StockDriftsStockDriftsTop 50 Elwood & Goetz Wealth Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.57% | 161.1K | $112.9M | +7.69%(+11.50K) | $424.63(+66.91%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 15.56% | 1.60M | $112.9M | +7.98%(+118.21K) | $48.10(+45.27%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 8.26% | 476.9K | $59.9M | +6.73%(+30.07K) | $50.36(+143.81%) | 2026-09-30 | |
| AVSC | AMERICAN CENTY ETF TR | 6.88% | 721.7K | $49.9M | +5.02%(+34.48K) | $49.14(+44.91%) | 2026-09-30 | |
| AVMC | AMERICAN CENTY ETF TR | 5.02% | 477.6K | $36.4M | +8.30%(+36.61K) | $69.16(+13.92%) | 2026-09-30 | |
| ICSH | ISHARES TR | 3.16% | 454.6K | $22.9M | +5.01%(+21.68K) | $50.65(-0.44%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.13% | 60.7K | $22.7M | +2.84%(+1.68K) | $167.72(+125.69%) | 2026-09-30 | |
| FRDM | EA SERIES TRUST | 3% | 311.3K | $21.8M | +11.63%(+32.44K) | $63.52(+1.16%) | 2026-09-30 | |
| NFLT | ETFIS SER TR I | 2.31% | 757.6K | $16.7M | -1.06%(-8.11K) | $22.63(-2.07%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.01% | 530.5K | $14.6M | +4.44%(+22.53K) | $18.88(+43.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.74% | +55.04% | +6.62% | +37.79% |
| Top 20 Holdings Unweighted | +14.60% | +50.51% | +5.24% | +29.07% |
Elwood & Goetz Wealth Advisory Group LLC reports $725.31M in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are VOO (15.6%), VEA (15.6%) and VGT (8.3%). The top 20 holdings account for 76.24% of reported assets. Its disclosed equity book has returned +55.04% on a three-year cumulative basis. Figures reflect the Q3 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 Elwood & Goetz Wealth Advisory Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1752758). View Elwood & Goetz Wealth Advisory Group LLC’s 13F filings on SEC