Elite Life Management as of June 30, 2026
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 | |
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 17.0 | $15M | 194k | 75.02 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 14.1 | $12M | 167k | 72.35 | |
| Dimensional Etf Trust Us Larg Vect Etf (DFVX) | 8.6 | $7.4M | 86k | 85.57 | |
| NVIDIA Corporation (NVDA) | 4.2 | $3.6M | 16k | 219.22 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 3.9 | $3.3M | 44k | 76.17 | |
| Apple (AAPL) | 3.0 | $2.5M | 8.2k | 311.01 | |
| Microsoft Corporation (MSFT) | 2.5 | $2.1M | 4.3k | 487.49 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.2 | $1.9M | 49k | 39.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $1.6M | 4.3k | 360.13 | |
| Amazon (AMZN) | 1.7 | $1.5M | 5.4k | 272.65 | |
| Meta Platforms Cl A (META) | 1.3 | $1.1M | 1.8k | 588.77 | |
| Broadcom (AVGO) | 1.2 | $1.0M | 2.5k | 418.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $949k | 2.6k | 362.44 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $943k | 2.6k | 359.24 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $859k | 1.1k | 769.66 | |
| Visa Com Cl A (V) | 0.9 | $786k | 2.1k | 368.52 | |
| Eli Lilly & Co. (LLY) | 0.8 | $721k | 617.00 | 1168.93 | |
| Costco Wholesale Corporation (COST) | 0.8 | $707k | 751.00 | 941.99 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $563k | 795.00 | 707.60 | |
| Tesla Motors (TSLA) | 0.6 | $546k | 1.7k | 321.55 | |
| Arista Networks Com Shs (ANET) | 0.6 | $524k | 2.7k | 197.31 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $487k | 2.3k | 209.86 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $471k | 3.7k | 127.57 | |
| Advanced Micro Devices (AMD) | 0.5 | $462k | 958.00 | 482.05 | |
| Wal-Mart Stores (WMT) | 0.5 | $456k | 4.1k | 112.34 | |
| Ge Aerospace Com New (GE) | 0.5 | $452k | 1.2k | 381.22 | |
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.5 | $444k | 6.3k | 70.83 | |
| Micron Technology (MU) | 0.5 | $431k | 483.00 | 893.19 | |
| Ge Vernova (GEV) | 0.5 | $393k | 386.00 | 1017.96 | |
| AmerisourceBergen (COR) | 0.5 | $392k | 1.2k | 317.22 | |
| Blackrock (BLK) | 0.4 | $364k | 321.00 | 1133.58 | |
| Linde SHS (LIN) | 0.4 | $361k | 735.00 | 491.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $345k | 664.00 | 518.85 | |
| Eaton Corp SHS (ETN) | 0.4 | $332k | 743.00 | 447.28 | |
| Parker-Hannifin Corporation (PH) | 0.4 | $328k | 329.00 | 996.90 | |
| Oracle Corporation (ORCL) | 0.4 | $309k | 2.1k | 144.39 | |
| General Dynamics Corporation (GD) | 0.4 | $302k | 787.00 | 384.08 | |
| Amphenol Corp Cl A (APH) | 0.3 | $291k | 1.7k | 172.24 | |
| Abbvie (ABBV) | 0.3 | $285k | 1.2k | 246.20 | |
| Chevron Corporation (CVX) | 0.3 | $276k | 1.5k | 186.41 | |
| Welltower Inc Com reit (WELL) | 0.3 | $274k | 1.2k | 237.25 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.3 | $271k | 500.00 | 542.81 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $263k | 7.2k | 36.69 | |
| Nextera Energy (NEE) | 0.3 | $259k | 3.0k | 85.92 | |
| Uber Technologies (UBER) | 0.3 | $249k | 3.7k | 68.18 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $239k | 2.4k | 100.04 | |
| Procter & Gamble Company (PG) | 0.3 | $235k | 1.6k | 146.82 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $233k | 5.0k | 46.21 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $231k | 1.0k | 222.31 | |
| Bank of America Corporation (BAC) | 0.3 | $230k | 3.6k | 63.25 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $229k | 7.7k | 29.74 | |
| Home Depot (HD) | 0.3 | $225k | 637.00 | 353.14 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $225k | 543.00 | 414.00 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $219k | 383.00 | 570.48 | |
| McDonald's Corporation (MCD) | 0.3 | $217k | 792.00 | 274.00 | |
| Shell Spon Ads (SHEL) | 0.3 | $216k | 2.5k | 87.76 | |
| TJX Companies (TJX) | 0.2 | $205k | 1.3k | 159.92 | |
| Goldman Sachs (GS) | 0.2 | $205k | 193.00 | 1060.38 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $203k | 1.3k | 151.63 | |
| Hyperscale Data Com Shs (GPUS) | 0.0 | $1.2k | 10k | 0.12 |
