Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elite Financial, Inc. (CIK 2059349) reported $223.1M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($22.9M, 10.27%), VTV ($22.2M, 9.94%), VONG ($21.3M, 9.56%), IWN ($18.3M, 8.19%), IUSB ($15.0M, 6.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $22.9M | 10.27% | 746,881 | Added |
| 2 | VTV | VANGUARD VALUE ETF | $22.2M | 9.94% | 112,987 | Added |
| 3 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $21.3M | 9.56% | 194,373 | Trimmed |
| 4 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $18.3M | 8.19% | 96,411 | Added |
| 5 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $15.0M | 6.75% | 325,786 | Added |
| 6 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $14.3M | 6.39% | 107,282 | Added |
| 7 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $12.8M | 5.74% | 439,270 | Trimmed |
| 8 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $11.4M | 5.11% | 113,270 | Added |
| 9 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $10.9M | 4.90% | 186,607 | Added |
| 10 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $10.2M | 4.55% | 103,734 | Trimmed |
| 11 | SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $8.8M | 3.93% | 192,761 | Trimmed |
| 12 | VB | VANGUARD SMALL-CAP ETF | $8.5M | 3.80% | 32,331 | Trimmed |
| 13 | VBR | VANGUARD SMALL CAP VALUE ETF | $6.0M | 2.69% | 27,639 | Added |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $5.6M | 2.53% | 17,609 | Added |
| 15 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2.6M | 1.15% | 17,368 | Added |
| 16 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $2.6M | 1.15% | 105,828 | Trimmed |
| 17 | VDE | VANGUARD ENERGY ETF | $2.5M | 1.12% | 14,424 | Added |
| 18 | VOE | VANGUARD MID-CAP VALUE ETF | $2.4M | 1.06% | 12,816 | Added |
| 19 | SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $1.8M | 0.82% | 41,001 | Added |
| 20 | QQQ | INVESCO QQQ TRUST SERIES I | $1.7M | 0.77% | 2,992 | Hold |
| 21 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.5M | 0.69% | 19,360 | Added |
| 22 | IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $1.5M | 0.67% | 35,195 | Trimmed |
| 23 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1.3M | 0.57% | 18,106 | Trimmed |
| 24 | IVV | ISHARES CORE S&P 500 ETF | $1.3M | 0.56% | 1,928 | Trimmed |
| 25 | FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $1.0M | 0.47% | 17,759 | Added |
Source: SEC Form 13F filings · as of 2026-03-31