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
SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$12.74 M
26 %

483,521

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$9.62 M
20 %

159,205

DFVX
DFVX

DIMENSIONAL ETF TRUST

US LARGE CAP VEC
25434V641
$5.52 M
11 %

76,237

VCRB
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$4.11 M
8 %

52,261

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$2.53 M
5 %

14,076

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$1.81 M
4 %

3,521

AAPL
AAPL

APPLE INC

COM
037833100
$1.61 M
3 %

6,467

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$1.05 M
2 %

4,181

META
META

META PLATFORMS INC

CL A
30303M102
$818.01 K
2 %

1,140

AMZN
AMZN

AMAZON COM INC

COM
023135106
$774.54 K
2 %

3,593

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