Q2 2026 13F · SEC CIK 2010262

Elite Life Management LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $85.4M
Reported positions: 61
Top holdings a year, 3 yrs: +17.1%
Assets under management: $147.0M

Elite Life Management LLC is a wealth manager that reported 61 positions worth $85.4M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Schwab Strategic Tr (SCHX, 17.1%), Vanguard Mun Bd Fds (VCRM, 17.0%), Vanguard Ftse Developed Markets Index Fu (VEA, 14.1%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 18.8% for the S&P 500.

Elite Life Management LLC holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elite Life Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	17.1%	17.5%	480,523	-0.4%	$14.6M
VCRMVanguard Mun Bd Fds	17.0%	16.5%	193,761	+11.5%	$14.5M
VEAVanguard Ftse Developed Markets Index Fu	14.1%	14.5%	167,050	+1.9%	$12.1M
DFVXDimensional ETF Trust	8.6%	8.3%	86,039	+5.2%	$7.4M
NVDANvidia Corporation	4.2%	4.7%	16,377	-5.5%	$3.6M
VCRBVanguard Malvern Fds	3.9%	4.1%	43,787	+4.6%	$3.3M
AAPLApple Inc	3.0%	3.0%	8,180	+0.5%	$2.5M
MSFTMicrosoft Corp	2.5%	2.2%	4,311	+3.5%	$2.1M
DFEMDimensional ETF Trust	2.2%	1.9%	49,089	+34.5%	$1.9M
GOOGAlphabet Inc	1.8%	2.2%	4,324	-0.6%	$1.6M
AMZNAmazon Com Inc	1.7%	1.9%	5,423	-2.8%	$1.5M
METAMeta Platforms Inc	1.3%	1.3%	1,825	+4.1%	$1.1M
AVGOBroadcom Inc	1.2%	1.3%	2,486	+2.9%	$1.0M
GOOGLAlphabet Inc	1.1%	1.3%	2,617	-0.3%	$949K
JPMJpmorgan Chase & Co	1.1%	1.0%	2,624	-2.5%	$943K
SPYState Str Spdr S&p 500 ETF T	1.0%	1.0%	1,116	+0.4%	$859K
VVisa Inc	0.9%	0.8%	2,133	+1.1%	$786K
LLYEli Lilly & Co	0.8%	0.7%	617	+3.5%	$721K
COSTCostco Wholesale Corporation	0.8%	1.0%	751	-3.3%	$707K
VOOVanguard Index Fds	0.7%	0.7%	795	+0.0%	$563K
TSLATesla Inc	0.6%	0.9%	1,698	-2.7%	$546K
ANETArista Networks Inc	0.6%	0.5%	2,657	+0.4%	$524K
CRWDCrowdstrike Hldgs Inc	0.6%	0.4%	2,322	+288.3%	$487K
VONGVanguard Scottsdale Fds	0.6%	0.6%	3,692	-1.3%	$471K
AMDAdvanced Micro Devices Inc	0.5%	0.5%	958	+4.8%	$462K
WMTWalmart Inc	0.5%	0.7%	4,062	-4.6%	$456K
GEGe Aerospace	0.5%	0.4%	1,185	+2.2%	$452K
OMFLInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	6,267	-3.8%	$444K
MUMicron Technology Inc	0.5%	0.3%	483	+32.0%	$431K
GEVGe Vernova Inc	0.5%	0.5%	386	-1.0%	$393K
CORCencora Inc	0.5%	0.4%	1,237	-2.4%	$392K
BLKBlackrock Inc	0.4%	0.4%	321	-1.2%	$364K
LINLinde PLC	0.4%	0.5%	735	-1.3%	$361K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	664	+4.2%	$345K
ETNEaton Corp PLC	0.4%	0.4%	743	-0.4%	$332K
PHParker-Hannifin Corp	0.4%	0.4%	329	-1.8%	$328K
ORCLOracle Corp	0.4%	0.6%	2,137	-9.3%	$309K
GDGeneral Dynamics Corp	0.4%	0.3%	787	-0.4%	$302K
APHAmphenol Corp	0.3%	0.3%	1,692	-2.7%	$291K
ABBVAbbvie Inc	0.3%	0.3%	1,157	+0.3%	$285K
CVXChevron Corporation	0.3%	0.4%	1,483	-4.3%	$276K
WELLWelltower Inc	0.3%	0.3%	1,156	-0.4%	$274K
DIASpdr Dow Jones Indl Average	0.3%	0.3%	500	+0.0%	$271K
SCHESchwab Strategic Tr	0.3%	0.3%	7,162	+18.9%	$263K
NEENextera Energy Inc	0.3%	0.4%	3,015	-8.9%	$259K
UBERUber Technologies Inc	0.3%	0.3%	3,655	+0.1%	$249K
IEFAIshares Tr	0.3%	0.3%	2,384	+0.0%	$238K
PGProcter & Gamble Co	0.3%	0.3%	1,598	-6.8%	$235K
VMBSVanguard Scottsdale Fds	0.3%	0.3%	5,040	+0.0%	$233K
RTXRtx Corporation	0.3%	—	1,039	—	$231K

What Elite Life Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+288.3% shares
DFEM Dimensional ETF Trust+34.5% shares
MU Micron Technology Inc+32.0% shares
SCHE Schwab Strategic Tr+18.9% shares
VCRM Vanguard Mun Bd Fds+11.5% shares
DFVX Dimensional ETF Trust+5.2% shares

Reduced

Left the top 50

MCD Mcdonalds Corpwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +17.1% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$85.4M	61
Q1 2026	$79.9M	56
Q4 2025	$61.6M	53
Q3 2025	$49.0M	36
Q2 2025	$38.9M	31
Q1 2025	$32.1M	27
Q4 2024	$33.8M	27
Q3 2024	$30.6M	26
Q2 2024	$25.8M	24
Q1 2024	$20.4M	24
Q4 2023	$16.7M	22

Questions about Elite Life Management LLC's portfolio

What stocks does Elite Life Management LLC own?

Elite Life Management LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 61 positions worth $85.4M. The largest are Schwab Strategic Tr (SCHX) at 17.1%, Vanguard Mun Bd Fds (VCRM) at 17.0%, Vanguard Ftse Developed Markets Index Fu (VEA) at 14.1%, Dimensional ETF Trust (DFVX) at 8.6% and Nvidia Corporation (NVDA) at 4.2%.

What did Elite Life Management LLC buy last quarter?

In Q2 2026, Elite Life Management LLC added Crowdstrike Hldgs Inc (CRWD) (+288.3% shares), Dimensional ETF Trust (DFEM) (+34.5% shares) and Micron Technology Inc (MU) (+32.0% shares), compared with its Q1 2026 filing.

What did Elite Life Management LLC sell last quarter?

In Q2 2026, Elite Life Management LLC cut from its top 50 Mcdonalds Corp (MCD), Oracle Corp (ORCL) (-9.3% shares), Nextera Energy Inc (NEE) (-8.9% shares) and Procter & Gamble Co (PG) (-6.8% shares), compared with its Q1 2026 filing.

How has Elite Life Management LLC's portfolio performed?

A portfolio copying Elite Life Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +17.1% against +20.1%.

When is Elite Life Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elite Life Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Elite Life Management LLC manage?

Elite Life Management LLC reported $147.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $85.4M.