Elite Life Management LLC

Q1 2026 13F-HR Holdings

Location
Erie, PA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$79,977
Net value change ($000)
+18,348 (29.8%)
New positions
7
Sold out positions
4
Turnover %
19.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCRM 13,165 NEW
SCHX 993 7.6%
VEA 696 6.4%
NVDA 514 16.0%
DFEM 486 48.4%
AMZN 457 42.9%
DFVX 432 7.0%
AMD 416 NEW
GOOGL 349 25.3%
AVGO 284 37.7%
Top Reduces (Value $000, Stocks/ETFs)
VCRB -434 -11.8%
BKNG -245 -100.0%
HD -233 -100.0%
XOM -207 -100.0%
BAC -204 -100.0%
META -125 -10.5%
COR -118 -26.3%
LLY -87 -13.3%
MCD -56 -17.6%
GE -40 -10.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 122 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type