Elite Life Management LLC 13F Holdings

CIK 0002010262 · ERIE, PA

As of Sep 30, 2025, Elite Life Management LLC reported 36 positions worth $49.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US LARGE-CAP ETFSCHXEquity483,521 2.7M26.01%
VANGUARD TAX-MANAGED FUNDSVEA—159,205$9.6M19.63%
DIMENSIONAL ETF TRUSTDFVX—76,237$5.5M11.27%
VANGUARD CORE BOND ETFVCRB—52,261$4.1M8.40%
NVIDIA CORPNVDATechnology14,076$2.5M5.17%
MICROSOFT CORPMSFTTechnology3,521 .8M3.69%
APPLE INCAAPLTechnology6,467 .6M3.29%
ALPHABET INCGOOGEquity4,181 .1M2.15%
META PLATFORMS INCMETACommunication Services1,140$818.0K1.67%
AMAZON.COM INCAMZNEquity3,593$774.5K1.58%
TESLA INCTSLAConsumer Cyclical1,735$755.0K1.54%
SPDR S&P 500 ETF TRUSTSPY—1,101$732.2K1.49%
COSTCO WHOLESALE CORPCOSTConsumer Defensive544$519.5K1.06%
JPMORGAN CHASE & COJPMFinancial Services1,687$515.6K1.05%
VISA INC-CLASS A SHARESVFinancial Services1,412$488.0K1.00%
VANGUARD RUSSELL 1000 GROWTH INDEX FUNDVONG—3,767$452.8K0.92%
BROADCOM INCAVGOTechnology1,234$433.5K0.88%
ORACLE CORPORCLTechnology1,274$386.8K0.79%
SCHWAB EMERGING MARKETS EQUITY ETFSCHE—10,681$357.7K0.73%
ALPHABET INCGOOGLEquity1,317$330.6K0.67%
OPPENHEIMER RUSSELL 1000 DYNAMIC MULTIFACOMFL—5,081$303.8K0.62%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services589$292.4K0.60%
ELI LILLY & COLLYHealthcare320$264.9K0.54%
PROCTER & GAMBLE COPGConsumer Defensive1,765$260.2K0.53%
HOME DEPOT INCHDConsumer Cyclical648$251.6K0.51%