Elite Financial, Inc.

DOSSIER · 13F-HR · Q1 2026

Elite Financial, Inc.

$223M in tracked AUM across 54 positions as of Q1 2026.

EF

CIK 0002059349 · last filed Mar 31, 2026

Total AUM

$223M

as of Q1 2026

Holdings

54

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Elite Financial, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SCHD

SCHWAB US DIVIDEND EQUITY ETF

$23M747K10.3%02

VTV

VANGUARD VALUE ETF

$22M113K9.9%03

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

$21M194K9.6%04

IWN

ISHARES RUSSELL 2000 VALUE ETF

$18M96K8.2%05

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

$15M326K6.7%06

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

$14M107K6.4%07

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$13M439K5.7%08

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

$11M113K5.1%09

VGSH

VANGUARD SHORT-TERM TREASURY ETF

$11M187K4.9%10

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF