Elite Life Management LLC Top Holdings and 13F Report (2025) About Elite Life Management LLCInvestment ActivityElite Life Management LLC has $32.05 million in total holdings as of March 31, 2025.Elite Life Management LLC owns shares of 27 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.49% of the portfolio was purchased this quarter.About 12.18% of the portfolio was sold this quarter.This quarter, Elite Life Management LLC has purchased 27 new stocks and bought additional shares in 16 stocks.Elite Life Management LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $7,453,978Vanguard FTSE Developed Markets ETF $6,169,797VANGUARD MALVERN FDS $3,455,701DIMENSIONAL ETF TRUST $2,849,745NVIDIA $1,571,306 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $234,036 Holding166764100 - Chevron $223,333 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 50,929 shares (about $1.12M)Vanguard FTSE Developed Markets ETF 10,379 shares (about $527.56K)VANGUARD MALVERN FDS 4,979 shares (about $385.52K)DIMENSIONAL ETF TRUST 5,642 shares (about $361.82K)Eli Lilly and Company 283 shares (about $234.04K) Largest Sales this Quarter Vanguard Mortgage-Backed Securities ETF 68,720 shares (about $3.18M)Dimensional Core Fixed Income ETF 3,311 shares (about $139.26K)Microsoft 129 shares (about $48.43K)Vanguard Russell 1000 Growth ETF 497 shares (about $46.12K)Invesco Russell 1000 Dynamic Multifactor ETF 805 shares (about $42.91K) 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$7,453,978$1,124,511 ▲17.8%337,59023.3%ETFVEAVanguard FTSE Developed Markets ETF$6,169,797$527,565 ▲9.4%121,38119.2%ETFVANGUARD MALVERN FDS$3,455,701$385,524 ▲12.6%44,63010.8%CORE BD ETFDIMENSIONAL ETF TRUST$2,849,745$361,821 ▲14.5%44,4378.9%US LARGE CAP VECNVDANVIDIA$1,571,306$57,117 ▲3.8%14,4984.9%Computer and TechnologyAAPLApple$1,300,572$14,883 ▲1.2%5,8554.1%Computer and TechnologyMSFTMicrosoft$1,172,376$48,427 ▼-4.0%3,1233.7%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$717,292$139,261 ▼-16.3%17,0542.2%ETFGOOGAlphabet$638,200$10,155 ▼-1.6%4,0852.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$605,006$16,216 ▲2.8%1,0821.9%FinanceMETAMeta Platforms$598,839$19,020 ▲3.3%1,0391.9%Computer and TechnologyAMZNAmazon.com$571,732$8,181 ▲1.5%3,0051.8%Retail/WholesaleCOSTCostco Wholesale$505,047$8,512 ▲1.7%5341.6%Retail/WholesaleVVisa$497,403$12,970 ▲2.7%1,4191.6%Business ServicesIEFAiShares Core MSCI EAFE ETF$445,1250.0%5,8841.4%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$433,779$42,914 ▼-9.0%8,1371.4%ETFJPMJPMorgan Chase & Co.$386,488$9,319 ▲2.5%1,5761.2%FinanceVONGVanguard Russell 1000 Growth ETF$381,739$46,117 ▼-10.8%4,1141.2%ETFPGProcter & Gamble$330,808$6,647 ▲2.1%1,9411.0%Consumer StaplesUNHUnitedHealth Group$290,682$6,285 ▼-2.1%5550.9%MedicalBRK.BBerkshire Hathaway$280,138$18,640 ▲7.1%5260.9%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$246,8900.0%5880.8%FinanceLLYEli Lilly and Company$234,036$234,036 ▲New Holding2830.7%MedicalTSLATesla$233,763$13,476 ▲6.1%9020.7%Auto/Tires/TrucksVMBSVanguard Mortgage-Backed Securities ETF$233,403$3,182,431 ▼-93.2%5,0400.7%ETFHDHome Depot$226,491$733 ▲0.3%6180.7%Retail/WholesaleCVXChevron$223,333$223,333 ▲New Holding1,3350.7%EnergyVSTVistra$0$216,181 ▼-100.0%00.0%UtilitiesAVGOBroadcom$0$212,134 ▼-100.0%00.0%Computer and TechnologyShowing 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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