§ 13F · FUND PROFILE
ELEVATE WEALTH ADVISORY, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140.5T (13F)Positions · 134Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 105K | $15.6T | 10.7% | +2% |
| 2 | BSV | VANGUARD BD INDEX FDS | 154K | $12.1T | 8.3% | +11% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 192K | $11.5T | 7.8% | +8% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 229K | $11.4T | 7.8% | +6% |
| 5 | STIP | ISHARES TR | 78K | $8.0T | 5.5% | +11% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 60K | $6.1T | 4.2% | +12% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 65K | $6.1T | 4.2% | +6% |
| 8 | IEMG | ISHARES INC | 85K | $5.7T | 3.9% | ±0% |
| 9 | EFV | ISHARES TR | 76K | $5.4T | 3.7% | −2% |
| 10 | IDEV | ISHARES TR | 64K | $5.3T | 3.6% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEVATE SIGNAL
AC read
ELEVATE WEALTH ADVISORY, INC is a Other fund managing $140535.5 trillion in assets. The fund runs a portfolio of 134 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed