Life Line Wealth Management LLC
Annual return '25
+6.4%
SPY '25
+17.7%
Alpha
-11.3ptsvs SPY
Invested
$2.8B
Holdings
11
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BHYB
Xtrackers USD High Yield BB-B ex Financials ETF
Held since at least Q1 2024
56.2%
02
$SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF
Held since at least Q1 2024
10.6%
03
$JNK
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF
Held since at least Q1 2024
7.3%
04
$HYD
VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF
Held since at least Q1 2024
5.3%
05
$BOW
Bowhead Specialty Holdings Inc
Held since at least Q1 2024
4.8%
06
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
4.2%
07
$IWV
ISHARES RUSSELL 3000 INDEX FUND
Held since at least Q1 2024
3.8%
08
$VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Held since at least Q1 2024
3.7%
09
$IWP
iShares Russell Mid-Cap Growth ETF
Held since at least Q1 2024
2.8%
10
$LQD
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF
Q2 2025: Sold 3.0% (3.9k → 3.8k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.