Elite Financial, Inc. Portfolio Holdings

Elite Financial, Inc.

  • $218 Million
  • Q3 2025

Elite Financial, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $218 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $24.7M, Vanguard Value ETF with a value of $19.8M, Schwab Strategic Tr Us Dividen with a value of $19M, Ishares Russell2000 Val ETF with a value of $17.1M, and Technology Sector Spdr with a value of $15.8M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $203M to 218M.

Elite Financial, Inc. is based out at Lewiston, ID

Below you can find more details about Elite Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $213 Million
Consumer Defensive: $1.35 Million
Consumer Cyclical: $1.15 Million
Technology: $1.1 Million
Energy: $601,000
Healthcare: $339,000
Utilities: $266,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $218 Million
  • Prior Value $203 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Elite Financial, Inc. Portfolio

Follow Elite Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elite Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elite Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email