ELEVATE WEALTH ADVISORY, INC

Q3 2025 13F Holdings

  • Location
    athens, GA
  • Num holdings

    121

  • Value ($000)

    $137,625

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0002011651
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$15.02M
11 %

103,139

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$10.90M
8 %

138,121

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$10.67M
8 %

177,761

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$10.00M
7 %

216,876

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$7.28M
5 %

70,410

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$5.60M
4 %

84,935

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$5.49M
4 %

61,699

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$5.39M
4 %

67,272

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$5.33M
4 %

53,548

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$5.25M
4 %

77,360

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