Elite Life Management LLC
SEC Form 13F institutional filer · CIK 0002010262
13F-HR · 46 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
68.8%
Elite Life Management LLC — $42.9M AUM allocation strategy
Elite Life Management LLC files SEC Form 13F and reports $42.9M of long US equity value across 46 reported holdings for 2026-03-31.
Its largest sector bet is Financials 37.1%, followed by Information Technology 22.8% and Communication Services 8.9%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Elite Life Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$42.9M
total across 46 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +18.5K sh · +$1.42M+$AMZN +518 sh · +$457K+$AVGO +151 sh · +$285K
Biggest trims (shares)
−$META −52 sh · −$125K−$ANET −38 sh · +$6.1K−$GE −38 sh · −$39.9K
Exited to nil (held last quarter, gone now)
$BKNG ($245K last qtr)$HD ($233K last qtr)$XOM ($207K last qtr)$BAC ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage33.6%—
- Semiconductors12.1%—
- Interactive Media & Services8.9%—
- Technology Hardware, Storage & Peripherals5.6%—
- Systems Software4.1%—
- Broadline Retail3.6%—
- Consumer Staples Merchandise Retail3.1%—
- Diversified Banks1.9%—
- Other holdings27.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 496K | $14.4M | +18.5K | 33.6% |
| $NVDA | NVIDIA Corporation | 17.3K | $3.73M | -8 | 8.7% |
| $AAPL | Apple Inc | 8.14K | $2.39M | +30 | 5.6% |
| $MSFT | Microsoft Corporation | 4.17K | $1.73M | -2 | 4.0% |
| $GOOGL | Alphabet Inc | 4.35K | $1.73M | +83 | 4.0% |
| $AMZN | Amazon.com Inc | 5.58K | $1.52M | +518 | 3.6% |
| $META | Meta Platforms Inc | 1.75K | $1.07M | -52 | 2.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 2.63K | $1.05M | +109 | 2.5% |
| $AVGO | Broadcom Inc | 2.42K | $1.04M | +151 | 2.4% |
…and 37 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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