Elevate Wealth Advisory, Inc
- SEC CIK
- 0002011651
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only.
- Positions
- 110
- No filing for Q3 2023
- Portfolio value
- $109.1M
- No filing for Q3 2023
Elevate Wealth Advisory, Inc did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G326 | CORE MSCI INTL | 48,443 | $3.08M | 2.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 70,611 | $3.57M | 3.3% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 65,999 | $4.12M | 3.8% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 83,968 | $4.37M | 4.0% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 62,878 | $5.65M | 5.2% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 57,635 | $5.68M | 5.2% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 176,469 | $6.06M | 5.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 85,209 | $8.97M | 8.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 127,458 | $9.82M | 9.0% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 192,023 | $11.4M | 10.4% | – | – | – |