ELEVATE WEALTH ADVISORY, INC
CIK 0002011651 · ATHENS, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$175.1M
2026 Q2
Positions
127
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ITOT
ISHARES TR
10.4%
DFIV
DIMENSIONAL ETF TRUST
7.9%
VGIT
VANGUARD SCOTTSDALE FDS
7.4%
BSV
VANGUARD BD INDEX FDS
7.3%
STIP
ISHARES TR
5.3%
AVUV
AMERICAN CENTY ETF TR
5.3%
AVDV
AMERICAN CENTY ETF TR
4.5%
IEMG
ISHARES INC
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.