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Elite Life Management LLC

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13F filer, CIK 2010262, ERIE, PA

Elite Life Management LLC reported $48,988,189 across 36 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-16. Its ten largest share positions make up 82.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002010262-25-000006

Period
2025-09-30
Reported value
$49M
Holdings
36
Top 10 weight
82.86%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHXadded+96,668$2.55M
DFVXadded+24,249$1.76M
VEAadded+20,386$1.23M
VCRBadded+7,088$558K
UNHnew+609$220K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEFAreduced-3,500-$307K
NFLXexited-162-$217K
LLYreduced-58-$48K
VONGreduced-130-$15.6K
PGreduced-94-$13.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002010262-25-000006, largest first. % of portfolio is the value over $48,988,189, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,649 shares; 2024Q4: 286,661 shares; 2025Q1: 337,590 shares; 2025Q2: 386,853 shares; 2025Q3: 483,521 shares 483,521$12.7M26.01%+96,668Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,455 shares; 2024Q4: 111,002 shares; 2025Q1: 121,381 shares; 2025Q2: 138,819 shares; 2025Q3: 159,205 shares 159,205$9.62M19.63%+20,386Timeline
DFVXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,344 shares; 2024Q4: 38,795 shares; 2025Q1: 44,437 shares; 2025Q2: 51,988 shares; 2025Q3: 76,237 shares 76,237$5.52M11.27%+24,249Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,076 shares; 2024Q4: 39,651 shares; 2025Q1: 44,630 shares; 2025Q2: 45,173 shares; 2025Q3: 52,261 shares 52,261$4.11M8.4%+7,088Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,753 shares; 2024Q4: 13,971 shares; 2025Q1: 14,498 shares; 2025Q2: 13,355 shares; 2025Q3: 14,076 shares 14,076$2.53M5.17%+721Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,252 shares; 2025Q1: 3,123 shares; 2025Q2: 3,423 shares; 2025Q3: 3,521 shares 3,521$1.81M3.69%+98Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 5,788 shares; 2025Q1: 5,855 shares; 2025Q2: 6,212 shares; 2025Q3: 6,467 shares 6,467$1.61M3.29%+255Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,150 shares; 2025Q1: 4,085 shares; 2025Q2: 4,132 shares; 2025Q3: 4,181 shares 4,181$1.05M2.15%+49Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,006 shares; 2025Q1: 1,039 shares; 2025Q2: 1,100 shares; 2025Q3: 1,140 shares 1,140$818K1.67%+40Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,962 shares; 2025Q1: 3,005 shares; 2025Q2: 3,647 shares; 2025Q3: 3,593 shares 3,593$775K1.58%-54Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 902 shares; 2025Q2: 1,571 shares; 2025Q3: 1,735 shares 1,735$755K1.54%+164Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,053 shares; 2025Q1: 1,082 shares; 2025Q2: 1,092 shares; 2025Q3: 1,101 shares 1,101$732K1.49%+9Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 534 shares; 2025Q2: 543 shares; 2025Q3: 544 shares 544$520K1.06%+1Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,538 shares; 2025Q1: 1,576 shares; 2025Q2: 1,639 shares; 2025Q3: 1,687 shares 1,687$516K1.05%+48Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,382 shares; 2025Q1: 1,419 shares; 2025Q2: 1,397 shares; 2025Q3: 1,412 shares 1,412$488K1%+15Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 4,611 shares; 2025Q1: 4,114 shares; 2025Q2: 3,897 shares; 2025Q3: 3,767 shares 3,767$453K0.92%-130Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 915 shares; 2025Q1: not reported; 2025Q2: 1,190 shares; 2025Q3: 1,234 shares 1,234$434K0.88%+44Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: 1,274 shares 1,274$387K0.79%+42Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,927 shares; 2025Q3: 10,681 shares 10,681$358K0.73%+1,754Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,178 shares; 2025Q3: 1,317 shares 1,317$331K0.67%+139Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,718 shares; 2024Q4: 8,942 shares; 2025Q1: 8,137 shares; 2025Q2: 5,267 shares; 2025Q3: 5,081 shares 5,081$304K0.62%-186Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 491 shares; 2025Q1: 526 shares; 2025Q2: 521 shares; 2025Q3: 589 shares 589$292K0.6%+68Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: not reported; 2025Q1: 283 shares; 2025Q2: 378 shares; 2025Q3: 320 shares 320$265K0.54%-58Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,902 shares; 2025Q1: 1,941 shares; 2025Q2: 1,859 shares; 2025Q3: 1,765 shares 1,765$260K0.53%-94Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 616 shares; 2025Q1: 618 shares; 2025Q2: 651 shares; 2025Q3: 648 shares 648$252K0.51%-3Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,960 shares; 2024Q4: 73,760 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares 5,040$238K0.49%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500$231K0.47%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 567 shares; 2025Q1: 555 shares; 2025Q2: not reported; 2025Q3: 609 shares 609$220K0.45%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,983 shares 1,983$216K0.44%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 902 shares 902$215K0.44%newTimeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,568 shares; 2025Q1: not reported; 2025Q2: 1,043 shares; 2025Q3: 1,013 shares 1,013$214K0.44%-30Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares 1,678$211K0.43%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,335 shares; 2025Q2: not reported; 2025Q3: 1,384 shares 1,384$211K0.43%newTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,884 shares; 2025Q2: 5,884 shares; 2025Q3: 2,384 shares 2,384$209K0.43%-3,500Timeline
QSIQUANTUM SI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,611 shares 20,611$54.2K0.11%newTimeline
SENSEONICS HLDGS INCSENSEONICS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,297 shares; 2025Q3: 80,297 shares 80,297$35.6K0.07%+5,000

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NFLXNETFLIX INC.162$217Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002010262-25-000006 base2025-10-16acceptance time not in the bulk data set