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CIK: 0002010262
Total reported value
$85.4M
$85.4M
36 檔
40.4%
The Q3 2025 SEC filing reveals that Elite Life Management LLC held a total portfolio value of $85.4M, covering 36 public equity positions.
In Q3 2025, Elite Life Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 26.01% | -0.41% | +24.99% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.63% | -0.37% | +14.69% | |
| 3 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 11.27% | +0.36% | +46.64% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 8.40% | -0.15% | +15.69% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.17% | -0.46% | +5.40% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | +0.30% | +2.86% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.29% | -0.01% | +4.11% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.15% | -0.34% | +1.19% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.23% | +3.64% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.17% | -1.48% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.54% | -0.29% | +10.44% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | -0.02% | +0.82% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.15% | +0.18% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | +0.08% | +2.93% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.08% | +1.07% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.92% | -0.05% | -3.34% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | -0.08% | +3.70% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.79% | -0.22% | +3.41% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.73% | +0.03% | +19.65% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | -0.21% | +11.80% | |
| 21 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.62% | -0.03% | -3.53% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | +0.02% | +13.05% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.13% | -15.34% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.04% | -5.06% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | +0.26% | NEW | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.49% | -0.03% | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.47% | +0.01% | — | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | — | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.16% | — | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.02% | — | |
| 31 | VST | Vistra CORP | Stock-Utilities | 0.44% | — | -2.88% | |
| 32 | APH | Amphenol Corp-cl A | Stock-Tech | 0.43% | +0.06% | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.03% | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | -0.01% | -59.48% | |
| 35 | QSI | Quantum-si Inc | Stock-Other | 0.11% | — | — | |
| 36 | SENS1GBP | Senseonics Holdings Inc | Stock-Other | 0.07% | — | +6.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +2.8% | +24.99% | Add |
| 2 | DFVX | Dim US Large Cap Vector ETF | +2.4% | +46.64% | Add |
| 3 | TSLA | Tesla Inc | +0.8% | +10.44% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.4% | +14.69% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | +5.40% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +1.19% | Add |
| 7 | MSFT | Microsoft CORP | 0% | +2.86% | Add |
| 8 | JPM | Jpmorgan Chase & Co | -0.2% | +2.93% | Add |
| 9 | LLY | Eli Lilly & Co | -0.2% | -15.34% | Add |
| 10 | META | Meta Platforms Inc-class A | -0.2% | +3.64% | Add |
| 11 | AMZN | Amazon.com Inc | -0.2% | -1.48% | Add |
| 12 | HD | Home Depot Inc | -0.2% | -0.46% | Add |
| 13 | VMBS | Vanguard Mortgage-backed Sec | -0.2% | — | Unchanged |
| 14 | VONG | Vanguard Russell 1000 Growth | -0.3% | -3.34% | Trim |
| 15 | CVX | Chevron CORP | -0.3% | — | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +13.05% | Add |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | -0.3% | — | Trim |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | +0.82% | Add |
| 19 | UNH | Unitedhealth Group Inc | -0.5% | — | Add |
| 20 | PG | Procter & Gamble Co/the | -0.5% | -5.06% | Trim |
| 21 | COST | Costco Wholesale CORP | -0.5% | +0.18% | Add |
| 22 | V | Visa Inc-class A Shares | -0.6% | +1.07% | Trim |
| 23 | OMFL | Invesco Russell 1000 Dyn M/f | -0.7% | -3.53% | Trim |
| 24 | AAPL | Apple Inc | -0.8% | +4.11% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | -1% | -59.48% | Trim |
| 26 | VCRB | Vanguard Core Bond ETF | -2.4% | +15.69% | Add |
| 27 | DFCF | Dimensional Core Fixed Inc | — | EXIT | Sold out |
| 28 | AVGO | Broadcom Inc | — | NEW | New buy |
| 29 | ORCL | Oracle CORP | — | NEW | New buy |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
| 31 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 32 | WMT | Walmart Inc | — | NEW | New buy |
| 33 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 34 | VST | Vistra CORP | — | NEW | New buy |
| 35 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 36 | QSI | Quantum-si Inc | — | NEW | New buy |
| 37 | SENS1GBP | Senseonics Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Elite Life Management LLC reported a total U.S. public equity portfolio value of $85.4M across 36 disclosed positions in Q3 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 40.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $433.5K
Top Position Liquidated / Trimmed
DFCF
前期市值: $717.3K
During Q3 2025, Elite Life Management LLC's top holdings by market value included SCHX (26.0%)、VEA (19.6%)、DFVX (11.3%). The largest single position, SCHX, represented 26.0% of total portfolio value.
In Q3 2025, Elite Life Management LLC made 36 total portfolio adjustments, initiating 10 new buys, adding to 18 positions, trimming 7 holdings, and fully liquidating 1 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.
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