Elevate Wealth Advisory
Elevate Wealth Advisory reported 135 stocks worth $194M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are ITOT (9.6%), DFIV (7.6%) and VGIT (7.0%). Compared with Q2 2026, the fund opened new positions in CAT, DUHP and DCOR, added to ITOT, DFIV and VGIT, trimmed IEMG, EFV and DFAU and sold out of AOR, CARR and AOA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ITOT Ishares TR | $18.6M | 9.6% | 112K | +1,010 (+1%) | 8 of 8 | |
| 2 |  DFIV Dimensional ETF Trust | $14.8M | 7.6% | 266K | +11K (+4%) | 8 of 8 | |
| 3 |  VGIT Vanguard Scottsdale Fds | $13.7M | 7.0% | 242K | +23K (+11%) | 8 of 8 | |
| 4 |  BSV Vanguard Short-Term Bond ETF | $13.3M | 6.8% | 173K | +9,339 (+6%) | 8 of 8 | |
| 5 |  STIP Ishares 0-5 | $10.5M | 5.4% | 105K | +14K (+16%) | 8 of 8 | |
| 6 |  AVUV American Centy ETF TR | $9.6M | 5.0% | 82K | +7,474 (+10%) | 8 of 8 | |
| 7 |  AVDV Avantis International Small Cap Value ETF | $9.1M | 4.7% | 83K | +6,811 (+9%) | 8 of 8 | |
| 8 |  DFLV Dimensional ETF Trust | $7.3M | 3.8% | 181K | +26K (+17%) | 8 of 8 | |
| 9 |  IEMG Ishares Inc | $6.8M | 3.5% | 84K | −1,731 (−2%) | 8 of 8 | |
| 10 |  IDEV Ishares TR | $6.2M | 3.2% | 69K | +4,906 (+8%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $682K | 16K |
DIMENSIONAL ETF TRUST | $550K | 6,714 |
DIMENSIONAL US REAL | $441K | 17K |
DIMENSIONAL ETF TRUST | $431K | 11K |
 AOR Ishares Core 60 40 Bal | $361K | 5,198 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elevate Wealth Advisory 13F FAQ
What does Elevate Wealth Advisory own?
Elevate Wealth Advisory reported 135 stocks worth $194M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are ITOT (9.6%), DFIV (7.6%) and VGIT (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Elevate Wealth Advisory buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 57 added to, 20 trimmed and 9 sold out. New positions include CAT, DUHP and DCOR. It sold all of AOR, CARR and AOA.
When will Elevate Wealth Advisory file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Elevate Wealth Advisory's portfolio worth?
The Q3 2026 filing reports $194M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.