Elite Life Management LLC Top Holdings and 13F Report (2026) About Elite Life Management LLCInvestment ActivityElite Life Management LLC has $85.42 million in total holdings as of June 30, 2026.Elite Life Management LLC owns shares of 61 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.30% of the portfolio was purchased this quarter.About 1.13% of the portfolio was sold this quarter.This quarter, Elite Life Management LLC has purchased 56 new stocks and bought additional shares in 21 stocks.Elite Life Management LLC sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $14,588,672VANGUARD MUN BD FDS $14,534,981Vanguard FTSE Developed Markets ETF $12,086,068DIMENSIONAL ETF TRUST $7,362,357NVIDIA $3,590,219 Largest New Holdings this Quarter 060505104 - Bank of America $229,914 Holding437076102 - Home Depot $224,950 Holding874039100 - Taiwan Semiconductor Manufacturing $224,802 Holding38141G104 - The Goldman Sachs Group $204,653 Holding30231G102 - ExxonMobil $202,729 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 19,920 shares (about $1.49M)Dimensional Emerging Markets Core Equity 2 ETF 12,596 shares (about $492.63K)DIMENSIONAL ETF TRUST 4,233 shares (about $362.22K)CrowdStrike 1,724 shares (about $361.80K)Bank of America 3,635 shares (about $229.91K) Largest Sales this Quarter NVIDIA 947 shares (about $207.60K)Meta Platforms 128 shares (about $75.36K)Schwab US Large-Cap ETF 1,921 shares (about $58.32K)McDonald's 159 shares (about $43.57K)Amazon.com 158 shares (about $43.08K) 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$14,588,672$58,322 â–¼-0.4%480,52317.1%ETFVANGUARD MUN BD FDS$14,534,981$1,494,299 â–²11.5%193,76117.0%CORE TAX EXEMPTVEAVanguard FTSE Developed Markets ETF$12,086,068$225,515 â–²1.9%167,05014.1%ETFDIMENSIONAL ETF TRUST$7,362,357$362,218 â–²5.2%86,0398.6%US LARG VECT ETFNVDANVIDIA$3,590,219$207,604 â–¼-5.5%16,3774.2%TechnologyVANGUARD MALVERN FDS$3,335,256$147,008 â–²4.6%43,7873.9%CORE BD ETFAAPLApple$2,544,100$12,752 â–²0.5%8,1803.0%TechnologyMSFTMicrosoft$2,101,551$70,685 â–²3.5%4,3112.5%TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$1,919,871$492,630 â–²34.5%49,0892.2%ETFGOOGAlphabet$1,557,202$9,003 â–¼-0.6%4,3241.8%Communication ServicesAMZNAmazon.com$1,478,581$43,079 â–¼-2.8%5,4231.7%Consumer DiscretionaryMETAMeta Platforms$1,074,505$75,363 â–¼-6.6%1,8251.3%Communication ServicesAVGOBroadcom$1,039,878$29,699 â–²2.9%2,4861.2%TechnologyGOOGLAlphabet$948,501$3,262 â–¼-0.3%2,6171.1%Communication ServicesJPMJPMorgan Chase & Co.$942,646$24,069 â–¼-2.5%2,6241.1%FinanceSPYSPDR S&P 500 ETF Trust$858,944$3,079 â–²0.4%1,1161.0%ETFVVisa$786,045$8,476 â–²1.1%2,1330.9%FinanceLLYEli Lilly and Company$721,230$24,548 â–²3.5%6170.8%HealthcareCOSTCostco Wholesale$707,434$24,492 â–¼-3.3%7510.8%Consumer StaplesVOOVanguard S&P 500 ETF$562,5420.0%7950.7%ETFTSLATesla$545,992$15,113 â–¼-2.7%1,6980.6%Consumer DiscretionaryARISTA NETWORKS INC$524,253$2,170 â–²0.4%2,6570.6%COM SHSCRWDCrowdStrike$487,295$361,799 â–²288.3%2,3220.6%TechnologyVONGVanguard Russell 1000 Growth ETF$470,986$6,378 â–¼-1.3%3,6920.6%ETFAMDAdvanced Micro Devices$461,804$21,210 â–²4.8%9580.5%TechnologyWALMART INC$456,325$21,794 â–¼-4.6%4,0620.5%COMGEGE Aerospace$451,746$9,531 â–²2.2%1,1850.5%IndustrialsOMFLInvesco Russell 1000 Dynamic Multifactor ETF$443,923$17,709 â–¼-3.8%6,2670.5%ETFMUMicron Technology$431,411$104,503 â–²32.0%4830.5%TechnologyGE VERNOVA INC$392,933$4,072 â–¼-1.0%3860.5%COMCORCencora$392,401$9,834 â–¼-2.4%1,2370.5%HealthcareBLACKROCK INC$363,879$4,534 â–¼-1.2%3210.4%COMLINDE PLC$360,922$4,911 â–¼-1.3%7350.4%SHSBRK.BBerkshire Hathaway$344,516$14,009 â–²4.2%6640.4%FinanceETNEaton$332,329$1,342 â–¼-0.4%7430.4%IndustrialsPHParker-Hannifin$327,980$5,981 â–¼-1.8%3290.4%IndustrialsORCLOracle$308,561$31,621 â–¼-9.3%2,1370.4%TechnologyGDGeneral Dynamics$302,271$1,152 â–¼-0.4%7870.4%IndustrialsAPHAmphenol$291,430$8,095 â–¼-2.7%1,6920.3%TechnologyABBVAbbVie$284,853$985 â–²0.3%1,1570.3%HealthcareCVXChevron$276,446$12,303 â–¼-4.3%1,4830.3%EnergyWELLWelltower$274,261$1,186 â–¼-0.4%1,1560.3%Real EstateDIASPDR Dow Jones Industrial Average ETF Trust$271,4050.0%5000.3%ETFSCHESchwab Emerging Markets Equity ETF$262,774$41,717 â–²18.9%7,1620.3%ETFNEENextEra Energy$259,039$25,431 â–¼-8.9%3,0150.3%UtilitiesUBERUber Technologies$249,198$205 â–²0.1%3,6550.3%IndustrialsIEFAiShares Core MSCI EAFE ETF$238,4950.0%2,3840.3%ETFPGProcter & Gamble$234,613$17,031 â–¼-6.8%1,5980.3%Consumer StaplesVMBSVanguard Mortgage-Backed Securities ETF$232,8980.0%5,0400.3%ETFRTXRTX$230,980$41,127 â–¼-15.1%1,0390.3%IndustrialsBACBank of America$229,914$229,914 â–²New Holding3,6350.3%FinanceSCHBSchwab US Broad Market ETF$228,849$14,097 â–²6.6%7,6950.3%ETFHDHome Depot$224,950$224,950 â–²New Holding6370.3%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$224,802$224,802 â–²New Holding5430.3%TechnologyMAMastercard$218,494$14,262 â–¼-6.1%3830.3%FinanceMCDMcDonald's$217,008$43,566 â–¼-16.7%7920.3%Consumer DiscretionarySHELShell$215,9770.0%2,4610.3%EnergyTJXTJX Companies$205,337$23,188 â–¼-10.1%1,2840.2%Consumer DiscretionaryGSThe Goldman Sachs Group$204,653$204,653 â–²New Holding1930.2%FinanceXOMExxonMobil$202,729$202,729 â–²New Holding1,3370.2%EnergyHYPERSCALE DATA INC$1,204$1,204 â–²New Holding10,0000.0%COM SHSSPGIS&P Global$0$206,279 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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