13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002010262
Total reported value
$85.4M
$85.4M
31 檔
31.1%
In Q2 2025, Elite Life Management LLC's U.S. equity holdings reached a combined market value of $85.4M, distributed across 31 disclosed stock positions.
During Q2 2025, Elite Life Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 24.33% | -0.41% | +14.59% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 20.37% | -0.37% | +14.37% | |
| 3 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 9.22% | +0.36% | +16.99% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 9.02% | -0.15% | +1.22% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.43% | -0.46% | -7.88% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | +0.30% | +9.61% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.28% | -0.01% | +6.10% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.09% | -0.23% | +5.87% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.17% | +21.36% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.89% | -0.34% | +1.15% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | -0.02% | +0.92% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.15% | +1.69% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.28% | -0.29% | +74.17% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | +0.08% | -1.55% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | -0.01% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | +0.08% | +4.00% | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.10% | -0.05% | -5.27% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | -0.08% | — | |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.78% | -0.03% | -35.27% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.04% | -4.22% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.13% | +33.57% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.22% | — | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.69% | +0.03% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | +0.02% | -0.95% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | +0.26% | NEW | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.60% | -0.03% | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.57% | +0.01% | -14.97% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | -0.21% | — | |
| 30 | VST | Vistra CORP | Stock-Utilities | 0.52% | — | — | |
| 31 | SENS1GBP | Senseonics Holdings Inc | Stock-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Elite Life Management LLC reported a total U.S. public equity portfolio value of $85.4M across 31 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, VEA, DFVX) accounted for 31.1% of total reported equity market value during Q2 2025.
During Q2 2025, Elite Life Management LLC's top holdings by market value included SCHX (24.3%)、VEA (20.4%)、DFVX (9.2%). The largest single position, SCHX, represented 24.3% of total portfolio value.
In Q2 2025, Elite Life Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.