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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, DFIV, VGIT, BSV, STIP, and represent 36.44% of Elevate Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: AAPL, DFUS, CAT, ICSH, STIP, VGIT, DFLV, NEAR, AVUV, AVDV.
Started 17 new stock positions in BND, ACWI, RQI, GOVT, DUHP, IMTM, CAT, SHY, A, DFAR. DFSV, FNDF, XOM, VOO, DCOR, META, IGIB.
Reduced shares in these 10 stocks: Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, AOR, CARR, AOA, IEMG, EFV, VPU.
Sold out of its positions in CARR, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, AOA, AOR, VAW, VONE.
Elevate Wealth Advisory was a net buyer of stock by $20M.
Elevate Wealth Advisory has $194M in assets under management (AUM), dropping by 11.02%.
Central Index Key (CIK): 0002011651

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Positions held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elevate Wealth Advisory

Elevate Wealth Advisory holds 135 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	9.5	$19M		112k	166.28	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.6	$15M	+4%	266k	55.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	7.0	$14M	+10%	242k	56.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.8	$13M	+5%	174k	76.40	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	5.4	$11M	+15%	105k	99.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.0	$9.6M	+10%	82k	117.77	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.7	$9.1M	+8%	83k	109.38	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	3.7	$7.3M	+16%	181k	40.17	View chart
Ishares Core Msci Emkt (IEMG)	3.5	$6.8M	-2%	84k	81.16	View chart
Ishares Tr Core Msci Intl (IDEV)	3.2	$6.2M	+7%	69k	89.48	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	3.2	$6.1M	+46%	74k	83.03	View chart
Ishares Tr Eafe Value Etf (EFV)	3.0	$5.7M		73k	79.14	View chart
Dimensional Etf Trust Us Targeted Vlu	2.3	$4.5M		68k	66.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.3	$4.4M	+4%	49k	89.63	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.8	$3.5M	+115%	69k	50.40	View chart
Apple (AAPL)	1.7	$3.2M	+258%	9.6k	333.02	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.4	$2.7M	-3%	51k	52.36	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$2.4M	+2%	49k	49.22	View chart
Fortinet (FTNT)	1.2	$2.3M		13k	178.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$2.1M		64k	32.53	View chart
Dimensional Etf Trust Us Small Cap Etf	1.1	$2.0M		26k	77.42	View chart
Caterpillar (CAT)	1.0	$1.9M	NEW	2.4k	810.68	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.9	$1.8M	+10%	40k	46.03	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$1.8M		49k	37.02	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$1.8M		12k	155.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$1.7M		41k	41.43	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.9	$1.7M	+134%	34k	49.86	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.8	$1.6M	-5%	16k	97.44	View chart
Microsoft Corporation (MSFT)	0.7	$1.4M	+13%	2.7k	512.80	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.6	$1.3M	+14%	27k	46.47	View chart
Southern Company (SO)	0.6	$1.2M		15k	82.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$1.1M		4.6k	247.94	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$1.1M	+131%	12k	94.02	View chart
NVIDIA Corporation (NVDA)	0.6	$1.1M	+16%	4.7k	228.63	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$1.0M	-4%	9.4k	110.28	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.5	$1.0M	-2%	23k	44.45	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$898k	+6%	5.8k	155.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$865k		18k	47.36	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$794k	+63%	7.6k	104.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$738k	+63%	1.5k	497.95	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$716k	+3%	8.7k	82.31	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	0.4	$702k	NEW	17k	41.91	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$662k	-3%	6.6k	100.68	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$654k		12k	55.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$629k		2.8k	222.24	View chart
Coca-Cola Company (KO)	0.3	$611k		7.1k	86.60	View chart
Dfa Invt Dimensions Group In U.s. Core Eqty 1 (DCOR)	0.3	$593k	NEW	7.2k	82.66	View chart
Raytheon Technologies Corp (RTX)	0.3	$591k		3.2k	185.63	View chart
Amazon (AMZN)	0.3	$542k	+35%	2.2k	249.15	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$538k	+7%	12k	43.29	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.3	$524k	-11%	13k	40.12	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$434k		1.2k	374.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$421k		569.00	740.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$421k	+3%	3.4k	125.68	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$411k		723.00	569.03	View chart
Dfa Invt Dimensions Group In Real Estate Secu (DFAR)	0.2	$404k	NEW	17k	24.16	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$403k		4.0k	101.10	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$401k	+2%	10k	39.31	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$393k	+192%	15k	27.05	View chart
Cohen & Steers Quality Income Realty (RQI)	0.2	$382k	NEW	35k	10.90	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$374k	+2%	11k	33.69	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)	0.2	$374k	NEW	10k	37.47	View chart
JPMorgan Chase & Co. (JPM)	0.2	$369k	+17%	1.1k	330.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$359k	+14%	1.0k	344.02	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$346k		11k	31.47	View chart
Meta Platforms Cl A (META)	0.2	$346k	NEW	477.00	725.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$343k	NEW	4.9k	70.15	View chart
Micron Technology (MU)	0.2	$334k		314.00	1064.34	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$318k	+5%	8.5k	37.61	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$312k	-5%	8.6k	36.23	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$312k	+9%	2.0k	157.84	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$311k		5.1k	61.50	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$307k	+2%	6.5k	47.25	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$298k		1.4k	207.19	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$292k		1.0k	284.44	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$279k		2.2k	128.09	View chart
Broadcom (AVGO)	0.1	$273k	+22%	778.00	351.21	View chart
Vanguard World Utilities Etf (VPU)	0.1	$261k	-27%	1.5k	170.97	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$260k	-6%	2.8k	91.13	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$248k	NEW	1.5k	162.74	View chart
Agilent Technologies Inc C ommon (A)	0.1	$241k	NEW	1.4k	172.26	View chart
Keysight Technologies (KEYS)	0.1	$236k		647.00	364.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$222k	+6%	3.0k	72.86	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$221k		2.4k	90.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$218k		2.6k	84.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$184k	+16%	541.00	340.68	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$178k	+4%	1.9k	95.34	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$178k		4.2k	42.89	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$170k	+80%	4.3k	39.06	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$155k		3.6k	42.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$144k		545.00	264.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$131k		171.00	765.85	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$124k	+141%	1.2k	104.04	View chart
American Centy Etf Tr Avantis Inflatin (AVIE)	0.1	$110k	-3%	1.4k	77.32	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$87k		1.2k	75.39	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$83k		1.7k	49.83	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$82k	+111%	872.00	94.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$79k		2.7k	29.31	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$79k		1.5k	51.23	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$77k		3.0k	25.78	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$75k		2.1k	35.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$74k		543.00	136.04	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$71k		838.00	84.42	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$67k	NEW	424.00	158.76	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$64k		294.00	216.08	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$58k		1.1k	51.91	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$45k		907.00	49.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$43k	NEW	61.00	700.85	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$39k	NEW	746.00	52.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$32k	+3%	532.00	59.31	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.0	$30k		585.00	51.93	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$26k		253.00	101.13	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$24k		56.00	431.66	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$24k		479.00	49.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$23k		315.00	71.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$21k		228.00	90.11	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$20k		180.00	108.88	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$20k	-40%	492.00	39.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$19k		60.00	317.33	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$18k		110.00	166.80	View chart
Vanguard World Health Car Etf (VHT)	0.0	$17k		53.00	316.96	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$16k		337.00	47.17	View chart
Vanguard World Energy Etf (VDE)	0.0	$13k		77.00	172.16	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$13k	NEW	249.00	50.35	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$12k	+2%	117.00	98.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$10k		37.00	277.89	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$6.9k	NEW	317.00	21.87	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$6.7k	NEW	83.00	81.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$6.0k		48.00	125.25	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$5.5k		61.00	90.44	View chart
Dimensional Etf Trust Us Larg Vect Etf (DFVX)	0.0	$5.5k	-5%	66.00	83.39	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$3.1k		48.00	65.12	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$1.3k	NEW	24.00	53.75	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$106.000000		1.00	106.00	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$79.000000		1.00	79.00	View chart

Past Filings by Elevate Wealth Advisory

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

Elevate Wealth Advisory 2026 Q3 filed Oct. 29, 2026
Elevate Wealth Advisory 2026 Q2 filed Aug. 14, 2026
Elevate Wealth Advisory 2026 Q1 filed May 11, 2026
Elevate Wealth Advisory 2025 Q4 filed Jan. 27, 2026
Elevate Wealth Advisory 2025 Q3 filed Oct. 24, 2025
Elevate Wealth Advisory 2025 Q2 filed July 23, 2025
Elevate Wealth Advisory 2025 Q1 filed May 14, 2025
Elevate Wealth Advisory 2024 Q4 filed Feb. 11, 2025
Elevate Wealth Advisory 2024 Q3 filed Nov. 13, 2024
Elevate Wealth Advisory 2024 Q2 filed Aug. 12, 2024
Elevate Wealth Advisory 2024 Q1 filed May 2, 2024
Elevate Wealth Advisory 2023 Q4 filed Feb. 14, 2024

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