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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, BSV, VGIT, STIP, and represent 38.77% of Elevate Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: FTNT, AVUV, DFLV, DFIV, AVDV, DFUS, SGOV, VGIT, ITOT, RTX.
Started 6 new stock positions in RTX, SGOV, FTNT, KO, XOM, IYT.
Reduced shares in these 10 stocks: VXUS, VTI, BND, EFV, MUB, SO, VSS, DFAT, DFAI, VPU.
Sold out of its positions in VXUS, BND, VOO.
Elevate Wealth Advisory was a net buyer of stock by $11M.
Elevate Wealth Advisory has $158M in assets under management (AUM), dropping by 8.30%.
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 125 positions in its portfolio as reported in the March 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)	9.8	$16M	+4%	109k	142.43	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	8.1	$13M	+6%	244k	52.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	7.8	$12M	+2%	157k	78.41	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	7.6	$12M	+5%	202k	59.55	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	5.5	$8.6M	+6%	84k	103.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.8	$7.6M	+15%	69k	110.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.6	$7.2M	+10%	72k	99.86	View chart
Ishares Core Msci Emkt (IEMG)	3.9	$6.2M	+5%	89k	69.75	View chart
Ishares Tr Core Msci Intl (IDEV)	3.5	$5.5M	+3%	66k	83.57	View chart
Ishares Tr Eafe Value Etf (EFV)	3.4	$5.4M	-3%	73k	74.35	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	3.2	$5.1M	+22%	142k	35.71	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.8	$4.4M		71k	62.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.5	$3.9M	+7%	44k	88.70	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.2	$3.6M	+24%	50k	70.91	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$2.4M		52k	45.12	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$2.3M	+2%	45k	49.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$2.0M		28k	71.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$1.9M	+7%	63k	30.68	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.1	$1.8M		37k	47.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$1.7M	-2%	18k	92.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$1.7M		49k	33.97	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$1.6M	-5%	11k	145.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$1.6M	-3%	41k	38.96	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.9	$1.5M	+56%	29k	50.62	View chart
Southern Company (SO)	0.9	$1.4M	-8%	15k	96.52	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.7	$1.1M	+43%	24k	47.88	View chart
Fortinet (FTNT)	0.7	$1.0M	NEW	13k	81.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$1.0M	-3%	4.7k	213.66	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$997k		9.8k	102.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$943k	+4%	24k	38.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$899k		18k	49.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$837k	-4%	5.7k	148.10	View chart
Microsoft Corporation (MSFT)	0.5	$756k	+4%	2.0k	370.23	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.4	$687k	+190%	14k	50.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$659k		1.4k	479.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$653k	+3%	2.3k	287.53	View chart
Apple (AAPL)	0.4	$643k	+13%	2.5k	253.76	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$638k	NEW	6.3k	100.66	View chart
Wells Fargo & Company (WFC)	0.4	$622k		7.8k	79.61	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$613k	-2%	15k	42.22	View chart
Raytheon Technologies Corp (RTX)	0.4	$605k	NEW	3.1k	192.87	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$583k	+15%	12k	48.46	View chart
NVIDIA Corporation (NVDA)	0.4	$578k	+11%	3.3k	174.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$571k	+2%	3.0k	191.82	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$568k	+26%	7.7k	73.78	View chart
Coca-Cola Company (KO)	0.3	$543k	NEW	7.1k	76.58	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$524k	+18%	14k	36.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$512k	+5%	4.8k	106.50	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$503k	-22%	4.7k	106.15	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$496k	+11%	13k	39.44	View chart
Meta Platforms Cl A (META)	0.3	$440k	+2%	769.00	572.00	View chart
Vanguard World Utilities Etf (VPU)	0.3	$424k	-10%	2.1k	198.16	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$407k		17k	23.65	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$389k		11k	35.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$368k	-55%	1.1k	320.81	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$337k		10k	33.86	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$336k		5.2k	64.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$328k		569.00	577.18	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$314k		1.4k	218.75	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$309k		5.1k	61.26	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$304k	-3%	9.0k	33.67	View chart
Cohen & Steers Quality Income Realty (RQI)	0.2	$301k		25k	12.05	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$301k	+22%	9.3k	32.22	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$299k		6.2k	48.46	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$284k		3.1k	91.38	View chart
JPMorgan Chase & Co. (JPM)	0.2	$278k		945.00	294.07	View chart
Amazon (AMZN)	0.2	$272k	+18%	1.3k	208.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$269k	-3%	1.0k	261.83	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$267k	+20%	7.5k	35.53	View chart
Exxon Mobil Corporation (XOM)	0.2	$247k	NEW	1.5k	169.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$247k	+19%	1.8k	138.35	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$244k	+145%	349.00	698.49	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$241k	+113%	3.3k	72.08	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$238k		723.00	328.54	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$232k		2.1k	111.18	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$221k		7.9k	27.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$220k	+3%	2.9k	77.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$178k		408.00	436.79	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$165k		4.2k	39.68	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$147k	+38%	1.7k	88.49	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$130k		3.6k	35.78	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$126k	+1487%	4.7k	26.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$112k		171.00	653.21	View chart
American Centy Etf Tr Avantis Inflatin (AVIE)	0.1	$108k	-10%	1.5k	72.97	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$100k		2.4k	41.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$99k		545.00	181.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$89k	+1806%	1.1k	80.58	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$81k		1.5k	52.56	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$78k		1.7k	46.36	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$75k		960.00	78.41	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$75k		3.0k	25.15	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$69k		2.1k	32.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$69k	+10%	239.00	286.72	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$68k		2.7k	25.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$68k	-24%	543.00	124.31	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$60k		1.1k	54.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$58k		294.00	196.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$58k		820.00	70.18	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$55k		494.00	110.36	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$50k	+41%	1.4k	34.55	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$47k		907.00	51.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$32k	+4%	326.00	99.27	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$32k		585.00	53.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$28k		516.00	54.05	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$25k		176.00	141.42	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$22k		479.00	46.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$21k	-41%	315.00	67.53	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$21k		56.00	370.68	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$20k		180.00	109.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$19k		224.00	84.84	View chart
Vanguard World Health Car Etf (VHT)	0.0	$15k		53.00	273.09	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$14k		60.00	239.98	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$14k		185.00	76.83	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$14k		337.00	41.09	View chart
Vanguard World Energy Etf (VDE)	0.0	$13k		77.00	173.04	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$13k		56.00	224.59	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$10k		125.00	82.75	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$9.7k		110.00	88.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$9.2k		37.00	248.00	View chart
Vanguard World Materials Etf (VAW)	0.0	$5.4k		24.00	225.33	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.0	$5.2k		70.00	74.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$5.1k		12.00	426.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$4.9k		61.00	80.61	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$2.9k	-20%	48.00	59.98	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$75.000000	NEW	1.00	75.00	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 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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