Elite Life Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$80.0M
Q ending 2026-03-31
Prior quarter
$61.6M
Q ending 2025-12-31
Change
+29.8% QoQ · +149.5% YoY
Positions
57
reported holdings
Largest positions
All 57 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHX | Shares | $14.0M | 482K |
| Vanguard Mun Bd Fds | VCRM | Shares | $13.2M | 174K |
| Vanguard Tax-Managed Fds | VEA | Shares | $11.6M | 164K |
| Dimensional Etf Trust | DFVX | Shares | $6.6M | 82K |
| Nvidia Corporation | NVDA | Shares | $3.7M | 17K |
| Vanguard Malvern Fds | VCRB | Shares | $3.2M | 42K |
| Apple Inc | AAPL | Shares | $2.4M | 8K |
| Microsoft Corp | MSFT | Shares | $1.7M | 4K |
| Alphabet Inc | GOOG | Shares | $1.7M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 6K |
| Dimensional Etf Trust | DFEM | Shares | $1.5M | 36K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 3K |
| Broadcom Inc | AVGO | Shares | $1.0M | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $820K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $813K | 3K |
| Costco Wholesale Corporation | COST | Shares | $784K | 777 |
| Tesla Inc | TSLA | Shares | $747K | 2K |
| Visa Inc | V | Shares | $673K | 2K |
| Eli Lilly & Co | LLY | Shares | $565K | 596 |
| Walmart Inc | WMT | Shares | $555K | 4K |
| Vanguard Index Fds | VOO | Shares | $539K | 795 |
| Vanguard Scottsdale Fds | VONG | Shares | $476K | 4K |
| Oracle Corp | ORCL | Shares | $462K | 2K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $439K | 7K |
| Advanced Micro Devices Inc | AMD | Shares | $416K | 914 |
| Ge Vernova Inc | GEV | Shares | $406K | 390 |
| Arista Networks Inc | ANET | Shares | $375K | 3K |
| Linde Plc | Shares | $367K | 745 | |
| Blackrock Inc | BLK | Shares | $353K | 325 |
| Ge Aerospace | GE | Shares | $345K | 1K |
| Cencora Inc | COR | Shares | $331K | 1K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $316K | 598 |
| Nextera Energy Inc | NEE | Shares | $308K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $303K | 637 |
| Eaton Corp Plc | Shares | $300K | 746 | |
| Parker-Hannifin Corp | PH | Shares | $294K | 335 |
| Chevron Corporation | CVX | Shares | $281K | 2K |
| Uber Technologies Inc | UBER | Shares | $276K | 4K |
| General Dynamics Corp | GD | Shares | $274K | 790 |
| Micron Technology Inc | MU | Shares | $273K | 366 |
| Mcdonalds Corp | MCD | Shares | $262K | 951 |
| Procter & Gamble Co | PG | Shares | $251K | 2K |
| Welltower Inc | WELL | Shares | $249K | 1K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $248K | 500 |
| Vanguard Scottsdale Fds | VMBS | Shares | $237K | 5K |
| Abbvie Inc | ABBV | Shares | $232K | 1K |
| Ishares Tr | IEFA | Shares | $232K | 2K |
| Amphenol Corp | APH | Shares | $223K | 2K |
| Schwab Strategic Tr | SCHE | Shares | $222K | 6K |
| Tjx Cos Inc New | TJX | Shares | $219K | 1K |
| Rtx Corporation | RTX | Shares | $216K | 1K |
| Shell Plc | SHEL | Shares | $207K | 2K |
| S&P Global Inc | SPGI | Shares | $206K | 491 |
| Schwab Strategic Tr | SCHB | Shares | $205K | 7K |
| Mastercard Incorporated | MA | Shares | $202K | 408 |
| Meta Platforms Inc | META | Call | $122K | 200 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.