Institutional Fund
Elevate Wealth Advisory, Inc
Athens, GACIK 20116515 filings on record
Portfolio Value
$158.42M
Q1 2026
Holdings
125
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+8.3%
from $146.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.8%
- Dimensional ETF Trust8.1%
- Vanguard Bd Index Fds7.8%
- Vanguard Scottsdale Fds7.6%
- Ishares Tr5.5%
- American Centy ETF Tr4.8%
- Other56.4%
Portfolio Holdings
125 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 109.4K | $15.58M | 9.8% | +4.3K | Added |
| 2 | Dimensional ETF Trust | 243.6K | $12.86M | 8.1% | +14.7K | Added |
| 3 | Vanguard Bd Index Fds | 157.2K | $12.32M | 7.8% | +3.4K | Added |
| 4 | Vanguard Scottsdale Fds | 201.9K | $12.02M | 7.6% | +10.3K | Added |
| 5 | Ishares Tr | 83.5K | $8.64M | 5.5% | +5.1K | Added |
| 6 | American Centy ETF Tr | 69.2K | $7.65M | 4.8% | +9.1K | Added |
| 7 | American Centy ETF Tr | 72.2K | $7.21M | 4.6% | +7.1K | Added |
| 8 | Ishares Inc | 89.4K | $6.24M | 3.9% | +4.4K | Added |
| 9 | Ishares Tr | 66.1K | $5.52M | 3.5% | +2.0K | Added |
| 10 | Ishares Tr | 73.2K | $5.44M | 3.4% | −2.4K | Reduced |
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