Elite Financial, Inc.

Q3 2025 13F Holdings

  • Location
    lewiston, ID
  • Num holdings

    53

  • Value ($000)

    $218

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VONG

VANGUARD RUSSELL 1000 GROWTH ETF

COM
92206C680
$24.66K
11 %

198,895

V
VTV

VANGUARD VALUE ETF

COM
922908744
$19.81K
9 %

105,928

S
SCHD

SCHWAB US DIVIDEND EQUITY ETF

COM
808524797
$18.96K
9 %

708,445

I
IWN

ISHARES RUSSELL 2000 VALUE ETF

COM
464287630
$17.11K
8 %

96,562

X
XLK

TECHNOLOGY SELECT SECTOR SPDR FUND

COM
81369Y803
$15.82K
7 %

53,550

S
SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

COM
808524300
$14.73K
7 %

445,448

I
IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

COM
46434V613
$14.60K
7 %

312,653

K
KRE

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

COM
78464A409
$11.68K
5 %

108,498

M
MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

COM
72201R833
$10.27K
5 %

102,246

V
VGSH

VANGUARD SHORT-TERM TREASURY ETF

COM
92206C102
$9.51K
4 %

161,959

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