Elite Financial, Inc.
All 13F Filings
- Location
- Lewiston, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 247,569
- Description
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- 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 | 55 | 247,569 | 13F-HR | Elite Financial, Inc. |
| Q1 2026 | 5/12/2026 | 54 | 223,062 | 13F-HR | Elite Financial, Inc. |
| Q4 2025 | 2/12/2026 | 54 | 219,858 | 13F-HR | Elite Financial, Inc. |
| Q3 2025 | 11/14/2025 | 53 | 218,283 | 13F-HR | Elite Financial, Inc. |
| Q2 2025 | 8/11/2025 | 53 | 203,216 | 13F-HR | Elite Financial, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.13 K | 1.7% | 0 | 374 | -374 |
| ETFs | 243.4 K | 98.3% | 24.88 K | 0 | 24.88 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
247,569
Holdings
55
QoQ value change ($000)
24,507
(11.0%)
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.