The Analysis of ELEVATE WEALTH ADVISORY, INC's Holdings
Currently, ELEVATE WEALTH ADVISORY, INC holds 122 types of securities in its portfolio with a total value $146.3M. In the most recent quarter, they have increased their positions in SO (+16.3K shares, valued at $1.4M), BSV (+15.7K shares, valued at $1.2M), VGIT (+13.8K shares, valued at $829.2K); decreased their positions in IDEV (-3.2K shares, valued at $267.5K), DFAU (-5.6K shares, valued at $264.1K), VGT (-266 shares, valued at $201.0K); initiated new positions in SO (+16.3K shares, valued at $1.4M), VXUS (+6.7K shares, valued at $508.3K), BND (+5.0K shares, valued at $371.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR105.1K shares1.90%2025-12-312026-01-27
BSV VANGUARD BD INDEX FDS153.8K shares11.35%2025-12-312026-01-27 VGIT VANGUARD SCOTTSDALE FDS191.6K shares7.78%2025-12-312026-01-27 DFIV DIMENSIONAL ETF TRUST228.9K shares5.55%2025-12-312026-01-27 STIP ISHARES TR78.5K shares11.43%2025-12-312026-01-27 AVUV AMERICAN CENTY ETF TR60.2K shares12.34%2025-12-312026-01-27 AVDV AMERICAN CENTY ETF TR65.1K shares5.57%2025-12-312026-01-27 IEMG ISHARES INC85.0K shares0.12%2025-12-312026-01-27 EFV ISHARES TR75.6K shares-2.29%2025-12-312026-01-27 IDEV ISHARES TR64.0K shares-4.82%2025-12-312026-01-27 DFAT DIMENSIONAL ETF TRUST71.8K shares0.71%2025-12-312026-01-27 DFLV DIMENSIONAL ETF TRUST115.2K shares8.21%2025-12-312026-01-27 VNQ VANGUARD INDEX FDS40.9K shares8.17%2025-12-312026-01-27 DFUS DIMENSIONAL ETF TRUST40.5K shares1.51%2025-12-312026-01-27 DFAU DIMENSIONAL ETF TRUST52.2K shares-9.75%2025-12-312026-01-27 VTIP VANGUARD MALVERN FDS44.1K shares11.75%2025-12-312026-01-27 DFAS DIMENSIONAL ETF TRUST27.4K shares-0.94%2025-12-312026-01-27 USMV ISHARES TR18.8K shares-7.10%2025-12-312026-01-27 DFNM DIMENSIONAL ETF TRUST36.6K shares-0.20%2025-12-312026-01-27 VSS VANGUARD INTL EQUITY INDEX F11.9K shares0.09%2025-12-312026-01-27 DFAI DIMENSIONAL ETF TRUST42.8K shares-1.15%2025-12-312026-01-27 DFAX DIMENSIONAL ETF TRUST49.1K shares0.12%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR58.4K shares-8.83%2025-12-312026-01-27 SO SOUTHERN CO16.3K sharesnew addition2025-12-312026-01-27 IWD ISHARES TR4.9K shares0.08%2025-12-312026-01-27 IUSV ISHARES TR9.7K shares-11.98%2025-12-312026-01-27 MSFT MICROSOFT CORP2.0K shares2.89%2025-12-312026-01-27 ICSH ISHARES TR18.4K shares8.11%2025-12-312026-01-27 DFAC DIMENSIONAL ETF TRUST23.2K shares-0.37%2025-12-312026-01-27 VTEB VANGUARD MUN BD FDS17.9K shares0.00%2025-12-312026-01-27 VTI VANGUARD INDEX FDS2.6K shares124.43%2025-12-312026-01-27 VYM VANGUARD WHITEHALL FDS6.0K shares13.68%2025-12-312026-01-27 DFSD DIMENSIONAL ETF TRUST16.4K shares10.28%2025-12-312026-01-27 WFC WELLS FARGO CO NEW7.8K shares0.28%2025-12-312026-01-27 ALPHABET INC ALPHABET INC2.2K shares0.78%2025-12-312026-01-27 MUB ISHARES TR6.1K shares0.00%2025-12-312026-01-27 DFCF DIMENSIONAL ETF TRUST14.8K shares26.20%2025-12-312026-01-27 AAPL APPLE INC2.2K shares6.91%2025-12-312026-01-27 QUAL ISHARES TR2.9K shares-1.16%2025-12-312026-01-27 NVDA NVIDIA CORPORATION3.0K shares11.01%2025-12-312026-01-27 VXUS VANGUARD STAR FDS6.7K sharesnew addition2025-12-312026-01-27 META META PLATFORMS INC747 shares2.61%2025-12-312026-01-27 SUB ISHARES TR4.6K shares-3.96%2025-12-312026-01-27 DFUV DIMENSIONAL ETF TRUST10.4K shares-3.45%2025-12-312026-01-27 DUHP DIMENSIONAL ETF TRUST12.0K shares-1.19%2025-12-312026-01-27 DFAW DIMENSIONAL ETF TRUST6.1K shares19.48%2025-12-312026-01-27 VPU VANGUARD WORLD FD2.4K shares12.53%2025-12-312026-01-27 DISV DIMENSIONAL ETF TRUST11.3K shares5.58%2025-12-312026-01-27 DFAR DIMENSIONAL ETF TRUST17.5K shares-2.31%2025-12-312026-01-27 BND VANGUARD BD INDEX FDS5.0K sharesnew addition2025-12-312026-01-27 DFSV DIMENSIONAL ETF TRUST11.0K shares10.58%2025-12-312026-01-27 AOR ISHARES TR5.3K shares-18.11%2025-12-312026-01-27 DFAE DIMENSIONAL ETF TRUST9.9K shares0.00%2025-12-312026-01-27 DFIS DIMENSIONAL ETF TRUST9.4K shares0.09%2025-12-312026-01-27 ITA ISHARES TR1.4K shares-35.18%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.934 shares1.52%2025-12-312026-01-27 ISTB ISHARES TR6.1K shares0.00%2025-12-312026-01-27 RQI COHEN & STEERS QUALITY INCOM25.0K sharesnew addition2025-12-312026-01-27 VB VANGUARD INDEX FDS1.1K shares0.09%2025-12-312026-01-27 EFAV ISHARES TR3.1K shares0.16%2025-12-312026-01-27 AMZN AMAZON COM INC1.1K shares5.45%2025-12-312026-01-27 DIHP DIMENSIONAL ETF TRUST7.6K shares0.00%2025-12-312026-01-27 NEAR ISHARES U S ETF TR4.6K sharesnew addition2025-12-312026-01-27 AVUS AMERICAN CENTY ETF TR2.1K shares0.53%2025-12-312026-01-27 XLE SELECT SECTOR SPDR TR5.0K shares100.00%2025-12-312026-01-27 SOXX ISHARES TR722 shares0.14%2025-12-312026-01-27 FNDX SCHWAB STRATEGIC TR7.9K shares0.00%2025-12-312026-01-27 DFIC DIMENSIONAL ETF TRUST6.2K shares25.97%2025-12-312026-01-27 BIV VANGUARD BD INDEX FDS2.7K shares4.85%2025-12-312026-01-27 VT VANGUARD INTL EQUITY INDEX F1.5K shares0.61%2025-12-312026-01-27 VUG VANGUARD INDEX FDS408 shares0.00%2025-12-312026-01-27 IVLU ISHARES TR4.2K shares0.00%2025-12-312026-01-27 DFEV DIMENSIONAL ETF TRUST3.6K shares0.67%2025-12-312026-01-27 IVV ISHARES TR171 shares0.00%2025-12-312026-01-27 DCOR DIMENSIONAL ETF TRUST1.6K shares0.00%2025-12-312026-01-27 IYW ISHARES TR545 shares0.00%2025-12-312026-01-27 AVIE AMERICAN CENTY ETF TR1.6K shares0.00%2025-12-312026-01-27 VGT VANGUARD WORLD FD142 shares-65.20%2025-12-312026-01-27 AOA ISHARES TR1.2K shares102.37%2025-12-312026-01-27 DFIP DIMENSIONAL ETF TRUST2.4K shares22.99%2025-12-312026-01-27 IJR ISHARES TR715 shares0.00%2025-12-312026-01-27 IGSB ISHARES TR1.5K shares0.00%2025-12-312026-01-27 REET ISHARES TR3.0K shares0.00%2025-12-312026-01-27 FNDC SCHWAB STRATEGIC TR1.7K shares0.00%2025-12-312026-01-27 SCZ ISHARES TR960 shares0.00%2025-12-312026-01-27 SCHB SCHWAB STRATEGIC TR2.7K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC217 shares1.88%2025-12-312026-01-27 FNDA SCHWAB STRATEGIC TR2.1K shares0.00%2025-12-312026-01-27 DGCB DIMENSIONAL ETF TRUST1.1K shares0.00%2025-12-312026-01-27 DGRO ISHARES TR820 shares-0.12%2025-12-312026-01-27 VTV VANGUARD INDEX FDS294 shares0.00%2025-12-312026-01-27 TIP ISHARES TR494 shares0.00%2025-12-312026-01-27 DFSB DIMENSIONAL ETF TRUST907 shares0.00%2025-12-312026-01-27 IJH ISHARES TR540 shares0.00%2025-12-312026-01-27 DFEM DIMENSIONAL ETF TRUST1.0K shares2335.71%2025-12-312026-01-27 DFGP DIMENSIONAL ETF TRUST585 shares0.00%2025-12-312026-01-27 AGG ISHARES TR311 shares0.00%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F516 shares0.00%2025-12-312026-01-27 ESGU ISHARES TR176 shares0.00%2025-12-312026-01-27 IQLT ISHARES TR479 shares0.00%2025-12-312026-01-27 IWV ISHARES TR56 shares0.00%2025-12-312026-01-27 XLY SELECT SECTOR SPDR TR180 shares100.00%2025-12-312026-01-27 AVDE AMERICAN CENTY ETF TR224 shares-0.44%2025-12-312026-01-27 VHT VANGUARD WORLD FD53 shares0.00%2025-12-312026-01-27 MTUM ISHARES TR60 shares0.00%2025-12-312026-01-27 DFSU DIMENSIONAL ETF TRUST337 shares0.00%2025-12-312026-01-27 VTC VANGUARD SCOTTSDALE FDS185 shares0.00%2025-12-312026-01-27 VDC VANGUARD WORLD FD56 shares0.00%2025-12-312026-01-27 VCIT VANGUARD SCOTTSDALE FDS125 shares0.00%2025-12-312026-01-27 VDE VANGUARD WORLD FD77 shares0.00%2025-12-312026-01-27 AVGE AMERICAN CENTY ETF TR109 shares303.70%2025-12-312026-01-27 IWM ISHARES TR37 shares0.00%2025-12-312026-01-27 DFGR DIMENSIONAL ETF TRUST299 sharesnew addition2025-12-312026-01-27 IWF ISHARES TR12 sharesnew addition2025-12-312026-01-27 DFVX DIMENSIONAL ETF TRUST71 shares0.00%2025-12-312026-01-27 VAW VANGUARD WORLD FD24 shares0.00%2025-12-312026-01-27 AVLV AMERICAN CENTY ETF TR61 shares0.00%2025-12-312026-01-27 AVEM AMERICAN CENTY ETF TR58 shares0.00%2025-12-312026-01-27 AVES AMERICAN CENTY ETF TR60 shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available