ELEVATE WEALTH ADVISORY, INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, ELEVATE WEALTH ADVISORY, INC held in its portfolio 122 assets valued at $146,274,653 (i.e. $146.28M).
The most valuable assets in the portfolio included: ISHARES TR ($15.63M), VANGUARD BD INDEX FDS ($12.12M), and VANGUARD SCOTTSDALE FDS ($11.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 122 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ELEVATE WEALTH ADVISORY, INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 105103 | 15627822 | CORE S&P TTL STK |
| VANGUARD BD INDEX FDS | 153799 | 12120862 | SHORT TRM BOND |
| VANGUARD SCOTTSDALE FDS | 191597 | 11482425 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 228912 | 11422724 | INTERNATNAL VAL |
| ISHARES TR | 78457 | 8033212 | 0-5 YR TIPS ETF |
| AMERICAN CENTY ETF TR | 60156 | 6134667 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 65133 | 6120528 | INTL SMCP VLU |
| ISHARES INC | 85039 | 5716334 | CORE MSCI EMKT |
| ISHARES TR | 75589 | 5397787 | EAFE VALUE ETF |
| ISHARES TR | 64029 | 5281076 | CORE MSCI INTL |
| DIMENSIONAL ETF TRUST | 71772 | 4273290 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 115184 | 3940454 | US LARGE CAP VAL |
| VANGUARD INDEX FDS | 40855 | 3615259 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 40473 | 3001893 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 52223 | 2444047 | US CORE EQT MKT |
| VANGUARD MALVERN FDS | 44116 | 2181982 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 27404 | 1909267 | US SMALL CAP ETF |
| ISHARES TR | 18763 | 1766751 | MSCI USA MIN VOL |
| DIMENSIONAL ETF TRUST | 36624 | 1764201 | NATL MUN BD ETF |
| VANGUARD INTL EQUITY INDEX F | 11891 | 1704357 | FTSE SMCAP ETF |
| DIMENSIONAL ETF TRUST | 42773 | 1630064 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 49103 | 1607126 | WORLD EX US CORE |
| SCHWAB STRATEGIC TR | 58395 | 1601773 | US DIVIDEND EQ |
| SOUTHERN CO | 16330 | 1423938 | COM |
| ISHARES TR | 4866 | 1023479 | RUS 1000 VAL ETF |
| ISHARES TR | 9703 | 994946 | CORE S&P US VLU |
| MICROSOFT CORP | 1955 | 945603 | COM |
| ISHARES TR | 18421 | 931745 | ULTRA SHORT DUR |
| DIMENSIONAL ETF TRUST | 23185 | 917894 | US CORE EQUITY 2 |
| VANGUARD MUN BD FDS | 17850 | 897677 | TAX EXEMPT BD |
| VANGUARD INDEX FDS | 2572 | 862314 | TOTAL STK MKT |
| VANGUARD WHITEHALL FDS | 5950 | 853976 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 16396 | 786180 | SHORT DURATION F |
| WELLS FARGO CO NEW | 7775 | 724590 | COM |
| ALPHABET INC | 2198 | 687892 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 1351 | 679115 | CL B NEW |
| ISHARES TR | 6103 | 653692 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 14831 | 631207 | CORE FIXED INCOM |
| APPLE INC | 2228 | 605729 | COM |
| ISHARES TR | 2894 | 574758 | MSCI USA QLT FCT |
| NVIDIA CORPORATION | 2984 | 556464 | COM |
| VANGUARD STAR FDS | 6738 | 508315 | VG TL INTL STK F |
| META PLATFORMS INC | 747 | 493162 | CL A |
| ISHARES TR | 4561 | 486659 | SHRT NAT MUN ETF |
| DIMENSIONAL ETF TRUST | 10413 | 485130 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 11999 | 456307 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 6104 | 451574 | WORLD EQUITY ETF |
| VANGUARD WORLD FD | 2398 | 443770 | UTILITIES ETF |
| DIMENSIONAL ETF TRUST | 11268 | 428184 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 17499 | 400748 | US REAL ESTATE E |
| VANGUARD BD INDEX FDS | 5015 | 371461 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 11003 | 361891 | US SMALL CAP VAL |
| INVESCO QQQ TR | 561 | 344628 | UNIT SER 1 |
| ISHARES TR | 5253 | 341498 | CORE 60/40 BALAN |
| DIMENSIONAL ETF TRUST | 9950 | 324056 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 9368 | 308571 | INTL SMALL CAP E |
| ISHARES TR | 1437 | 308510 | US AER DEF ETF |
| JPMORGAN CHASE & CO. | 934 | 300933 | COM |
| ISHARES TR | 6104 | 297570 | CORE 1 5 YR USD |
| COHEN & STEERS QUALITY INCOM | 25000 | 288750 | COM |
| VANGUARD INDEX FDS | 1070 | 275896 | SMALL CP ETF |
| ISHARES TR | 3112 | 268443 | MSCI EAFE MIN VL |
| AMAZON COM INC | 1102 | 254308 | COM |
| DIMENSIONAL ETF TRUST | 7617 | 241192 | INTL HIGH PROFIT |
| ISHARES U S ETF TR | 4648 | 237513 | SHORT DURATION B |
| AMERICAN CENTY ETF TR | 2082 | 232726 | US EQT ETF |
| SELECT SECTOR SPDR TR | 5050 | 225786 | STATE STREET ENE |
| ISHARES TR | 722 | 217514 | ISHARES SEMICDTR |
| SCHWAB STRATEGIC TR | 7935 | 215911 | FUNDAMENTAL US L |
| DIMENSIONAL ETF TRUST | 6248 | 215306 | INTL CORE EQUITY |
| VANGUARD BD INDEX FDS | 2748 | 214014 | INTERMED TERM |
| VANGUARD INTL EQUITY INDEX F | 1488 | 209881 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 408 | 199047 | GROWTH ETF |
| ISHARES TR | 4151 | 157949 | MSCI INTL VLU FT |
| DIMENSIONAL ETF TRUST | 3625 | 122308 | EMERGING MKTS VA |
| ISHARES TR | 171 | 117125 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 1566 | 115305 | US CORE EQUITY 1 |
| ISHARES TR | 545 | 108826 | U.S. TECH ETF |
| AMERICAN CENTY ETF TR | 1650 | 108537 | AVANTIS INFLATIN |
| VANGUARD WORLD FD | 142 | 107326 | INF TECH ETF |
| ISHARES TR | 1196 | 107114 | CORE 80/20 AGGRE |
| DIMENSIONAL ETF TRUST | 2402 | 99815 | INFLATION PROTE |
| ISHARES TR | 715 | 85929 | CORE S&P SCP ETF |
| ISHARES TR | 1534 | 81118 | ISHS 1-5YR INVS |
| ISHARES TR | 2992 | 74643 | GLOBAL REIT ETF |
| SCHWAB STRATEGIC TR | 1674 | 74577 | FUNDAMENTAL INTL |
| ISHARES TR | 960 | 74429 | EAFE SML CP ETF |
| SCHWAB STRATEGIC TR | 2703 | 70900 | US BRD MKT ETF |
| ALPHABET INC | 217 | 68226 | CAP STK CL C |
| SCHWAB STRATEGIC TR | 2132 | 67179 | FUNDAMENTAL US S |
| DIMENSIONAL ETF TRUST | 1116 | 60529 | GLOBAL CR ETF |
| ISHARES TR | 820 | 56924 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 294 | 56151 | VALUE ETF |
| ISHARES TR | 494 | 54296 | TIPS BD ETF |
| DIMENSIONAL ETF TRUST | 907 | 46983 | GLOBAL SUSTAINA |
| ISHARES TR | 540 | 35640 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 1023 | 33841 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 585 | 31631 | GLOBAL CORE PLUS |
| ISHARES TR | 311 | 31063 | CORE US AGGBD ET |
| VANGUARD INTL EQUITY INDEX F | 516 | 27740 | FTSE EMR MKT ETF |
| ISHARES TR | 176 | 26220 | ESG AWR MSCI USA |
| ISHARES TR | 479 | 21769 | MSCI INTL QUALTY |
| ISHARES TR | 56 | 21664 | RUSSELL 3000 ETF |
| SELECT SECTOR SPDR TR | 180 | 21502 | STATE STREET CON |
| AMERICAN CENTY ETF TR | 224 | 18440 | INTL EQT ETF |
| VANGUARD WORLD FD | 53 | 15298 | HEALTH CAR ETF |
| ISHARES TR | 60 | 15019 | MSCI USA MMENTM |
| DIMENSIONAL ETF TRUST | 337 | 14636 | US SUSTAINABILTY |
| VANGUARD SCOTTSDALE FDS | 185 | 14363 | TOTAL CORP BND |
| VANGUARD WORLD FD | 56 | 11829 | CONSUM STP ETF |
| VANGUARD SCOTTSDALE FDS | 125 | 10469 | INT-TERM CORP |
| VANGUARD WORLD FD | 77 | 9696 | ENERGY ETF |
| AMERICAN CENTY ETF TR | 109 | 9364 | AVANTIS ALL EQT |
| ISHARES TR | 37 | 9108 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 299 | 7900 | GLOBAL REAL EST |
| ISHARES TR | 12 | 5680 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 71 | 5279 | US LARGE CAP VEC |
| VANGUARD WORLD FD | 24 | 4981 | MATERIALS ETF |
| AMERICAN CENTY ETF TR | 61 | 4622 | US LARGE CAP VLU |
| AMERICAN CENTY ETF TR | 58 | 4467 | AVANTIS EMGMKT |
| VANGUARD INDEX FDS | 7 | 4390 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 60 | 3499 | EMERGING MKT VAL |
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