LIFE LINE WEALTH MANAGEMENT LLC

Q3 2025 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
37
Total value ($000)
$327,993
Net value change ($000)
+19,204 (6.2%)
New positions
2
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IAU 6,260 15.6%
IWF 3,953 9.0%
QQQ 3,109 6.7%
QUAL 2,776 6.2%
IVV 1,229 6.4%
IQLT 682 1.6%
RBRK 474 NEW
IWM 290 12.5%
VGK 262 1.0%
XLG 203 NEW
Top Reduces (Value $000, Stocks/ETFs)
EWG -596 -2.3%
EFG -151 -11.6%
IEMG -112 -10.2%
NFLX -43 -11.1%
SUSC -19 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type