§ 13F · FUND PROFILE
EWG Elevate Inc..
AUM · $320M (13F)Positions · 119Turnover · n/a · Q3Filed · Oct 7, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$55M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 7, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | BALI | BLACKROCK ETF TRUST | 736K | $23M | 7.3% | +1% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 725K | $17M | 5.3% | −23% |
| 3 | IXG | ISHARES TR | 105K | $12M | 3.8% | +3% |
| 4 | ARKW | ARK ETF TR | 64K | $11M | 3.5% | NEW |
| 5 | SCHV | SCHWAB STRATEGIC TR | 352K | $10M | 3.2% | ±0% |
| 6 | SCHG | SCHWAB STRATEGIC TR | 307K | $10M | 3.1% | −5% |
| 7 | SPY | SPDR S&P 500 ETF TR | 14K | $9M | 2.9% | +15% |
| 8 | EFA | ISHARES TR | 77K | $7M | 2.2% | +3% |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | 138K | $7M | 2.1% | −32% |
| 10 | EWP | ISHARES INC | 132K | $7M | 2.0% | −17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EWG SIGNAL
AC read
EWG Elevate Inc. is a Other fund managing $320 million in assets. The fund runs a portfolio of 119 positions.
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