LIFE LINE WEALTH MANAGEMENT LLC

CIK

2035872

Location

Beverly Hills, CA

Portfolio Value

Micro $87,503,494

Diversification

Highly concentrated

Filing Date

Global Rank

#6,329 / 8,698 ▼ 579 · as of Mar 2026

Top Industry

Software - Infrastructure 41.8%

3Y Alpha vs SPY

+11.5%

Period ended 5 months ago

Filed Apr 9, 2026 · 4mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+96.5%

SPY

+55.7%

Annualised alpha

+11.6%

Max drawdown

−23.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

7 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

53.7%

−3.0 pts

Top 5

99.4%

−0.0 pts

Top 10

100.0%

0.0 pts

HHI

4,786

Highly concentrated−99

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.0%	$86,616,605	4
Technology	0.4%	$370,360	1
Healthcare	0.3%	$290,577	1
Communication Services	0.3%	$225,952	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+2,259	81,425	$46,996,881
RBRK	Rubrik, Inc.	+1,802	7,563	$370,360
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	+69	4,205	$385,346
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−401,879	432,527	$38,131,580
NFLX	Netflix Inc	−530	2,350	$225,952
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

7 tracked positions · $87,503,494 total · filing declares 35 positions · $223,892,095 · as of Mar 31, 2026

All sectors Communication Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	81,425	+2,259	$46,996,881	−3.4%	53.71%
IAU	Ishares Gold Trust	Reduced	432,527	-401,879	$38,131,580	−43.7%	43.58%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	18,682	0	$1,102,798	−22.6%	1.26%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Added	4,205	+69	$385,346	+2.0%	0.44%
RBRK	Rubrik, Inc. Technology	Added	7,563	+1,802	$370,360	−15.9%	0.42%
HIMS	Hims & Hers Health, Inc. Healthcare	Held	13,997	0	$290,577	−36.1%	0.33%
NFLX	Netflix Inc Communication Services	Reduced	2,350	-530	$225,952	−16.3%	0.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.