Life Line Wealth Management LLC Portfolio Holdings

Life Line Wealth Management LLC

  • $328 Billion
  • Q3 2025

Life Line Wealth Management LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $328 Billion distributed in 37 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 $49.3B, Ishares Russell 1000 Gr ETF with a value of $47.7B, Ishares Msci Usa Quality Facto with a value of $47.6B, Ishares Gold Trust with a value of $46.4B, and Ishares Msci Intl Quality Fact with a value of $42.8B.

Examining the 13F form we can see an increase of $19.2B in the current position value, from $309B to 328B.

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 $328 Billion
ETFs: $324 Billion
Consumer Defensive: $794 Million
Communication Services: $345 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $328 Billion
  • Prior Value $309 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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