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 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 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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