portfolio Analysis page.