Elite Financial, Inc. Top Holdings and 13F Report (2026) About Elite Financial, Inc.Investment ActivityElite Financial, Inc. has $223.06 thousand in total holdings as of March 31, 2026.Elite Financial, Inc. owns shares of 54 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.75% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Elite Financial, Inc. has purchased 54 new stocks and bought additional shares in 26 stocks.Elite Financial, Inc. sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $22,914Vanguard Value ETF $22,168Vanguard Russell 1000 Growth ETF $21,320iShares Russell 2000 Value ETF $18,278iShares Core Total USD Bond Market ETF $15,048 Largest Purchases this Quarter Vanguard Value ETF 6,372 shares (about $1.25K)Schwab US Dividend Equity ETF 37,936 shares (about $1.16K)Vanguard Short-Term Treasury ETF 16,105 shares (about $942.70)PIMCO Enhanced Short Maturity Exchange-Traded Fund 9,011 shares (about $906.19)Fidelity High Dividend ETF 9,548 shares (about $527.16) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 3,112 shares (about $304.68)Vanguard Russell 1000 Growth ETF 2,695 shares (about $295.60)iShares Core Dividend Growth ETF 2,750 shares (about $192.89)Schwab U.S. Large-Cap Growth ETF 4,486 shares (about $130.67)Vanguard Health Care ETF 325 shares (about $88.46) Sector Allocation Over TimeMap of 500 Largest Holdings ofElite Financial, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$22,914$1,164 â–²5.4%746,88110.3%ETFVTVVanguard Value ETF$22,168$1,250 â–²6.0%112,9879.9%ETFVONGVanguard Russell 1000 Growth ETF$21,320$296 â–¼-1.4%194,3739.6%ETFIWNiShares Russell 2000 Value ETF$18,278$16 â–²0.1%96,4118.2%ETFIUSBiShares Core Total USD Bond Market ETF$15,048$455 â–²3.1%325,7866.7%ManufacturingXLKTechnology Select Sector SPDR Fund$14,257$68 â–²0.5%107,2826.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$12,795$131 â–¼-1.0%439,2705.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$11,391$906 â–²8.6%113,2705.1%ETFVGSHVanguard Short-Term Treasury ETF$10,923$943 â–²9.4%186,6074.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,156$305 â–¼-2.9%103,7344.6%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$8,774$52 â–¼-0.6%192,7613.9%ETFVBVanguard Small-Cap ETF$8,468$83 â–¼-1.0%32,3313.8%ETFVBRVanguard Small-Cap Value ETF$6,004$53 â–²0.9%27,6392.7%ETFVTIVanguard Total Stock Market ETF$5,649$171 â–²3.1%17,6092.5%ETFVYMVanguard High Dividend Yield ETF$2,572$16 â–²0.6%17,3681.2%Financial ServicesSCHOSchwab Short-Term U.S. Treasury ETF$2,568$77 â–¼-2.9%105,8281.2%ETFVDEVanguard Energy ETF$2,495$168 â–²7.2%14,4241.1%ETFVOEVanguard Mid-Cap Value ETF$2,361$129 â–²5.8%12,8161.1%ETFSGOLabrdn Physical Gold Shares ETF$1,829$7 â–²0.4%41,0010.8%ETFQQQInvesco QQQ$1,7260.0%2,9920.8%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,534$119 â–²8.4%19,3600.7%ETFIDViShares International Select Dividend ETF$1,497$45 â–¼-2.9%35,1950.7%ETFDGROiShares Core Dividend Growth ETF$1,270$193 â–¼-13.2%18,1060.6%ETFIVViShares Core S&P 500 ETF$1,259$33 â–¼-2.5%1,9280.6%ETFFUTYFidelity MSCI Utilities Index ETF$1,049$25 â–²2.5%17,7590.5%ETFVTVanguard Total World Stock ETF$9840.0%7,1190.4%ETFVOOVanguard S&P 500 ETF$9410.0%1,5750.4%ETFVHTVanguard Health Care ETF$935$88 â–¼-8.6%3,4350.4%ETFIWMiShares Russell 2000 ETF$9190.0%3,7070.4%FinanceVOOGVanguard S&P 500 Growth ETF$8900.0%2,1850.4%ETFFDVVFidelity High Dividend ETF$864$527 â–²156.5%15,6490.4%ETFVUGVanguard Growth ETF$835$47 â–²5.9%1,9120.4%ETFAMZNAmazon.com$676$21 â–¼-3.0%3,2470.3%Retail/WholesaleVFHVanguard Financials ETF$5930.0%4,9120.3%ETFGLDSPDR Gold Shares$5160.0%1,2000.2%FinanceCOSTCostco Wholesale$499$11 â–²2.2%5010.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$489$1 â–²0.1%7510.2%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$488$46 â–¼-8.6%10,1040.2%ETFPMPhilip Morris International$467$66 â–¼-12.4%2,8000.2%Consumer StaplesWALMART INC COM$4490.0%3,6120.2%Common StockENBEnbridge$4090.0%7,5610.2%EnergyVIGVanguard Dividend Appreciation ETF$395$1 â–²0.2%1,8390.2%ETFIBMInternational Business Machines$358$0 â–²0.1%1,4790.2%Computer and TechnologyABBVAbbVie$316$22 â–¼-6.4%1,4530.1%MedicalFNDFSchwab Fundamental International Equity ETF$3030.0%6,1990.1%ETFRDIVInvesco S&P Ultra Dividend Revenue ETF$294$2 â–²0.8%5,2980.1%ETFTSLATesla$290$22 â–²8.3%7810.1%Auto/Tires/TrucksAGGiShares Core U.S. Aggregate Bond ETF$284$10 â–¼-3.3%2,8680.1%FinanceVNQVanguard Real Estate ETF$283$27 â–²10.6%3,1950.1%ETFXOMExxonMobil$282$0 â–²0.1%1,6660.1%EnergySOSouthern$272$11 â–¼-4.1%2,8180.1%UtilitiesAVGOBroadcom$2490.0%8050.1%Computer and TechnologyVDCVanguard Consumer Staples ETF$240$1 â–²0.3%1,0720.1%ETFMSFTMicrosoft$2370.0%6410.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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