ELEVATE WEALTH ADVISORY, INC
Q3 2025 13F Holdings
- Locationathens, GA
- Num holdings
121
- Value ($000)
$137,625
- Date Filed10/24/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $15.02 M | 11 % | 103,139 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $10.90 M | 8 % | 138,121 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $10.67 M | 8 % | 177,761 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $10.00 M | 7 % | 216,876 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $7.28 M | 5 % | 70,410 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.60 M | 4 % | 84,935 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.49 M | 4 % | 61,699 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $5.39 M | 4 % | 67,272 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.33 M | 4 % | 53,548 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $5.25 M | 4 % | 77,360 |
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