LIFE LINE WEALTH MANAGEMENT LLC

All 13F Filings

Location
Beverly Hills, CA
Most recent 13F
Q1 2026
Holdings value ($000)
223,892
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/9/2026 35 223,892 13F-HR LIFE LINE WEALTH MANAGEMENT LLC
Q4 2025 2/4/2026 38 338,573 13F-HR LIFE LINE WEALTH MANAGEMENT LLC
Q3 2025 11/12/2025 37 327,993 13F-HR LIFE LINE WEALTH MANAGEMENT LLC
Q2 2025 7/7/2025 35 308,789 13F-HR LIFE LINE WEALTH MANAGEMENT LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.612 K 1.2% 0 147.1 K -147.1 K
ETFs 221.3 K 98.8% 32.45 K 0 32.45 K
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Fund Snapshot

Q1 2026
Latest filed
4/9/2026
Total value ($000)
223,892
Holdings
35
QoQ value change ($000)
-114,681 (-33.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.