ELEVATE WEALTH ADVISORY, INC
ELEVATE WEALTH ADVISORY, INC reported 127 positions worth $175.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ITOT (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $18.2M | 10.38% | 110,597 | — | — | |
| ▸ 2 | DFIV | SH | $13.8M | 7.86% | 254,738 | — | — | |
| ▸ 3 | VGIT | SH | $12.9M | 7.36% | 218,445 | — | — | |
| ▸ 4 | BSV | SH | $12.8M | 7.30% | 164,155 | — | — | |
| ▸ 5 | STIP | SH | $9.3M | 5.31% | 91,045 | — | — | |
| ▸ 6 | AVUV | SH | $9.3M | 5.29% | 74,255 | — | — | |
| ▸ 7 | AVDV | SH | $7.9M | 4.49% | 76,258 | — | — | |
| ▸ 8 | IEMG | SH | $7.1M | 4.07% | 86,115 | — | — | |
| ▸ 9 | DFLV | SH | $6.1M | 3.50% | 154,974 | — | — | |
| ▸ 10 | IDEV | SH | $5.7M | 3.27% | 64,235 | — | — |
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Frequently Asked Questions
What stocks does ELEVATE WEALTH ADVISORY, INC hold as of Q2 2026?
ELEVATE WEALTH ADVISORY, INC reported 127 positions worth $175.1M in its Q2 2026 13F filing. Largest positions: ITOT (10.4%), DFIV (7.9%), VGIT (7.4%), BSV (7.3%) and STIP (5.3%).
What did ELEVATE WEALTH ADVISORY, INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ELEVATE WEALTH ADVISORY, INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.