Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elite Life Management LLC (CIK 2010262) reported $80.0M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($14.0M, 17.49%), VCRM ($13.2M, 16.46%), VEA ($11.6M, 14.52%), DFVX ($6.6M, 8.26%), NVDA ($3.7M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $14.0M | 17.49% | 482,444 | Added |
| 2 | VCRM | VANGUARD MUN BD FDS | $13.2M | 16.46% | 173,841 | New |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $11.6M | 14.52% | 163,933 | Added |
| 4 | DFVX | DIMENSIONAL ETF TRUST | $6.6M | 8.26% | 81,806 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $3.7M | 4.66% | 17,324 | Trimmed |
| 6 | VCRB | VANGUARD MALVERN FDS | $3.2M | 4.05% | 41,857 | Trimmed |
| 7 | AAPL | APPLE INC | $2.4M | 2.99% | 8,139 | Added |
| 8 | GOOG | ALPHABET INC | $1.7M | 2.16% | 4,349 | Added |
| 9 | MSFT | MICROSOFT CORP | $1.7M | 2.16% | 4,166 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $1.5M | 1.90% | 5,581 | Added |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $1.5M | 1.86% | 36,493 | Added |
| 12 | META | META PLATFORMS INC | $1.2M | 1.49% | 1,953 | Added |
| 13 | GOOGL | ALPHABET INC | $1.1M | 1.32% | 2,626 | Added |
| 14 | AVGO | BROADCOM INC | $1.0M | 1.30% | 2,415 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $820,098 | 1.03% | 1,112 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $812,951 | 1.02% | 2,691 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $783,830 | 0.98% | 777 | Added |
| 18 | TSLA | TESLA INC | $747,471 | 0.93% | 1,745 | Added |
| 19 | V | VISA INC | $672,599 | 0.84% | 2,110 | Added |
| 20 | LLY | ELI LILLY & CO | $564,807 | 0.71% | 596 | Trimmed |
| 21 | WMT | WALMART INC | $555,110 | 0.69% | 4,256 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $539,042 | 0.67% | 795 | Hold |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | $475,942 | 0.60% | 3,742 | Added |
| 24 | ORCL | ORACLE CORP | $461,658 | 0.58% | 2,356 | Added |
| 25 | OMFL | INVESCO EXCH TRD SLF IDX FD | $438,551 | 0.55% | 6,517 | Added |
Source: SEC Form 13F filings · as of 2026-03-31