StockDriftsStockDriftsTop 50 Elevate Wealth Advisory INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 10.38% | 110.6K | $18.2M | +1.13%(+1.24K) | $105.59(+61.66%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.86% | 254.7K | $13.8M | +4.59%(+11.18K) | $36.70(+58.11%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 7.36% | 218.4K | $12.9M | +8.19%(+16.54K) | $58.53(-0.01%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 7.3% | 164.2K | $12.8M | +4.45%(+7.00K) | $76.70(+1.29%) | 2026-06-30 | |
| STIP | ISHARES TR | 5.31% | 91.0K | $9.3M | +8.99%(+7.51K) | $99.36(+1.39%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.29% | 74.3K | $9.3M | +7.26%(+5.03K) | $90.60(+41.29%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.49% | 76.3K | $7.9M | +5.61%(+4.05K) | $67.68(+63.29%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.07% | 86.1K | $7.1M | -3.70%(-3.31K) | $50.87(+59.81%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.5% | 155.0K | $6.1M | +9.40%(+13.32K) | $29.51(+42.51%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.27% | 64.2K | $5.7M | -2.77%(-1.83K) | $63.55(+47.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.48% |
Elevate Wealth Advisory INC reports $175.08M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (10.4%), DFIV (7.9%) and VGIT (7.4%). The top 20 holdings account for 77.21% of reported assets. Its disclosed equity book has returned +30.52% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elevate Wealth Advisory INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011651). View Elevate Wealth Advisory INC’s 13F filings on SEC