ELEVATE WEALTH ADVISORY, INC
Q4 2025 13F Holdings
- Locationathens, GA
- Num holdings
122
- Value ($000)
$146,275
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $15.63M | 11 % | 105,103 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $12.12M | 8 % | 153,799 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $11.48M | 8 % | 191,597 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $11.42M | 8 % | 228,912 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $8.03M | 6 % | 78,457 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $6.13M | 4 % | 60,156 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $6.12M | 4 % | 65,133 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.72M | 4 % | 85,039 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $5.4M | 4 % | 75,589 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $5.28M | 4 % | 64,029 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100