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CIK: 0002010262
Total reported value
$85.4M
$85.4M
53 檔
43.3%
During the Q4 2025 filing period, Elite Life Management LLC (CIK: 0002010262) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $85.4M across 53 reported positions.
In Q4 2025, Elite Life Management LLC displayed an active expansion posture, initiating 23 new positions and adding to 20 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 | 21.09% | -0.41% | -1.32% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 17.71% | -0.37% | +1.76% | |
| 3 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 10.02% | +0.36% | +3.54% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.96% | -0.15% | -10.11% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.21% | -0.46% | +23.13% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.66% | -0.01% | +25.39% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | +0.30% | +18.38% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.24% | -0.34% | +2.03% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.94% | -0.23% | +58.33% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | -0.17% | +40.91% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.63% | +0.39% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | +0.08% | +56.14% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | -0.21% | +91.12% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | -0.02% | +0.82% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | -0.08% | +83.47% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.15% | +36.03% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | -0.29% | +0.52% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | +0.08% | +48.51% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.13% | +92.50% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.16% | +111.65% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | -0.01% | — | |
| 22 | COR | Cencora Inc | Stock-Healthcare | 0.73% | +0.05% | — | |
| 23 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.69% | -0.05% | -3.98% | |
| 24 | GE | General Electric | Stock-Industrials | 0.62% | +0.10% | — | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 0.60% | +0.14% | — | |
| 26 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.57% | -0.03% | +9.96% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | +0.02% | +13.58% | |
| 28 | BLK | Blackrock Inc | Stock-Financials | 0.55% | -0.01% | — | |
| 29 | PH | Parker Hannifin CORP | Stock-Industrials | 0.53% | +0.01% | — | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.22% | +76.45% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.52% | -0.04% | — | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.08% | — | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.49% | -0.05% | — | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | -0.09% | — | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 0.46% | +0.01% | — | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | +0.02% | — | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.44% | -0.05% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.03% | +7.59% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.04% | -5.27% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.41% | +0.01% | — | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.40% | — | — | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.39% | — | — | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.39% | -0.03% | — | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.38% | +0.06% | +3.22% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | +0.26% | NEW | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | -0.01% | — | |
| 47 | WELL | Welltower Inc | Stock-Real Estate | 0.36% | +0.01% | — | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.35% | -0.03% | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.35% | +0.01% | — | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.35% | +0.18% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +91.12% | Add |
| 2 | LLY | Eli Lilly & Co | +0.5% | +92.50% | Add |
| 3 | WMT | Walmart Inc | +0.5% | +111.65% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +25.39% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | +83.47% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +56.14% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +58.33% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +40.91% | Add |
| 9 | COST | Costco Wholesale CORP | +0.1% | +36.03% | Add |
| 10 | V | Visa Inc-class A Shares | +0.1% | +48.51% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +2.03% | Add |
| 12 | NVDA | Nvidia CORP | 0% | +23.13% | Add |
| 13 | CVX | Chevron CORP | 0% | +7.59% | Add |
| 14 | OMFL | Invesco Russell 1000 Dyn M/f | -0.1% | +9.96% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +13.58% | Add |
| 16 | ORCL | Oracle CORP | -0.3% | +76.45% | Add |
| 17 | TSLA | Tesla Inc | -0.4% | +0.52% | Add |
| 18 | MSFT | Microsoft CORP | -1% | +18.38% | Add |
| 19 | DFVX | Dim US Large Cap Vector ETF | -1.3% | +3.54% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | -1.9% | +1.76% | Add |
| 21 | VCRB | Vanguard Core Bond ETF | -2.4% | -10.11% | Trim |
| 22 | SCHX | Schwab US Large-cap ETF | -4.9% | -1.32% | Trim |
| 23 | DFEM | Dimensional Emrg Mrkt Core | — | NEW | New buy |
| 24 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 25 | COR | Cencora Inc | — | NEW | New buy |
| 26 | GE | General Electric | — | NEW | New buy |
| 27 | ANET | Arista Networks Inc | — | NEW | New buy |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | EXIT | Sold out |
| 29 | BLK | Blackrock Inc | — | NEW | New buy |
| 30 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 31 | LIN | Linde plc | — | NEW | New buy |
| 32 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 33 | GEV | GE Vernova Inc | — | NEW | New buy |
| 34 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 35 | GD | General Dynamics CORP | — | NEW | New buy |
| 36 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 37 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 38 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 39 | RTX | Rtx CORP | — | NEW | New buy |
| 40 | WELL | Welltower Inc | — | NEW | New buy |
| 41 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 42 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 43 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 44 | MA | Mastercard Inc - A | — | NEW | New buy |
| 45 | VST | Vistra CORP | — | EXIT | Sold out |
| 46 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 47 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 48 | SPGI | S&p Global Inc | — | NEW | New buy |
| 49 | BAC | Bank Of America CORP | — | NEW | New buy |
| 50 | QSI | Quantum-si Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Elite Life Management LLC reported a total U.S. public equity portfolio value of $85.4M across 53 disclosed positions in Q4 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 43.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFEM
市值: $1.0M
Top Position Liquidated / Trimmed
SCHE
前期市值: $357.7K
During Q4 2025, Elite Life Management LLC's top holdings by market value included SCHX (21.1%)、VEA (17.7%)、DFVX (10.0%). The largest single position, SCHX, represented 21.1% of total portfolio value.
In Q4 2025, Elite Life Management LLC made 50 total portfolio adjustments, initiating 23 new buys, adding to 20 positions, trimming 2 holdings, and fully liquidating 5 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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