Elwood & Goetz Wealth Advisory Group, LLC Portfolio Holdings

Elwood & Goetz Wealth Advisory Group, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $458 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $74.8M, Vanguard Ftse Developed Market with a value of $71.2M, Dimensional ETF Tr Dimensional with a value of $48.6M, Vanguard Information Technolog with a value of $36.7M, and American Centy ETF Tr Avantis with a value of $28.9M.

Examining the 13F form we can see an increase of $50.3M in the current position value, from $408M to 458M.

Elwood & Goetz Wealth Advisory Group, LLC is based out at Athens, GA

Below you can find more details about Elwood & Goetz Wealth Advisory Group, LLC portfolio as well as his latest detailed transactions.