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CIK: 0001752758
Total reported value
$676.0M
$676.0M
135 檔
44.9%
In Q4 2025, Elwood & Goetz Wealth Advisory Group, LLC's U.S. equity holdings reached a combined market value of $676.0M, distributed across 135 disclosed stock positions.
In Q4 2025, Elwood & Goetz Wealth Advisory Group, LLC displayed an active expansion posture, initiating 11 new positions and adding to 71 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.34% | +0.40% | +4.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.95% | +1.22% | -0.24% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-Other | 9.57% | -3.20% | +8.06% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.92% | +1.44% | -2.18% | |
| 5 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 6.58% | +0.22% | +7.46% | |
| 6 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 4.89% | +0.10% | +14.06% | |
| 7 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 4.17% | -2.79% | +2.50% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.91% | -0.26% | +4355.63% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.10% | +0.13% | -0.62% | |
| 10 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 2.67% | -0.45% | +5.32% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.91% | -0.07% | -4.29% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.83% | +0.06% | -3.14% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.78% | -0.04% | +1.27% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.38% | -0.01% | -2.49% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.26% | +0.08% | -0.28% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.25% | +0.03% | -0.90% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.02% | +5.33% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.94% | -0.20% | +19.71% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.85% | -0.46% | +34.57% | |
| 20 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.81% | -0.08% | +0.01% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.08% | +5.69% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.02% | -1.40% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.60% | +0.14% | -7.41% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.04% | +5.06% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | +0.02% | -0.05% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.06% | +5.33% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.49% | -0.05% | +3.07% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.06% | +18.34% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.04% | +10.34% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | -0.03% | -0.78% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.04% | +14.29% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.03% | -0.39% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.20% | +98.08% | |
| 34 | DFIS | Dimensional International Sm | ETF-Other | 0.26% | — | +21.49% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | +6.79% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.02% | -2.57% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.24% | -0.02% | -18.38% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.23% | -0.05% | +0.12% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | — | -0.52% | |
| 40 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.22% | +0.03% | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.04% | +0.75% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | — | +37.76% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | — | +42.08% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | -0.01% | +8.28% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.04% | -4.45% | |
| 46 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.15% | +0.02% | -2.85% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | +8.37% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.14% | — | — | |
| 49 | AXP | American Express Co | Stock-Financials | 0.13% | — | -1.10% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.13% | +0.03% | +4.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICSH | Ishares Ultra Short Duration | +3.8% | +4355.63% | Add |
| 2 | AVMC | Avantis US Mid Cap Eq ETF | +0.3% | +14.06% | Add |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +34.57% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.29% | Add |
| 5 | AVSC | Avantis US Small Cap Equity | +0.1% | +7.46% | Add |
| 6 | VNQ | Vanguard Real Estate ETF | +0.1% | +19.71% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.39% | Trim |
| 8 | IBM | Intl Business Machines CORP | +0.1% | +42.08% | Add |
| 9 | TSLA | Tesla Inc | 0% | +37.76% | Add |
| 10 | ARKW | Ark Next Generation Internet | 0% | +106.51% | Add |
| 11 | AAPL | Apple Inc | 0% | +5.33% | Add |
| 12 | NVDA | Nvidia CORP | 0% | +18.34% | Add |
| 13 | DFIS | Dimensional International Sm | 0% | +21.49% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +10.34% | Add |
| 15 | LLY | Eli Lilly & Co | 0% | +12.63% | Add |
| 16 | AVGO | Broadcom Inc | 0% | +27.71% | Add |
| 17 | WMT | Walmart Inc | 0% | +8.37% | Add |
| 18 | TMO | Thermo Fisher Scientific Inc | 0% | +1.78% | Add |
| 19 | REGN | Regeneron Pharmaceuticals | 0% | +2.20% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | +4.43% | Add |
| 21 | MS | Morgan Stanley | 0% | +10.27% | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | +34.39% | Add |
| 23 | ISRG | Intuitive Surgical Inc | 0% | +4.31% | Add |
| 24 | VUG | Vanguard Growth ETF | 0% | +8.28% | Add |
| 25 | FCX | Freeport-mcmoran Inc | 0% | +1.64% | Add |
| 26 | T | At&t Inc | 0% | +26.21% | Add |
| 27 | VYMI | Vanguard Int High Dvd Yld In | 0% | +20.26% | Add |
| 28 | RY | Royal Bank Of Canada | 0% | +6.73% | Add |
| 29 | MCD | Mcdonald's CORP | 0% | +16.76% | Add |
| 30 | RTX | Rtx CORP | 0% | +4.21% | Add |
| 31 | JPM | Jpmorgan Chase & Co | — | +6.79% | Add |
| 32 | CAT | Caterpillar Inc | — | -4.45% | Trim |
| 33 | PICK | Ishares Msci Global Metals & | — | -2.85% | Trim |
| 34 | NEE | Nextera Energy Inc | — | +0.12% | Add |
| 35 | AXP | American Express Co | — | -1.10% | Trim |
| 36 | GLD | Spdr Gold Shares | — | +5.20% | Add |
| 37 | XOM | Exxon Mobil CORP | — | +11.57% | Add |
| 38 | ASML | ASML Holding N.V. | — | +6.48% | Add |
| 39 | GS | Goldman Sachs Group Inc | — | +7.40% | Add |
| 40 | V | Visa Inc-class A Shares | — | +4.67% | Add |
| 41 | VZ | Verizon Communications Inc | — | +26.87% | Add |
| 42 | SPGI | S&p Global Inc | — | +3.27% | Add |
| 43 | GE | General Electric | — | +4.10% | Add |
| 44 | GLW | Corning Inc | — | +1.75% | Add |
| 45 | MA | Mastercard Inc - A | — | +8.18% | Add |
| 46 | XEL | Xcel Energy Inc | — | +0.20% | Add |
| 47 | TSM | Taiwan Semiconductor-sp Adr | — | — | Unchanged |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | — | Unchanged |
| 49 | KO | Coca-cola Co/the | — | -2.07% | Trim |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | +4.01% | Add |
According to official SEC Form 13F filings, Elwood & Goetz Wealth Advisory Group, LLC reported a total U.S. public equity portfolio value of $676.0M across 135 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VOO, DFAR) accounted for 44.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
BLOK
市值: $585.8K
Top Position Liquidated / Trimmed
DGCB
前期市值: $867.4K
During Q4 2025, Elwood & Goetz Wealth Advisory Group, LLC's top holdings by market value included VEA (15.3%)、VOO (14.9%)、DFAR (9.6%). The largest single position, VEA, represented 15.3% of total portfolio value.
In Q4 2025, Elwood & Goetz Wealth Advisory Group, LLC made 132 total portfolio adjustments, initiating 11 new buys, adding to 71 positions, trimming 41 holdings, and fully liquidating 9 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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