account_balance

Investment manager · 13F filer · SEC CIK 2011651

Elevate Wealth Advisory, Inc

Reported value$194Mas of Sep 30, 2026
Positions135 13 new, 5 sold out
Top 10 weight56.5%ITOT alone is 10%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 9.5% Held
DFIV Dimensional ETF Trust 7.6% Added +4%
VGIT Vanguard Scottsdale FDS 7.0% Added +11%
BSV Vanguard Bd Index FDS 6.8% Added +6%
STIP iShares Tr 5.4% Added +16%
AVUV American Centy ETF Tr 5.0% Added +10%
AVDV American Centy ETF Tr 4.7% Added +9%
DFLV Dimensional ETF Trust 3.7% Added +17%
IEMG iShares Inc 3.5% Trimmed −2%
IDEV iShares Tr 3.2% Added +8%
DFUS Dimensional ETF Trust 3.2% Added +47%
EFV iShares Tr 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
  • AAPL +259%
  • DFGR +193%
  • NEAR +134%
  • AVEM +131%
arrow_downwardTrimmed
  • DFCF −11%
  • USMV −5%
  • IUSV −4%
  • SGOV −4%
remove_circleSold out
  • AOR $361K
  • CARR $234K
  • AOA $163K
  • VAW $5.49K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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