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 61.07% of Elite Life Management's stock portfolio.
- Added to shares of these 10 stocks: VCRM, DFEM, DFVX, CRWD, BAC, VEA, HD, TSM, GS, XOM.
- Started 6 new stock positions in BAC, XOM, GS, HD, GPUS, TSM.
- Reduced shares in these 10 stocks: NVDA, SPGI, META, SCHX, MCD, AMZN, RTX, ORCL, NEE, COST.
- Sold out of its position in SPGI.
- Elite Life Management was a net buyer of stock by $3.6M.
- Elite Life Management has $85M in assets under management (AUM), dropping by 6.81%.
- Central Index Key (CIK): 0002010262
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Portfolio Holdings for Elite Life Management
Elite Life Management holds 61 positions in its portfolio as reported in the June 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) | 17.1 | $15M | 481k | 30.36 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 17.0 | $15M | +11% | 194k | 75.02 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 14.1 | $12M | 167k | 72.35 |
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| Dimensional Etf Trust Us Larg Vect Etf (DFVX) | 8.6 | $7.4M | +5% | 86k | 85.57 |
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| NVIDIA Corporation (NVDA) | 4.2 | $3.6M | -5% | 16k | 219.22 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 3.9 | $3.3M | +4% | 44k | 76.17 |
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| Apple (AAPL) | 3.0 | $2.5M | 8.2k | 311.01 |
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| Microsoft Corporation (MSFT) | 2.5 | $2.1M | +3% | 4.3k | 487.49 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.2 | $1.9M | +34% | 49k | 39.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $1.6M | 4.3k | 360.13 |
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| Amazon (AMZN) | 1.7 | $1.5M | -2% | 5.4k | 272.65 |
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| Meta Platforms Cl A (META) | 1.3 | $1.1M | -6% | 1.8k | 588.77 |
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| Broadcom (AVGO) | 1.2 | $1.0M | +2% | 2.5k | 418.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $949k | 2.6k | 362.44 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $943k | -2% | 2.6k | 359.24 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $859k | 1.1k | 769.66 |
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| Visa Com Cl A (V) | 0.9 | $786k | 2.1k | 368.52 |
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| Eli Lilly & Co. (LLY) | 0.8 | $721k | +3% | 617.00 | 1168.93 |
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| Costco Wholesale Corporation (COST) | 0.8 | $707k | -3% | 751.00 | 941.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $563k | 795.00 | 707.60 |
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| Tesla Motors (TSLA) | 0.6 | $546k | -2% | 1.7k | 321.55 |
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| Arista Networks Com Shs (ANET) | 0.6 | $524k | 2.7k | 197.31 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $487k | +288% | 2.3k | 209.86 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $471k | 3.7k | 127.57 |
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| Advanced Micro Devices (AMD) | 0.5 | $462k | +4% | 958.00 | 482.05 |
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| Wal-Mart Stores (WMT) | 0.5 | $456k | -4% | 4.1k | 112.34 |
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| Ge Aerospace Com New (GE) | 0.5 | $452k | +2% | 1.2k | 381.22 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.5 | $444k | -3% | 6.3k | 70.83 |
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| Micron Technology (MU) | 0.5 | $431k | +31% | 483.00 | 893.19 |
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| Ge Vernova (GEV) | 0.5 | $393k | 386.00 | 1017.96 |
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| AmerisourceBergen (COR) | 0.5 | $392k | -2% | 1.2k | 317.22 |
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| Blackrock (BLK) | 0.4 | $364k | 321.00 | 1133.58 |
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| Linde SHS (LIN) | 0.4 | $361k | 735.00 | 491.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $345k | +4% | 664.00 | 518.85 |
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| Eaton Corp SHS (ETN) | 0.4 | $332k | 743.00 | 447.28 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $328k | 329.00 | 996.90 |
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| Oracle Corporation (ORCL) | 0.4 | $309k | -9% | 2.1k | 144.39 |
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| General Dynamics Corporation (GD) | 0.4 | $302k | 787.00 | 384.08 |
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| Amphenol Corp Cl A (APH) | 0.3 | $291k | -2% | 1.7k | 172.24 |
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| Abbvie (ABBV) | 0.3 | $285k | 1.2k | 246.20 |
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| Chevron Corporation (CVX) | 0.3 | $276k | -4% | 1.5k | 186.41 |
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| Welltower Inc Com reit (WELL) | 0.3 | $274k | 1.2k | 237.25 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.3 | $271k | 500.00 | 542.81 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $263k | +18% | 7.2k | 36.69 |
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| Nextera Energy (NEE) | 0.3 | $259k | -8% | 3.0k | 85.92 |
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| Uber Technologies (UBER) | 0.3 | $249k | 3.7k | 68.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $239k | 2.4k | 100.04 |
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| Procter & Gamble Company (PG) | 0.3 | $235k | -6% | 1.6k | 146.82 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $233k | 5.0k | 46.21 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $231k | -15% | 1.0k | 222.31 |
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| Bank of America Corporation (BAC) | 0.3 | $230k | NEW | 3.6k | 63.25 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $229k | +6% | 7.7k | 29.74 |
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| Home Depot (HD) | 0.3 | $225k | NEW | 637.00 | 353.14 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $225k | NEW | 543.00 | 414.00 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $219k | -6% | 383.00 | 570.48 |
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| McDonald's Corporation (MCD) | 0.3 | $217k | -16% | 792.00 | 274.00 |
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| Shell Spon Ads (SHEL) | 0.3 | $216k | 2.5k | 87.76 |
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| TJX Companies (TJX) | 0.2 | $205k | -10% | 1.3k | 159.92 |
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| Goldman Sachs (GS) | 0.2 | $205k | NEW | 193.00 | 1060.38 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $203k | NEW | 1.3k | 151.63 |
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| Hyperscale Data Com Shs (GPUS) | 0.0 | $1.2k | NEW | 10k | 0.12 |
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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 Q2 filed Aug. 6, 2026
- 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