Life Line Wealth Management LLC 13F Holdings · Q1 2026
Life Line Wealth Management LLC reported 35 securities worth $223.89M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: QUAL (21.40%), QQQ (20.99%), IAU (17.03%). Among its top 25 positions this quarter: 1 new, 20 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $47.9M | 21.40% | 249,841 | Added |
| 2 | QQQ | INVESCO QQQ TR | $47.0M | 20.99% | 81,425 | Added |
| 3 | IAU | ISHARES GOLD TR | $38.1M | 17.03% | 432,527 | Trimmed |
| 4 | IQLT | ISHARES TR | $22.8M | 10.16% | 492,153 | Trimmed |
| 5 | IVV | ISHARES TR | $21.9M | 9.79% | 33,552 | Added |
| 6 | IWR | ISHARES TR | $14.4M | 6.43% | 148,081 | Added |
| 7 | VLUE | ISHARES TR | $10.9M | 4.87% | 76,733 | New |
| 8 | IWM | ISHARES TR | $2.7M | 1.20% | 10,861 | Added |
| 9 | MTUM | ISHARES TR | $2.7M | 1.19% | 11,128 | Added |
| 10 | IWF | ISHARES TR | $2.2M | 0.97% | 5,093 | Trimmed |
| 11 | EFG | ISHARES TR | $1.3M | 0.60% | 12,009 | Added |
| 12 | IEMG | ISHARES INC | $1.3M | 0.57% | 18,343 | Added |
| 13 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.1M | 0.49% | 18,682 | Hold |
| 14 | DYNF | BLACKROCK ETF TRUST | $619,552 | 0.28% | 10,649 | Added |
| 15 | IVW | ISHARES TR | $623,005 | 0.28% | 5,508 | Added |
| 16 | USFR | WISDOMTREE TR | $622,431 | 0.28% | 12,365 | Added |
| 17 | VUSB | VANGUARD BD INDEX FDS | $628,808 | 0.28% | 12,630 | Added |
| 18 | EFV | ISHARES TR | $594,516 | 0.27% | 7,996 | Added |
| 19 | TLT | ISHARES TR | $579,008 | 0.26% | 6,679 | Added |
| 20 | SPLV | INVESCO EXCH TRADED FD TR II | $508,720 | 0.23% | 6,955 | Added |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $477,706 | 0.21% | 9,439 | Added |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $443,191 | 0.20% | 7,571 | Added |
| 23 | AGG | ISHARES TR | $431,975 | 0.19% | 4,352 | Added |
| 24 | LQD | ISHARES TR | $429,256 | 0.19% | 3,938 | Added |
| 25 | IVE | ISHARES TR | $413,271 | 0.18% | 1,957 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR