StockDriftsStockDriftsTop 50 Elite Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VNGRD MORN VALUE | 10.2% | 115.8K | $25.2M | +2.51%(+2.83K) | $174.30(+30.53%) | 2026-06-30 | |
| VONG | VNGRD RUSSELL 1000 GROWTH | 9.88% | 191.3K | $24.5M | -1.56%(-3.04K) | $99.75(+29.61%) | 2026-06-30 | |
| SCHD | SCH US DIV EQY | 9.65% | 753.2K | $23.9M | +0.84%(+6.30K) | $27.84(+23.41%) | 2026-06-30 | |
| IWN | ISHARES RUSSELL 2000 VALUE | 8.54% | 95.5K | $21.1M | -0.90%(-867) | $157.66(+43.69%) | 2026-06-30 | |
| XLK | STATE ST TECH SEL SECTR SPDR | 8.27% | 107.5K | $20.5M | +0.22%(+235) | $116.21(+64.13%) | 2026-06-30 | |
| IUSB | ISHARES CORE TOTAL USD BND MKT | 6.14% | 329.6K | $15.2M | +1.17%(+3.81K) | $46.16(-1.52%) | 2026-06-30 | |
| SCHG | SCH U.S. LARGE-CAP GROWTH | 5.95% | 435.2K | $14.7M | -0.93%(-4.07K) | $26.85(+32.68%) | 2026-06-30 | |
| SPYG | STATE ST SPDR PORT SP 500 GROWTH | 4.86% | 101.2K | $12.0M | -2.42%(-2.52K) | $85.41(+43.87%) | 2026-06-30 | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF | 4.69% | 115.1K | $11.6M | +1.64%(+1.85K) | $100.52(+0.14%) | 2026-06-30 | |
| VGSH | VNGRD SHORT-TERM TRSY | 4.36% | 185.5K | $10.8M | -0.59%(-1.09K) | $58.61(-0.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.44% |
Elite Financial INC reports $247.57M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are VTV (10.2%), VONG (9.9%) and SCHD (9.7%). The top 20 holdings account for 90.55% of reported assets. Its disclosed equity book has returned +22.87% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elite Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2059349). View Elite Financial INC’s 13F filings on SEC