13F Filings History of LIFE LINE WEALTH MANAGEMENT LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$338,573,476
Signature - Title
Aaron Jerome Stephens - Chief Investment Officer, Chief Compliance Officer
Location
Beverly Hills, CA
Summary
This page shows a list of all the recent 13F filings made by LIFE LINE WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIFE LINE WEALTH MANAGEMENT LLC reported 38 stock holdings with total value $338,573,476 as of Q4 2025. Top holdings included IAU, QQQ, QUAL, IWF, and IQLT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $338,573,476 +$17,990,480 -$17,805,728 +$184,752 IAU, QQQ, QUAL, IWF, IQLT 13F-HR 04 Feb 2026, 13:51
Q3 2025 37 $327,993,304 +$898,342 -$3,739,446 -$2,841,104 QQQ, IWF, QUAL, IAU, IQLT 13F-HR 12 Nov 2025, 09:35
Q2 2025 35 $308,788,540 +$175,079,673 -$164,757,978 +$10,321,695 QQQ, QUAL, IWF, IQLT, IAU 13F-HR 07 Jul 2025, 09:20
Q1 2025 34 $271,784,940 +$201,464,666 -$193,268,382 +$8,196,284 VGK, EWG, IVV, IEF, IEMG 13F-HR 25 Apr 2025, 10:04
Q4 2024 25 $280,323,077 +$156,561,997 -$157,427,476 -$865,479 QQQ, IVV, IWM, QUAL, MTUM 13F-HR 25 Mar 2025, 11:47
Q3 2024 25 $279,736,218 +$230,732,267 -$225,656,516 +$5,075,751 VLUE, IWD, IVV, IWM, IWR 13F-HR 08 Nov 2024, 10:57
Q2 2024 21 $264,685,180 +$202,648,259 -$203,954,559 -$1,306,300 IVV, BKLN, SRLN, TLT, IWF 13F-HR 31 Oct 2024, 09:26
Q1 2024 31 $264,053,811 +$158,617,470 -$153,889,568 +$4,727,902 BIL, IVV, QQQ, VLUE, IWM 13F-HR 31 Oct 2024, 09:26
Q4 2023 27 $252,540,127 $0 $0 $0 TLT, IWF, BIL, IVV, IEF 13F-HR 15 Oct 2024, 09:10