Institutional Fund
Life Line Wealth Management LLC
Beverly Hills, CACIK 20358726 filings on record
Portfolio Value
$223.89M
Q1 2026
Holdings
35
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-33.9%
from $338.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr21.4%
- Invesco Qqq Tr21.0%
- Ishares Gold Tr17.0%
- Ishares Tr10.2%
- Ishares Tr9.8%
- Ishares Tr6.4%
- Other14.2%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 249.8K | $47.92M | 21.4% | +9.8K | Added |
| 2 | Invesco Qqq Tr | 81.4K | $47.00M | 21.0% | +2.3K | Added |
| 3 | Ishares Gold Tr | 432.5K | $38.13M | 17.0% | −401.9K | Reduced |
| 4 | Ishares Tr | 492.2K | $22.75M | 10.2% | −450.5K | Reduced |
| 5 | Ishares Tr | 33.6K | $21.92M | 9.8% | +1.6K | Added |
| 6 | Ishares Tr | 148.1K | $14.40M | 6.4% | +116.0K | Added |
| 7 | Ishares Tr | 76.7K | $10.91M | 4.9% | +76.7K | New |
| 8 | Ishares Tr | 10.9K | $2.69M | 1.2% | +19 | Added |
| 9 | Ishares Tr | 11.1K | $2.67M | 1.2% | +254 | Added |
| 10 | Ishares Tr | 5.1K | $2.17M | 1.0% | −93.2K | Reduced |
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