Elevate Wealth Advisory, Inc 13F Holdings · Q2 2026
Elevate Wealth Advisory, Inc reported 127 securities worth $175.08M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ITOT (10.38%), DFIV (7.86%), VGIT (7.36%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $18.2M | 10.38% | 110,597 | Added |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $13.8M | 7.86% | 254,738 | Added |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $12.9M | 7.36% | 218,445 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $12.8M | 7.30% | 164,155 | Added |
| 5 | STIP | ISHARES TR | $9.3M | 5.31% | 91,045 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $9.3M | 5.29% | 74,255 | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $7.9M | 4.49% | 76,258 | Added |
| 8 | IEMG | ISHARES INC | $7.1M | 4.07% | 86,115 | Trimmed |
| 9 | DFLV | DIMENSIONAL ETF TRUST | $6.1M | 3.50% | 154,974 | Added |
| 10 | IDEV | ISHARES TR | $5.7M | 3.27% | 64,235 | Trimmed |
| 11 | EFV | ISHARES TR | $5.7M | 3.23% | 73,816 | Added |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $4.8M | 2.72% | 68,249 | Trimmed |
| 13 | VNQ | VANGUARD INDEX FDS | $4.5M | 2.59% | 47,112 | Added |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $4.1M | 2.35% | 50,275 | Added |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $2.7M | 1.55% | 52,418 | Added |
| 16 | VTIP | VANGUARD MALVERN FDS | $2.4M | 1.36% | 47,469 | Added |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $2.2M | 1.25% | 26,481 | Trimmed |
| 18 | SCHD | SCHWAB STRATEGIC TR | $2.1M | 1.17% | 64,670 | Added |
| 19 | FTNT | FORTINET INC | $2.0M | 1.12% | 12,799 | Added |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $1.8M | 1.04% | 49,201 | Added |
| 21 | DFNM | DIMENSIONAL ETF TRUST | $1.8M | 1.00% | 36,355 | Trimmed |
| 22 | VSS | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.00% | 11,386 | Added |
| 23 | DFAI | DIMENSIONAL ETF TRUST | $1.7M | 0.97% | 41,355 | Trimmed |
| 24 | USMV | ISHARES TR | $1.7M | 0.95% | 17,219 | Trimmed |
| 25 | ICSH | ISHARES TR | $1.6M | 0.93% | 32,054 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR