§ 13F · FUND PROFILE
Elite Life Management LLC.
AUM · $85M (13F)Positions · 61Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 481K | $15M | 17.1% | ±0% |
| 2 | VCRM | VANGUARD MUN BD FDS | 194K | $15M | 17.0% | +11% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 167K | $12M | 14.1% | +2% |
| 4 | DFVX | DIMENSIONAL ETF TRUST | 86K | $7M | 8.6% | +5% |
| 5 | NVDA | NVIDIA CORPORATION | 16K | $4M | 4.2% | −5% |
| 6 | VCRB | VANGUARD MALVERN FDS | 44K | $3M | 3.9% | +5% |
| 7 | AAPL | APPLE INC | 8K | $3M | 3.0% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 4K | $2M | 2.5% | +3% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 49K | $2M | 2.2% | +35% |
| 10 | GOOG | ALPHABET INC | 4K | $2M | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELITE SIGNAL
AC read
Elite Life Management LLC is a Other fund managing $85 million in assets. The fund runs a portfolio of 61 positions.
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