13F HOLDINGS REPORT
Elite Life Management LLC
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0002010262-26-000001
Total Value
$61.6M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 477,150 | $13.0M | 21.09% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 162,010 | $10.9M | 17.71% |
| 3 | DIMENSIONAL ETF TRUST | 25434V641 | 78,937 | $6.2M | 10.02% |
| 4 | VANGUARD MALVERN FDS | 922020748 | 46,980 | $3.7M | 5.96% |
| 5 | NVIDIA CORPORATION | NVDA | 17,332 | $3.2M | 5.21% |
| 6 | APPLE INC | AAPL | 8,109 | $2.3M | 3.66% |
| 7 | MICROSOFT CORP | MSFT | 4,168 | $1.7M | 2.71% |
| 8 | ALPHABET INC | GOOG | 4,266 | $1.4M | 2.24% |
| 9 | META PLATFORMS INC | META | 1,805 | $1.2M | 1.94% |
| 10 | AMAZON COM INC | AMZN | 5,063 | $1.1M | 1.73% |
| 11 | DIMENSIONAL ETF TRUST | 25434V732 | 27,737 | $1.0M | 1.63% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 2,634 | $849,202 | 1.38% |
| 13 | ALPHABET INC | GOOG | 2,517 | $812,639 | 1.32% |
| 14 | SPDR S&P 500 ETF TR | SPY | 1,110 | $766,462 | 1.24% |
| 15 | BROADCOM INC | AVGO | 2,264 | $753,740 | 1.22% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 740 | $740,858 | 1.20% |
| 17 | TESLA INC | TSLA | 1,744 | $716,976 | 1.16% |
| 18 | VISA INC | V | 2,097 | $695,217 | 1.13% |
| 19 | ELI LILLY & CO | LLY | 616 | $652,337 | 1.06% |
| 20 | WALMART INC | WMT | 4,197 | $550,562 | 0.89% |
| 21 | VANGUARD INDEX FDS | 922908363 | 795 | $505,016 | 0.82% |
| 22 | CENCORA INC | COR | 1,251 | $449,422 | 0.73% |
| 23 | VANGUARD SCOTTSDALE FDS | 92206C680 | 3,617 | $424,993 | 0.69% |
| 24 | GE AEROSPACE | 369604301 | 1,198 | $384,558 | 0.62% |
| 25 | ARISTA NETWORKS INC | ANET | 2,684 | $369,023 | 0.60% |
| 26 | INVESCO EXCH TRD SLF IDX FD | IVZ | 5,587 | $352,936 | 0.57% |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 669 | $339,912 | 0.55% |
| 28 | BLACKROCK INC | BLK | 318 | $335,929 | 0.55% |
| 29 | PARKER-HANNIFIN CORP | PH | 332 | $324,195 | 0.53% |
| 30 | ORACLE CORP | ORCL-PD | 2,248 | $321,059 | 0.52% |
| 31 | LINDE PLC | LIN | 714 | $320,043 | 0.52% |
| 32 | MCDONALDS CORP | MCD | 971 | $317,672 | 0.52% |
| 33 | GE VERNOVA INC | GEV | 384 | $299,270 | 0.49% |
| 34 | NEXTERA ENERGY INC | NEE-PW | 3,259 | $291,607 | 0.47% |
| 35 | GENERAL DYNAMICS CORP | GD | 783 | $281,935 | 0.46% |
| 36 | EATON CORP PLC | ETN | 738 | $275,879 | 0.45% |
| 37 | UBER TECHNOLOGIES INC | UBER | 3,621 | $270,742 | 0.44% |
| 38 | CHEVRON CORP NEW | CVX | 1,489 | $269,301 | 0.44% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 1,672 | $266,056 | 0.43% |
| 40 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 500 | $250,515 | 0.41% |
| 41 | BOOKING HOLDINGS INC | BKNG | 55 | $245,144 | 0.40% |
| 42 | RTX CORPORATION | RTX | 1,207 | $239,783 | 0.39% |
| 43 | VANGUARD SCOTTSDALE FDS | 92206C771 | 5,040 | $237,989 | 0.39% |
| 44 | AMPHENOL CORP NEW | 032095101 | 1,732 | $235,950 | 0.38% |
| 45 | HOME DEPOT INC | HD | 606 | $233,401 | 0.38% |
| 46 | ISHARES TR | 46432F842 | 2,384 | $228,053 | 0.37% |
| 47 | WELLTOWER INC | WELL | 1,128 | $220,998 | 0.36% |
| 48 | TJX COS INC NEW | 872540109 | 1,384 | $215,710 | 0.35% |
| 49 | MASTERCARD INCORPORATED | MA | 390 | $214,009 | 0.35% |
| 50 | CROWDSTRIKE HLDGS INC | CRWD | 539 | $213,175 | 0.35% |
| 51 | EXXON MOBIL CORP | XOM | 1,388 | $206,881 | 0.34% |
| 52 | S&P GLOBAL INC | SPGI | 467 | $205,144 | 0.33% |
| 53 | BANK AMERICA CORP | 060505104 | 3,616 | $204,412 | 0.33% |