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Filers›Asset Manager›Elite Life Management LLC
DOSSIER · 13F-HR · Q1 2026

Elite Life Management LLC

Elite Life's asset manager based in Boston, MA — $80M in tracked AUM across 57 positions as of Q1 2026.

EL
Elite Life·Boston, MA·Asset Manager
CIK 0002010262 · last filed Mar 31, 2026
Total AUM
$80M
▼ 0.6%
vs prior
Holdings
57
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Financials
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Elite Life Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$14M482K17.5%
02
VCRM
VANGUARD MUN BD FDS
$13M174K16.5%
03
VEA
VANGUARD TAX-MANAGED FDS
$12M164K14.5%
04
DFVX
DIMENSIONAL ETF TRUST
$7M82K8.3%
05
NVDA
NVIDIA CORPORATION
$4M17K4.7%
06
VCRB
VANGUARD MALVERN FDS
$3M42K4.0%
07
AAPL
APPLE INC
$2M8K3.0%
08
MSFT
MICROSOFT CORP
$2M4K2.2%
09
GOOG
ALPHABET INC
$2M4K2.2%
10
AMZN
AMAZON COM INC
$2M6K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Elite
haiku-4-5 · 57 positions indexed
Sector mix
  • Financials10%
  • Health Care15%
  • Cons. Disc.6%
  • Communications8%
  • Energy51%
  • Other10%
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