Institutional Fund
Elite Life Management LLC
Erie, PACIK 20102625 filings on record
Portfolio Value
$79.85M
Q1 2026
Holdings
56
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+29.6%
from $61.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr17.5%
- Vanguard Mun Bd Fds16.5%
- Vanguard Tax-Managed Fds14.5%
- Dimensional ETF Trust8.3%
- Nvidia Corporation4.7%
- Vanguard Malvern Fds4.1%
- Other34.5%
Portfolio Holdings
56 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 482.4K | $13.99M | 17.5% | +5.3K | Added |
| 2 | Vanguard Mun Bd Fds | 173.8K | $13.16M | 16.5% | +173.8K | New |
| 3 | Vanguard Tax-Managed Fds | 163.9K | $11.61M | 14.5% | +1.9K | Added |
| 4 | Dimensional ETF Trust | 81.8K | $6.61M | 8.3% | +2.9K | Added |
| 5 | Nvidia Corporation | 17.3K | $3.73M | 4.7% | −8 | Reduced |
| 6 | Vanguard Malvern Fds | 41.9K | $3.24M | 4.1% | −5.1K | Reduced |
| 7 | Apple Inc | 8.1K | $2.39M | 3.0% | +30 | Added |
| 8 | Microsoft Corp | 4.2K | $1.73M | 2.2% | −2 | Reduced |
| 9 | Alphabet Inc | 4.3K | $1.73M | 2.2% | +83 | Added |
| 10 | Amazon Com Inc | 5.6K | $1.52M | 1.9% | +518 | Added |
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