Elite Life Management LLC
RIA/Wealth
Elite Life Management LLC is a RIA/Wealth based in Erie, PA led by Christopher Mark Allegretti, reporting $127.9M in AUM as of Q3 2025 with 71% ETF concentration, 83% concentrated in top 10 holdings, and 26% allocation to SCHX.
CEOChristopher Mark Allegretti
- Portfolio Value
- $49.0M
- Positions
- 36
- Top Holding
- SCHX at 26.01%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Elite Life Management LLC's portfolio (82.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.7M | 26.01% | +$2.5M Bought | — 483.5K shares | |
ETF ETF | $9.6M | 19.63% | +$1.2M Bought | — 159.2K shares | |
ETF ETF | $5.5M | 11.27% | +$1.8M Bought | — 76.2K shares | |
ETF ETF | $4.1M | 8.40% | +$558.0K Bought | — 52.3K shares | |
Semiconductors Technology | $2.5M | 5.17% | +$129.7K Bought | 0.00% 14.1K shares | |
Software - Infrastructure Technology | $1.8M | 3.69% | +$50.3K Bought | 0.00% 3.5K shares | |
Consumer Electronics Technology | $1.6M | 3.29% | +$63.6K Bought | 0.00% 6.5K shares | |
Internet Content & Information Communication Services | $1.1M | 2.15% | +$12.3K Bought | 0.00% 4.2K shares | |
Internet Content & Information Communication Services | $818.0K | 1.67% | +$28.7K Bought | 0.00% 1.1K shares | |
Specialty Retail Consumer Cyclical | $774.5K | 1.58% | -$11.6K Sold | 0.00% 3.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Elite Life Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+46.64% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-59.48% | |
-15.34% | |
-5.06% | |
-3.53% |
Analytics
Portfolio insights and performance metrics for Elite Life Management LLC
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