StockDriftsStockDriftsTop 50 Ewg Elevate Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BALI | BLACKROCK ETF TRUST | 7.3% | 735.8K | $23.4M | +0.54%(+3.98K) | — | 2025-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.27% | 724.9K | $16.9M | -23.38%(-221.21K) | — | 2025-09-30 | |
| IXG | ISHARES TR | 3.82% | 104.8K | $12.2M | +3.49%(+3.54K) | — | 2025-09-30 | |
| ARKW | ARK ETF TR | 3.51% | 64.3K | $11.2M | new | — | 2025-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.2% | 352.0K | $10.2M | +0.27%(+946) | — | 2025-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.06% | 307.1K | $9.8M | -4.82%(-15.55K) | $19.31(+69.29%) | 2025-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 2.93% | 14.1K | $9.4M | +15.26%(+1.86K) | $498.24(+38.39%) | 2025-09-30 | |
| EFA | ISHARES TR | 2.24% | 76.7K | $7.2M | +3.42%(+2.53K) | — | 2025-09-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.14% | 137.6K | $6.9M | -32.46%(-66.12K) | $48.37(+3.52%) | 2025-09-30 | |
| EWP | ISHARES INC | 2.04% | 132.0K | $6.5M | -16.97%(-26.96K) | $26.98(+101.95%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.73% | +67.39% | — | — | +67.39% |
| Top 20 Holdings Unweighted | +19.24% | +69.53% | — | — | +69.53% |
Ewg Elevate Inc. reports $320.01M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are BALI (7.3%), SCHF (5.3%) and IXG (3.8%). The top 20 holdings account for 53.9% of reported assets. Its disclosed equity book has returned +67.39% on a three-year cumulative basis. Figures reflect the Q3 2025 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 Ewg Elevate Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765278). View Ewg Elevate Inc.’s 13F filings on SEC