Skip to content
Disclosery

LIFE LINE WEALTH MANAGEMENT LLC

Follow

13F filer, CIK 2035872, Beverly Hills, CA

LIFE LINE WEALTH MANAGEMENT LLC reported $308,788,540 across 35 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-07. Its ten largest share positions make up 95.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-000730

Period
2025-06-30
Reported value
$309M
Holdings
35
Top 10 weight
95.09%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IQLTnew+973,689$42.1M
QQQadded+71,806$39.6M
QUALadded+216,102$39.5M
IWFadded+92,484$39.3M
IAUadded+222,499$13.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEFexited-340,117-$32.4M
IVVreduced-44,503-$27.6M
IEMGreduced-460,101-$27.6M
EFGreduced-239,887-$26.9M
EWGreduced-592,345-$25.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001667731-25-000730, largest first. % of portfolio is the value over $308,788,540, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 107,643 shares; 2025Q1: 11,842 shares; 2025Q2: 83,648 shares 83,648$46.1M14.94%+71,806Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150,873 shares; 2024Q3: 2,461 shares; 2024Q4: 207,154 shares; 2025Q1: 28,992 shares; 2025Q2: 245,094 shares 245,094$44.8M14.51%+216,102Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 73,410 shares; 2024Q3: not reported; 2024Q4: 67,082 shares; 2025Q1: 10,553 shares; 2025Q2: 103,037 shares 103,037$43.7M14.17%+92,484Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973,689 shares 973,689$42.1M13.63%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 421,536 shares; 2025Q2: 644,035 shares 644,035$40.2M13.01%+222,499Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,207,717 shares; 2025Q2: 615,372 shares 615,372$26M8.43%-592,345Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 653,045 shares; 2025Q2: 335,106 shares 335,106$26M8.41%-317,939Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78,061 shares; 2024Q3: 71,438 shares; 2024Q4: 72,162 shares; 2025Q1: 75,358 shares; 2025Q2: 30,855 shares 30,855$19.2M6.2%-44,503Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 393,365 shares; 2024Q4: 395,480 shares; 2025Q1: 36,525 shares; 2025Q2: 31,980 shares 31,980$2.94M0.95%-4,545Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 175,177 shares; 2025Q1: 10,577 shares; 2025Q2: 10,707 shares 10,707$2.57M0.83%+130Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 176,045 shares; 2024Q4: 179,408 shares; 2025Q1: 10,747 shares; 2025Q2: 10,776 shares 10,776$2.33M0.75%+29Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,054 shares; 2024Q3: 22,054 shares; 2024Q4: 18,478 shares; 2025Q1: 18,478 shares; 2025Q2: 18,851 shares 18,851$1.77M0.57%+373Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,498 shares; 2025Q2: 11,611 shares 11,611$1.3M0.42%-239,887Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478,464 shares; 2025Q2: 18,363 shares 18,363$1.1M0.36%-460,101Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,197 shares; 2024Q3: 14,197 shares; 2024Q4: 14,197 shares; 2025Q1: 14,197 shares; 2025Q2: 13,997 shares 13,997$698K0.23%-200Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,627 shares; 2024Q3: 11,776 shares; 2024Q4: 11,976 shares; 2025Q1: 12,072 shares; 2025Q2: 12,218 shares 12,218$609K0.2%+146Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,470 shares; 2024Q3: 11,622 shares; 2024Q4: 11,758 shares; 2025Q1: 11,880 shares; 2025Q2: 12,009 shares 12,009$604K0.2%+129Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 416,882 shares; 2024Q3: 5,696 shares; 2024Q4: 5,750 shares; 2025Q1: 6,040 shares; 2025Q2: 6,197 shares 6,197$547K0.18%+157Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 378,874 shares; 2024Q3: 6,582 shares; 2024Q4: 6,610 shares; 2025Q1: 6,618 shares; 2025Q2: 6,651 shares 6,651$484K0.16%+33Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,708 shares; 2024Q3: 8,825 shares; 2024Q4: 8,933 shares; 2025Q1: 9,037 shares; 2025Q2: 9,140 shares 9,140$463K0.15%+103Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,084 shares; 2024Q3: 7,160 shares; 2024Q4: 7,261 shares; 2025Q1: 7,279 shares; 2025Q2: 7,355 shares 7,355$432K0.14%+76Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,324 shares; 2024Q3: 3,346 shares; 2024Q4: 3,350 shares; 2025Q1: 3,473 shares; 2025Q2: 3,190 shares 3,190$432K0.14%-283Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 246,426 shares; 2024Q3: 4,043 shares; 2024Q4: 4,094 shares; 2025Q1: 4,120 shares; 2025Q2: 4,161 shares 4,161$413K0.13%+41Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,749 shares; 2024Q3: 3,789 shares; 2024Q4: 3,843 shares; 2025Q1: 3,872 shares; 2025Q2: 3,757 shares 3,757$412K0.13%-115Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 290 shares 290$388K0.13%+55Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,278 shares; 2024Q3: 7,383 shares; 2024Q4: 7,480 shares; 2025Q1: 7,576 shares; 2025Q2: 7,667 shares 7,667$382K0.12%+91Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,412 shares; 2024Q3: 4,178 shares; 2024Q4: 4,174 shares; 2025Q1: 4,156 shares; 2025Q2: 4,133 shares 4,133$379K0.12%-23Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,753 shares; 2025Q2: 3,390 shares 3,390$373K0.12%+637Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,283 shares; 2025Q1: 1,285 shares; 2025Q2: 1,559 shares 1,559$354K0.11%+274Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 6,187 shares 6,187$337K0.11%+1,516Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,456 shares; 2024Q3: 4,456 shares; 2024Q4: 4,525 shares; 2025Q1: 4,344 shares; 2025Q2: 4,420 shares 4,420$336K0.11%+76Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,684 shares; 2025Q2: 4,936 shares 4,936$313K0.1%+1,252Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,055 shares; 2024Q3: 12,579 shares; 2024Q4: 12,500 shares; 2025Q1: 11,591 shares; 2025Q2: 10,788 shares 10,788$251K0.08%-803Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,223 shares 1,223$239K0.08%newTimeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,074 shares; 2024Q3: 2,103 shares; 2024Q4: 2,130 shares; 2025Q1: 2,156 shares; 2025Q2: 2,181 shares 2,181$219K0.07%+25Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IEFISHARES TR340,117$32.4Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001667731-25-000730 base2025-07-07acceptance time not in the bulk data set