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