Life Line Wealth Management
Beverly Hills, CAfiles as LIFE LINE WEALTH MANAGEMENT LLC
$224m in 35 US stocks at the end of 31 March 2026. The top 10 are 94.0% of the money. It changed about 30.5% of the portfolio this quarter.
Value
$224m
Stocks
35
Top 10 share
94.0%
Turnover
30.5%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRVLUE4.9% of the fund
Added
Bought more of a stock they already held.
- Ishares TRQUAL21.4% of the fund+4%
- Invesco QQQ TRQQQ21.0% of the fund+3%
- Ishares TRIVV9.8% of the fund+5%
- Ishares TRIWR6.4% of the fund+362%
- Ishares TRMTUM1.2% of the fund+2%
- Ishares TREFG0.6% of the fund+10%
- IsharesIEMG0.6% of the fund+16%
- Ishares TRIVW0.3% of the fund+32%
- Blackrock ETF TrustDYNF0.3% of the fund+37%
- Ishares TREFV0.3% of the fund+27%
- Ishares TRTLT0.3% of the fund+3%
- Invesco Exch Traded FD TR IISPLV0.2% of the fund+3%
- Ishares TRAGG0.2% of the fund+2%
- Ishares TRLQD0.2% of the fund+2%
- Ishares TRIVE0.2% of the fund+45%
- RubrikRBRK0.2% of the fund+31%
- IsharesEMXC0.1% of the fund+9%
Cut
Sold some of their stake.
- Ishares Gold TRIAU17.0% of the fund-48%
- Ishares TRIQLT10.2% of the fund-48%
- Ishares TRIWF1.0% of the fund-95%
- Ishares TRESGU0.1% of the fund-35%
- NetflixNFLX0.1% of the fund-18%
Sold out
Sold their entire stake.
- Vanguard Intl Equity Index FVGK-100%
- IsharesEWG-100%
- Ishares TRSUSC-100%
- Invesco Exchange Traded FD TXLG-100%
Holdings
- Ishares TRQUAL
- Share
- 21.4%
- Value
- $48m
- Shares
- 249,841
+4%
- Invesco QQQ TRQQQ
- Share
- 21.0%
- Value
- $47m
- Shares
- 81,425
+3%
- Ishares Gold TRIAU
- Share
- 17.0%
- Value
- $38m
- Shares
- 432,527
-48%
- Ishares TRIQLT
- Share
- 10.2%
- Value
- $23m
- Shares
- 492,153
-48%
- Ishares TRIVV
- Share
- 9.8%
- Value
- $22m
- Shares
- 33,552
+5%
- Ishares TRIWR
- Share
- 6.4%
- Value
- $14m
- Shares
- 148,081
+362%
- Ishares TRVLUE
- Share
- 4.9%
- Value
- $11m
- Shares
- 76,733
New
- Ishares TRIWM
- Share
- 1.2%
- Value
- $3m
- Shares
- 10,861
Held
- Ishares TRMTUM
- Share
- 1.2%
- Value
- $3m
- Shares
- 11,128
+2%
- Ishares TRIWF
- Share
- 1.0%
- Value
- $2m
- Shares
- 5,093
-95%
- Ishares TREFG
- Share
- 0.6%
- Value
- $1m
- Shares
- 12,009
+10%
- IsharesIEMG
- Share
- 0.6%
- Value
- $1m
- Shares
- 18,343
+16%
- Fidelity Wise Origin BitcoinFBTC
- Share
- 0.5%
- Value
- $1m
- Shares
- 18,682
Held
- Vanguard BD Index FDSVUSB
- Share
- 0.3%
- Value
- $628,808
- Shares
- 12,630
Held
- Ishares TRIVW
- Share
- 0.3%
- Value
- $623,005
- Shares
- 5,508
+32%
- Wisdomtree TRUSFR
- Share
- 0.3%
- Value
- $622,431
- Shares
- 12,365
Held
- Blackrock ETF TrustDYNF
- Share
- 0.3%
- Value
- $619,552
- Shares
- 10,649
+37%
- Ishares TREFV
- Share
- 0.3%
- Value
- $594,516
- Shares
- 7,996
+27%
- Ishares TRTLT
- Share
- 0.3%
- Value
- $579,008
- Shares
- 6,679
+3%
- Invesco Exch Traded FD TR IISPLV
- Share
- 0.2%
- Value
- $508,720
- Shares
- 6,955
+3%
- J P Morgan Exchange Traded FJPST
- Share
- 0.2%
- Value
- $477,706
- Shares
- 9,439
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 0.2%
- Value
- $443,191
- Shares
- 7,571
Held
- Ishares TRAGG
- Share
- 0.2%
- Value
- $431,975
- Shares
- 4,352
+2%
- Ishares TRLQD
- Share
- 0.2%
- Value
- $429,256
- Shares
- 3,938
+2%
- Ishares TRIVE
- Share
- 0.2%
- Value
- $413,271
- Shares
- 1,957
+45%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.2%
- Value
- $411,164
- Shares
- 1,730
Held
- Pgim ETF TRPULS
- Share
- 0.2%
- Value
- $393,084
- Shares
- 7,941
Held
- Spdr Series TrustBIL
- Share
- 0.2%
- Value
- $385,301
- Shares
- 4,205
Held
- Ishares TRIDEV
- Share
- 0.2%
- Value
- $380,663
- Shares
- 4,555
Held
- IsharesEMXC
- Share
- 0.1%
- Value
- $279,818
- Shares
- 3,557
+9%
- Ishares TRESGU
- Share
- 0.1%
- Value
- $273,824
- Shares
- 1,936
-35%
- Pimco ETF TRMINT
- Share
- 0.1%
- Value
- $226,732
- Shares
- 2,254
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRQUAL | 21.4% | $48m | 249,841 | +4% |
| Invesco QQQ TRQQQ | 21.0% | $47m | 81,425 | +3% |
| Ishares Gold TRIAU | 17.0% | $38m | 432,527 | -48% |
| Ishares TRIQLT | 10.2% | $23m | 492,153 | -48% |
| Ishares TRIVV | 9.8% | $22m | 33,552 | +5% |
| Ishares TRIWR | 6.4% | $14m | 148,081 | +362% |
| Ishares TRVLUE | 4.9% | $11m | 76,733 | New |
| Ishares TRIWM | 1.2% | $3m | 10,861 | Held |
| Ishares TRMTUM | 1.2% | $3m | 11,128 | +2% |
| Ishares TRIWF | 1.0% | $2m | 5,093 | -95% |
| Ishares TREFG | 0.6% | $1m | 12,009 | +10% |
| IsharesIEMG | 0.6% | $1m | 18,343 | +16% |
| Fidelity Wise Origin BitcoinFBTC | 0.5% | $1m | 18,682 | Held |
| Vanguard BD Index FDSVUSB | 0.3% | $628,808 | 12,630 | Held |
| Ishares TRIVW | 0.3% | $623,005 | 5,508 | +32% |
| Wisdomtree TRUSFR | 0.3% | $622,431 | 12,365 | Held |
| Blackrock ETF TrustDYNF | 0.3% | $619,552 | 10,649 | +37% |
| Ishares TREFV | 0.3% | $594,516 | 7,996 | +27% |
| Ishares TRTLT | 0.3% | $579,008 | 6,679 | +3% |
| Invesco Exch Traded FD TR IISPLV | 0.2% | $508,720 | 6,955 | +3% |
| J P Morgan Exchange Traded FJPST | 0.2% | $477,706 | 9,439 | Held |
| Vanguard Scottsdale FDSVGSH | 0.2% | $443,191 | 7,571 | Held |
| Ishares TRAGG | 0.2% | $431,975 | 4,352 | +2% |
| Ishares TRLQD | 0.2% | $429,256 | 3,938 | +2% |
| Ishares TRIVE | 0.2% | $413,271 | 1,957 | +45% |
| Invesco Exch Traded FD TR IIQQQM | 0.2% | $411,164 | 1,730 | Held |
| Pgim ETF TRPULS | 0.2% | $393,084 | 7,941 | Held |
| Spdr Series TrustBIL | 0.2% | $385,301 | 4,205 | Held |
| Ishares TRIDEV | 0.2% | $380,663 | 4,555 | Held |
| RubrikRBRK | 0.2% | $370,360 | 7,563 | +31% |
| Hims & Hers HealthHIMS | 0.1% | $290,578 | 13,997 | Held |
| IsharesEMXC | 0.1% | $279,818 | 3,557 | +9% |
| Ishares TRESGU | 0.1% | $273,824 | 1,936 | -35% |
| Pimco ETF TRMINT | 0.1% | $226,732 | 2,254 | Held |
| NetflixNFLX | 0.1% | $225,953 | 2,350 | -18% |
Over time and by industry
Value over time
Sep '25
Mar '26
Value is down 27.5% since 30 June 2025.
Where the money is
Technology0.2%
Health care0.1%
Media & telecom0.1%
Other99.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.