StockDriftsStockDriftsTop 50 Elite Life Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 17.08% | 480.5K | $14.6M | -0.40%(-1.92K) | $21.61(+41.33%) | 2026-06-30 | |
| VCRM | VANGUARD MUN BD FDS | 17.02% | 193.8K | $14.5M | +11.46%(+19.92K) | $75.39(-0.23%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.15% | 167.1K | $12.1M | +1.90%(+3.12K) | $50.25(+45.26%) | 2026-06-30 | |
| DFVX | DIMENSIONAL ETF TRUST | 8.62% | 86.0K | $7.4M | +5.17%(+4.23K) | $66.06(+30.68%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.2% | 16.4K | $3.6M | -5.47%(-947) | $84.55(+160.75%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.9% | 43.8K | $3.3M | +4.61%(+1.93K) | $77.53(-2.00%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.98% | 8.2K | $2.5M | +0.50%(+41) | $203.90(+50.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.46% | 4.3K | $2.1M | +3.48%(+145) | $385.86(+30.30%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.25% | 49.1K | $1.9M | +34.52%(+12.60K) | $33.94(+16.12%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.82% | 4.3K | $1.6M | -0.57%(-25) | $144.91(+141.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +51.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +56.44% |
Elite Life Management LLC reports $85.42M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (17.1%), VCRM (17.0%) and VEA (14.2%). The top 20 holdings account for 85.16% of reported assets. Its disclosed equity book has returned +51.05% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elite Life Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010262). View Elite Life Management LLC’s 13F filings on SEC