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Elite Financial, Inc.
RIA/Wealth
Elite Financial, Inc. is a RIA/Wealth based in Lewiston, ID led by Ryan Lee Skinner, reporting $239.8M in AUM as of Q3 2025 with 98% ETF concentration and 76% concentrated in top 10 holdings.
OwnerRyan Lee Skinner
- Portfolio Value
- $203.2M
- Positions
- 48
- Top Holding
- VONG at 11.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Elite Financial, Inc.'s portfolio (76.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.0M | 11.80% | -$1.9K Sold | — 198.9K shares | |
ETF ETF | $19.8M | 9.72% | +$440.9K Bought | — 105.9K shares | |
ETF ETF | $19.3M | 9.52% | -$608.9K Sold | — 708.4K shares | |
ETF ETF | $17.1M | 8.40% | +$108.9K Bought | — 96.6K shares | |
ETF ETF | $15.1M | 7.43% | +$1.3M Bought | — 53.6K shares | |
ETF ETF | $14.6M | 7.19% | +$1.2M Bought | — 312.7K shares | |
ETF ETF | $14.2M | 7.00% | -$24.3K Sold | — 445.4K shares | |
ETF ETF | $11.3M | 5.58% | -$445.6K Sold | — 108.5K shares | |
ETF ETF | $10.3M | 5.07% | +$973.0K Bought | — 102.2K shares | |
ETF ETF | $9.5M | 4.69% | -$537.0K Sold | — 162.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Elite Financial, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+121.83% | |
+36.05% | |
+24.73% | |
+18.56% | |
+17.98% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-42.07% | |
-38.98% | |
-38.92% | |
-38.64% |
Analytics
Portfolio insights and performance metrics for Elite Financial, Inc.
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