Elite Life Management
Latest statistics and disclosures from Elite Life Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, VCRM, VEA, DFVX, NVDA, and represent 61.40% of Elite Life Management's stock portfolio.
- Added to shares of these 10 stocks: VCRM (+$13M), AMD, DFEM, MU, ABBV, DFVX, SCHE, SHEL, SCHB, SCHX.
- Started 7 new stock positions in ABBV, SHEL, MU, SCHE, SCHB, VCRM, AMD.
- Reduced shares in these 10 stocks: VCRB, BKNG, HD, , BAC, LLY, BRK.B, GE, MCD, ANET.
- Sold out of its positions in BAC, BKNG, XOM, HD.
- Elite Life Management was a net buyer of stock by $15M.
- Elite Life Management has $80M in assets under management (AUM), dropping by 29.77%.
- Central Index Key (CIK): 0002010262
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Portfolio Holdings for Elite Life Management
Elite Life Management holds 56 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 17.5 | $14M | 482k | 29.00 |
|
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 16.5 | $13M | NEW | 174k | 75.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 14.5 | $12M | 164k | 70.83 |
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| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 8.3 | $6.6M | +3% | 82k | 80.76 |
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| NVIDIA Corporation (NVDA) | 4.7 | $3.7M | 17k | 215.20 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 4.0 | $3.2M | -10% | 42k | 77.33 |
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| Apple (AAPL) | 3.0 | $2.4M | 8.1k | 293.33 |
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| Microsoft Corporation (MSFT) | 2.2 | $1.7M | 4.2k | 415.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $1.7M | 4.3k | 397.05 |
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| Amazon (AMZN) | 1.9 | $1.5M | +10% | 5.6k | 272.68 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.9 | $1.5M | +31% | 37k | 40.84 |
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| Meta Platforms Cl A (META) | 1.5 | $1.2M | +8% | 2.0k | 609.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.1M | +4% | 2.6k | 400.81 |
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| Broadcom (AVGO) | 1.3 | $1.0M | +6% | 2.4k | 430.01 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $820k | 1.1k | 737.50 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $813k | +2% | 2.7k | 302.10 |
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| Costco Wholesale Corporation (COST) | 1.0 | $784k | +5% | 777.00 | 1008.79 |
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| Tesla Motors (TSLA) | 0.9 | $748k | 1.7k | 428.35 |
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| Visa Com Cl A (V) | 0.8 | $673k | 2.1k | 318.77 |
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| Eli Lilly & Co. (LLY) | 0.7 | $565k | -3% | 596.00 | 947.66 |
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| Wal-Mart Stores (WMT) | 0.7 | $555k | 4.3k | 130.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $539k | 795.00 | 678.04 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $476k | +3% | 3.7k | 127.19 |
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| Oracle Corporation (ORCL) | 0.6 | $462k | +4% | 2.4k | 195.95 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.5 | $439k | +16% | 6.5k | 67.29 |
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| Advanced Micro Devices (AMD) | 0.5 | $416k | NEW | 914.00 | 455.19 |
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| Ge Vernova (GEV) | 0.5 | $406k | 390.00 | 1040.15 |
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| Arista Networks Com Shs (ANET) | 0.5 | $375k | 2.6k | 141.77 |
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| Linde SHS (LIN) | 0.5 | $367k | +4% | 745.00 | 493.16 |
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| Blackrock (BLK) | 0.4 | $353k | +2% | 325.00 | 1084.83 |
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| Ge Aerospace Com New (GE) | 0.4 | $345k | -3% | 1.2k | 297.15 |
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| AmerisourceBergen (COR) | 0.4 | $331k | 1.3k | 261.08 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $316k | +10% | 598.00 | 527.77 |
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| Nextera Energy (NEE) | 0.4 | $308k | 3.3k | 93.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $303k | -4% | 637.00 | 475.94 |
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| Eaton Corp SHS (ETN) | 0.4 | $300k | 746.00 | 401.51 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $294k | 335.00 | 878.83 |
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| Chevron Corporation (CVX) | 0.4 | $281k | +4% | 1.5k | 181.62 |
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| Uber Technologies (UBER) | 0.3 | $276k | 3.7k | 75.45 |
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| General Dynamics Corporation (GD) | 0.3 | $274k | 790.00 | 346.53 |
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| Micron Technology (MU) | 0.3 | $273k | NEW | 366.00 | 746.81 |
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| McDonald's Corporation (MCD) | 0.3 | $262k | -2% | 951.00 | 275.75 |
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| Procter & Gamble Company (PG) | 0.3 | $251k | +2% | 1.7k | 146.44 |
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| Welltower Inc Com reit (WELL) | 0.3 | $249k | +2% | 1.2k | 214.63 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.3 | $248k | 500.00 | 496.13 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $237k | 5.0k | 46.95 |
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| Abbvie (ABBV) | 0.3 | $232k | NEW | 1.2k | 201.55 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $232k | 2.4k | 97.30 |
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| Amphenol Corp Cl A (APH) | 0.3 | $223k | 1.7k | 128.03 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $222k | NEW | 6.0k | 36.81 |
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| TJX Companies (TJX) | 0.3 | $219k | +3% | 1.4k | 153.36 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $216k | 1.2k | 176.09 |
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| Shell Spon Ads (SHEL) | 0.3 | $207k | NEW | 2.5k | 83.97 |
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| S&p Global (SPGI) | 0.3 | $206k | +5% | 491.00 | 420.12 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $205k | NEW | 7.2k | 28.42 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $202k | +4% | 408.00 | 495.48 |
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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 2026 Q1 filed May 11, 2026
- 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