Elite Life Management LLC

Q3 2025 13F Holdings

  • Location
    erie, PA
  • Num holdings

    36

  • Value ($000)

    $48,988

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0002010262
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$12.74M
26 %

483,521

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$9.62M
20 %

159,205

D
DFVX

DIMENSIONAL ETF TRUST

US LARGE CAP VEC
25434V641
$5.52M
11 %

76,237

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$4.11M
8 %

52,261

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$2.53M
5 %

14,076

M
MSFT

MICROSOFT CORP

COM
594918104
$1.81M
4 %

3,521

A
AAPL

APPLE INC

COM
037833100
$1.61M
3 %

6,467

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$1.05M
2 %

4,181

M
META

META PLATFORMS INC

CL A
30303M102
$818.01K
2 %

1,140

A
AMZN

AMAZON COM INC

COM
023135106
$774.54K
2 %

3,593

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 36