Data as of Q4 2025 (Dec 31, 2025)

Elite Life Management LLC

CIK: 2010262Filing: Q4 2025

**Elite Life Management LLC** manages $62M across a diversified portfolio of 53 positions. The fund exhibits a notable allocation to international equities, with SCHX ($13.0M) and VEA ($10.9M) anchoring the top two holdings. Further concentration is evident in growth and technology names, including DFVX ($6.2M) and NVDA ($3.2M). The remaining top holdings—AAPL ($2.3M), MSFT ($1.7M), GOOG ($1.4M), META ($1.2M), and AMZN ($1.1M)—suggest a core focus on global market leaders.

Total AUM
$61.6M
QoQ Performance
+25.8%
Positions
50
Top 10 Concentration
72.3%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHX
VEA
DFVX
VCRB
NVDA
SCHX21.1%
VEA17.7%
DFVX10.0%
VCRB6.0%
NVDA5.2%
AAPL3.7%
MSFT2.7%
GOOG2.2%

📈 Biggest Buys

DFEM
DIMENSIONAL ETF TRUST
NEW
1.6% of portfolio
NVDA
NVIDIA CORPORATION
+23.1%
5.2% of portfolio
VOO
VANGUARD INDEX FDS
NEW
0.8% of portfolio
AAPL
APPLE INC
+25.4%
3.7% of portfolio
ABG
CENCORA INC
NEW
0.7% of portfolio

📉 Biggest Sells

VCRB
VANGUARD MALVERN FDS
-10.1%
6.0% of portfolio
SCHX
SCHWAB STRATEGIC TR
-1.3%
21.1% of portfolio
VONG
VANGUARD SCOTTSDALE FDS
-4.0%
0.7% of portfolio
HD
HOME DEPOT INC
-6.5%
0.4% of portfolio
PG
PROCTER AND GAMBLE CO
-5.3%
0.4% of portfolio

Sector Breakdown

Other64.7%
Technology18.8%
Consumer6.7%
Financial4.3%
ETF2.1%
Healthcare1.1%
Industrial1.0%
Materials0.5%

🚪 Exited Positionssold since Q3 2025

SCHE
SCHWAB STRATEGIC TR
SOLD
$357.7K
UNH
UNITEDHEALTH GROUP INC
SOLD
$219.9K
AMD
ADVANCED MICRO DEVICES INC
SOLD
$215.2K
VST
VISTRA CORP
SOLD
$213.6K
QSI
QUANTUM SI INC
SOLD
$54.2K
+1 more exited positions

Changes from Q3 2025

NEW23 new positions
22 increased
5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023