Elevate Wealth Advisory, Inc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationathens, GA
- CIK0002011651
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
134 | $140.54 M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | Jul 23, 2025 | 000139834425013587 | ||
132 | $141.17 M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | May 14, 2025 | 000139834425009341 | ||
117 | $133.35 M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | Feb 11, 2025 | 000139834425002394 | ||
121 | $134.73 M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | Nov 13, 2024 | 000139834424020533 | ||
111 | $123.24 M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | Aug 12, 2024 | 000139834424014326 | ||
106 | $114.87 M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | May 2, 2024 | 000139834424008539 | ||
110 | $109.14 M | VANGUARD SCOTTSDALE FDS, BSV, ITOT, DFIV | 13F-HR | Feb 14, 2024 | 000139834424002994 |