Elite Financial, Inc.: 13F holdings
CIK 20593492026Q2
| Positions | 55 |
|---|
| Reported value | $247.6m |
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| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 55 (+1 vs prior quarter) |
|---|
| Reported value | $247.6m (+11.0%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VNGRD MORN VALUE | 115,821 | $25.2m | 10.2% |
| VONG VNGRD RUSSELL 1000 GROWTH | 191,337 | $24.5m | 9.9% |
| SCHD SCH US DIV EQY | 753,185 | $23.9m | 9.6% |
| IWN ISHARES RUSSELL 2000 VALUE | 95,544 | $21.1m | 8.5% |
| XLK STATE ST TECH SEL SECTR SPDR | 107,517 | $20.5m | 8.3% |
| IUSB ISHARES CORE TOTAL USD BND MKT | 329,601 | $15.2m | 6.1% |
| SCHG SCH U.S. LARGE-CAP GROWTH | 435,197 | $14.7m | 5.9% |
| SPYG STATE ST SPDR PORT SP 500 GROWTH | 101,219 | $12.0m | 4.9% |
| MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF | 115,122 | $11.6m | 4.7% |
| VGSH VNGRD SHORT-TERM TRSY | 185,512 | $10.8m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059349")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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