Elite Financial
Elite Financial reported 55 stocks worth $248K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VTV (10.2%), VONG (9.9%) and SCHD (9.7%). Compared with Q1 2026, the fund opened new positions in SPHD, SOXX and XOM, added to VTV, SCHD and XLK, trimmed VONG, IWN and SCHG and sold out of XOM and SO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTV Vanguard Index Fds | $25K | 10.2% | 116K | +2,834 (+3%) | 7 of 7 | |
| 2 |  VONG Vanguard Russell 1000 | $24K | 9.9% | 191K | −3,036 (−2%) | 7 of 7 | |
| 3 |  SCHD Schwab US Dividend Equity ETF | $24K | 9.7% | 753K | +6,304 (+1%) | 7 of 7 | |
| 4 |  IWN Ishares TR | $21K | 8.5% | 96K | −867 (−1%) | 6 of 7 | |
| 5 |  XLK Select Sector Spdr TR | $20K | 8.3% | 108K | +235 (+0%) | 7 of 7 | |
| 6 |  IUSB Ishares Core | $15K | 6.1% | 330K | +3,815 (+1%) | 7 of 7 | |
| 7 |  SCHG Schwab Strategic TR | $15K | 6.0% | 435K | −4,073 (−1%) | 7 of 7 | |
| 8 |  SPYG Spdr Series Trust | $12K | 4.9% | 101K | −2,515 (−2%) | 7 of 7 | |
| 9 |  MINT Pimco ETF TR | $12K | 4.7% | 115K | +1,852 (+2%) | 7 of 7 | |
| 10 |  VGSH Vanguard Scottsdale Fds | $11K | 4.4% | 186K | −1,095 (−1%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elite Financial 13F FAQ
What does Elite Financial own?
Elite Financial reported 55 stocks worth $248K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VTV (10.2%), VONG (9.9%) and SCHD (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Elite Financial buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 18 added to, 28 trimmed and 2 sold out. New positions include SPHD, SOXX and XOM. It sold all of XOM and SO.
When will Elite Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Elite Financial's portfolio worth?
The Q2 2026 filing reports $248K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.