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 59.99% of Elite Life Management's stock portfolio.
- Added to shares of these 10 stocks: DFEM, NVDA, VOO, AAPL, COR, META, GOOGL, GE, ANET, AVGO.
- Started 23 new stock positions in BLK, CRWD, SPGI, BKNG, MA, ETN, PH, GEV, NEE, GE. TJX, DFEM, XOM, MCD, UBER, RTX, VOO, COR, ANET, BAC, WELL, GD, LIN.
- Reduced shares in these 10 stocks: VCRB, SCHE, , AMD, VST, SCHX, QSI, Senseonics Hldgs, VONG, HD.
- Sold out of its positions in AMD, QSI, SCHE, Senseonics Hldgs, UNH, VST.
- Elite Life Management was a net buyer of stock by $11M.
- Elite Life Management has $62M in assets under management (AUM), dropping by 25.80%.
- Central Index Key (CIK): 0002010262
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Portfolio Holdings for Elite Life Management
Elite Life Management holds 53 positions in its portfolio as reported in the December 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) | 21.1 | $13M | 477k | 27.24 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 17.7 | $11M | 162k | 67.37 |
|
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| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 10.0 | $6.2M | +3% | 79k | 78.23 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 6.0 | $3.7M | -10% | 47k | 78.14 |
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| NVIDIA Corporation (NVDA) | 5.2 | $3.2M | +23% | 17k | 185.41 |
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| Apple (AAPL) | 3.7 | $2.3M | +25% | 8.1k | 278.13 |
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| Microsoft Corporation (MSFT) | 2.7 | $1.7M | +18% | 4.2k | 401.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $1.4M | +2% | 4.3k | 323.10 |
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| Meta Platforms Cl A (META) | 1.9 | $1.2M | +58% | 1.8k | 661.46 |
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| Amazon (AMZN) | 1.7 | $1.1M | +40% | 5.1k | 210.32 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.6 | $1.0M | NEW | 28k | 36.20 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $849k | +56% | 2.6k | 322.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $813k | +91% | 2.5k | 322.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $767k | 1.1k | 690.51 |
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| Broadcom (AVGO) | 1.2 | $754k | +83% | 2.3k | 332.92 |
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| Costco Wholesale Corporation (COST) | 1.2 | $741k | +36% | 740.00 | 1001.16 |
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| Tesla Motors (TSLA) | 1.2 | $717k | 1.7k | 411.11 |
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| Visa Com Cl A (V) | 1.1 | $695k | +48% | 2.1k | 331.53 |
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| Eli Lilly & Co. (LLY) | 1.1 | $652k | +92% | 616.00 | 1058.99 |
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| Wal-Mart Stores (WMT) | 0.9 | $551k | +111% | 4.2k | 131.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $505k | NEW | 795.00 | 635.24 |
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| AmerisourceBergen (COR) | 0.7 | $449k | NEW | 1.3k | 359.25 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.7 | $425k | -3% | 3.6k | 117.50 |
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| Ge Aerospace Com New (GE) | 0.6 | $385k | NEW | 1.2k | 321.00 |
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| Arista Networks Com Shs (ANET) | 0.6 | $369k | NEW | 2.7k | 137.49 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.6 | $353k | +9% | 5.6k | 63.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $340k | +13% | 669.00 | 508.09 |
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| Blackrock (BLK) | 0.5 | $336k | NEW | 318.00 | 1056.38 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $324k | NEW | 332.00 | 976.49 |
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| Oracle Corporation (ORCL) | 0.5 | $321k | +76% | 2.2k | 142.82 |
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| Linde SHS (LIN) | 0.5 | $320k | NEW | 714.00 | 448.24 |
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| McDonald's Corporation (MCD) | 0.5 | $318k | NEW | 971.00 | 327.16 |
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| Ge Vernova (GEV) | 0.5 | $299k | NEW | 384.00 | 779.35 |
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| Nextera Energy (NEE) | 0.5 | $292k | NEW | 3.3k | 89.48 |
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| General Dynamics Corporation (GD) | 0.5 | $282k | NEW | 783.00 | 360.07 |
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| Eaton Corp SHS (ETN) | 0.4 | $276k | NEW | 738.00 | 373.82 |
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| Uber Technologies (UBER) | 0.4 | $271k | NEW | 3.6k | 74.77 |
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| Chevron Corporation (CVX) | 0.4 | $269k | +7% | 1.5k | 180.86 |
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| Procter & Gamble Company (PG) | 0.4 | $266k | -5% | 1.7k | 159.12 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $251k | 500.00 | 501.03 |
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| Booking Holdings (BKNG) | 0.4 | $245k | NEW | 55.00 | 4457.16 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $240k | NEW | 1.2k | 198.66 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $238k | 5.0k | 47.22 |
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| Amphenol Corp Cl A (APH) | 0.4 | $236k | +3% | 1.7k | 136.23 |
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| Home Depot (HD) | 0.4 | $233k | -6% | 606.00 | 385.15 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $228k | 2.4k | 95.66 |
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| Welltower Inc Com reit (WELL) | 0.4 | $221k | NEW | 1.1k | 195.92 |
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| TJX Companies (TJX) | 0.4 | $216k | NEW | 1.4k | 155.86 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $214k | NEW | 390.00 | 548.74 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $213k | NEW | 539.00 | 395.50 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $207k | NEW | 1.4k | 149.05 |
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| S&p Global (SPGI) | 0.3 | $205k | NEW | 467.00 | 439.28 |
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| Bank of America Corporation (BAC) | 0.3 | $204k | NEW | 3.6k | 56.53 |
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Past Filings by Elite Life Management
SEC 13F filings are viewable for Elite Life Management going back to 2023
- Elite Life Management 2025 Q4 filed Feb. 9, 2026
- 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