ELEVATE WEALTH ADVISORY, INC

Est. AUM

$158.4M

13F long equity, this entity only

Positions

125

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$15.6M	109360	9.83%	SOLE
2	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$12.9M	243563	8.11%	SOLE
3	VANGUARD BD INDEX FDS	SHORT TRM BOND	$12.3M	157154	7.78%	SOLE
4	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$12.0M	201901	7.59%	SOLE
5	ISHARES TR	0-5 YR TIPS ETF	$8.6M	83535	5.45%	SOLE
6	AMERICAN CENTY ETF TR	US SML CP VALU	$7.6M	69230	4.83%	SOLE
7	AMERICAN CENTY ETF TR	INTL SMCP VLU	$7.2M	72204	4.55%	SOLE
8	ISHARES INC	CORE MSCI EMKT	$6.2M	89425	3.94%	SOLE
9	ISHARES TR	CORE MSCI INTL	$5.5M	66063	3.48%	SOLE
10	ISHARES TR	EAFE VALUE ETF	$5.4M	73150	3.43%	SOLE
11	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$5.1M	141654	3.19%	SOLE
12	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.4M	70478	2.78%	SOLE
13	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.9M	44109	2.47%	SOLE
14	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.6M	50255	2.25%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.4M	52223	1.49%	SOLE
16	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.3M	45211	1.43%	SOLE
17	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.0M	27717	1.24%	SOLE
18	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.9M	62549	1.21%	SOLE
19	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.8M	36643	1.11%	SOLE
20	ISHARES TR	MSCI USA MIN VOL	$1.7M	18381	1.08%	SOLE
21	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.7M	49117	1.05%	SOLE
22	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.6M	11260	1.04%	SOLE
23	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.6M	41441	1.02%	SOLE
24	ISHARES TR	ULTRA SHORT DUR	$1.5M	28867	0.92%	SOLE
25	SOUTHERN CO	COM	$1.4M	14906	0.91%	SOLE
26	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.1M	23455	0.71%	SOLE
27	FORTINET INC	COM	$1.0M	12611	0.65%	SOLE
28	ISHARES TR	RUS 1000 VAL ETF	$1.0M	4712	0.64%	SOLE
29	ISHARES TR	CORE S&P US VLU	$997K	9752	0.63%	SOLE
30	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$943K	24273	0.60%	SOLE
31	VANGUARD MUN BD FDS	TAX EXEMPT BD	$899K	18026	0.57%	SOLE
32	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$837K	5654	0.53%	SOLE
33	MICROSOFT CORP	COM	$756K	2041	0.48%	SOLE
34	ISHARES U S ETF TR	SHORT DURATION B	$687K	13519	0.43%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$659K	1375	0.42%	SOLE
36	ALPHABET INC	CAP STK CL A	$653K	2271	0.41%	SOLE
37	APPLE INC	COM	$643K	2533	0.41%	SOLE
38	ISHARES TR	0-3 MNTH TREASRY	$638K	6338	0.40%	SOLE
39	WELLS FARGO & CO	COM	$622K	7808	0.39%	SOLE
40	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$613K	14511	0.39%	SOLE
41	RTX CORPORATION	COM	$604K	3134	0.38%	SOLE
42	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$583K	12022	0.37%	SOLE
43	NVIDIA CORPORATION	COM	$578K	3313	0.36%	SOLE
44	ISHARES TR	MSCI USA QLT FCT	$571K	2978	0.36%	SOLE
45	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$568K	7704	0.36%	SOLE
46	COCA COLA CO	COM	$543K	7094	0.34%	SOLE
47	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$524K	14250	0.33%	SOLE
48	ISHARES TR	SHRT NAT MUN ETF	$512K	4803	0.32%	SOLE
49	ISHARES TR	NATIONAL MUN ETF	$503K	4735	0.32%	SOLE
50	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$496K	12572	0.31%	SOLE

1–50 of 125

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.