StockDriftsStockDriftsTop 35 Life Line Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | 21.4% | 249.8K | $47.9M | +4.10%(+9.85K) | $177.23(+17.08%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 20.99% | 81.4K | $47.0M | +2.85%(+2.26K) | $501.69(+35.86%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 17.03% | 432.5K | $38.1M | -48.16%(-401.88K) | $61.18(+40.07%) | 2026-03-31 | |
| IQLT | ISHARES TR | 10.16% | 492.2K | $22.8M | -47.79%(-450.55K) | $41.62(+17.08%) | 2026-03-31 | |
| IVV | ISHARES TR | 9.79% | 33.6K | $21.9M | +4.89%(+1.56K) | $481.14(+51.09%) | 2026-03-31 | |
| IWR | ISHARES TR | 6.43% | 148.1K | $14.4M | +362.02%(+116.03K) | $94.16(+11.57%) | 2026-03-31 | |
| VLUE | ISHARES TR | 4.87% | 76.7K | $10.9M | new | $105.76(+64.44%) | 2026-03-31 | |
| IWM | ISHARES TR | 1.2% | 10.9K | $2.7M | +0.18%(+19) | $210.25(+34.39%) | 2026-03-31 | |
| MTUM | ISHARES TR | 1.19% | 11.1K | $2.7M | +2.34%(+254) | $204.95(+42.03%) | 2026-03-31 | |
| IWF | ISHARES TR | 0.97% | 5.1K | $2.2M | -94.82%(-93.18K) | $388.10(-68.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.38% |
Life Line Wealth Management Llc reports $223.89M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are QUAL (21.4%), QQQ (21.0%) and IAU (17.0%). The top 20 holdings account for 97.57% of reported assets. Its disclosed equity book has returned +20.84% cumulatively over 9 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Life Line Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2035872). View Life Line Wealth Management Llc’s 13F filings on SEC