Elite Life Management LLC Portfolio Holdings

Elite Life Management LLC

  • $49 Billion
  • Q3 2025

Elite Life Management LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $49 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $12.7B, Vanguard Ftse Developed Market with a value of $9.62B, Dimensional ETF Trust with a value of $5.52B, Vanguard Malvern Fds with a value of $4.11B, and Nvidia Corp with a value of $2.53B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $38.9B to 49B.

Elite Life Management LLC is based out at Erie, PA

Below you can find more details about Elite Life Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $49 Billion
ETFs: $24.9 Billion
Technology: $7.2 Billion
Communication Services: $2.2 Billion
Consumer Cyclical: $1.78 Billion
Financial Services: $1.3 Billion
Consumer Defensive: $996 Million
Healthcare: $575 Million
Utilities: $214 Million
Other: $211 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.94B
$35.6 Million 0.07% of portfolio
80,297
Q3 2025 Added 6.64%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $49 Billion
  • Prior Value $38.9 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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