Elevate Wealth Advisory, Inc has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $14.2B, Vanguard Intermediate Term Tre with a value of $10.9B, Vanguard Bd Index Fd Inc Short with a value of $10.8B, Dimensional ETF Tr with a value of $9.57B, and Ishares Barclays 0 5 Year Tips with a value of $7.44B.

Examining the 13F form we can see an decrease of $633M in the current position value, from $141B to 141B.

Elevate Wealth Advisory, Inc is based out at Athens, GA

Below you can find more details about Elevate Wealth Advisory, Inc portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
ETFs: $121 Billion
Technology: $5.75 Billion
Financial Services: $3.05 Billion
Industrials: $2.34 Billion
Communication Services: $968 Million
Consumer Defensive: $959 Million
Consumer Cyclical: $880 Million
Utilities: $606 Million
Other: $210 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $141 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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