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Elite Financial, Inc.

Q1 2026 13F Holdings

  • Location
    lewiston, ID
  • Num holdings

    54

  • Value ($000)

    $223

  • Date Filed
    05/12/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHD

SCHWAB US DIVIDEND EQUITY ETF

EXCHANGE TRADED FUND
808524797
$22.91K
10 %

746,881

V
VTV

VANGUARD VALUE ETF

EXCHANGE TRADED FUND
922908744
$22.17K
10 %

112,987

V
VONG

VANGUARD RUSSELL 1000 GROWTH ETF

EXCHANGE TRADED FUND
92206C680
$21.32K
10 %

194,373

I
IWN

ISHARES RUSSELL 2000 VALUE ETF

EXCHANGE TRADED FUND
464287630
$18.28K
8 %

96,411

I
IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

EXCHANGE TRADED FUND
46434V613
$15.05K
7 %

325,786

X
XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

EXCHANGE TRADED FUND
81369Y803
$14.26K
6 %

107,282

S
SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

EXCHANGE TRADED FUND
808524300
$12.8K
6 %

439,270

M
MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

EXCHANGE TRADED FUND
72201R833
$11.39K
5 %

113,270

V
VGSH

VANGUARD SHORT-TERM TREASURY ETF

EXCHANGE TRADED FUND
92206C102
$10.92K
5 %

186,607

K
KRE

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

EXCHANGE TRADED FUND
78464A409
$10.16K
5 %

103,734

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