Elite Wealth Management, Inc.
All 13F Filings
- Location
- Kirkland, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 337,448
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 47 | 337,448 | 13F-HR | Elite Wealth Management, Inc. |
| Q1 2026 | 5/15/2026 | 49 | 308,039 | 13F-HR | Elite Wealth Management, Inc. |
| Q4 2025 | 2/2/2026 | 53 | 367,280 | 13F-HR | Elite Wealth Management, Inc. |
| Q3 2025 | 10/27/2025 | 49 | 386,424 | 13F-HR | Elite Wealth Management, Inc. |
| Q2 2025 | 7/24/2025 | 31 | 304,069 | 13F-HR | Elite Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 300.3 K | 89.0% | 26.72 K | 0 | 26.72 K |
| ETFs | 37.11 K | 11.0% | 2.689 K | 0 | 2.689 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
337,448
Holdings
47
QoQ value change ($000)
29,409
(9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.