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Elevate Wealth Advisory

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

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 110 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	10.4	$11M	192k	59.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	9.0	$9.8M	128k	77.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	8.2	$9.0M	85k	105.23	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.6	$6.1M	177k	34.36	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	5.2	$5.7M	58k	98.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.2	$5.6M	63k	89.80	View chart
Ishares Tr Eafe Value Etf (EFV)	4.0	$4.4M	84k	52.10	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.8	$4.1M	66k	62.49	View chart
Ishares Core Msci Emkt (IEMG)	3.3	$3.6M	71k	50.58	View chart
Ishares Tr Core Msci Intl (IDEV)	2.8	$3.1M	48k	63.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$2.9M	33k	88.36	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.6	$2.8M	85k	33.25	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.2	$2.4M	50k	47.49	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	2.1	$2.3M	44k	51.83	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.0	$2.2M	42k	52.33	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.0	$2.2M	80k	27.05	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.6	$1.8M	30k	59.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.6	$1.7M	21k	84.33	View chart
Apple (AAPL)	1.6	$1.7M	8.8k	192.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$1.7M	58k	28.64	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.4	$1.5M	32k	48.51	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.4	$1.5M	13k	115.03	View chart
Caterpillar (CAT)	1.1	$1.2M	4.1k	295.67	View chart
Procter & Gamble Company (PG)	1.1	$1.2M	8.2k	146.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$1.2M	49k	24.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$1.2M	3.3k	356.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.0	$1.1M	15k	78.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$1.1M	6.5k	165.25	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$982k	21k	47.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$980k	13k	76.13	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$878k	30k	29.23	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$706k	17k	42.40	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$506k	20k	25.78	View chart
Samsara Com Cl A (IOT)	0.4	$442k	13k	33.38	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$440k	4.1k	108.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$437k	12k	37.22	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$430k	7.4k	57.76	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$394k	7.8k	50.62	View chart
Raytheon Technologies Corp (RTX)	0.3	$369k	4.4k	84.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$368k	15k	24.11	View chart
Vanguard World Fds Utilities Etf (VPU)	0.3	$349k	2.5k	137.07	View chart
Home Depot (HD)	0.3	$347k	1.0k	346.40	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.3	$341k	6.4k	53.19	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$312k	11k	29.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$282k	1.9k	147.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$281k	2.5k	111.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$275k	1.2k	237.22	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.2	$270k	7.8k	34.77	View chart
Microsoft Corporation (MSFT)	0.2	$266k	708.00	376.04	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$261k	12k	22.74	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$256k	3.7k	69.34	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$235k	9.2k	25.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$234k	1.1k	213.25	View chart
Southern Company (SO)	0.2	$231k	3.3k	70.13	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$221k	7.7k	28.61	View chart
Yum! Brands (YUM)	0.2	$218k	1.7k	130.66	View chart
Coca-Cola Company (KO)	0.2	$212k	3.6k	58.92	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.2	$210k	3.4k	61.94	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$208k	8.3k	25.20	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$205k	1.9k	105.44	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$203k	4.9k	41.28	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$164k	2.0k	81.54	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$138k	2.7k	50.37	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$131k	5.4k	24.17	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$115k	200.00	576.67	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$111k	950.00	117.13	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$108k	1.1k	102.86	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$105k	4.0k	26.51	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$94k	1.4k	69.04	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$86k	796.00	107.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$82k	171.00	477.63	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$80k	2.6k	31.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$78k	1.4k	55.67	View chart
Dimensional Etf Trust International (DFSI)	0.1	$77k	2.4k	32.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$75k	373.00	200.50	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$65k	2.7k	24.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$64k	1.3k	51.28	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$61k	680.00	89.06	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$60k	1.3k	47.56	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.1	$59k	1.1k	55.35	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.1	$58k	1.7k	34.86	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$56k	907.00	61.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$45k	145.00	310.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$44k	294.00	149.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$39k	361.00	108.25	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$36k	1.4k	25.53	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$34k	1.1k	31.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$34k	555.00	60.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$31k	308.00	99.25	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$30k	296.00	101.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$30k	108.00	277.15	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$28k	379.00	72.48	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$27k	481.00	55.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$26k	630.00	41.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$22k	189.00	117.22	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$19k	176.00	104.92	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$18k	351.00	51.90	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$18k	479.00	37.56	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$18k	36.00	486.58	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$17k	308.00	53.82	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$15k	56.00	273.73	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$14k	185.00	77.49	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.0	$14k	75.00	190.96	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$13k	53.00	248.68	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$10k	125.00	81.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$9.4k	60.00	156.88	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$7.6k	165.00	45.97	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$5.8k	90.00	64.93	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$2.0k	36.00	56.39	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$849.000400	34.00	24.97	View chart

Past Filings by Elevate Wealth Advisory

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

Elevate Wealth Advisory 2023 Q4 filed Feb. 14, 2024

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