Elite Life Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Elite Life Management LLC held in its portfolio 53 assets valued at $61,629,059 (i.e. $61.63M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($13.00M), VANGUARD TAX-MANAGED FDS ($10.92M), and DIMENSIONAL ETF TRUST ($6.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Elite Life Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 477150 | 12997572 | US LRG CAP ETF |
| VANGUARD TAX-MANAGED FDS | 162010 | 10914614 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 78937 | 6175242 | US LARGE CAP VEC |
| VANGUARD MALVERN FDS | 46980 | 3670829 | CORE BD ETF |
| NVIDIA CORPORATION | 17332 | 3213548 | COM |
| APPLE INC | 8109 | 2255354 | COM |
| MICROSOFT CORP | 4168 | 1671986 | COM |
| ALPHABET INC | 4266 | 1378345 | CAP STK CL C |
| META PLATFORMS INC | 1805 | 1193935 | CL A |
| AMAZON COM INC | 5063 | 1064850 | COM |
| DIMENSIONAL ETF TRUST | 27737 | 1004079 | EMERGING MKTS CO |
| JPMORGAN CHASE & CO. | 2634 | 849202 | COM |
| ALPHABET INC | 2517 | 812639 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 1110 | 766462 | TR UNIT |
| BROADCOM INC | 2264 | 753740 | COM |
| COSTCO WHSL CORP NEW | 740 | 740858 | COM |
| TESLA INC | 1744 | 716976 | COM |
| VISA INC | 2097 | 695217 | COM CL A |
| ELI LILLY & CO | 616 | 652337 | COM |
| WALMART INC | 4197 | 550562 | COM |
| VANGUARD INDEX FDS | 795 | 505016 | S&P 500 ETF SHS |
| CENCORA INC | 1251 | 449422 | COM |
| VANGUARD SCOTTSDALE FDS | 3617 | 424993 | VNG RUS1000GRW |
| GE AEROSPACE | 1198 | 384558 | COM NEW |
| ARISTA NETWORKS INC | 2684 | 369023 | COM SHS |
| INVESCO EXCH TRD SLF IDX FD | 5587 | 352936 | RUSL 1000 DYNM |
| BERKSHIRE HATHAWAY INC DEL | 669 | 339912 | CL B NEW |
| BLACKROCK INC | 318 | 335929 | COM |
| PARKER-HANNIFIN CORP | 332 | 324195 | COM |
| ORACLE CORP | 2248 | 321059 | COM |
| LINDE PLC | 714 | 320043 | SHS |
| MCDONALDS CORP | 971 | 317672 | COM |
| GE VERNOVA INC | 384 | 299270 | COM |
| NEXTERA ENERGY INC | 3259 | 291607 | COM |
| GENERAL DYNAMICS CORP | 783 | 281935 | COM |
| EATON CORP PLC | 738 | 275879 | SHS |
| UBER TECHNOLOGIES INC | 3621 | 270742 | COM |
| CHEVRON CORP NEW | 1489 | 269301 | COM |
| PROCTER AND GAMBLE CO | 1672 | 266056 | COM |
| SPDR DOW JONES INDL AVERAGE | 500 | 250515 | UT SER 1 |
| BOOKING HOLDINGS INC | 55 | 245144 | COM |
| RTX CORPORATION | 1207 | 239783 | COM |
| VANGUARD SCOTTSDALE FDS | 5040 | 237989 | MTG-BKD SECS ETF |
| AMPHENOL CORP NEW | 1732 | 235950 | CL A |
| HOME DEPOT INC | 606 | 233401 | COM |
| ISHARES TR | 2384 | 228053 | CORE MSCI EAFE |
| WELLTOWER INC | 1128 | 220998 | COM |
| TJX COS INC NEW | 1384 | 215710 | COM |
| MASTERCARD INCORPORATED | 390 | 214009 | CL A |
| CROWDSTRIKE HLDGS INC | 539 | 213175 | CL A |
| EXXON MOBIL CORP | 1388 | 206881 | COM |
| S&P GLOBAL INC | 467 | 205144 | COM |
| BANK AMERICA CORP | 3616 | 204412 | COM |
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