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CIK: 0002011651
Total reported value
$175.1M
$175.1M
122 檔
33.5%
According to the latest 13F quarterly dataset, Elevate Wealth Advisory, Inc managed an equity portfolio of $175.1M at the end of Q4 2025, spanning 122 distinct U.S. exchange-listed positions.
In Q4 2025, Elevate Wealth Advisory, Inc displayed an active expansion posture, initiating 8 new positions and adding to 50 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.68% | +0.55% | +1.90% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.29% | -0.48% | +11.35% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.85% | -0.23% | +7.78% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 7.81% | -0.25% | +5.55% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.49% | -0.14% | +11.43% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.19% | +0.46% | +12.34% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.18% | -0.06% | +5.57% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.91% | +0.13% | +0.12% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.69% | -0.20% | -2.29% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.61% | -0.21% | -4.82% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.92% | -0.06% | +0.71% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.69% | +0.31% | +8.21% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.47% | +0.12% | +8.17% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.05% | +0.10% | +1.51% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.67% | +0.06% | -9.75% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.49% | -0.07% | +11.75% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.31% | +0.01% | -0.94% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.21% | -0.13% | -7.10% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.21% | -0.11% | -0.20% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.17% | -0.04% | +0.09% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 1.11% | -0.05% | -1.15% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.10% | -0.01% | +0.12% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.10% | -0.04% | -8.83% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 0.97% | -0.10% | — | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | — | +0.08% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.68% | -0.02% | -11.98% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | +0.02% | +2.89% | |
| 28 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.64% | +0.01% | +8.11% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.63% | -0.01% | -0.37% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.61% | -0.04% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.01% | +124.43% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | -0.04% | +13.68% | |
| 33 | DFSD | Dimensional Short Duration | ETF-Other | 0.54% | -0.06% | +10.28% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.50% | -0.39% | EXIT | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | -0.22% | +0.78% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.16% | +0.97% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.07% | — | |
| 38 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.43% | -0.04% | +26.20% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.03% | +6.91% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.39% | -0.01% | -1.16% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.10% | +11.01% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | +0.12% | NEW | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.28% | EXIT | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.33% | -0.04% | -3.96% | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.33% | +0.01% | -3.45% | |
| 46 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.31% | +0.06% | -1.19% | |
| 47 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.31% | +0.04% | +19.48% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.30% | -0.03% | +12.53% | |
| 49 | DISV | Dimensional International Sm | ETF-Other | 0.29% | -0.04% | +5.58% | |
| 50 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.27% | -0.01% | -2.31% |
According to official SEC Form 13F filings, Elevate Wealth Advisory, Inc reported a total U.S. public equity portfolio value of $175.1M across 122 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, BSV, VGIT) accounted for 33.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
SO
市值: $1.4M
Top Position Liquidated / Trimmed
FTNT
前期市值: $1.1M
During Q4 2025, Elevate Wealth Advisory, Inc's top holdings by market value included ITOT (10.7%)、BSV (8.3%)、VGIT (7.8%). The largest single position, ITOT, represented 10.7% of total portfolio value.
In Q4 2025, Elevate Wealth Advisory, Inc made 85 total portfolio adjustments, initiating 8 new buys, adding to 50 positions, trimming 20 holdings, and fully liquidating 7 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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