Elite Life Management as of Dec. 31, 2025
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 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 17.7 | $11M | 162k | 67.37 | |
| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 10.0 | $6.2M | 79k | 78.23 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 6.0 | $3.7M | 47k | 78.14 | |
| NVIDIA Corporation (NVDA) | 5.2 | $3.2M | 17k | 185.41 | |
| Apple (AAPL) | 3.7 | $2.3M | 8.1k | 278.13 | |
| Microsoft Corporation (MSFT) | 2.7 | $1.7M | 4.2k | 401.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $1.4M | 4.3k | 323.10 | |
| Meta Platforms Cl A (META) | 1.9 | $1.2M | 1.8k | 661.46 | |
| Amazon (AMZN) | 1.7 | $1.1M | 5.1k | 210.32 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.6 | $1.0M | 28k | 36.20 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $849k | 2.6k | 322.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $813k | 2.5k | 322.86 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $767k | 1.1k | 690.51 | |
| Broadcom (AVGO) | 1.2 | $754k | 2.3k | 332.92 | |
| Costco Wholesale Corporation (COST) | 1.2 | $741k | 740.00 | 1001.16 | |
| Tesla Motors (TSLA) | 1.2 | $717k | 1.7k | 411.11 | |
| Visa Com Cl A (V) | 1.1 | $695k | 2.1k | 331.53 | |
| Eli Lilly & Co. (LLY) | 1.1 | $652k | 616.00 | 1058.99 | |
| Wal-Mart Stores (WMT) | 0.9 | $551k | 4.2k | 131.18 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $505k | 795.00 | 635.24 | |
| AmerisourceBergen (COR) | 0.7 | $449k | 1.3k | 359.25 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.7 | $425k | 3.6k | 117.50 | |
| Ge Aerospace Com New (GE) | 0.6 | $385k | 1.2k | 321.00 | |
| Arista Networks Com Shs (ANET) | 0.6 | $369k | 2.7k | 137.49 | |
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.6 | $353k | 5.6k | 63.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $340k | 669.00 | 508.09 | |
| Blackrock (BLK) | 0.5 | $336k | 318.00 | 1056.38 | |
| Parker-Hannifin Corporation (PH) | 0.5 | $324k | 332.00 | 976.49 | |
| Oracle Corporation (ORCL) | 0.5 | $321k | 2.2k | 142.82 | |
| Linde SHS (LIN) | 0.5 | $320k | 714.00 | 448.24 | |
| McDonald's Corporation (MCD) | 0.5 | $318k | 971.00 | 327.16 | |
| Ge Vernova (GEV) | 0.5 | $299k | 384.00 | 779.35 | |
| Nextera Energy (NEE) | 0.5 | $292k | 3.3k | 89.48 | |
| General Dynamics Corporation (GD) | 0.5 | $282k | 783.00 | 360.07 | |
| Eaton Corp SHS (ETN) | 0.4 | $276k | 738.00 | 373.82 | |
| Uber Technologies (UBER) | 0.4 | $271k | 3.6k | 74.77 | |
| Chevron Corporation (CVX) | 0.4 | $269k | 1.5k | 180.86 | |
| Procter & Gamble Company (PG) | 0.4 | $266k | 1.7k | 159.12 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $251k | 500.00 | 501.03 | |
| Booking Holdings (BKNG) | 0.4 | $245k | 55.00 | 4457.16 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $240k | 1.2k | 198.66 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $238k | 5.0k | 47.22 | |
| Amphenol Corp Cl A (APH) | 0.4 | $236k | 1.7k | 136.23 | |
| Home Depot (HD) | 0.4 | $233k | 606.00 | 385.15 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $228k | 2.4k | 95.66 | |
| Welltower Inc Com reit (WELL) | 0.4 | $221k | 1.1k | 195.92 | |
| TJX Companies (TJX) | 0.4 | $216k | 1.4k | 155.86 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $214k | 390.00 | 548.74 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $213k | 539.00 | 395.50 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $207k | 1.4k | 149.05 | |
| S&p Global (SPGI) | 0.3 | $205k | 467.00 | 439.28 | |
| Bank of America Corporation (BAC) | 0.3 | $204k | 3.6k | 56.53 |
