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
VONG
VONG

VANGUARD RUSSELL 1000 GROWTH ETF

COM
$24.66 K
11 %

198,895

VTV
VTV

VANGUARD VALUE ETF

COM
$19.81 K
9 %

105,928

SCHD
SCHD

SCHWAB US DIVIDEND EQUITY ETF

COM
$18.96 K
9 %

708,445

IWN
IWN

ISHARES RUSSELL 2000 VALUE ETF

COM
$17.11 K
8 %

96,562

XLK
XLK

TECHNOLOGY SELECT SECTOR SPDR FUND

COM
$15.82 K
7 %

53,550

SCHG
SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

COM
$14.73 K
7 %

445,448

IUSB
IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

COM
$14.60 K
7 %

312,653

KRE
KRE

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

COM
$11.68 K
5 %

108,498

MINT
MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

COM
$10.27 K
5 %

102,246

VGSH
VGSH

VANGUARD SHORT-TERM TREASURY ETF

COM
$9.51 K
4 %

161,959

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