LIFE LINE WEALTH MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$223,892
Net value change ($000)
-114,681 (-33.9%)
New positions
1
Sold out positions
4
Turnover %
23.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IWR 11,312 366.6%
VLUE 10,911 NEW
QUAL 255 0.5%
IEMG 212 19.9%
DYNF 146 30.8%
EFV 144 31.9%
IVE 127 44.4%
IVW 110 21.4%
EFG 90 7.2%
EMXC 43 18.1%
Top Reduces (Value $000, Stocks/ETFs)
IWF -44,340 -95.3%
IAU -29,597 -43.7%
VGK -26,928 -100.0%
IQLT -20,094 -46.9%
EWG -14,295 -100.0%
QQQ -1,636 -3.4%
FBTC -321 -22.5%
SUSC -212 -100.0%
XLG -210 -100.0%
ESGU -168 -38.0%
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