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CIK: 0002010262
Total reported value
$85.4M
$85.4M
56 檔
57.5%
At the close of Q1 2026, Elite Life Management LLC disclosed equity holdings valued at approximately $85.4M, spread across 56 reported holdings.
In Q1 2026, Elite Life Management LLC displayed an active expansion posture, initiating 7 new positions and adding to 37 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 | 17.49% | -0.41% | +1.11% | |
| 2 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 16.46% | +0.56% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.52% | -0.37% | +1.19% | |
| 4 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 8.26% | +0.36% | +3.63% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.66% | -0.46% | -0.05% | |
| 6 | VCRB | Vanguard Core Bond ETF | ETF-Other | 4.05% | -0.15% | -10.90% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.99% | -0.01% | +0.37% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | +0.30% | -0.05% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.16% | -0.34% | +1.95% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | -0.17% | +10.23% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.86% | +0.39% | +31.57% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.23% | +8.20% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | -0.21% | +4.33% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | -0.08% | +6.67% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | -0.02% | +0.18% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | +0.08% | +2.16% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.15% | +5.00% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | -0.29% | +0.06% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.08% | +0.62% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.13% | -3.25% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.16% | +1.41% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.01% | — | |
| 23 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.60% | -0.05% | +3.46% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.22% | +4.80% | |
| 25 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.55% | -0.03% | +16.65% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | +0.02% | — | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.51% | -0.05% | +1.56% | |
| 28 | ANET | Arista Networks Inc | Stock-Tech | 0.47% | +0.14% | -1.42% | |
| 29 | LIN | Linde plc | Stock-Materials | 0.46% | -0.04% | +4.34% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 0.44% | -0.01% | +2.20% | |
| 31 | GE | General Electric | Stock-Industrials | 0.43% | +0.10% | -3.17% | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 0.41% | +0.05% | +1.36% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.39% | +0.18% | +10.95% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.39% | -0.09% | +1.60% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.02% | -4.78% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.37% | +0.02% | +1.08% | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.37% | +0.01% | +0.90% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.03% | +4.03% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.34% | -0.05% | +0.86% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.34% | +0.01% | +0.89% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.34% | +0.16% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.08% | -2.06% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.04% | +2.51% | |
| 44 | WELL | Welltower Inc | Stock-Real Estate | 0.31% | +0.01% | +2.93% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.31% | +0.01% | — | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.30% | -0.03% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | +0.04% | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | -0.01% | — | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.28% | +0.06% | +0.40% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.28% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +31.57% | Add |
| 2 | AMZN | Amazon.com Inc | +0.2% | +10.23% | Add |
| 3 | AVGO | Broadcom Inc | +0.1% | +6.67% | Add |
| 4 | ORCL | Oracle CORP | +0.1% | +4.80% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | 0% | +10.95% | Add |
| 6 | GEV | GE Vernova Inc | 0% | +1.56% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | — | +4.33% | Add |
| 8 | OMFL | Invesco Russell 1000 Dyn M/f | 0% | +16.65% | Add |
| 9 | WELL | Welltower Inc | -0.1% | +2.93% | Add |
| 10 | LIN | Linde plc | -0.1% | +4.34% | Add |
| 11 | SPGI | S&p Global Inc | -0.1% | +5.14% | Add |
| 12 | GOOG | Alphabet Inc-cl C | -0.1% | +1.95% | Add |
| 13 | ETN | Eaton Corporation plc | -0.1% | +1.08% | Add |
| 14 | NEE | Nextera Energy Inc | -0.1% | +1.60% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | — | Unchanged |
| 16 | TJX | Tjx Companies Inc | -0.1% | +3.25% | Add |
| 17 | VONG | Vanguard Russell 1000 Growth | -0.1% | +3.46% | Add |
| 18 | CVX | Chevron CORP | -0.1% | +4.03% | Add |
| 19 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | — | Unchanged |
| 20 | APH | Amphenol Corp-cl A | -0.1% | +0.40% | Add |
| 21 | MA | Mastercard Inc - A | -0.1% | +4.62% | Add |
| 22 | UBER | Uber Technologies Inc | -0.1% | +0.86% | Add |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | — | Unchanged |
| 24 | BLK | Blackrock Inc | -0.1% | +2.20% | Add |
| 25 | RTX | Rtx CORP | -0.1% | +1.41% | Add |
| 26 | PG | Procter & Gamble Co/the | -0.1% | +2.51% | Add |
| 27 | GD | General Dynamics CORP | -0.1% | +0.89% | Add |
| 28 | ANET | Arista Networks Inc | -0.1% | -1.42% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | -0.2% | — | Unchanged |
| 30 | PH | Parker Hannifin CORP | -0.2% | +0.90% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -4.78% | Trim |
| 32 | MCD | Mcdonald's CORP | -0.2% | -2.06% | Trim |
| 33 | GE | General Electric | -0.2% | -3.17% | Trim |
| 34 | WMT | Walmart Inc | -0.2% | +1.41% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.18% | Add |
| 36 | COST | Costco Wholesale CORP | -0.2% | +5.00% | Add |
| 37 | TSLA | Tesla Inc | -0.2% | +0.06% | Add |
| 38 | V | Visa Inc-class A Shares | -0.3% | +0.62% | Add |
| 39 | COR | Cencora Inc | -0.3% | +1.36% | Add |
| 40 | LLY | Eli Lilly & Co | -0.4% | -3.25% | Trim |
| 41 | JPM | Jpmorgan Chase & Co | -0.4% | +2.16% | Add |
| 42 | META | Meta Platforms Inc-class A | -0.5% | +8.20% | Add |
| 43 | NVDA | Nvidia CORP | -0.6% | -0.05% | Trim |
| 44 | MSFT | Microsoft CORP | -0.6% | -0.05% | Trim |
| 45 | AAPL | Apple Inc | -0.7% | +0.37% | Add |
| 46 | DFVX | Dim US Large Cap Vector ETF | -1.8% | +3.63% | Add |
| 47 | VCRB | Vanguard Core Bond ETF | -1.9% | -10.90% | Trim |
| 48 | VEA | Vanguard Ftse Developed ETF | -3.2% | +1.19% | Add |
| 49 | SCHX | Schwab US Large-cap ETF | -3.6% | +1.11% | Add |
| 50 | VCRM | Vanguard Core Tax-ex Bond | — | 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 56 disclosed positions in Q1 2026.
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, VCRM, VEA) accounted for 57.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCRM
市值: $13.2M
Top Position Liquidated / Trimmed
BKNG
前期市值: $245.1K
During Q1 2026, Elite Life Management LLC's top holdings by market value included SCHX (17.5%)、VCRM (16.5%)、VEA (14.5%). The largest single position, SCHX, represented 17.5% of total portfolio value.
In Q1 2026, Elite Life Management LLC made 56 total portfolio adjustments, initiating 7 new buys, adding to 37 positions, trimming 8 holdings, and fully liquidating 4 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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