ELEVATE WEALTH ADVISORY, INC
Q2 2025 13F Holdings
- Locationathens, GA
- Num holdings
134
- Value ($000)
$140,536
- Date Filed07/23/2025
- Form type13F-HR
- CIK0002011651
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $14.21 M | 10 % | 105,228 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $10.88 M | 8 % | 181,947 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $10.79 M | 8 % | 137,092 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $9.57 M | 7 % | 223,432 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $7.44 M | 5 % | 72,275 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $5.19 M | 4 % | 68,286 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.14 M | 4 % | 64,808 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.13 M | 4 % | 85,505 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.10 M | 4 % | 56,009 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $5.01 M | 4 % | 78,988 |
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