Elite Financial, Inc. - Portfolio overview

Elite Financial, Inc. has 54 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB US DIVIDEND EQUITY ETF, 10.27%
2. VTV - VANGUARD VALUE ETF, 9.94%
3. VONG - VANGUARD RUSSELL 1000 GROWTH ETF, 9.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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