§ 13F · FUND PROFILE
ELEVATE WEALTH ADVISORY, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $138M (13F)Positions · 121Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 109K | $16M | 9.8% | +4% |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 244K | $13M | 8.1% | +6% |
| 3 | BSV | VANGUARD BD INDEX FDS | 157K | $12M | 7.8% | +2% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 202K | $12M | 7.6% | +5% |
| 5 | STIP | ISHARES TR | 84K | $9M | 5.5% | +6% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 69K | $8M | 4.8% | +15% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 72K | $7M | 4.6% | +11% |
| 8 | IEMG | ISHARES INC | 89K | $6M | 3.9% | +5% |
| 9 | IDEV | ISHARES TR | 66K | $6M | 3.5% | +3% |
| 10 | EFV | ISHARES TR | 73K | $5M | 3.4% | −3% |
§ 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 $138 million in assets. The fund runs a portfolio of 121 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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