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Elite Life Management LLC

Q1 2026 13F Holdings

  • Location
    erie, PA
  • Num holdings

    57

  • Value ($000)

    $79,977

  • Date Filed
    05/11/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$13.99M
18 %

482,444

---

VANGUARD MUN BD FDS

CORE TAX EXEMPT
922907712
$13.16M
17 %

173,841

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$11.61M
15 %

163,933

D
DFVX

DIMENSIONAL ETF TRUST

US LARGE CAP VEC
25434V641
$6.61M
8 %

81,806

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.73M
5 %

17,324

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$3.24M
4 %

41,857

A
AAPL

APPLE INC

COM
037833100
$2.39M
3 %

8,139

M
MSFT

MICROSOFT CORP

COM
594918104
$1.73M
2 %

4,166

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$1.73M
2 %

4,349

A
AMZN

AMAZON COM INC

COM
023135106
$1.52M
2 %

5,581

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