Elite Financial, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Elite Financial, Inc. held in its portfolio 54 assets valued at $219,858 (i.e. $219.86K).

The most valuable assets in the portfolio included: VANGUARD RUSSELL 1000 GROWTH ETF ($23.99K), VANGUARD VALUE ETF ($20.36K), and SCHWAB US DIVIDEND EQUITY ETF ($19.45K).

The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Elite Financial, Inc. Portfolio

VANGUARD RUSSELL 1000 GROWTH ETF

VANGUARD VALUE ETF

SCHWAB US DIVIDEND EQUITY ETF

ISHARES RUSSELL 2000 VALUE ETF

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

ISHARES CORE TOTAL USD BOND MARKET ETF

SCHWAB U.S. LARGE-CAP GROWTH ETF

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

VANGUARD SHORT-TERM TREASURY ETF

Elite Financial, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD RUSSELL 1000 GROWTH ETF	197068	23993	ETF
VANGUARD VALUE ETF	106615	20362	ETF
SCHWAB US DIVIDEND EQUITY ETF	708945	19446	ETF
ISHARES RUSSELL 2000 VALUE ETF	96324	17454	ETF
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	106774	15372	ETF
ISHARES CORE TOTAL USD BOND MARKET ETF	315935	14703	ETF
SCHWAB U.S. LARGE-CAP GROWTH ETF	443756	14475	ETF
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	106846	11400	ETF
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	104259	10498	ETF
VANGUARD SHORT-TERM TREASURY ETF	170502	10013	ETF
VANGUARD SMALL-CAP ETF	32646	8421	ETF
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	193914	8386	ETF
VANGUARD SMALL CAP VALUE ETF	27395	5801	ETF
VANGUARD TOTAL STOCK MARKET ETF	17075	5724	ETF
SCHWAB SHORT-TERM US TREASURY ETF	108993	2656	ETF
VANGUARD HIGH DIVIDEND YIELD INDEX ETF	17262	2477	ETF
VANGUARD MID-CAP VALUE ETF	12116	2149	ETF
INVESCO QQQ TRUST SERIES I	2992	1838	ETF
VANGUARD ENERGY ETF	13452	1693	ETF
ABRDN PHYSICAL GOLD SHARES ETF	40851	1678	ETF
ISHARES CORE DIVIDEND GROWTH ETF	20856	1447	ETF
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	36245	1429	ETF
VANGUARD SHORT-TERM CORPORATE BOND ETF	17860	1423	ETF
ISHARES CORE S&P 500 ETF	1978	1354	ETF
VANGUARD HEALTH CARE ETF	3760	1082	ETF
VANGUARD TOTAL WORLD STOCK ETF	7119	1004	ETF
VANGUARD S&P 500 ETF	1575	987	ETF
VANGUARD S&P 500 GROWTH ETF	2185	971	ETF
FIDELITY MSCI UTILITIES INDEX ETF	17334	957	ETF
ISHARES RUSSELL 2000 ETF	3707	912	ETF
VANGUARD GROWTH ETF	1805	880	ETF
AMAZON COM INC COM	3347	772	Stock
VANGUARD FINANCIALS ETF	4912	655	ETF
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	11054	518	ETF
PHILIP MORRIS INTL INC COM	3196	517	Stock
STATE STREET SPDR S&P 500 ETF	750	513	ETF
SPDR GOLD SHARES	1200	475	ETF
INTERNATIONAL BUSINESS MACHS COM	1478	437	Stock
COSTCO WHOLESALE CORPORATION COM	490	422	Stock
WALMART INC COM	3612	403	Stock
VANGUARD DIVIDEND APPRECIATION ETF	1835	403	ETF
ENBRIDGE INC COM	7561	361	Stock
ABBVIE INC COM	1553	354	Stock
FIDELITY HIGH DIVIDEND ETF	6101	345	ETF
TESLA INC COM	721	324	Stock
MICROSOFT CORP COM	641	310	Stock
ISHARES CORE U.S. AGGREGATE BOND ETF	2967	296	ETF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	6199	280	ETF
BROADCOM INC COM	805	278	Stock
INVESCO S&P ULTRA DIVIDEND REVENUE ETF	5256	273	ETF
SOUTHERN CO COM	2937	256	Stock
VANGUARD REAL ESTATE ETF	2888	255	ETF
VANGUARD CONSUMER STAPLES ETF	1069	226	ETF
EXXON MOBIL CORP COM	1664	200	Stock