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CIK: 0002011651
Total reported value
$175.1M
$175.1M
117 檔
30.2%
As reported in its official Q4 2024 Form 13F filing, Elevate Wealth Advisory, Inc's tracked investment portfolio stood at $175.1M with 117 total positions.
During Q4 2024, Elevate Wealth Advisory, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.43% | +0.55% | +1.16% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.89% | -0.23% | +1.11% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.21% | -0.48% | +1.12% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 6.51% | -0.25% | +6.69% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.67% | -0.14% | +1.03% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.59% | +0.46% | +0.73% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.55% | -0.06% | +3.45% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.51% | +0.13% | +3.74% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.29% | -0.20% | +1.16% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.15% | -0.21% | +3.59% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.69% | -0.06% | +5.02% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.64% | +0.12% | -0.09% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.34% | +0.31% | +5.91% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.11% | +0.10% | +1.62% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.64% | +0.03% | +4.51% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.58% | -0.07% | +1.16% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.57% | +0.06% | -1.25% | |
| 18 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.48% | -0.11% | +1.91% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.43% | +0.01% | -0.33% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.16% | +24.30% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.15% | -0.04% | -0.84% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.12% | -0.13% | +9.41% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.07% | -0.04% | +254.45% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.06% | — | -0.91% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.91% | -0.01% | +0.15% | |
| 26 | FTNT | Fortinet Inc | Stock-Tech | 0.90% | +0.47% | -0.73% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.83% | — | -0.25% | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.79% | -0.02% | -6.66% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.75% | -0.05% | +1.76% | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.66% | -0.06% | — | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.04% | +0.10% | |
| 32 | IOT | Samsara Inc-cl A | Stock-Tech | 0.61% | — | +14.70% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.61% | -0.01% | -3.19% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | -0.04% | +1.92% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +0.02% | +147.94% | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.52% | +0.01% | +5.65% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.49% | -0.04% | +5.85% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.07% | +2.08% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.10% | +7.13% | |
| 40 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.44% | -0.04% | +0.32% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.01% | +0.40% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.38% | -0.10% | +2.02% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.38% | -0.01% | +34.66% | |
| 44 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.34% | +0.01% | -3.92% | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.33% | -0.04% | +9.19% | |
| 46 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.31% | -0.01% | +30.76% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | — | +1.10% | |
| 48 | DISV | Dimensional International Sm | ETF-Other | 0.29% | -0.04% | +0.12% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.27% | — | -0.79% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.01% | — |
According to official SEC Form 13F filings, Elevate Wealth Advisory, Inc reported a total U.S. public equity portfolio value of $175.1M across 117 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, VGIT, BSV) accounted for 30.2% of total reported equity market value during Q4 2024.
During Q4 2024, Elevate Wealth Advisory, Inc's top holdings by market value included ITOT (10.4%)、VGIT (8.9%)、BSV (8.2%). The largest single position, ITOT, represented 10.4% of total portfolio value.
In Q4 2024, Elevate Wealth Advisory, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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