ELEVATE WEALTH ADVISORY, INC
CIK: 0002011651SEC EDGAR →
Portfolio Value
$146.3B
Holdings
122
As of
Q4 2025
New Positions
122
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 105,103 | $15.6B | 10.68% |
| 2 | VANGUARD BD INDEX FDS | 153,799 | $12.1B | 8.29% |
| 3 | VANGUARD SCOTTSDALE FDS | 191,597 | $11.5B | 7.85% |
| 4 | DIMENSIONAL ETF TRUST | 228,912 | $11.4B | 7.81% |
| 5 | ISHARES TR | 78,457 | $8.0B | 5.49% |
| 6 | AMERICAN CENTY ETF TR | 60,156 | $6.1B | 4.19% |
| 7 | AMERICAN CENTY ETF TR | 65,133 | $6.1B | 4.18% |
| 8 | ISHARES INC | 85,039 | $5.7B | 3.91% |
| 9 | ISHARES TR | 75,589 | $5.4B | 3.69% |
| 10 | ISHARES TR | 64,029 | $5.3B | 3.61% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (122)
$15.6B · 105K shares
$12.1B · 154K shares
$11.5B · 192K shares
$11.4B · 229K shares
$8.0B · 78K shares
$6.1B · 60K shares
$6.1B · 65K shares
$5.7B · 85K shares
$5.4B · 76K shares
$5.3B · 64K shares
$4.3B · 72K shares
$3.9B · 115K shares
$3.6B · 41K shares
$3.0B · 40K shares
$2.4B · 52K shares
$2.2B · 44K shares
$1.9B · 27K shares
$1.8B · 19K shares
$1.8B · 37K shares
$1.7B · 12K shares
$1.6B · 43K shares
$1.6B · 49K shares
$1.6B · 58K shares
$1.4B · 16K shares
$1.0B · 5K shares
$994.0M · 10K shares
$945.0M · 2K shares
$931.0M · 18K shares
$917.0M · 23K shares
$897.0M · 18K shares
$862.0M · 3K shares
$853.0M · 6K shares
$786.0M · 16K shares
$724.0M · 8K shares
$687.0M · 2K shares
$679.0M · 1K shares
$653.0M · 6K shares
$631.0M · 15K shares
$605.0M · 2K shares
$574.0M · 3K shares
$556.0M · 3K shares
$508.0M · 7K shares
$493.0M · 747 shares
$486.0M · 5K shares
$485.0M · 10K shares
$456.0M · 12K shares
$451.0M · 6K shares
$443.0M · 2K shares
$428.0M · 11K shares
$400.0M · 17K shares
$371.0M · 5K shares
$361.0M · 11K shares
$344.0M · 561 shares
$341.0M · 5K shares
$324.0M · 10K shares
$308.0M · 1K shares
$308.0M · 9K shares
$300.0M · 934 shares
$297.0M · 6K shares
$288.0M · 25K shares
$275.0M · 1K shares
$268.0M · 3K shares
$254.0M · 1K shares
$241.0M · 8K shares
$237.0M · 5K shares
$232.0M · 2K shares
$225.0M · 5K shares
$217.0M · 722 shares
$215.0M · 8K shares
$215.0M · 6K shares
$214.0M · 3K shares
$209.0M · 1K shares
$199.0M · 408 shares
$157.0M · 4K shares
$122.0M · 4K shares
$117.0M · 171 shares
$115.0M · 2K shares
$108.0M · 545 shares
$108.0M · 2K shares
$107.0M · 142 shares
$107.0M · 1K shares
$99.0M · 2K shares
$85.0M · 715 shares
$81.0M · 2K shares
$74.0M · 2K shares
$74.0M · 960 shares
$74.0M · 3K shares
$70.0M · 3K shares
$68.0M · 217 shares
$67.0M · 2K shares
$60.0M · 1K shares
$56.0M · 294 shares
$56.0M · 820 shares
$54.0M · 494 shares
$46.0M · 907 shares
$35.0M · 540 shares
$33.0M · 1K shares
$31.0M · 311 shares
$31.0M · 585 shares
$27.0M · 516 shares
$26.0M · 176 shares
$21.0M · 180 shares
$21.0M · 479 shares
$21.0M · 56 shares
$18.0M · 224 shares
$15.0M · 53 shares
$15.0M · 60 shares
$14.0M · 337 shares
$14.0M · 185 shares
$11.0M · 56 shares
$10.0M · 125 shares
$9.0M · 109 shares
$9.0M · 37 shares
$9.0M · 77 shares
$7.0M · 299 shares
$5.0M · 71 shares
$5.0M · 12 shares
$4.0M · 61 shares
$4.0M · 24 shares
$4.0M · 58 shares
$4.0M · 7 shares
$3.0M · 60 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 111 | $139.8B | 95.6% |
| Technology | 3 | $2.1B | 1.4% |
| Utilities | 1 | $1.4B | 1.0% |
| Unknown | 3 | $1.3B | 0.9% |
| Communication Services | 3 | $1.2B | 0.9% |
| Consumer Cyclical | 1 | $254.0M | 0.2% |