StockDriftsStockDriftsTop 50 Elwood & Goetz Wealth Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 15.61% | 1.48M | $105.5M | +5.88%(+82.18K) | $46.28(+59.91%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 15.2% | 149.6K | $102.8M | +8.54%(+11.77K) | $403.94(+76.43%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 7.9% | 446.9K | $53.4M | +2.35%(+10.26K) | $45.50(+169.39%) | 2026-06-30 | |
| AVSC | AMERICAN CENTY ETF TR | 7.46% | 687.2K | $50.4M | +0.44%(+3.00K) | $48.03(+56.66%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 6.95% | 1.80M | $47.0M | -29.02%(-734.13K) | $21.97(+21.08%) | 2026-06-30 | |
| AVMC | AMERICAN CENTY ETF TR | 5.24% | 441.0K | $35.4M | +5.11%(+21.43K) | $68.40(+19.88%) | 2026-06-30 | |
| ICSH | ISHARES TR | 3.24% | 432.9K | $21.9M | +6.25%(+25.46K) | $50.66(-0.32%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.23% | 59.0K | $21.8M | +3.74%(+2.12K) | $161.90(+136.78%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 3.01% | 278.9K | $20.3M | new | $62.60(+9.28%) | 2026-06-30 | |
| NFLT | ETFIS SER TR I | 2.6% | 765.7K | $17.6M | -2.92%(-23.02K) | $22.63(+0.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.54% | +6.63% | +37.85% |
| Top 20 Holdings Unweighted | +13.53% | +46.32% | +5.27% | +29.27% |
Elwood & Goetz Wealth Advisory Group LLC reports $675.99M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are VEA (15.6%), VOO (15.2%) and VGT (7.9%). The top 20 holdings account for 83.85% of reported assets. Its disclosed equity book has returned +50.54% on a three-year cumulative basis. 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.
Sign up free to track Elwood & Goetz Wealth Advisory Group LLC, compare funds side by side, and get alerts the moment positions change.
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