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Elite Financial, Inc.
Elite Financial, Inc. is an SEC Registered Investment Adviser based in Lewiston, Idaho. The firm was registered as an investment advisor in Idaho and Washington in April 2011 and focuses on fiduciary investment advisory services. Elite Financial, Inc. serves individual and institutional clients by providing personalized financial advice and planning. The firm leverages experienced principals and engages third-party compliance and operations support through RIA Systems, LLC. The team is led by Ryan L. Skinner, with additional support staff serving a broad range of financial needs.
Investment Strategy
Elite Financial, Inc. operates as a fiduciary, focusing on serving clients’ best interests through personalized investment management and financial planning. The firm emphasizes transparency, education, and customized strategies based on individual risk tolerance and financial objectives. Elite Financial partners with compliance and operations experts to enhance efficiency and adherence to regulatory standards, offering tailored advisory solutions crafted for each client’s financial goals.
Latest 13F Filing Activity
Elite Financial, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 53 equity positions with a total 13F market value of $203M. The fund increased holdings in Vanguard Russell 1000 Growth, Technology Select Sector SPDR Fund, Schwab U.s. Large-cap Growth among other positions. Elite Financial, Inc. reduced exposure to Vanguard Short-term Treasury, Schwab Us Dividend Equity, Ishares National Muni among others.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONG | VANGUARD RUSSELL 1000 GROWTH | 11.09% | $22.5M | 198,911 | $102.43 | $109.20 | +$4.2M |
S SCHD | SCHWAB US DIVIDEND EQUITY | 9.57% | $19.4M | 730,748 | $27.32 | $26.50 | -$1.0M |
V VTV | VANGUARD VALUE | 9.03% | $18.3M | 103,564 | $169.56 | $176.74 | +$1.1M |
I IWN | ISHARES RUSSELL 2000 VALUE | 7.55% | $15.3M | 95,946 | $150.98 | $157.76 | +$252.0K |
S SCHG | SCHWAB U.S. LARGE-CAP GROWTH | 6.61% | $13.4M | 446,208 | $27.25 | $29.21 | +$2.3M |
Industry Allocation
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