ELEVATE WEALTH ADVISORY, INC - Portfolio overview

ELEVATE WEALTH ADVISORY, INC has 129 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 9.80%
2. DFIV - DIMENSIONAL ETF TRUST, 8.09%
3. BSV - VANGUARD BD INDEX FDS, 7.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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