Elite Life Management LLC

CIK

2010262

Location

ERIE, PA

Portfolio Value

Micro $29,335,713

Diversification

Diversified

Filing Date

Global Rank

#7,501 / 8,517 ▼ 136

Top Industry

Semiconductors 19.8%

3Y Alpha vs SPY

+54.5%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+296.1%

SPY

+55.7%

Annualised alpha

+54.1%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

47 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.2%

−16.5 pts

Top 5

39.2%

−25.7 pts

Top 10

56.0%

−20.3 pts

HHI

451

Diversified−935

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.2%	$12,961,334	12
Communication Services	11.9%	$3,491,039	2
Financial Services	9.6%	$2,830,665	7
Consumer Cyclical	9.0%	$2,639,963	5
Industrials	6.9%	$2,012,088	7
Consumer Defensive	4.8%	$1,396,929	3
Healthcare	4.7%	$1,381,241	3
Unclassified	3.7%	$1,094,590	2
Energy	2.1%	$619,441	3
Basic Materials	1.3%	$381,420	1
Utilities	0.9%	$264,626	1
Real Estate	0.9%	$262,377	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	+1,724	2,322	$1,772,011
MSFT	Microsoft Corp	+145	4,311	$1,608,089
MU	Micron Technology Inc	+117	483	$557,522
AVGO	Broadcom Inc.	+71	2,486	$939,086
AMD	Advanced Micro Devices Inc	+44	958	$556,511
AAPL	Apple Inc.	+41	8,180	$2,366,964
BRK-B	Berkshire Hathaway Inc	+27	664	$332,258
GE	General Electric Co	+25	1,185	$442,870
V	Visa Inc.	+23	2,133	$731,810
LLY	ELI LILLY & Co	+21	617	$740,048
ANET	Arista Networks, Inc.	+11	2,657	$451,371
ABBV	AbbVie Inc.	+4	1,157	$291,147
SPY	Spdr S&P 500 ETF Trust	+4	1,116	$833,395
UBER	Uber Technologies, Inc	+3	3,655	$263,744
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−947	16,377	$3,276,873
NEE	Nextera Energy Inc	−296	3,015	$264,626
ORCL	Oracle Corp	−219	2,137	$313,177
WMT	Walmart Inc.	−194	4,062	$460,062
RTX	RTX Corp	−185	1,039	$197,129
MCD	Mcdonalds Corp	−159	792	$214,085
AMZN	Amazon Com Inc	−158	5,423	$1,292,517
TJX	Tjx Companies Inc /De/	−145	1,284	$194,526
META	Meta Platforms, Inc.	−128	1,825	$1,028,004
PG	PROCTER & GAMBLE Co	−116	1,598	$234,330
JPM	Jpmorgan Chase & Co	−67	2,624	$858,913
CVX	Chevron Corp	−66	1,483	$245,822
TSLA	Tesla, Inc.	−47	1,698	$714,178
APH	Amphenol Corp /De/	−47	1,692	$596,666
GOOGL	Alphabet Inc.	−34	6,941	$2,463,035
COR	Cencora, Inc.	−31	1,237	$350,046
COST	Costco Wholesale Corp /New	−26	751	$702,537
MA	Mastercard Inc	−25	383	$196,708
LIN	Linde PLC	−10	735	$381,420
PH	Parker-Hannifin Corp	−6	329	$321,801
WELL	Welltower Inc.	−5	1,156	$262,377
GEV	GE Vernova Inc.	−4	386	$453,495
BLK	BlackRock, Inc.	−4	321	$308,660
GD	General Dynamics Corp	−3	787	$278,786
ETN	Eaton Corp plc	−3	743	$316,607
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	543	$259,320
HD	Home Depot, Inc.	637	$224,657
BAC	Bank Of America Corp /De/	3,635	$207,122
GS	Goldman Sachs Group Inc	193	$195,194
XOM	ExxonMobil Holdings Corp	1,337	$182,794
GPUS	Hyperscale Data, Inc.	10,000	$1,400
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	173,841	$13,064,151
VEA	Vanguard FTSE Developed Markets ETF	163,933	$10,504,826
SPGI	S&P Global Inc.	491	$208,841
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 tracked positions · $29,335,713 total · filing declares 61 positions · $85,420,419 · as of Jun 30, 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	16,377	-947	$3,276,873	+8.5%	11.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,941	-34	$2,463,035	+23.0%	8.40%
AAPL	Apple Inc. Technology	Added	8,180	+41	$2,366,964	+14.6%	8.07%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,322	+1,724	$1,772,011	+659.0%	6.04%
MSFT	Microsoft Corp Technology	Added	4,311	+145	$1,608,089	+4.3%	5.48%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,423	-158	$1,292,517	+11.2%	4.41%
META	Meta Platforms, Inc. Communication Services	Reduced	1,825	-128	$1,028,004	−8.0%	3.50%
AVGO	Broadcom Inc. Technology	Added	2,486	+71	$939,086	+25.6%	3.20%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,624	-67	$858,913	+8.5%	2.93%
SPY	Spdr S&P 500 ETF Trust	Added	1,116	+4	$833,395	+15.2%	2.84%
LLY	ELI LILLY & Co Healthcare	Added	617	+21	$740,048	+35.0%	2.52%
V	Visa Inc. Financial Services	Added	2,133	+23	$731,810	+14.8%	2.49%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,698	-47	$714,178	+10.1%	2.43%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	751	-26	$702,537	−9.3%	2.39%
APH	Amphenol Corp /De/ Technology	Reduced	1,692	-47	$596,666	—	2.03%
MU	Micron Technology Inc Technology	Added	483	+117	$557,522	+350.9%	1.90%
AMD	Advanced Micro Devices Inc Technology	Added	958	+44	$556,511	+199.3%	1.90%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,062	-194	$460,062	−13.0%	1.57%
GEV	GE Vernova Inc. Industrials	Reduced	386	-4	$453,495	+33.2%	1.55%
ANET	Arista Networks, Inc. Technology	Added	2,657	+11	$451,371	+38.9%	1.54%
GE	General Electric Co Industrials	Added	1,185	+25	$442,870	+34.5%	1.51%
LIN	Linde PLC Basic Materials	Reduced	735	-10	$381,420	+3.3%	1.30%
COR	Cencora, Inc. Healthcare	Reduced	1,237	-31	$350,046	−12.1%	1.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	664	+27	$332,258	+8.8%	1.13%
PH	Parker-Hannifin Corp Industrials	Reduced	329	-6	$321,801	+7.3%	1.10%
ETN	Eaton Corp plc Industrials	Reduced	743	-3	$316,607	+18.7%	1.08%
ORCL	Oracle Corp Technology	Reduced	2,137	-219	$313,177	−9.6%	1.07%
BLK	BlackRock, Inc. Financial Services	Reduced	321	-4	$308,660	−1.2%	1.05%
ABBV	AbbVie Inc. Healthcare	Added	1,157	+4	$291,147	+16.1%	0.99%
GD	General Dynamics Corp Industrials	Reduced	787	-3	$278,786	+2.8%	0.95%
NEE	Nextera Energy Inc Utilities	Reduced	3,015	-296	$264,626	−13.9%	0.90%
UBER	Uber Technologies, Inc Technology	Added	3,655	+3	$263,744	+0.4%	0.90%
WELL	Welltower Inc. Real Estate	Reduced	1,156	-5	$262,377	+14.3%	0.89%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	500	0	$261,195	+12.8%	0.89%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	543	NEW	$259,320	NEW	0.88%
CVX	Chevron Corp Energy	Reduced	1,483	-66	$245,822	−23.3%	0.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,598	-116	$234,330	−5.3%	0.80%
HD	Home Depot, Inc. Consumer Cyclical	NEW	637	NEW	$224,657	NEW	0.77%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	792	-159	$214,085	−27.6%	0.73%
BAC	Bank Of America Corp /De/ Financial Services	NEW	3,635	NEW	$207,122	NEW	0.71%
RTX	RTX Corp Industrials	Reduced	1,039	-185	$197,129	−16.5%	0.67%
MA	Mastercard Inc Financial Services	Reduced	383	-25	$196,708	−3.5%	0.67%
GS	Goldman Sachs Group Inc Financial Services	NEW	193	NEW	$195,194	NEW	0.67%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,284	-145	$194,526	−14.8%	0.66%
SHEL	Shell plc Energy	Held	2,461	0	$190,825	−16.6%	0.65%
XOM	ExxonMobil Holdings Corp Energy	NEW	1,337	NEW	$182,794	NEW	0.62%
GPUS	Hyperscale Data, Inc. Industrials	NEW	10,000	NEW	$1,400	NEW	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.