LIFE LINE WEALTH MANAGEMENT LLC

CIK

2035872

Location

Beverly Hills, CA

Portfolio Value

Micro $87,118,148

Diversification

Highly concentrated

Filing Date

Global Rank

#5,965 / 8,603 ▼ 470 · as of Mar 2026

Top Industry

Software - Infrastructure 41.8%

3Y Alpha vs SPY

+18.5%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+114.9%

SPY

+53.6%

Annualised alpha

+18.0%

Max drawdown

−23.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

53.9%

−3.0 pts

Top 5

99.7%

−0.0 pts

Top 10

100.0%

0.0 pts

HHI

4,828

Highly concentrated−87

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.0%	$86,231,259	3
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

2 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
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

6 positions · $87,118,148 total · 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%	53.95%
IAU	Ishares Gold Trust	Reduced	432,527	-401,879	$38,131,580	−43.7%	43.77%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	18,682	0	$1,102,798	−22.6%	1.27%
RBRK	Rubrik, Inc. Technology	Added	7,563	+1,802	$370,360	−15.9%	0.43%
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%