LIFE LINE WEALTH MANAGEMENT LLC

Q4 2025 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$338,573
Net value change ($000)
+10,580 (3.2%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 21,307 45.9%
IVV 1,523 7.5%
VGK 695 2.6%
EMXC 237 NEW
EFG 98 8.5%
EFV 83 22.6%
QUAL 83 0.2%
IQLT 81 0.2%
IEMG 77 7.8%
IVW 74 16.9%
Top Reduces (Value $000, Stocks/ETFs)
EWG -11,145 -43.8%
IWF -1,189 -2.5%
QQQ -619 -1.3%
FBTC -458 -24.3%
HIMS -340 -42.8%
NFLX -75 -21.7%
MTUM -41 -1.5%
RBRK -33 -7.0%
SUSC -20 -8.6%
SPLV -11 -2.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type