Elite Financial, Inc.

Q2 2025 13F Holdings

  • Location
    lewiston, ID
  • Num holdings

    53

  • Value ($000)

    $203

  • Date Filed
    08/11/2025
  • Form type
    13F-HR
  • CIK
    0002059349
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VONG
VONG

VANGUARD RUSSELL 1000 GROWTH

COM
92206C680
$22.54K
11 %

198,911

SCHD
SCHD

SCHWAB US DIVIDEND EQUITY

COM
808524797
$19.45K
10 %

730,748

VTV
VTV

VANGUARD VALUE

COM
922908744
$18.35K
9 %

103,564

IWN
IWN

ISHARES RUSSELL 2000 VALUE

COM
464287630
$15.34K
8 %

95,946

SCHG
SCHG

SCHWAB U.S. LARGE-CAP GROWTH

COM
808524300
$13.44K
7 %

446,208

IUSB
IUSB

ISHARES CORE TOTAL USD BOND MARKET

COM
46434V613
$13.30K
7 %

287,827

XLK
XLK

TECHNOLOGY SELECT SECTOR SPDR FUND

COM
81369Y803
$12.81K
6 %

48,858

KRE
KRE

SPDR PORTFOLIO S AND P 500 GROWTH

COM
78464A409
$11.12K
6 %

112,762

VGSH
VGSH

VANGUARD SHORT-TERM TREASURY

COM
92206C102
$10.03K
5 %

171,084

MINT
MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

COM
72201R833
$9.29K
5 %

92,583

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