ELEVATE WEALTH ADVISORY, INC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    athens, GA
  • CIK
    0002011651
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

117

$133.35M
ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV
13F-HR
Feb 11, 2025
000139834425002394

121

$134.73M
ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV
13F-HR
Nov 13, 2024
000139834424020533

111

$123.24M
ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV
13F-HR
Aug 12, 2024
000139834424014326

106

$114.87M
ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV
13F-HR
May 2, 2024
000139834424008539

110

$109.14M
VANGUARD SCOTTSDALE FDS, BSV, ITOT, DFIV
13F-HR
Feb 14, 2024
000139834424002994