Elite Life Management LLC

CIK

2010262

Location

ERIE, PA

Portfolio Value

Micro $85,031,370

Diversification

Diversified

Filing Date

Global Rank

#8,398 / 8,795 ▼ 148 · as of Jun 2026

Top Industry

Semiconductors 19.8%

Period ended 3 months ago

Filed Aug 6, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

17.4%

−0.6 pts

Top 5

63.2%

−1.4 pts

Top 10

76.8%

−1.4 pts

HHI

980

Diversified−42

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.8%	$56,790,191	11
Technology	15.2%	$12,961,334	12
Communication Services	4.1%	$3,491,039	2
Financial Services	3.3%	$2,830,665	7
Consumer Cyclical	3.1%	$2,639,963	5
Industrials	2.4%	$2,012,144	7
Consumer Defensive	1.6%	$1,396,929	3
Healthcare	1.6%	$1,381,241	3
Energy	0.7%	$619,441	3
Basic Materials	0.4%	$381,420	1
Utilities	0.3%	$264,626	1
Real Estate	0.3%	$262,377	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	+19,920	193,761	$14,803,340
DCOR	Dimensional US Core Equity 1 ETF	+16,829	135,128	$9,070,221
VEA	Vanguard FTSE Developed Markets ETF	+3,117	167,050	$11,902,312
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+1,930	43,787	$3,381,801
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
FNDA	Schwab Fundamental U.S. Small Company ETF	−310	495,380	$14,624,332
NEE	Nextera Energy Inc	−296	3,015	$264,626
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−250	6,267	$429,540
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
BNDW	Vanguard Total World Bond ETF	−50	8,732	$707,796
APH	Amphenol Corp /De/	−47	1,692	$596,666
TSLA	Tesla, Inc.	−47	1,698	$714,178
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
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	$1,456
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SPGI	S&P Global Inc.	491	$208,841
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $85,031,370 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

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	193,761	+19,920	$14,803,340	+13.3%	17.41%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	495,380	-310	$14,624,332	+14.7%	17.20%
VEA	Vanguard FTSE Developed Markets ETF	Added	167,050	+3,117	$11,902,312	+13.3%	14.00%
DCOR	Dimensional US Core Equity 1 ETF	Added	135,128	+16,829	$9,070,221	+23.6%	10.67%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	43,787	+1,930	$3,381,801	+4.4%	3.98%
NVDA	Nvidia Corp Technology	Reduced	16,377	-947	$3,276,873	+8.5%	3.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,941	-34	$2,463,035	+23.0%	2.90%
AAPL	Apple Inc. Technology	Added	8,180	+41	$2,366,964	+14.6%	2.78%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,322	+1,724	$1,772,011	+659.0%	2.08%
MSFT	Microsoft Corp Technology	Added	4,311	+145	$1,608,089	+4.3%	1.89%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,423	-158	$1,292,517	+11.2%	1.52%
META	Meta Platforms, Inc. Communication Services	Reduced	1,825	-128	$1,028,004	−8.0%	1.21%
AVGO	Broadcom Inc. Technology	Added	2,486	+71	$939,086	+25.6%	1.10%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,624	-67	$858,913	+8.5%	1.01%
SPY	Spdr S&P 500 ETF Trust	Added	1,116	+4	$833,395	+15.2%	0.98%
LLY	ELI LILLY & Co Healthcare	Added	617	+21	$740,048	+35.0%	0.87%
V	Visa Inc. Financial Services	Added	2,133	+23	$731,810	+14.8%	0.86%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,698	-47	$714,178	+10.1%	0.84%
BNDW	Vanguard Total World Bond ETF	Reduced	8,732	-50	$707,796	+9.4%	0.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	751	-26	$702,537	−9.3%	0.83%
APH	Amphenol Corp /De/ Technology	Reduced	1,692	-47	$596,666	+35.8%	0.70%
MU	Micron Technology Inc Technology	Added	483	+117	$557,522	+350.9%	0.66%
AMD	Advanced Micro Devices Inc Technology	Added	958	+44	$556,511	+199.3%	0.65%
VB	Vanguard Morningstar Small-Cap ETF	Held	795	0	$546,013	+14.9%	0.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,062	-194	$460,062	−13.0%	0.54%
GEV	GE Vernova Inc. Industrials	Reduced	386	-4	$453,495	+33.2%	0.53%
ANET	Arista Networks, Inc. Technology	Added	2,657	+11	$451,371	+38.9%	0.53%
GE	General Electric Co Industrials	Added	1,185	+25	$442,870	+34.5%	0.52%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Reduced	6,267	-250	$429,540	+9.6%	0.51%
LIN	Linde PLC Basic Materials	Reduced	735	-10	$381,420	+3.3%	0.45%
COR	Cencora, Inc. Healthcare	Reduced	1,237	-31	$350,046	−12.1%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	664	+27	$332,258	+8.8%	0.39%
PH	Parker-Hannifin Corp Industrials	Reduced	329	-6	$321,801	+7.3%	0.38%
ETN	Eaton Corp plc Industrials	Reduced	743	-3	$316,607	+18.7%	0.37%
ORCL	Oracle Corp Technology	Reduced	2,137	-219	$313,177	−9.6%	0.37%
BLK	BlackRock, Inc. Financial Services	Reduced	321	-4	$308,660	−1.2%	0.36%
ABBV	AbbVie Inc. Healthcare	Added	1,157	+4	$291,147	+16.1%	0.34%
GD	General Dynamics Corp Industrials	Reduced	787	-3	$278,786	+2.8%	0.33%
NEE	Nextera Energy Inc Utilities	Reduced	3,015	-296	$264,626	−13.9%	0.31%
UBER	Uber Technologies, Inc Technology	Added	3,655	+3	$263,744	+0.4%	0.31%
WELL	Welltower Inc. Real Estate	Reduced	1,156	-5	$262,377	+14.3%	0.31%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	500	0	$261,195	+12.8%	0.31%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	543	NEW	$259,320	NEW	0.30%
CVX	Chevron Corp Energy	Reduced	1,483	-66	$245,822	−23.3%	0.29%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,598	-116	$234,330	−5.3%	0.28%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Held	2,384	0	$230,246	—	0.27%
HD	Home Depot, Inc. Consumer Cyclical	NEW	637	NEW	$224,657	NEW	0.26%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	792	-159	$214,085	−27.6%	0.25%
BAC	Bank Of America Corp /De/ Financial Services	NEW	3,635	NEW	$207,122	NEW	0.24%
RTX	RTX Corp Industrials	Reduced	1,039	-185	$197,129	−16.5%	0.23%

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.