13F Filings History of Elite Financial, Inc.

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$219,858,000
Signature - Title
Rod Ehrlich - Consultant
Location
Lewiston, ID
Summary
This page shows a list of all the recent 13F filings made by Elite Financial, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elite Financial, Inc. reported 54 stock holdings with total value $219,858,000 as of Q4 2025. Top holdings included VONG, VTV, SCHD, IWN, and XLK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 54 $219,858,000 +$9,835,889 -$1,142,582 +$8,693,307 VONG, VTV, SCHD, IWN, XLK 13F-HR 12 Feb 2026, 12:50
Q3 2025 53 $218,283,000 +$7,003,534 -$4,164,775 +$2,838,759 VONG, VTV, SCHD, IWN, XLK 13F-HR 13 Nov 2025, 20:32
Q2 2025 53 $203,216,000 +$7,054,114 -$7,040,994 +$13,120 VONG, SCHD, VTV, IWN, SCHG 13F-HR 11 Aug 2025, 11:39
Q1 2025 112 $189,135,000 +$31,957,736 -$22,525,320 +$9,432,416 SCHD, VONG, VTV, IWN, IUSB 13F-HR 29 Apr 2025, 11:24
Q4 2024 50 $184,552,000 $0 $0 $0 SCHD, VTV, VONG, IVV, IUSB 13F-HR 06 Mar 2025, 16:46