Elite Life Management
Elite Life Management reported 61 stocks worth $85.4M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SCHX (17.1%), VCRM (17.0%) and VEA (14.2%). Compared with Q1 2026, the fund opened new positions in BAC, HD and TSM, added to VCRM, VEA and DFVX, trimmed SCHX, NVDA and GOOG and sold out of SPGI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $14.6M | 17.1% | 481K | −1,921 (−0%) | 8 of 8 | |
| 2 |  VCRM Vanguard Mun BD Fds | $14.5M | 17.0% | 194K | +20K (+11%) | 2 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $12.1M | 14.2% | 167K | +3,117 (+2%) | 8 of 8 | |
| 4 |  DFVX Dimensional US Lrge CP | $7.4M | 8.6% | 86K | +4,233 (+5%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $3.6M | 4.2% | 16K | −947 (−5%) | 8 of 8 | |
| 6 |  VCRB Vanguard Malvern Fds | $3.3M | 3.9% | 44K | +1,930 (+5%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $2.5M | 3.0% | 8,180 | +41 (+1%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $2.1M | 2.5% | 4,311 | +145 (+3%) | 8 of 8 | |
| 9 |  DFEM Dimensional ETF Trust | $1.9M | 2.3% | 49K | +13K (+35%) | 3 of 8 | |
| 10 |  GOOG Alphabet Inc | $1.6M | 1.8% | 4,324 | −25 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPGI S&P Global Inc | $206K | 491 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elite Life Management 13F FAQ
What does Elite Life Management own?
Elite Life Management reported 61 stocks worth $85.4M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SCHX (17.1%), VCRM (17.0%) and VEA (14.2%). The table above lists every position in the filing (the top 10 without an account).
What did Elite Life Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 21 added to, 28 trimmed and 1 sold out. New positions include BAC, HD and TSM. It sold all of SPGI.
When will Elite Life Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Elite Life Management's portfolio worth?
The Q2 2026 filing reports $85.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.