Elite Life Management LLC

Est. AUM

$80.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$14.0M	482444	17.49%	SOLE
2	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$13.2M	173841	16.46%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.6M	163933	14.52%	SOLE
4	DIMENSIONAL ETF TRUST	US LARGE CAP VEC	$6.6M	81806	8.26%	SOLE
5	NVIDIA CORPORATION	COM	$3.7M	17324	4.66%	SOLE
6	VANGUARD MALVERN FDS	CORE BD ETF	$3.2M	41857	4.05%	SOLE
7	APPLE INC	COM	$2.4M	8139	2.98%	SOLE
8	MICROSOFT CORP	COM	$1.7M	4166	2.16%	SOLE
9	ALPHABET INC	CAP STK CL C	$1.7M	4349	2.16%	SOLE
10	AMAZON COM INC	COM	$1.5M	5581	1.90%	SOLE
11	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.5M	36493	1.86%	SOLE
12	META PLATFORMS INC	CL A	$1.1M	1753	1.34%	SOLE
13	ALPHABET INC	CAP STK CL A	$1.1M	2626	1.32%	SOLE
14	BROADCOM INC	COM	$1.0M	2415	1.30%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$820K	1112	1.03%	SOLE
16	JPMORGAN CHASE & CO	COM	$813K	2691	1.02%	SOLE
17	COSTCO WHOLESALE CORPORATION	COM	$784K	777	0.98%	SOLE
18	TESLA INC	COM	$747K	1745	0.93%	SOLE
19	VISA INC	COM CL A	$673K	2110	0.84%	SOLE
20	ELI LILLY & CO	COM	$565K	596	0.71%	SOLE
21	WALMART INC	COM	$555K	4256	0.69%	SOLE
22	VANGUARD INDEX FDS	S&P 500 ETF SHS	$539K	795	0.67%	SOLE
23	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$476K	3742	0.60%	SOLE
24	ORACLE CORP	COM	$462K	2356	0.58%	SOLE
25	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$439K	6517	0.55%	SOLE
26	ADVANCED MICRO DEVICES INC	COM	$416K	914	0.52%	SOLE
27	GE VERNOVA INC	COM	$406K	390	0.51%	SOLE
28	ARISTA NETWORKS INC	COM SHS	$375K	2646	0.47%	SOLE
29	LINDE PLC	SHS	$367K	745	0.46%	SOLE
30	BLACKROCK INC	COM	$353K	325	0.44%	SOLE
31	GE AEROSPACE	COM NEW	$345K	1160	0.43%	SOLE
32	CENCORA INC	COM	$331K	1268	0.41%	SOLE
33	CROWDSTRIKE HLDGS INC	CL A	$316K	598	0.40%	SOLE
34	NEXTERA ENERGY INC	COM	$308K	3311	0.39%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$303K	637	0.38%	SOLE
36	EATON CORP PLC	SHS	$300K	746	0.38%	SOLE
37	PARKER-HANNIFIN CORP	COM	$294K	335	0.37%	SOLE
38	CHEVRON CORPORATION	COM	$281K	1549	0.35%	SOLE
39	UBER TECHNOLOGIES INC	COM	$276K	3652	0.35%	SOLE
40	GENERAL DYNAMICS CORP	COM	$274K	790	0.34%	SOLE
41	MICRON TECHNOLOGY INC	COM	$273K	366	0.34%	SOLE
42	MCDONALDS CORP	COM	$262K	951	0.33%	SOLE
43	PROCTER & GAMBLE CO	COM	$251K	1714	0.31%	SOLE
44	WELLTOWER INC	COM	$249K	1161	0.31%	SOLE
45	STATE STR SPDR DOW JONES IND	UT SER 1	$248K	500	0.31%	SOLE
46	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$237K	5040	0.30%	SOLE
47	ISHARES TR	CORE MSCI EAFE	$232K	2384	0.29%	SOLE
48	ABBVIE INC	COM	$232K	1153	0.29%	SOLE
49	AMPHENOL CORP	CL A	$223K	1739	0.28%	SOLE
50	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$222K	6025	0.28%	SOLE

1–50 of 57

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.