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Elite Life Management LLC
Period ended Sep 30, 2026 · Latest filing Nov 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $86,753,981
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD MUN BD FDS · CORE TAX EXEMPT · 922907712 · shares: $15,609,297
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $14,045,535
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $11,540,622
- DIMENSIONAL ETF TRUST · US LARG VECT ETF · 25434V641 · shares: $7,509,975
- VANGUARD MALVERN FDS · CORE BD ETF · 922020748 · shares: $3,654,673
- NVIDIA CORPORATION · COM · 67066G104 · shares: $3,034,598
- APPLE INC · COM · 037833100 · shares: $2,878,788
- MICROSOFT CORP · COM · 594918104 · shares: $2,422,026
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $2,133,148
- ISHARES BITCOIN TRUST ETF · SHS BEN INT · 46438F101 · shares: $1,707,000
Reported holdings
57 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | — | 209,774 shares | $15,609,297 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 487,185 shares | $14,045,535 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 169,242 shares | $11,540,622 |
| DIMENSIONAL ETF TRUST | US LARG VECT ETF | 25434V641 | — | 90,351 shares | $7,509,975 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | — | 48,703 shares | $3,654,673 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 16,710 shares | $3,034,598 |
| APPLE INC | COM | 037833100 | — | 8,364 shares | $2,878,788 |
| MICROSOFT CORP | COM | 594918104 | — | 4,519 shares | $2,422,026 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 61,474 shares | $2,133,148 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 39,670 shares | $1,707,000 |
| AMAZON COM INC | COM | 023135106 | — | 5,565 shares | $1,448,069 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 4,471 shares | $1,259,660 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,847 shares | $1,117,583 |
| VISA INC | COM CL A | 92826C839 | — | 2,173 shares | $918,236 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 2,638 shares | $889,903 |
| ELI LILLY & CO | COM | 532457108 | — | 622 shares | $848,199 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,116 shares | $817,894 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 746 shares | $794,930 |
| BROADCOM INC | COM | 11135F101 | — | 2,593 shares | $755,968 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,587 shares | $731,034 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 15,077 shares | $714,348 |
| TESLA INC | COM | 88160R101 | — | 1,830 shares | $628,953 |
| WALMART INC | COM | 931142103 | — | 4,267 shares | $544,981 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 795 shares | $535,806 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 2,352 shares | $510,854 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | — | 6,313 shares | $439,400 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 2,672 shares | $425,276 |
| CENCORA INC | COM | 03073E105 | — | 1,237 shares | $420,184 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 3,692 shares | $419,405 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 992 shares | $401,165 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 685 shares | $392,046 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,212 shares | $381,453 |
| LINDE PLC | SHS | G54950103 | — | 725 shares | $377,892 |
| BLACKROCK INC | COM | 09290D101 | — | 322 shares | $376,956 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 527 shares | $345,918 |
| ABBVIE INC | COM | 00287Y109 | — | 1,173 shares | $338,106 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,513 shares | $322,163 |
| GE VERNOVA INC | COM | 36828A101 | — | 404 shares | $311,286 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 330 shares | $294,456 |
| WELLTOWER INC | COM | 95040Q104 | — | 1,154 shares | $283,226 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 790 shares | $281,517 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,675 shares | $279,923 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 8,359 shares | $279,441 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 419 shares | $274,830 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 500 shares | $257,135 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 2,905 shares | $256,354 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 3,681 shares | $253,179 |
| SHELL PLC | SPON ADS | 780259305 | — | 2,461 shares | $246,395 |
| AMPHENOL CORP | CL A | 032095101 | — | 3,397 shares | $243,361 |
| EATON CORP PLC | SHS | G29183103 | — | 742 shares | $242,649 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | — | 5,140 shares | $234,384 |
| ORACLE CORP | COM | 68389X105 | — | 1,989 shares | $229,053 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 2,384 shares | $227,767 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,361 shares | $224,973 |
| S&P GLOBAL INC | COM | 78409V104 | — | 470 shares | $222,033 |
| MCDONALDS CORP | COM | 580135101 | — | 790 shares | $219,652 |
| RTX CORPORATION | COM | 75513E101 | — | 1,044 shares | $200,323 |