Elite Life Management LLC

ERIE, PA · CIK 2010262 · 13F filing filed 2026-08-06

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$147.0m
Staff4 · 4 in investment roles
Main clients (by assets)High net worth individuals 88%, Individuals 11%
Form ADV · 2025-11-12SEC adviser record

$85.4m reported value +7.0% vs Q1 2026

61positions

74.5%in top 10

6 new 22 added 28 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	480,523	$14.6m17.08%	17.08%	Reduced -1.9k	-1,921 -0.4%
2	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	193,761	$14.5m17.02%	17.02%	Added +19.9k	+19,920 11.5%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	167,050	$12.1m14.15%	14.15%	Added +3.1k	+3,117 1.9%
4	DIMENSIONAL ETF TRUST US LARGE CAP VEC DFVX	DFVX	86,039	$7.4m8.62%	8.62%	Added +4.2k	+4,233 5.2%
5	NVIDIA CORPORATION COM NVDA	NVDA	16,377	$3.6m4.20%	4.20%	Reduced -947	-947 -5.5%
6	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	43,787	$3.3m3.90%	3.90%	Added +1.9k	+1,930 4.6%
7	APPLE INC COM AAPL	AAPL	8,180	$2.5m2.98%	2.98%	Added +41	+41 0.5%
8	MICROSOFT CORP COM MSFT	MSFT	4,311	$2.1m2.46%	2.46%	Added +145	+145 3.5%
9	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	49,089	$1.9m2.25%	2.25%	Added +12.6k	+12,596 34.5%
10	ALPHABET INC CAP STK CL C GOOG	GOOG	4,324	$1.6m1.82%	1.82%	Reduced -25	-25 -0.6%
11	AMAZON COM INC COM AMZN	AMZN	5,423	$1.5m1.73%	1.73%	Reduced -158	-158 -2.8%
12	META PLATFORMS INC CL A META	META	1,825	$1.1m1.26%	1.26%	Added +72	+72 4.1%
13	BROADCOM INC COM AVGO	AVGO	2,486	$1.0m1.22%	1.22%	Added +71	+71 2.9%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,617	$948.5k1.11%	1.11%	Reduced -9	-9 -0.3%
15	JPMORGAN CHASE & CO COM JPM	JPM	2,624	$942.6k1.10%	1.10%	Reduced -67	-67 -2.5%
16	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,116	$858.9k1.01%	1.01%	Added +4	+4 0.4%
17	VISA INC COM CL A V	V	2,133	$786.0k0.92%	0.92%	Added +23	+23 1.1%
18	ELI LILLY & CO COM LLY	LLY	617	$721.2k0.84%	0.84%	Added +21	+21 3.5%
19	COSTCO WHSL CORP NEW COM COST	COST	751	$707.4k0.83%	0.83%	Reduced -26	-26 -3.4%
20	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	795	$562.5k0.66%	0.66%	Unchanged
21	TESLA INC COM TSLA	TSLA	1,698	$546.0k0.64%	0.64%	Reduced -47	-47 -2.7%
22	ARISTA NETWORKS INC COM SHS ANET	ANET	2,657	$524.3k0.61%	0.61%	Added +11	+11 0.4%
23	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	2,322	$487.3k0.57%	0.57%	Added +1.7k	+1,724 288.3%
24	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	3,692	$471.0k0.55%	0.55%	Reduced -50	-50 -1.3%
25	ADVANCED MICRO DEVICES INC COM AMD	AMD	958	$461.8k0.54%	0.54%	Added +44	+44 4.8%
26	WALMART INC COM WMT	WMT	4,062	$456.3k0.53%	0.53%	Reduced -194	-194 -4.6%
27	GE AEROSPACE COM NEW GE	GE	1,185	$451.7k0.53%	0.53%	Added +25	+25 2.2%
28	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	6,267	$443.9k0.52%	0.52%	Reduced -250	-250 -3.8%
29	MICRON TECHNOLOGY INC COM MU	MU	483	$431.4k0.51%	0.51%	Added +117	+117 32.0%
30	GE VERNOVA INC COM GEV	GEV	386	$392.9k0.46%	0.46%	Reduced -4	-4 -1.0%
31	CENCORA INC COM COR	COR	1,237	$392.4k0.46%	0.46%	Reduced -31	-31 -2.4%
32	BLACKROCK INC COM BLK	BLK	321	$363.9k0.43%	0.43%	Reduced -4	-4 -1.2%
33	LINDE PLC SHS LIN	LIN	735	$360.9k0.42%	0.42%	Reduced -10	-10 -1.3%
34	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	664	$344.5k0.40%	0.40%	Added +27	+27 4.2%
35	EATON CORP PLC SHS ETN	ETN	743	$332.3k0.39%	0.39%	Reduced -3	-3 -0.4%
36	PARKER-HANNIFIN CORP COM PH	PH	329	$328.0k0.38%	0.38%	Reduced -6	-6 -1.8%
37	ORACLE CORP COM ORCL	ORCL	2,137	$308.6k0.36%	0.36%	Reduced -219	-219 -9.3%
38	GENERAL DYNAMICS CORP COM GD	GD	787	$302.3k0.35%	0.35%	Reduced -3	-3 -0.4%
39	AMPHENOL CORP CL A APH	APH	1,692	$291.4k0.34%	0.34%	Reduced -47	-47 -2.7%
40	ABBVIE INC COM ABBV	ABBV	1,157	$284.9k0.33%	0.33%	Added +4	+4 0.3%
41	CHEVRON CORP NEW COM CVX	CVX	1,483	$276.4k0.32%	0.32%	Reduced -66	-66 -4.3%
42	WELLTOWER INC COM WELL	WELL	1,156	$274.3k0.32%	0.32%	Reduced -5	-5 -0.4%
43	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	500	$271.4k0.32%	0.32%	Unchanged
44	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	7,162	$262.8k0.31%	0.31%	Added +1.1k	+1,137 18.9%
45	NEXTERA ENERGY INC COM NEE	NEE	3,015	$259.0k0.30%	0.30%	Reduced -296	-296 -8.9%
46	UBER TECHNOLOGIES INC COM UBER	UBER	3,655	$249.2k0.29%	0.29%	Added +3	+3 0.1%
47	ISHARES TR CORE MSCI EAFE IEFA	IEFA	2,384	$238.5k0.28%	0.28%	Unchanged
48	PROCTER AND GAMBLE CO COM PG	PG	1,598	$234.6k0.27%	0.27%	Reduced -116	-116 -6.8%
49	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	5,040	$232.9k0.27%	0.27%	Unchanged
50	RTX CORPORATION COM RTX	RTX	1,039	$231.0k0.27%	0.27%	Reduced -185	-185 -15.1%
51	BANK AMERICA CORP COM BAC	BAC	3,635	$229.9k0.27%	0.27%	New
52	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	7,695	$228.8k0.27%	0.27%	Added +474	+474 6.6%
53	HOME DEPOT INC COM HD	HD	637	$224.9k0.26%	0.26%	New
54	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	543	$224.8k0.26%	0.26%	New
55	MASTERCARD INCORPORATED CL A MA	MA	383	$218.5k0.26%	0.26%	Reduced -25	-25 -6.1%
56	MCDONALDS CORP COM MCD	MCD	792	$217.0k0.25%	0.25%	Reduced -159	-159 -16.7%
57	SHELL PLC SPON ADS SHEL	SHEL	2,461	$216.0k0.25%	0.25%	Unchanged
58	TJX COS INC NEW COM TJX	TJX	1,284	$205.3k0.24%	0.24%	Reduced -145	-145 -10.2%
59	GOLDMAN SACHS GROUP INC COM GS	GS	193	$204.7k0.24%	0.24%	New
60	EXXON MOBIL CORP COM XOM	XOM	1,337	$202.7k0.24%	0.24%	New
61	HYPERSCALE DATA INC COM SHS COM SHS		10,000	$1.2k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
S&P GLOBAL INC SPGI	SPGI	491	$206.3k491 shares