Elite Life Management LLC Top Holdings and 13F Report (2025) About Elite Life Management LLCInvestment ActivityElite Life Management LLC has $48.99 million in total holdings as of September 30, 2025.Elite Life Management LLC owns shares of 36 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 15.84% of the portfolio was purchased this quarter.About 1.29% of the portfolio was sold this quarter.This quarter, Elite Life Management LLC has purchased 31 new stocks and bought additional shares in 20 stocks.Elite Life Management LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $12,740,776Vanguard FTSE Developed Markets ETF $9,615,982DIMENSIONAL ETF TRUST $5,522,463VANGUARD MALVERN FDS $4,113,986NVIDIA $2,531,308 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $219,940 Holding931142103 - Walmart $216,206 Holding007903107 - Advanced Micro Devices $215,217 Holding032095101 - Amphenol $210,757 Holding166764100 - Chevron $210,520 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 96,668 shares (about $2.55M)DIMENSIONAL ETF TRUST 24,249 shares (about $1.76M)Vanguard FTSE Developed Markets ETF 20,386 shares (about $1.23M)VANGUARD MALVERN FDS 7,088 shares (about $557.97K)UnitedHealth Group 609 shares (about $219.94K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 3,500 shares (about $306.63K)Eli Lilly and Company 58 shares (about $48.01K)Vanguard Russell 1000 Growth ETF 130 shares (about $15.62K)Procter & Gamble 94 shares (about $13.86K)Amazon.com 54 shares (about $11.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElite Life Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$12,740,776$2,547,201 ▲25.0%483,52126.0%ETFVEAVanguard FTSE Developed Markets ETF$9,615,982$1,231,314 ▲14.7%159,20519.6%ETFDIMENSIONAL ETF TRUST$5,522,463$1,756,551 ▲46.6%76,23711.3%US LARGE CAP VECVANGUARD MALVERN FDS$4,113,986$557,967 ▲15.7%52,2618.4%CORE BD ETFNVDANVIDIA$2,531,308$129,659 ▲5.4%14,0765.2%Computer and TechnologyMSFTMicrosoft$1,807,831$50,317 ▲2.9%3,5213.7%Computer and TechnologyAAPLApple$1,612,553$63,585 ▲4.1%6,4673.3%Computer and TechnologyGOOGAlphabet$1,052,400$12,334 ▲1.2%4,1812.1%Computer and TechnologyMETAMeta Platforms$818,007$28,702 ▲3.6%1,1401.7%Computer and TechnologyAMZNAmazon.com$774,543$11,641 ▼-1.5%3,5931.6%Retail/WholesaleTSLATesla$754,985$71,365 ▲10.4%1,7351.5%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$732,172$5,985 ▲0.8%1,1011.5%FinanceCOSTCostco Wholesale$519,515$955 ▲0.2%5441.1%Retail/WholesaleJPMJPMorgan Chase & Co.$515,573$14,670 ▲2.9%1,6871.1%FinanceVVisa$487,952$5,184 ▲1.1%1,4121.0%Business ServicesVONGVanguard Russell 1000 Growth ETF$452,751$15,625 ▼-3.3%3,7670.9%ETFAVGOBroadcom$433,541$15,459 ▲3.7%1,2340.9%Computer and TechnologyORCLOracle$386,812$12,752 ▲3.4%1,2740.8%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$357,707$58,742 ▲19.6%10,6810.7%ETFGOOGLAlphabet$330,607$34,893 ▲11.8%1,3170.7%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$303,782$11,121 ▼-3.5%5,0810.6%ETFBRK.BBerkshire Hathaway$292,374$33,755 ▲13.1%5890.6%FinanceLLYEli Lilly and Company$264,871$48,008 ▼-15.3%3200.5%MedicalPGProcter & Gamble$260,167$13,856 ▼-5.1%1,7650.5%Consumer StaplesHDHome Depot$251,618$1,165 ▼-0.5%6480.5%Retail/WholesaleVMBSVanguard Mortgage-Backed Securities ETF$237,6860.0%5,0400.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$231,3550.0%5000.5%FinanceUNHUnitedHealth Group$219,940$219,940 ▲New Holding6090.4%MedicalWMTWalmart$216,206$216,206 ▲New Holding1,9830.4%Retail/WholesaleAMDAdvanced Micro Devices$215,217$215,217 ▲New Holding9020.4%Computer and TechnologyVSTVistra$213,591$6,325 ▼-2.9%1,0130.4%UtilitiesAPHAmphenol$210,757$210,757 ▲New Holding1,6780.4%Computer and TechnologyCVXChevron$210,520$210,520 ▲New Holding1,3840.4%EnergyIEFAiShares Core MSCI EAFE ETF$208,862$306,635 ▼-59.5%2,3840.4%ETFQSIQuantum-Si$54,207$54,207 ▲New Holding20,6110.1%Computer and TechnologySENSSenseonics$35,572$2,215 ▲6.6%80,2970.1%MedicalNFLXNetflix$0$216,940 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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