Elite Life Management LLC

CIK

2010262

Location

ERIE, PA

Portfolio Value

Micro $22,642,697

Diversification

Diversified

Filing Date

Global Rank

#7,283 / 8,232 ▲ 182

Top Industry

Semiconductors 18.8%

3Y Alpha vs SPY

-4.5%

Period ended 2 months ago

Filed May 11, 2026 · 34d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.8%

SPY

+52.9%

Annualised alpha

-4.5%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.3%

−0.2 pts

Top 5

39.3%

−1.7 pts

Top 10

56.1%

−1.5 pts

HHI

484

Diversified−25

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.1%	$9,073,420	11
Financial Services	10.9%	$2,459,817	6
Consumer Cyclical	10.3%	$2,334,829	4
Communication Services	8.3%	$1,872,501	2
Industrials	7.7%	$1,743,582	6
Consumer Defensive	6.8%	$1,550,731	3
Healthcare	5.3%	$1,197,276	3
Unclassified	4.2%	$954,773	2
Energy	2.4%	$549,361	2
Basic Materials	1.6%	$369,341	1
Utilities	1.4%	$307,525	1
Real Estate	1.0%	$229,541	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+518	5,581	$1,162,354
AVGO	Broadcom Inc.	+151	2,415	$747,466
META	Meta Platforms, Inc.	+148	1,953	$1,117,369
GOOGL	Alphabet Inc.	+109	2,626	$755,132
ORCL	Oracle Corp	+108	2,356	$346,591
CVX	Chevron Corp	+60	1,549	$320,488
CRWD	CrowdStrike Holdings, Inc.	+59	598	$233,465
WMT	Walmart Inc.	+59	4,256	$528,935
JPM	Jpmorgan Chase & Co	+57	2,691	$791,584
NEE	Nextera Energy Inc	+52	3,311	$307,525
TJX	Tjx Companies Inc /De/	+45	1,429	$228,211
PG	PROCTER & GAMBLE Co	+42	1,714	$247,570
COST	Costco Wholesale Corp /New	+37	777	$774,226
WELL	Welltower Inc.	+33	1,161	$229,541
UBER	Uber Technologies, Inc	+31	3,652	$262,688
LIN	Linde PLC	+31	745	$369,341
AAPL	Apple Inc.	+30	8,139	$2,065,596
SPGI	S&P Global Inc.	+24	491	$208,841
MA	Mastercard Inc	+18	408	$203,861
RTX	RTX Corp	+17	1,224	$236,109
COR	Cencora, Inc.	+17	1,268	$398,329
V	Visa Inc.	+13	2,110	$637,726
ETN	Eaton Corp plc	+8	746	$266,821
APH	Amphenol Corp /De/	+7	1,739	$219,722
BLK	BlackRock, Inc.	+7	325	$312,555
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	−38	1,160	$329,173
ANET	Arista Networks, Inc.	−38	2,646	$324,875
BRK-B	Berkshire Hathaway Inc	−32	637	$305,250
MCD	Mcdonalds Corp	−20	951	$295,561
LLY	ELI LILLY & Co	−20	596	$548,182
NVDA	Nvidia Corp	−8	17,324	$3,021,305
MSFT	Microsoft Corp	−2	4,166	$1,542,128
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	1,153	$250,765
SHEL	Shell plc	2,461	$228,873
AMD	Advanced Micro Devices Inc	914	$185,935
MU	Micron Technology Inc	366	$123,649
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	55	$294,543
HD	Home Depot, Inc.	606	$208,524
BAC	Bank Of America Corp /De/	3,616	$198,880
XOM	Exxon Mobil Corp	1,388	$167,031
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 positions · $22,642,697 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	17,324	-8	$3,021,305	−6.5%	13.34%
AAPL	Apple Inc. Technology	Added	8,139	+30	$2,065,596	−6.3%	9.12%
MSFT	Microsoft Corp Technology	Reduced	4,166	-2	$1,542,128	−23.5%	6.81%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,581	+518	$1,162,354	−0.5%	5.13%
META	Meta Platforms, Inc. Communication Services	Added	1,953	+148	$1,117,369	−6.2%	4.93%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,691	+57	$791,584	−6.7%	3.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	777	+37	$774,226	+21.3%	3.42%
GOOGL	Alphabet Inc. Communication Services	Added	2,626	+109	$755,132	−4.1%	3.33%
AVGO	Broadcom Inc. Technology	Added	2,415	+151	$747,466	−4.6%	3.30%
SPY	Spdr S&P 500 ETF Trust	Added	1,112	+2	$723,178	−4.5%	3.19%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,745	+1	$648,703	−17.3%	2.86%
V	Visa Inc. Financial Services	Added	2,110	+13	$637,726	−13.3%	2.82%
LLY	ELI LILLY & Co Healthcare	Reduced	596	-20	$548,182	−17.2%	2.42%
WMT	Walmart Inc. Consumer Defensive	Added	4,256	+59	$528,935	+13.1%	2.34%
COR	Cencora, Inc. Healthcare	Added	1,268	+17	$398,329	−5.7%	1.76%
LIN	Linde PLC Basic Materials	Added	745	+31	$369,341	+21.3%	1.63%
ORCL	Oracle Corp Technology	Added	2,356	+108	$346,591	−20.9%	1.53%
GEV	GE Vernova Inc. Industrials	Added	390	+6	$340,431	+35.6%	1.50%
GE	General Electric Co Industrials	Reduced	1,160	-38	$329,173	−10.8%	1.45%
ANET	Arista Networks, Inc. Technology	Reduced	2,646	-38	$324,875	−7.6%	1.43%
CVX	Chevron Corp Energy	Added	1,549	+60	$320,488	+41.2%	1.42%
BLK	BlackRock, Inc. Financial Services	Added	325	+7	$312,555	−8.2%	1.38%
NEE	Nextera Energy Inc Utilities	Added	3,311	+52	$307,525	+17.5%	1.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	637	-32	$305,250	−9.2%	1.35%
PH	Parker-Hannifin Corp Industrials	Added	335	+3	$299,905	+2.8%	1.32%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	951	-20	$295,561	−0.4%	1.31%
GD	General Dynamics Corp Industrials	Added	790	+7	$271,143	+2.9%	1.20%
ETN	Eaton Corp plc Industrials	Added	746	+8	$266,821	+13.5%	1.18%
UBER	Uber Technologies, Inc Technology	Added	3,652	+31	$262,688	−11.2%	1.16%
ABBV	AbbVie Inc. Healthcare	NEW	1,153	NEW	$250,765	NEW	1.11%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,714	+42	$247,570	+3.3%	1.09%
RTX	RTX Corp Industrials	Added	1,224	+17	$236,109	+6.7%	1.04%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	598	+59	$233,465	−7.6%	1.03%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	500	0	$231,595	−3.6%	1.02%
WELL	Welltower Inc. Real Estate	Added	1,161	+33	$229,541	+9.6%	1.01%
SHEL	Shell plc Energy	NEW	2,461	NEW	$228,873	NEW	1.01%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,429	+45	$228,211	+7.3%	1.01%
APH	Amphenol Corp /De/ Technology	Added	1,739	+7	$219,722	−6.1%	0.97%
SPGI	S&P Global Inc. Financial Services	Added	491	+24	$208,841	−14.4%	0.92%
MA	Mastercard Inc Financial Services	Added	408	+18	$203,861	−8.4%	0.90%
AMD	Advanced Micro Devices Inc Technology	NEW	914	NEW	$185,935	NEW	0.82%
MU	Micron Technology Inc Technology	NEW	366	NEW	$123,649	NEW	0.55%