ELEVATE WEALTH ADVISORY, INC: 13F holdings
CIK 20116512026Q2
| Positions | 127 |
|---|
| Reported value | $175.1m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 127 (+2 vs prior quarter) |
|---|
| Reported value | $175.1m (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 110,597 | $18.2m | 10.4% |
| DFIV DIMENSIONAL ETF TRUST | 254,738 | $13.8m | 7.9% |
| VGIT VANGUARD SCOTTSDALE FDS | 218,445 | $12.9m | 7.4% |
| BSV VANGUARD BD INDEX FDS | 164,155 | $12.8m | 7.3% |
| STIP ISHARES TR | 91,045 | $9.3m | 5.3% |
| AVUV AMERICAN CENTY ETF TR | 74,255 | $9.3m | 5.3% |
| AVDV AMERICAN CENTY ETF TR | 76,258 | $7.9m | 4.5% |
| IEMG ISHARES INC | 86,115 | $7.1m | 4.1% |
| WSBC DIMENSIONAL ETF TRUST | 154,974 | $6.1m | 3.5% |
| VGK ISHARES TR | 64,235 | $5.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011651")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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