Life Line Wealth Management LLC Portfolio Holdings

Life Line Wealth Management LLC

  • $309 Billion
  • Q2 2025

Life Line Wealth Management LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $309 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $46.1B, Ishares Msci Usa Quality Facto with a value of $44.8B, Ishares Russell 1000 Gr ETF with a value of $43.7B, Ishares Msci Intl Quality Fact with a value of $42.1B, and Ishares Gold Trust with a value of $40.2B.

Examining the 13F form we can see an increase of $37B in the current position value, from $272B to 309B.

Life Line Wealth Management LLC is based out at Beverly Hills, CA

Below you can find more details about Life Line Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $309 Billion
ETFs: $305 Billion
Consumer Defensive: $698 Million
Communication Services: $388 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.1 Billion 14.94% of portfolio
83,648
Q2 2025 Added 606.37%
$0
$44.8 Billion 14.51% of portfolio
245,094
Q2 2025 Added 745.38%
$0
$43.7 Billion 14.17% of portfolio
103,037
Q2 2025 Added 876.38%
$0
$42.1 Billion 13.63% of portfolio
973,689
Q2 2025 New
$53.5B
$40.2 Billion 13.01% of portfolio
644,035
Q2 2025 Added 52.78%
$0
$26 Billion 8.43% of portfolio
615,372
Q2 2025 Reduced 49.05%
$0
$26 Billion 8.41% of portfolio
335,106
Q2 2025 Reduced 48.69%
$0
$19.2 Billion 6.2% of portfolio
30,855
Q2 2025 Reduced 59.06%
$0
$2.94 Billion 0.95% of portfolio
31,980
Q2 2025 Reduced 12.44%
$0
$2.57 Billion 0.83% of portfolio
10,707
Q2 2025 Added 1.23%
$0
$2.33 Billion 0.75% of portfolio
10,776
Q2 2025 Added 0.27%
$0
$1.3 Billion 0.42% of portfolio
11,611
Q2 2025 Reduced 95.38%
$0
$1.1 Billion 0.36% of portfolio
18,363
Q2 2025 Reduced 96.16%
$0
$604 Million 0.2% of portfolio
12,009
Q2 2025 Added 1.09%
$0
$547 Million 0.18% of portfolio
6,197
Q2 2025 Added 2.6%
$0
$484 Million 0.16% of portfolio
6,651
Q2 2025 Added 0.5%
$0
$432 Million 0.14% of portfolio
7,355
Q2 2025 Added 1.04%
$0
$432 Million 0.14% of portfolio
3,190
Q2 2025 Reduced 8.15%
$0
$413 Million 0.13% of portfolio
4,161
Q2 2025 Added 1.0%
$0
$412 Million 0.13% of portfolio
3,757
Q2 2025 Reduced 2.97%
$0
$379 Million 0.12% of portfolio
4,133
Q2 2025 Reduced 0.55%
$0
$382 Million 0.12% of portfolio
7,667
Q2 2025 Added 1.2%
$0
$373 Million 0.12% of portfolio
3,390
Q2 2025 Added 23.14%
$0
$336 Million 0.11% of portfolio
4,420
Q2 2025 Added 1.75%
$0
$354 Million 0.11% of portfolio
1,559
Q2 2025 Added 21.32%
$0
$337 Million 0.11% of portfolio
6,187
Q2 2025 Added 32.46%
$0
$313 Million 0.1% of portfolio
4,936
Q2 2025 Added 33.98%
$0
$251 Million 0.08% of portfolio
10,788
Q2 2025 Reduced 6.93%
$0
$239 Million 0.08% of portfolio
1,223
Q2 2025 New
$0
$219 Million 0.07% of portfolio
2,181
Q2 2025 Added 1.16%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $309 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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