Elite Life Management
Latest statistics and disclosures from Elite Life Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, VEA, DFVX, VCRB, NVDA, and represent 70.48% of Elite Life Management's stock portfolio.
- Added to shares of these 10 stocks: SCHX, DFVX, VEA, VCRB, UNH, WMT, AMD, APH, CVX, NVDA.
- Started 6 new stock positions in UNH, QSI, APH, CVX, AMD, WMT.
- Reduced shares in these 9 stocks: IEFA, NFLX, LLY, VONG, PG, AMZN, OMFL, VST, HD.
- Sold out of its position in NFLX.
- Elite Life Management was a net buyer of stock by $7.1M.
- Elite Life Management has $49M in assets under management (AUM), dropping by 26.07%.
- Central Index Key (CIK): 0002010262
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Portfolio Holdings for Elite Life Management
Elite Life Management holds 36 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 26.0 | $13M | +24% | 484k | 26.35 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 19.6 | $9.6M | +14% | 159k | 60.40 |
|
| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 11.3 | $5.5M | +46% | 76k | 72.44 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 8.4 | $4.1M | +15% | 52k | 78.72 |
|
| NVIDIA Corporation (NVDA) | 5.2 | $2.5M | +5% | 14k | 179.83 |
|
| Microsoft Corporation (MSFT) | 3.7 | $1.8M | +2% | 3.5k | 513.44 |
|
| Apple (AAPL) | 3.3 | $1.6M | +4% | 6.5k | 249.35 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $1.1M | 4.2k | 251.71 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $818k | +3% | 1.1k | 717.55 |
|
| Amazon (AMZN) | 1.6 | $775k | 3.6k | 215.57 |
|
|
| Tesla Motors (TSLA) | 1.5 | $755k | +10% | 1.7k | 435.15 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $732k | 1.1k | 665.01 |
|
|
| Costco Wholesale Corporation (COST) | 1.1 | $520k | 544.00 | 954.99 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $516k | +2% | 1.7k | 305.62 |
|
| Visa Com Cl A (V) | 1.0 | $488k | 1.4k | 345.58 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.9 | $453k | -3% | 3.8k | 120.19 |
|
| Broadcom (AVGO) | 0.9 | $434k | +3% | 1.2k | 351.33 |
|
| Oracle Corporation (ORCL) | 0.8 | $387k | +3% | 1.3k | 303.62 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.7 | $358k | +19% | 11k | 33.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $331k | +11% | 1.3k | 251.03 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.6 | $304k | -3% | 5.1k | 59.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $292k | +13% | 589.00 | 496.39 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $265k | -15% | 320.00 | 827.72 |
|
| Procter & Gamble Company (PG) | 0.5 | $260k | -5% | 1.8k | 147.40 |
|
| Home Depot (HD) | 0.5 | $252k | 648.00 | 388.30 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $238k | 5.0k | 47.16 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $231k | 500.00 | 462.71 |
|
|
| UnitedHealth (UNH) | 0.4 | $220k | NEW | 609.00 | 361.15 |
|
| Wal-Mart Stores (WMT) | 0.4 | $216k | NEW | 2.0k | 109.03 |
|
| Advanced Micro Devices (AMD) | 0.4 | $215k | NEW | 902.00 | 238.60 |
|
| Vistra Energy (VST) | 0.4 | $214k | -2% | 1.0k | 210.85 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $211k | NEW | 1.7k | 125.60 |
|
| Chevron Corporation (CVX) | 0.4 | $211k | NEW | 1.4k | 152.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $209k | -59% | 2.4k | 87.61 |
|
| Quantum Si Com Cl A (QSI) | 0.1 | $54k | NEW | 21k | 2.63 |
|
| Senseonics Hldgs (SENS) | 0.1 | $36k | +6% | 80k | 0.44 |
|
Past Filings by Elite Life Management
SEC 13F filings are viewable for Elite Life Management going back to 2023
- Elite Life Management 2025 Q3 filed Oct. 16, 2025
- Elite Life Management 2025 Q2 filed Aug. 4, 2025
- Elite Life Management 2025 Q1 filed April 24, 2025
- Elite Life Management 2024 Q4 filed Feb. 10, 2025
- Elite Life Management 2024 Q3 filed Nov. 12, 2024
- Elite Life Management 2024 Q2 filed Aug. 8, 2024
- Elite Life Management 2024 Q1 filed May 9, 2024
- Elite Life Management 2023 Q4 filed Feb. 1, 2024