Elite Life Management LLC Top Holdings and 13F Report (2026) About Elite Life Management LLCInvestment ActivityElite Life Management LLC has $79.98 million in total holdings as of March 31, 2026.Elite Life Management LLC owns shares of 56 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 20.36% of the portfolio was purchased this quarter.About 1.68% of the portfolio was sold this quarter.This quarter, Elite Life Management LLC has purchased 53 new stocks and bought additional shares in 37 stocks.Elite Life Management LLC sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $13,990,879VANGUARD MUN BD FDS $13,164,979Vanguard FTSE Developed Markets ETF $11,611,374DIMENSIONAL ETF TRUST $6,606,653NVIDIA $3,728,151 Largest New Holdings this Quarter 922907712 - VANGUARD MUN BD FDS $13,164,979 Holding007903107 - Advanced Micro Devices $416,044 Holding595112103 - Micron Technology $273,332 Holding00287Y109 - AbbVie $232,387 Holding808524706 - Schwab Emerging Markets Equity ETF $221,780 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 173,841 shares (about $13.16M)Advanced Micro Devices 914 shares (about $416.04K)Dimensional Emerging Markets Core Equity 2 ETF 8,756 shares (about $357.60K)Micron Technology 366 shares (about $273.33K)AbbVie 1,153 shares (about $232.39K) Largest Sales this Quarter VANGUARD MALVERN FDS 5,123 shares (about $396.16K)Eli Lilly and Company 20 shares (about $18.95K)Berkshire Hathaway 32 shares (about $15.23K)GE Aerospace 38 shares (about $11.29K)McDonald's 20 shares (about $5.51K) 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$13,990,879$153,526 â–²1.1%482,44417.5%ETFVANGUARD MUN BD FDS$13,164,979$13,164,979 â–²New Holding173,84116.5%CORE TAX EXEMPTVEAVanguard FTSE Developed Markets ETF$11,611,374$136,206 â–²1.2%163,93314.5%ETFDIMENSIONAL ETF TRUST$6,606,653$231,700 â–²3.6%81,8068.3%US LARGE CAP VECNVDANVIDIA$3,728,151$1,722 â–¼0.0%17,3244.7%Computer and TechnologyVANGUARD MALVERN FDS$3,236,802$396,162 â–¼-10.9%41,8574.0%CORE BD ETFAAPLApple$2,387,430$8,800 â–²0.4%8,1393.0%Computer and TechnologyMSFTMicrosoft$1,729,450$830 â–¼0.0%4,1662.2%Computer and TechnologyGOOGAlphabet$1,726,770$32,955 â–²1.9%4,3492.2%Computer and TechnologyAMZNAmazon.com$1,521,827$141,248 â–²10.2%5,5811.9%Retail/WholesaleDFEMDimensional Emerging Markets Core Equity 2 ETF$1,490,374$357,595 â–²31.6%36,4931.9%ETFMETAMeta Platforms$1,190,607$90,225 â–²8.2%1,9531.5%Computer and TechnologyGOOGLAlphabet$1,052,514$43,688 â–²4.3%2,6261.3%Computer and TechnologyAVGOBroadcom$1,038,474$64,932 â–²6.7%2,4151.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$820,098$1,475 â–²0.2%1,1121.0%FinanceJPMJPMorgan Chase & Co.$812,951$17,220 â–²2.2%2,6911.0%FinanceCOSTCostco Wholesale$783,830$37,325 â–²5.0%7771.0%Retail/WholesaleTSLATesla$747,471$428 â–²0.1%1,7450.9%Auto/Tires/TrucksVVisa$672,599$4,144 â–²0.6%2,1100.8%Business ServicesLLYEli Lilly and Company$564,807$18,953 â–¼-3.2%5960.7%MedicalWALMART INC$555,110$7,695 â–²1.4%4,2560.7%COMVOOVanguard S&P 500 ETF$539,0420.0%7950.7%ETFVONGVanguard Russell 1000 Growth ETF$475,942$15,899 â–²3.5%3,7420.6%ETFORCLOracle$461,658$21,163 â–²4.8%2,3560.6%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$438,551$62,583 â–²16.6%6,5170.5%ETFAMDAdvanced Micro Devices$416,044$416,044 â–²New Holding9140.5%Computer and TechnologyGE VERNOVA INC$405,659$6,241 â–²1.6%3900.5%COMARISTA NETWORKS INC$375,123$5,387 â–¼-1.4%2,6460.5%COM SHSLINDE PLC$367,404$15,288 â–²4.3%7450.5%SHSBLACKROCK INC$352,570$7,594 â–²2.2%3250.4%COMGEGE Aerospace$344,694$11,292 â–¼-3.2%1,1600.4%AerospaceCORCencora$331,049$4,438 â–²1.4%1,2680.4%MedicalCRWDCrowdStrike$315,606$31,138 â–²10.9%5980.4%Computer and TechnologyNEENextEra Energy$308,227$4,841 â–²1.6%3,3110.4%UtilitiesBRK.BBerkshire Hathaway$303,174$15,230 â–¼-4.8%6370.4%FinanceETNEaton$299,526$3,212 â–²1.1%7460.4%IndustrialsPHParker-Hannifin$294,408$2,636 â–²0.9%3350.4%IndustrialsCVXChevron$281,329$10,897 â–²4.0%1,5490.4%EnergyUBERUber Technologies$275,543$2,339 â–²0.9%3,6520.3%Computer and TechnologyGDGeneral Dynamics$273,759$2,426 â–²0.9%7900.3%AerospaceMUMicron Technology$273,332$273,332 â–²New Holding3660.3%Computer and TechnologyMCDMcDonald's$262,238$5,515 â–¼-2.1%9510.3%Retail/WholesalePGProcter & Gamble$250,990$6,150 â–²2.5%1,7140.3%Consumer StaplesWELLWelltower$249,185$7,083 â–²2.9%1,1610.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$248,0650.0%5000.3%FinanceVMBSVanguard Mortgage-Backed Securities ETF$236,6280.0%5,0400.3%ETFABBVAbbVie$232,387$232,387 â–²New Holding1,1530.3%MedicalIEFAiShares Core MSCI EAFE ETF$231,9630.0%2,3840.3%ETFAPHAmphenol$222,644$896 â–²0.4%1,7390.3%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$221,780$221,780 â–²New Holding6,0250.3%ETFTJXTJX Companies$219,151$6,901 â–²3.3%1,4290.3%Retail/WholesaleRTXRTX$215,534$2,994 â–²1.4%1,2240.3%AerospaceSHELShell$206,650$206,650 â–²New Holding2,4610.3%EnergySPGIS&P Global$206,279$10,083 â–²5.1%4910.3%FinanceSCHBSchwab US Broad Market ETF$205,221$205,221 â–²New Holding7,2210.3%ETFMAMastercard$202,156$8,919 â–²4.6%4080.3%Business ServicesBKNGBooking$0$245,144 â–¼-100.0%00.0%Retail/WholesaleHDHome Depot$0$233,401 â–¼-100.0%00.0%Retail/WholesaleXOMExxonMobil$0$206,881 â–¼-100.0%00.0%EnergyBACBank of America$0$204,412 â–¼-100.0%00.0%FinanceShowing 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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