Elevate Wealth Advisory, Inc Portfolio Holdings

Elevate Wealth Advisory, Inc

  • $146 Billion
  • Q4 2025

Elevate Wealth Advisory, Inc has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 122 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 $15.6B, Vanguard Bd Index Fd Inc Short with a value of $12.1B, Vanguard Intermediate Term Tre with a value of $11.5B, Dimensional ETF Tr with a value of $11.4B, and Ishares Barclays 0 5 Year Tips with a value of $8.03B.

Examining the 13F form we can see an increase of $8.65B in the current position value, from $138B to 146B.

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 $146 Billion
ETFs: $133 Billion
Technology: $2.11 Billion
Financial Services: $1.99 Billion
Utilities: $1.42 Billion
Communication Services: $1.25 Billion
Consumer Cyclical: $254 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.6B
$1.42 Billion 0.97% of portfolio
16,330
Q4 2025 New
$3.78T
$946 Million 0.65% of portfolio
1,955
Q4 2025 Added 2.89%
$317B
$725 Million 0.5% of portfolio
7,775
Q4 2025 Added 0.28%
$1.65T
$688 Million 0.47% of portfolio
2,198
Q4 2025 Added 0.78%
$662B
$679 Million 0.46% of portfolio
1,351
Q4 2025 Added 0.97%
$4.3T
$606 Million 0.41% of portfolio
2,228
Q4 2025 Added 6.91%
$465B
$556 Million 0.38% of portfolio
2,984
Q4 2025 Added 11.01%
$1.37T
$493 Million 0.34% of portfolio
747
Q4 2025 Added 2.61%
$881B
$301 Million 0.21% of portfolio
934
Q4 2025 Added 1.52%
$0
$289 Million 0.2% of portfolio
25,000
Q4 2025 New
$2.39T
$254 Million 0.17% of portfolio
1,102
Q4 2025 Added 5.45%
-
$109 Million 0.07% of portfolio
-
Q1 2025 Reduced 13.84%
$1.74T
$68.2 Million 0.05% of portfolio
217
Q4 2025 Added 1.88%
-
$47 Million 0.03% of portfolio
-
Q3 2024 Reduced 30.97%
-
$9.36 Million 0.01% of portfolio
-
Q4 2025 Added 303.7%
-
$14.6 Million 0.01% of portfolio
-
Q3 2024 Added 15.02%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $146 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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