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Elevate Wealth Advisory

Latest statistics and disclosures from Elevate Wealth Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, VGIT, BSV, DFIV, STIP, and represent 39.92% of Elevate Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: ITOT, DFIV, DFAT, STIP, IDEV, DFLV, IEMG, DFNM, ICSH, NVDA.
Started 3 new stock positions in NVDA, VOO, ITA.
Reduced shares in these 10 stocks: PG, DFAU, IUSV, VGIT, DFAI, AVLV, VTIP, BSV, FLOT, DFIP.
Sold out of its positions in DFSB, DFSE, DFSI, DFSU, EMXC, PG, VONV.
Elevate Wealth Advisory was a net buyer of stock by $1.4M.
Elevate Wealth Advisory has $115M in assets under management (AUM), dropping by 5.24%.
Central Index Key (CIK): 0002011651

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Portfolio Holdings for Elevate Wealth Advisory

Elevate Wealth Advisory holds 106 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	10.1	$12M	+18%	101k	115.30	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	9.3	$11M	-4%	183k	58.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	8.3	$9.6M		125k	76.67	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.6	$7.6M	+17%	207k	36.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	5.5	$6.3M	+10%	64k	99.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.0	$5.8M	-2%	62k	93.71	View chart
Ishares Tr Eafe Value Etf (EFV)	3.9	$4.5M		83k	54.40	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.8	$4.3M		66k	65.86	View chart
Ishares Core Msci Emkt (IEMG)	3.5	$4.1M	+11%	79k	51.60	View chart
Ishares Tr Core Msci Intl (IDEV)	3.3	$3.8M	+15%	56k	67.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.6	$3.0M	+7%	35k	86.48	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.5	$2.9M	+27%	53k	54.43	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.5	$2.8M	+18%	95k	29.99	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	2.1	$2.5M		43k	56.98	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.9	$2.1M	-30%	59k	36.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$2.1M	-10%	44k	47.89	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.7	$1.9M	+24%	40k	48.09	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.6	$1.8M		30k	62.34	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.4	$1.6M	+2%	13k	116.84	View chart
Caterpillar (CAT)	1.3	$1.4M	-4%	3.9k	366.43	View chart
Apple (AAPL)	1.2	$1.4M	-5%	8.3k	171.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$1.4M		3.3k	420.52	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.1	$1.2M	-34%	14k	90.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$1.2M	-30%	41k	30.22	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$1.2M		48k	25.44	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$1.2M		15k	83.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$1.2M		6.5k	179.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$1.1M		13k	80.63	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$917k	-6%	20k	47.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$854k	-11%	27k	31.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$664k	-4%	16k	41.95	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$608k	+39%	5.6k	107.60	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$515k	+271%	10k	50.56	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$481k		12k	40.90	View chart
Samsara Com Cl A (IOT)	0.4	$473k	-5%	13k	37.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$448k	-16%	17k	27.19	View chart
Raytheon Technologies Corp (RTX)	0.4	$427k		4.4k	97.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$416k	+36%	3.4k	120.99	View chart
Home Depot (HD)	0.3	$385k		1.0k	383.44	View chart
NVIDIA Corporation (NVDA)	0.3	$364k	NEW	402.00	904.25	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.3	$357k		6.4k	55.67	View chart
Vanguard World Utilities Etf (VPU)	0.3	$349k	-3%	2.4k	142.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$326k	+3%	2.0k	164.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$316k	+5%	1.2k	259.83	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$305k	-19%	12k	24.72	View chart
Yum! Brands (YUM)	0.3	$304k	+31%	2.2k	138.65	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$298k	+15%	13k	22.37	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.2	$279k		7.8k	35.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$254k	-3%	3.6k	70.88	View chart
Microsoft Corporation (MSFT)	0.2	$254k	-14%	604.00	420.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$250k		1.1k	228.59	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$249k		9.2k	26.94	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$243k	+34%	2.7k	89.49	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$238k	-26%	7.9k	30.10	View chart
Southern Company (SO)	0.2	$236k		3.3k	71.74	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$229k	-6%	7.2k	31.61	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.2	$221k	-3%	3.3k	67.39	View chart
Coca-Cola Company (KO)	0.2	$221k		3.6k	61.66	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$218k	-45%	4.3k	51.06	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$192k	-6%	1.8k	104.71	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$173k	-19%	6.7k	25.96	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$136k		5.4k	25.06	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$136k	+200%	600.00	226.03	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$121k	-74%	1.9k	64.25	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$121k	+3%	1.1k	110.45	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$112k		4.0k	28.23	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$109k	NEW	823.00	131.93	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$97k	-3%	1.3k	73.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$90k		171.00	525.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$86k		1.4k	61.05	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$81k	-26%	698.00	115.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$80k	+60%	233.00	344.20	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$79k	-61%	1.9k	41.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$79k		374.00	210.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$70k	+45%	427.00	162.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$64k		1.3k	51.28	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$64k		2.7k	23.68	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$63k	+65%	2.3k	26.75	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$61k		680.00	89.67	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.1	$61k		1.1k	57.03	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$60k		1.3k	47.44	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.1	$59k		1.7k	35.47	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$55k	-35%	516.00	107.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$40k		361.00	110.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$39k	NEW	81.00	483.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$35k		551.00	63.74	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$35k	-39%	551.00	63.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$34k	+13%	350.00	97.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$33k	+400%	540.00	60.74	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$33k		296.00	110.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$27k		636.00	41.78	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$23k		189.00	123.18	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$20k		176.00	114.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$19k		36.00	528.39	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$19k		479.00	39.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$18k		308.00	58.06	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$17k		56.00	300.07	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$15k		75.00	204.15	View chart
Vanguard World Health Car Etf (VHT)	0.0	$14k		53.00	269.15	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$14k		185.00	76.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$11k		60.00	187.35	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$10k		125.00	80.51	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$7.8k		165.00	47.39	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$6.1k		90.00	67.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$2.3k	+11%	40.00	57.95	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$867.000000		34.00	25.50	View chart

Past Filings by Elevate Wealth Advisory

SEC 13F filings are viewable for Elevate Wealth Advisory going back to 2023

Elevate Wealth Advisory 2024 Q1 filed May 2, 2024
Elevate Wealth Advisory 2023 Q4 filed Feb. 14, 2024

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