Elite Life Management LLC Portfolio Holdings

Elite Life Management LLC

  • $38.9 Billion
  • Q2 2025

Elite Life Management LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $38.9 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $9.45B, Vanguard Ftse Developed Market with a value of $7.91B, Dimensional ETF Trust with a value of $3.58B, Vanguard Malvern Fds with a value of $3.5B, and Nvidia Corp with a value of $2.11B.

Examining the 13F form we can see an increase of $6.8B in the current position value, from $32.1B to 38.9B.

Elite Life Management LLC is based out at Erie, PA

Below you can find more details about Elite Life Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $38.9 Billion
ETFs: $20 Billion
Technology: $5.68 Billion
Communication Services: $1.97 Billion
Consumer Cyclical: $1.54 Billion
Financial Services: $1.22 Billion
Consumer Defensive: $834 Million
Healthcare: $331 Million
Utilities: $202 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.45 Billion 24.33% of portfolio
386,853
Q2 2025 Added 14.59%
$0
$7.91 Billion 20.37% of portfolio
138,819
Q2 2025 Added 14.37%
$0
$674 Million 1.74% of portfolio
1,092
Q2 2025 Added 0.92%
$0
$491 Million 1.26% of portfolio
5,884
Q4 2023 New
$0
$426 Million 1.1% of portfolio
3,897
Q2 2025 Reduced 5.27%
$0
$304 Million 0.78% of portfolio
5,267
Q2 2025 Reduced 35.27%
$0
$269 Million 0.69% of portfolio
8,927
Q2 2025 New
$0
$234 Million 0.6% of portfolio
5,040
Q1 2025 Reduced 93.17%
$0
$220 Million 0.57% of portfolio
500
Q2 2025 Reduced 14.97%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $38.9 Billion
  • Prior Value $32.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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