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Life Line Wealth Management Llc

Portfolio Manager
Life Line Wealth Management Llc
Performance
-1.62% (2026 Q1)
AUM (13F)
$223.89M
# of Holdings
35
Performance Rank
Allocation (Top 20)
97.57%

Life Line Wealth Management Llc Holdings Map

Top 35 Life Line Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QUAL
ISHARES TR
21.4%249.8K$47.9M
+4.10%(+9.85K)
2025-Q1: 29.0K shares2025-Q2: 245.1K shares2025-Q3: 244.6K shares2025-Q4: 240.0K shares2026-Q1: 249.8K shares
$177.23(+17.08%)
2026-03-31
QQQ
INVESCO QQQ TR
20.99%81.4K$47.0M
+2.85%(+2.26K)
2025-Q1: 11.8K shares2025-Q2: 83.6K shares2025-Q3: 82.0K shares2025-Q4: 79.2K shares2026-Q1: 81.4K shares
$501.69(+35.86%)
2026-03-31
IAU
ISHARES GOLD TR
17.03%432.5K$38.1M
-48.16%(-401.88K)
2025-Q1: 421.5K shares2025-Q2: 644.0K shares2025-Q3: 637.9K shares2025-Q4: 834.4K shares2026-Q1: 432.5K shares
$61.18(+40.07%)
2026-03-31
IQLT
ISHARES TR
10.16%492.2K$22.8M
-47.79%(-450.55K)
2025-Q1: 0 shares2025-Q2: 973.7K shares2025-Q3: 967.8K shares2025-Q4: 942.7K shares2026-Q1: 492.2K shares
$41.62(+17.08%)
2026-03-31
IVV
ISHARES TR
9.79%33.6K$21.9M
+4.89%(+1.56K)
2025-Q1: 75.4K shares2025-Q2: 30.9K shares2025-Q3: 30.5K shares2025-Q4: 32.0K shares2026-Q1: 33.6K shares
$481.14(+51.09%)
2026-03-31
IWR
ISHARES TR
6.43%148.1K$14.4M
+362.02%(+116.03K)
2025-Q1: 36.5K shares2025-Q2: 32.0K shares2025-Q3: 31.6K shares2025-Q4: 32.1K shares2026-Q1: 148.1K shares
$94.16(+11.57%)
2026-03-31
VLUE
ISHARES TR
4.87%76.7K$10.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 76.7K shares
$105.76(+64.44%)
2026-03-31
IWM
ISHARES TR
1.2%10.9K$2.7M
+0.18%(+19)
2025-Q1: 10.7K shares2025-Q2: 10.8K shares2025-Q3: 10.8K shares2025-Q4: 10.8K shares2026-Q1: 10.9K shares
$210.25(+34.39%)
2026-03-31
MTUM
ISHARES TR
1.19%11.1K$2.7M
+2.34%(+254)
2025-Q1: 10.6K shares2025-Q2: 10.7K shares2025-Q3: 10.8K shares2025-Q4: 10.9K shares2026-Q1: 11.1K shares
$204.95(+42.03%)
2026-03-31
IWF
ISHARES TR
0.97%5.1K$2.2M
-94.82%(-93.18K)
2025-Q1: 10.6K shares2025-Q2: 103.0K shares2025-Q3: 101.8K shares2025-Q4: 98.3K shares2026-Q1: 5.1K shares
$388.10(-68.97%)
2026-03-31

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