Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ELEVATE WEALTH ADVISORY, INC (CIK 2011651) reported $158.4M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($15.6M, 9.83%), DFIV ($12.9M, 8.11%), BSV ($12.3M, 7.78%), VGIT ($12.0M, 7.59%), STIP ($8.6M, 5.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $15.6M | 9.83% | 109,360 | Added |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $12.9M | 8.11% | 243,563 | Added |
| 3 | BSV | VANGUARD BD INDEX FDS | $12.3M | 7.78% | 157,154 | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $12.0M | 7.59% | 201,901 | Added |
| 5 | STIP | ISHARES TR | $8.6M | 5.45% | 83,535 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $7.6M | 4.83% | 69,230 | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $7.2M | 4.55% | 72,204 | Added |
| 8 | IEMG | ISHARES INC | $6.2M | 3.94% | 89,425 | Added |
| 9 | IDEV | ISHARES TR | $5.5M | 3.48% | 66,063 | Added |
| 10 | EFV | ISHARES TR | $5.4M | 3.43% | 73,150 | Trimmed |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $5.1M | 3.19% | 141,654 | Added |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $4.4M | 2.78% | 70,478 | Trimmed |
| 13 | VNQ | VANGUARD INDEX FDS | $3.9M | 2.47% | 44,109 | Added |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $3.6M | 2.25% | 50,255 | Added |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $2.4M | 1.49% | 52,223 | Hold |
| 16 | VTIP | VANGUARD MALVERN FDS | $2.3M | 1.43% | 45,211 | Added |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $2.0M | 1.24% | 27,717 | Added |
| 18 | SCHD | SCHWAB STRATEGIC TR | $1.9M | 1.21% | 62,549 | Added |
| 19 | DFNM | DIMENSIONAL ETF TRUST | $1.8M | 1.11% | 36,643 | Added |
| 20 | USMV | ISHARES TR | $1.7M | 1.08% | 18,381 | Trimmed |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $1.7M | 1.05% | 49,117 | Added |
| 22 | VSS | VANGUARD INTL EQUITY INDEX F | $1.6M | 1.04% | 11,260 | Trimmed |
| 23 | DFAI | DIMENSIONAL ETF TRUST | $1.6M | 1.02% | 41,441 | Trimmed |
| 24 | ICSH | ISHARES TR | $1.5M | 0.92% | 28,867 | Added |
| 25 | SO | SOUTHERN CO | $1.4M | 0.91% | 14,906 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31