Investor
Elite Financial, Inc.
CIK 0002059349 · filed 2026-05-12 · SEC filing
13F book
$223.1K
Positions
54
Largest name
10.3%
Schwab Strategic Tr
Est. mark
−$1.38K
Price effect on 54 names still held. Flow $4.58K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 746.9K | $22.9K | 10.3% | $2.3K | Added$3.47K |
| Vanguard Index Fds | — | 113K | $22.2K | 9.9% | $556 | Added$1.81K |
| Vanguard Scottsdale Fds | — | 194.4K | $21.3K | 9.6% | −$2.34K | Cut−$2.67K |
| Ishares Tr | — | 96.4K | $18.3K | 8.2% | $808 | Added$824 |
| Ishares Tr | — | 325.8K | $15K | 6.7% | −$110 | Added$345 |
| Select Sector Spdr Tr | — | 107.3K | $14.3K | 6.4% | −$1.18K | Added−$1.11K |
| Schwab Strategic Tr | — | 439.3K | $12.8K | 5.7% | −$1.53K | Cut−$1.68K |
| Pimco Etf Tr | — | 113.3K | $11.4K | 5.1% | −$13 | Added$893 |
| Vanguard Scottsdale Fds | — | 186.6K | $10.9K | 4.9% | −$33 | Added$910 |
| Spdr Series Trust | — | 103.7K | $10.2K | 4.6% | −$912 | Cut−$1.24K |
| Spdr Series Trust | — | 192.8K | $8.77K | 3.9% | $438 | Cut$388 |
| Vanguard Index Fds | — | 32.3K | $8.47K | 3.8% | $128 | Cut$47 |
| Vanguard Index Fds | — | 27.6K | $6K | 2.7% | $150 | Added$203 |
| Vanguard Index Fds | — | 17.6K | $5.65K | 2.5% | −$246 | Added−$75 |
| Vanguard Whitehall Fds | — | 17.4K | $2.57K | 1.2% | $79 | Added$95 |
| Schwab Strategic Tr | — | 105.8K | $2.57K | 1.2% | −$11 | Cut−$88 |
| Vanguard World Fd | — | 14.4K | $2.5K | 1.1% | $634 | Added$802 |
| Vanguard Index Fds | — | 12.8K | $2.36K | 1.1% | $83 | Added$212 |
| Etfs Gold Tr | — | 41K | $1.83K | 0.8% | $144 | Added$151 |
| Invesco Qqq Tr | — | 2.99K | $1.73K | 0.8% | −$112 | Held |
| Vanguard Scottsdale Fds | — | 19.4K | $1.53K | 0.7% | −$8 | Added$111 |
| Ishares Tr | — | 35.2K | $1.5K | 0.7% | $109 | Cut$68 |
| Ishares Tr | — | 18.1K | $1.27K | 0.6% | $14 | Cut−$177 |
| Ishares Tr | — | 1.93K | $1.26K | 0.6% | −$61 | Cut−$95 |
| Fidelity Covington Trust | — | 17.8K | $1.05K | 0.5% | $67 | Added$92 |
| Vanguard Intl Equity Index F | — | 7.12K | $984 | 0.4% | −$20 | Held |
| Vanguard Index Fds | — | 1.57K | $941 | 0.4% | −$46 | Held |
| Vanguard World Fd | — | 3.44K | $935 | 0.4% | −$53 | Cut−$147 |
| Ishares Tr | — | 3.71K | $919 | 0.4% | $7 | Held |
| Vanguard Admiral Fds Inc | — | 2.19K | $890 | 0.4% | −$81 | Held |
| Fidelity Covington Trust | — | 15.6K | $864 | 0.4% | −$8 | Added$519 |
| Vanguard Growth Etf | — | 1.91K | $835 | 0.4% | −$92 | Added−$45 |
| Amazon Com Inc | AMZN | 3.25K | $676 | 0.3% | −$73 | Cut−$96 |
| Vanguard World Fd | — | 4.91K | $593 | 0.3% | −$62 | Held |
| Spdr Gold Tr | — | 1.2K | $516 | 0.2% | $41 | Held |
| Costco Whsl Corp New | — | 501 | $499 | 0.2% | $66 | Added$77 |
| Spdr S&P 500 Etf Tr | — | 751 | $489 | 0.2% | −$25 | Added−$24 |
| Spdr Series Trust | — | 10.1K | $488 | 0.2% | $15 | Cut−$30 |
| Philip Morris Intl Inc | — | 2.8K | $467 | 0.2% | $14 | Cut−$50 |
| Walmart Inc. | WMT | 3.61K | $449 | 0.2% | $46 | Held |
| Enbridge Inc | — | 7.56K | $409 | 0.2% | $48 | Held |
| Vanguard Specialized Funds | — | 1.84K | $395 | 0.2% | −$9 | Added−$8 |
| International Business Machs | — | 1.48K | $358 | 0.2% | −$79 | Added−$79 |
| AbbVie Inc. | ABBV | 1.45K | $316 | 0.1% | −$15 | Cut−$38 |
| Schwab Strategic Tr | — | 6.2K | $303 | 0.1% | $23 | Held |
| Invesco Exch Traded Fd Tr Ii | — | 5.3K | $294 | 0.1% | $19 | Added$21 |
| Tesla, Inc. | TSLA | 781 | $290 | 0.1% | −$56 | Added−$34 |
| Ishares Tr | — | 2.87K | $284 | 0.1% | −$2 | Cut−$12 |
| Vanguard Index Fds | — | 3.19K | $283 | 0.1% | $1 | Added$28 |
| Exxon Mobil Corp | — | 1.67K | $282 | 0.1% | $82 | Added$82 |
| Southern Co | — | 2.82K | $272 | 0.1% | $26 | Cut$16 |
| Broadcom Inc. | AVGO | 805 | $249 | 0.1% | −$29 | Held |
| Vanguard World Fd | — | 1.07K | $240 | 0.1% | $13 | Added$14 |
| Microsoft Corp | MSFT | 641 | $237 | 0.1% | −$73 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.