Institutions / Elite Financial, Inc.

Elite Financial, Inc.

CIK 2059349 · Institution · as of Dec 31, 2025
Portfolio value
$219.9K
Positions
54
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 54 →
CompanyClassValueShares% of portfolio
Vanguard Russell 1000 Growth ETF—$24.0K197,06810.9%
Vanguard Value ETF—$20.4K106,6159.3%
Schwab US Dividend Equity ETF—$19.4K708,9458.8%
iShares Russell 2000 Value ETF—$17.5K96,3247.9%
State Street Technology Select Sector SPDR ETF—$15.4K106,7747.0%
iShares Core Total Usd Bond Market ETF—$14.7K315,9356.7%
Schwab U.S. Large-Cap Growth ETF—$14.5K443,7566.6%
State Street SPDR Portfolio S&P 500 Growth ETF—$11.4K106,8465.2%
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund—$10.5K104,2594.8%
Vanguard Short-Term Treasury ETF—$10.0K170,5024.6%
Vanguard Small-Cap ETF—$8.4K32,6463.8%
State Street SPDR Portfolio S&P 500 High Dividend ETF—$8.4K193,9143.8%
Vanguard Small Cap Value ETF—$5.8K27,3952.6%
Vanguard Total Stock Market ETF—$5.7K17,0752.6%
Schwab Short-Term US Treasury ETF—$2.7K108,9931.2%
Vanguard High Dividend Yield Index ETF—$2.5K17,2621.1%
Vanguard Mid-Cap Value ETF—$2.1K12,1161.0%
Invesco Qqq Trust Series I—$1.8K2,9920.8%
Vanguard Energy ETF—$1.7K13,4520.8%
Abrdn Physical Gold Shares ETF—$1.7K40,8510.8%
iShares Core Dividend Growth ETF—$1.4K20,8560.7%
iShares International Select Dividend ETF—$1.4K36,2450.6%
Vanguard Short-Term Corporate Bond ETF—$1.4K17,8600.6%
iShares Core S&P 500 ETF—$1.4K1,9780.6%
Vanguard Health Care ETF—$1.1K3,7600.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.