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 $85.4M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($14.6M, 17.08%), VCRM ($14.5M, 17.02%), VEA ($12.1M, 14.15%), DFVX ($7.4M, 8.62%), NVDA ($3.6M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $14.6M | 17.08% | 480,523 | Trimmed |
| 2 | VCRM | VANGUARD MUN BD FDS | $14.5M | 17.02% | 193,761 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $12.1M | 14.15% | 167,050 | Added |
| 4 | DFVX | DIMENSIONAL ETF TRUST | $7.4M | 8.62% | 86,039 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $3.6M | 4.20% | 16,377 | Trimmed |
| 6 | VCRB | VANGUARD MALVERN FDS | $3.3M | 3.90% | 43,787 | Added |
| 7 | AAPL | APPLE INC | $2.5M | 2.98% | 8,180 | Added |
| 8 | MSFT | MICROSOFT CORP | $2.1M | 2.46% | 4,311 | Added |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $1.9M | 2.25% | 49,089 | Added |
| 10 | GOOG | ALPHABET INC | $1.6M | 1.82% | 4,324 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $1.5M | 1.73% | 5,423 | Trimmed |
| 12 | META | META PLATFORMS INC | $1.1M | 1.26% | 1,825 | Trimmed |
| 13 | AVGO | BROADCOM INC | $1.0M | 1.22% | 2,486 | Added |
| 14 | GOOGL | ALPHABET INC | $948,501 | 1.11% | 2,617 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $942,646 | 1.10% | 2,624 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $858,944 | 1.01% | 1,116 | Added |
| 17 | V | VISA INC | $786,045 | 0.92% | 2,133 | Added |
| 18 | LLY | ELI LILLY & CO | $721,230 | 0.84% | 617 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $707,434 | 0.83% | 751 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS | $562,542 | 0.66% | 795 | Hold |
| 21 | TSLA | TESLA INC | $545,992 | 0.64% | 1,698 | Trimmed |
| 22 | ANET | ARISTA NETWORKS INC | $524,253 | 0.61% | 2,657 | Added |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $487,295 | 0.57% | 2,322 | Added |
| 24 | VONG | VANGUARD SCOTTSDALE FDS | $470,986 | 0.55% | 3,692 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $461,804 | 0.54% | 958 | Added |
Source: SEC Form 13F filings · as of 2026-06-30