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Renee Brunner

Elite Life Management Llc

Assets Managed
$79.977M
Holdings
56
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
29.78%(2Q avg: 27.79%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Elite Life Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Elite Life Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 79.977M in assets, with a quarterly growth rate of 29.78% and a 2-quarter average growth rate of 27.79%. The portfolio is managed by Renee Brunner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 1.11%
17.5%
$13.991M
482,444 shares@ $29.01 avg price
VCRM
Vanguard Core Tax-ex Bond
Recent Activity
New Position
16.47%
$13.165M
173,841 shares@ $75.74 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.19%
14.52%
$11.611M
163,933 shares@ $70.83 avg price
DFVX
Dim Us Large Cap Vector Etf
Recent Activity
Increased 3.64%
8.27%
$6.607M
81,806 shares@ $80.77 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.04%
4.67%
$3.728M
17,324 shares@ $215.21 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Decreased -10.9%
4.05%
$3.237M
41,857 shares@ $77.34 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.37%
2.99%
$2.387M
8,139 shares@ $293.34 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.04%
2.17%
$1.729M
4,166 shares@ $415.14 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.95%
2.16%
$1.727M
4,349 shares@ $397.05 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 10.24%
1.91%
$1.522M
5,581 shares@ $272.68 avg price

1-10 of 56