account_balance
Investment manager · 13F filer · SEC CIK 2059349
Elite Financial, Inc.
Reported value$251Mas of Sep 30, 2026
Positions55 0 new, 0 sold out
Top 10 weight72.7%VTV alone is 10%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Morningstar Value ETF
10.5%Added +5%
VONGVanguard Russell 1000 Growth ETF
9.8%
SCHDSchwab US Dividend Equity ETF
9.6%
XLKState Street Technology Select Sector SPDR ETF
8.4%
IWNiShares Russell 2000 Value ETF
8.0%
SCHGSchwab U.S. Large-Cap Growth ETF
6.3%
IUSBiShares Core Total Usd Bond Market ETF
5.8%
MINTPimco Enhanced Short Maturity Active Exchange-Traded Fund
5.0%Added +8%
SPYGState Street SPDR Portfolio S&P 500 Growth ETF
4.7%Trimmed −5%
VGSHVanguard Short-Term Treasury ETF
4.5%Added +5%
VBVanguard Morningstar Small-Cap ETF
3.6%
SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF
3.1%−5%
VTVVanguard Morningstar Value ETF
10.5%Added +5%
VONGVanguard Russell 1000 Growth ETF
9.8%
SCHDSchwab US Dividend Equity ETF
9.6%
XLKState Street Technology Select Sector SPDR ETF
8.4%
IWNiShares Russell 2000 Value ETF
8.0%
SCHGSchwab U.S. Large-Cap Growth ETF
6.3%
IUSBiShares Core Total Usd Bond Market ETF
5.8%
MINTPimco Enhanced Short Maturity Active Exchange-Traded Fund
5.0%
SPYGState Street SPDR Portfolio S&P 500 Growth ETF
4.7%
VGSH4.5%
VB3.6%
SPYD3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTV Vanguard Morningstar Value ETF 10.5% Added +5%
VONG Vanguard Russell 1000 Growth ETF 9.8% Held
SCHD Schwab US Dividend Equity ETF 9.6% Held
XLK State Street Technology Select Sector SPDR ETF 8.4% Held
IWN iShares Russell 2000 Value ETF 8.0% Held
SCHG Schwab U.S. Large-Cap Growth ETF 6.3% Held
IUSB iShares Core Total Usd Bond Market ETF 5.8% Held
MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund 5.0% Added +8%
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 4.7% Trimmed −5%
VGSH Vanguard Short-Term Treasury ETF 4.5% Added +5%
VB Vanguard Morningstar Small-Cap ETF 3.6% Held
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 3.1% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- SPHD +96%
- IVV +20%
- VT +18%
- QQQ +14%
arrow_downwardTrimmed
- SCHO −49%
- VHT −9%
- SPYG −5%
- SPYD −5%
remove_circleSold out
None
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