ELEVATE WEALTH ADVISORY, INC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationathens, GA
- CIK0002011651
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
132 | $141.17M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | May 14, 2025 | 000139834425009341 | ||
117 | $133.35M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | Feb 11, 2025 | 000139834425002394 | ||
121 | $134.73M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | Nov 13, 2024 | 000139834424020533 | ||
111 | $123.24M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | Aug 12, 2024 | 000139834424014326 | ||
106 | $114.87M | ITOT, VANGUARD SCOTTSDALE FDS, BSV, DFIV | 13F-HR | May 2, 2024 | 000139834424008539 | ||
110 | $109.14M | VANGUARD SCOTTSDALE FDS, BSV, ITOT, DFIV | 13F-HR | Feb 14, 2024 | 000139834424002994 |