Ewg Elevate Inc. Portfolio Holdings

Ewg Elevate Inc.

$295 Million
Q2 2025

Ewg Elevate Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $295 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $20.9M, Ishares Global Fin'L ETF with a value of $11.2M, First Tr ETF Fd Iv First Tr Lo with a value of $10M, Schwab Strategic Tr Us Large C with a value of $9.71M, and Schwab Strategic Tr Us Large C with a value of $9.42M.

Examining the 13F form we can see an increase of $57.2M in the current position value, from $238M to 295M.

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

Portfolio value $295 Million

ETFs: $265 Million

Technology: $7.84 Million

Financial Services: $6.51 Million

Real Estate: $3.07 Million

Consumer Cyclical: $2.99 Million

Communication Services: $1.63 Million

Consumer Defensive: $1.01 Million

Utilities: $904,000

Other: $2.17 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$20.9 Million 7.08% of portfolio	946,141	Q2 2025 Added 69.2%
IXG Ishares Global Fin'L ETF ETFs	$0	$11.2 Million 3.8% of portfolio	101,304	Q2 2025 Added 946.31%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$10 Million 3.4% of portfolio	203,702	Q2 2025 Reduced 0.16%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$9.71 Million 3.29% of portfolio	351,064	Q2 2025 Added 3.95%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$9.42 Million 3.19% of portfolio	322,645	Q2 2025 Reduced 14.3%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$9.24 Million 3.13% of portfolio	43,784	Q2 2025 New
IWY Ishares Tr Russell 200 Growth ETFs	$0	$8.32 Million 2.82% of portfolio	33,767	Q2 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$7.54 Million 2.55% of portfolio	12,205	Q2 2025 Reduced 50.31%
EWP Ishares Inc Msci Spain ETF ETFs	$0	$7 Million 2.37% of portfolio	158,919	Q2 2025 New
XLP Consumer Staples Sector Spdr ETFs	$0	$6.81 Million 2.3% of portfolio	89,535	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$6.63 Million 2.24% of portfolio	74,126	Q2 2025 Added 125.58%
FDL First Tr Morningstar Dividend ETFs	$0	$6.18 Million 2.09% of portfolio	147,694	Q2 2025 New
RDVY First Trust Rising Dividend Ac ETFs	$0	$6.04 Million 2.04% of portfolio	96,264	Q2 2025 Added 3.96%
EEM Ishares Msci Emerging Markets ETFs	$0	$5.66 Million 1.92% of portfolio	117,308	Q2 2025 Added 46.55%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$4.77 Million 1.61% of portfolio	83,842	Q2 2025 Added 84.8%
AFMC First Tr Exchange Traded Fd Vi ETFs	$0	$4.45 Million 1.51% of portfolio	138,458	Q2 2025 Reduced 29.4%
GLD Spdr Gold Trust ETFs	$109B	$4.42 Million 1.5% of portfolio	14,500	Q2 2025 Reduced 81.8%
ARKQ Ark Autonomous Technology & Ro ETFs	$0	$4.4 Million 1.49% of portfolio	49,338	Q2 2025 New
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$4.35 Million 1.47% of portfolio	72,628	Q2 2025 Reduced 0.1%
XLF Financial Sector Spdr ETFs	$0	$4.23 Million 1.43% of portfolio	80,841	Q2 2025 Added 900.76%
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$4.1 Million 1.39% of portfolio	102,307	Q2 2025 Reduced 0.42%
FSIG First Tr ETF Iv LTD Duration I	$0	$3.92 Million 1.33% of portfolio	205,087	Q2 2025 Reduced 0.42%
AIA Ishares S&P Asia 50 ETF ETFs	$0	$3.85 Million 1.3% of portfolio	47,500	Q2 2025 New
CGW Invesco ETF Tr Ii S&P Global W ETFs	$0	$3.8 Million 1.29% of portfolio	60,774	Q2 2025 New
FRDM Ea Ser Tr Freedom 100 Emerging ETFs	$0	$3.78 Million 1.28% of portfolio	93,518	Q2 2025 New
RPV Invesco Exchange Traded Fd Tr ETFs	$0	$3.71 Million 1.26% of portfolio	39,573	Q2 2025 New
IGRO Ishares Tr International Divid ETFs	$0	$3.72 Million 1.26% of portfolio	47,154	Q2 2025 New
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$3.68 Million 1.24% of portfolio	51,603	Q2 2025 New
ARCC Ares Capital Corp Financial Services	$0	$3.5 Million 1.18% of portfolio	159,305	Q2 2025 Added 4.75%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.48 Million 1.18% of portfolio	6,316	Q2 2025 Reduced 42.84%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$3.06 Million 1.04% of portfolio	86,685	Q2 2025 Added 5.02%
MSFT Microsoft Corp Technology	$3.77T	$3.07 Million 1.04% of portfolio	6,162	Q2 2025 Added 11.21%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$3.07 Million 1.04% of portfolio	33,357	Q2 2025 Added 0.82%
IYZ Ishares Tr Us Telecommunicatio ETFs	$0	$3.07 Million 1.04% of portfolio	102,987	Q2 2025 Reduced 5.98%
IYR Ishares Tr ETFs	$0	$2.97 Million 1.0% of portfolio	31,530	Q2 2025 New
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$2.93 Million 0.99% of portfolio	16,017	Q2 2025 Added 15.18%
USVM Victory Portfolios Ii Victorys ETFs	$0	$2.65 Million 0.9% of portfolio	31,538	Q2 2025 Added 19.23%
AAPL Apple Inc. Technology	$3.45T	$2.66 Million 0.9% of portfolio	12,979	Q2 2025 Reduced 0.16%
IAU Ishares Gold Trust ETFs	$54.9B	$2.53 Million 0.86% of portfolio	40,623	Q2 2025 Added 1.45%
IDV Ishares Tr ETFs	$0	$2.48 Million 0.84% of portfolio	71,829	Q2 2025 New
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	$0	$2.42 Million 0.82% of portfolio	47,593	Q2 2025 Added 1.14%
HYLS First Tr Tactical High Yield L ETFs	$0	$2.39 Million 0.81% of portfolio	57,260	Q2 2025 Reduced 47.51%
FMHI First Tr ETF Iii Municipal Hig ETFs	$0	$2.15 Million 0.73% of portfolio	46,001	Q2 2025 New
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$2.05 Million 0.69% of portfolio	81,031	Q2 2025 Added 8.22%
INTF Ishares Tr ETFs	$0	$2.04 Million 0.69% of portfolio	59,564	Q2 2025 Added 363.93%
AVUV American Centy ETF Tr Avantis ETFs	$0	$2 Million 0.68% of portfolio	21,934	Q2 2025 Added 27.23%
VBR Vanguard Small Cap Value ETF ETFs	$0	$2.01 Million 0.68% of portfolio	10,323	Q2 2025 Added 25.97%
IYF Ishares Tr ETFs	$0	$1.94 Million 0.66% of portfolio	16,066	Q2 2025 Reduced 40.65%
FEMB First Tr ETF Emerging Markets ETFs	$0	$1.87 Million 0.63% of portfolio	64,826	Q2 2025 Reduced 3.8%
IYJ Ishares Tr ETFs	$0	$1.87 Million 0.63% of portfolio	13,118	Q2 2025 New

Summary

Portfolio
No. of Stocks 142
Current Value $295 Million
Prior Value $238 Million
Filing
Period Q2 2025
Filing Date July 15, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 36 stocks
Additional Purchases 49 stocks
Sold out of 0 stocks
Reduced holdings in 44 stocks

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