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Elite Life Management LLC Top Holdings and 13F Report (2025)

About Elite Life Management LLC

Investment Activity

  • Elite Life Management LLC has $38.86 million in total holdings as of June 30, 2025.
  • Elite Life Management LLC owns shares of 31 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 12.97% of the portfolio was purchased this quarter.
  • About 4.28% of the portfolio was sold this quarter.
  • This quarter, Elite Life Management LLC has purchased 27 new stocks and bought additional shares in 15 stocks.
  • Elite Life Management LLC sold shares of 7 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

DIMENSIONAL ETF TRUST
$3,583,013
VANGUARD MALVERN FDS
$3,504,522
NVIDIA
$2,109,975

Largest New Holdings this Quarter

11135F101 - Broadcom
$328,024 Holding
68389X105 - Oracle
$269,353 Holding
808524706 - Schwab Emerging Markets Equity ETF
$269,060 Holding
64110L106 - Netflix
$216,940 Holding
02079K305 - Alphabet
$207,599 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF
49,263 shares (about $1.20M)
Vanguard FTSE Developed Markets ETF
17,438 shares (about $994.14K)
DIMENSIONAL ETF TRUST
7,551 shares (about $520.41K)
Broadcom
1,190 shares (about $328.02K)
Oracle
1,232 shares (about $269.35K)

Largest Sales this Quarter

NVIDIA
1,143 shares (about $180.58K)
Invesco Russell 1000 Dynamic Multifactor ETF
2,870 shares (about $165.82K)
Vanguard Russell 1000 Growth ETF
217 shares (about $23.70K)
Procter & Gamble
82 shares (about $13.06K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofElite Life Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$9,454,686$1,203,988 14.6%386,85324.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$7,914,072$994,140 14.4%138,81920.4%ETF
DIMENSIONAL ETF TRUST
$3,583,013$520,415 17.0%51,9889.2%US LARGE CAP VEC
VANGUARD MALVERN FDS
$3,504,522$42,126 1.2%45,1739.0%CORE BD ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,109,975$180,584 -7.9%13,3555.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,702,678$149,227 9.6%3,4234.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,274,517$73,246 6.1%6,2123.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$811,899$45,023 5.9%1,1002.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$800,116$140,848 21.4%3,6472.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$732,976$8,337 1.2%4,1321.9%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$674,442$6,176 0.9%1,0921.7%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$537,538$8,909 1.7%5431.4%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$499,044$212,515 74.2%1,5711.3%Auto/Tires/Trucks
Visa Inc. stock logo
V
Visa
$496,149$7,813 -1.6%1,3971.3%Business Services
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$491,1970.0%5,8841.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$475,041$18,260 4.0%1,6391.2%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$425,553$23,696 -5.3%3,8971.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$328,024$328,024 New Holding1,1900.8%Computer and Technology
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$304,306$165,817 -35.3%5,2670.8%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$296,168$13,064 -4.2%1,8590.8%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$294,985$74,136 33.6%3780.8%Medical
Oracle Corporation stock logo
ORCL
Oracle
$269,353$269,353 New Holding1,2320.7%Computer and Technology
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$269,060$269,060 New Holding8,9270.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$253,087$2,429 -1.0%5210.7%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$238,683$12,099 5.3%6510.6%Retail/Wholesale
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$233,5540.0%5,0400.6%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$220,325$38,777 -15.0%5000.6%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$216,940$216,940 New Holding1620.6%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$207,599$207,599 New Holding1,1780.5%Computer and Technology
Vistra Corp. stock logo
VST
Vistra
$202,144$202,144 New Holding1,0430.5%Utilities
Senseonics Holdings, Inc. stock logo
SENS
Senseonics
$35,872$35,872 New Holding75,2970.1%Medical
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$0$717,292 -100.0%00.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$290,682 -100.0%00.0%Medical
Chevron Corporation stock logo
CVX
Chevron
$0$223,333 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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