§ 13F · FUND PROFILE
ELEVATE WEALTH ADVISORY, INC.
AUM · $175M (13F)Positions · 127Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 111K | $18M | 10.4% | +1% |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 255K | $14M | 7.9% | +5% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 218K | $13M | 7.4% | +8% |
| 4 | BSV | VANGUARD BD INDEX FDS | 164K | $13M | 7.3% | +4% |
| 5 | STIP | ISHARES TR | 91K | $9M | 5.3% | +9% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 74K | $9M | 5.3% | +7% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 76K | $8M | 4.5% | +6% |
| 8 | IEMG | ISHARES INC | 86K | $7M | 4.1% | −4% |
| 9 | DFLV | DIMENSIONAL ETF TRUST | 155K | $6M | 3.5% | +9% |
| 10 | IDEV | ISHARES TR | 64K | $6M | 3.3% | −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 $175 million in assets. The fund runs a portfolio of 127 positions.
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