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The Analysis of ELEVATE WEALTH ADVISORY, INC's Holdings & P&L

Currently, ELEVATE WEALTH ADVISORY, INC holds 125 types of securities in its portfolio with a total value $158.4M. In the most recent quarter, they have increased their positions in FTNT (+12.6K shares, valued at $1.0M), AVUV (+9.1K shares, valued at $1.0M), DFLV (+26.5K shares, valued at $945.2K); decreased their positions in VTI (-1.4K shares, valued at $457.5K), EFV (-2.4K shares, valued at $181.3K), MUB (-1.4K shares, valued at $145.2K); initiated new positions in FTNT (+12.6K shares, valued at $1.0M), SGOV (+6.3K shares, valued at $638.0K), RTX (+3.1K shares, valued at $604.5K).

1M P&L

+3.2M+2.09%

3M P&L

+1.1M+0.72%

HY P&L

+12.7M+8.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A139.2M

96.3%

2Utilities - Regulated Electric1.4M

1.0%

3Banks - Diversified1.0M

0.7%

Top Industries by Stock Count

1N/A109 stocks

93.2%

2Banks - Diversified2 stocks

1.7%

3Internet Retail1 stocks

0.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR109.4K shares4.05%2026-03-312026-05-11

DFIV DIMENSIONAL ETF TRUST243.6K shares6.40%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS157.2K shares2.18%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS201.9K shares5.38%2026-03-312026-05-11

STIP ISHARES TR83.5K shares6.47%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR69.2K shares15.08%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR72.2K shares10.86%2026-03-312026-05-11

IEMG ISHARES INC89.4K shares5.16%2026-03-312026-05-11

Sponsored

IDEV ISHARES TR66.1K shares3.18%2026-03-312026-05-11

EFV ISHARES TR73.2K shares-3.23%2026-03-312026-05-11

DFLV DIMENSIONAL ETF TRUST141.7K shares22.98%2026-03-312026-05-11

DFAT DIMENSIONAL ETF TRUST70.5K shares-1.80%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS44.1K shares7.96%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST50.3K shares24.17%2026-03-312026-05-11

DFAU DIMENSIONAL ETF TRUST52.2K shares0.00%2026-03-312026-05-11

VTIP VANGUARD MALVERN FDS45.2K shares2.48%2026-03-312026-05-11

Sponsored

DFAS DIMENSIONAL ETF TRUST27.7K shares1.14%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR62.5K shares7.11%2026-03-312026-05-11

DFNM DIMENSIONAL ETF TRUST36.6K shares0.05%2026-03-312026-05-11

USMV ISHARES TR18.4K shares-2.04%2026-03-312026-05-11

DFAX DIMENSIONAL ETF TRUST49.1K shares0.03%2026-03-312026-05-11

VSS VANGUARD INTL EQUITY INDEX F11.3K shares-5.31%2026-03-312026-05-11

DFAI DIMENSIONAL ETF TRUST41.4K shares-3.11%2026-03-312026-05-11

ICSH ISHARES TR28.9K shares56.71%2026-03-312026-05-11

Sponsored

SO SOUTHERN CO14.9K shares-8.72%2026-03-312026-05-11

DFSD DIMENSIONAL ETF TRUST23.5K shares43.05%2026-03-312026-05-11

FTNT FORTINET INC12.6K sharesnew addition2026-03-312026-05-11

IWD ISHARES TR4.7K shares-3.16%2026-03-312026-05-11

IUSV ISHARES TR9.8K shares0.50%2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST24.3K shares4.69%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS18.0K shares0.99%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS5.7K shares-4.97%2026-03-312026-05-11

Sponsored

MSFT MICROSOFT CORP2.0K shares4.40%2026-03-312026-05-11

NEAR ISHARES U S ETF TR13.5K shares190.86%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares1.78%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.3K shares3.32%2026-03-312026-05-11

AAPL APPLE INC2.5K shares13.69%2026-03-312026-05-11

SGOV ISHARES TR6.3K sharesnew addition2026-03-312026-05-11

WFC WELLS FARGO & CO7.8K shares0.42%2026-03-312026-05-11

DFCF DIMENSIONAL ETF TRUST14.5K shares-2.16%2026-03-312026-05-11

Sponsored

RTX RTX CORPORATION3.1K sharesnew addition2026-03-312026-05-11

DFUV DIMENSIONAL ETF TRUST12.0K shares15.45%2026-03-312026-05-11

NVDA NVIDIA CORPORATION3.3K shares11.03%2026-03-312026-05-11

QUAL ISHARES TR3.0K shares2.90%2026-03-312026-05-11

DFAW DIMENSIONAL ETF TRUST7.7K shares26.21%2026-03-312026-05-11

KO COCA COLA CO7.1K sharesnew addition2026-03-312026-05-11

DUHP DIMENSIONAL ETF TRUST14.3K shares18.76%2026-03-312026-05-11

SUB ISHARES TR4.8K shares5.31%2026-03-312026-05-11

Sponsored

MUB ISHARES TR4.7K shares-22.42%2026-03-312026-05-11

DISV DIMENSIONAL ETF TRUST12.6K shares11.57%2026-03-312026-05-11

META META PLATFORMS INC769 shares2.95%2026-03-312026-05-11

VPU VANGUARD WORLD FD2.1K shares-10.72%2026-03-312026-05-11

DFAR DIMENSIONAL ETF TRUST17.2K shares-1.71%2026-03-312026-05-11

DFSV DIMENSIONAL ETF TRUST11.1K shares0.85%2026-03-312026-05-11

VTI VANGUARD INDEX FDS1.1K shares-55.44%2026-03-312026-05-11

DFAE DIMENSIONAL ETF TRUST9.9K shares0.00%2026-03-312026-05-11

Sponsored

AOR ISHARES TR5.2K shares-0.74%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR569 shares1.43%2026-03-312026-05-11

ITA ISHARES TR1.4K shares0.00%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR5.0K shares0.00%2026-03-312026-05-11

DFIS DIMENSIONAL ETF TRUST9.0K shares-3.73%2026-03-312026-05-11

RQI COHEN & STEERS QUALITY INCOM25.0K shares0.00%2026-03-312026-05-11

DIHP DIMENSIONAL ETF TRUST9.3K shares22.62%2026-03-312026-05-11

ISTB ISHARES TR6.2K shares1.06%2026-03-312026-05-11

Sponsored

EFAV ISHARES TR3.1K shares0.00%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO945 shares1.18%2026-03-312026-05-11

AMZN AMAZON COM INC1.3K shares18.51%2026-03-312026-05-11

VB VANGUARD INDEX FDS1.0K shares-3.93%2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST7.5K shares20.17%2026-03-312026-05-11

XOM EXXON MOBIL CORP1.5K sharesnew addition2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F1.8K shares19.96%2026-03-312026-05-11

VGT VANGUARD WORLD FD349 shares145.77%2026-03-312026-05-11

Sponsored

DCOR DIMENSIONAL ETF TRUST3.3K shares113.41%2026-03-312026-05-11

SOXX ISHARES TR723 shares0.14%2026-03-312026-05-11

AVUS AMERICAN CENTY ETF TR2.1K shares0.00%2026-03-312026-05-11

FNDX SCHWAB STRATEGIC TR7.9K shares0.00%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS2.9K shares3.86%2026-03-312026-05-11

VUG VANGUARD INDEX FDS408 shares0.00%2026-03-312026-05-11

IVLU ISHARES TR4.2K shares0.00%2026-03-312026-05-11

AOA ISHARES TR1.7K shares38.80%2026-03-312026-05-11

Sponsored

DFEV DIMENSIONAL ETF TRUST3.6K shares0.00%2026-03-312026-05-11

DFGR DIMENSIONAL ETF TRUST4.7K shares1487.63%2026-03-312026-05-11

IVV ISHARES TR171 shares0.00%2026-03-312026-05-11

AVIE AMERICAN CENTY ETF TR1.5K shares-10.36%2026-03-312026-05-11

DFIP DIMENSIONAL ETF TRUST2.4K shares0.00%2026-03-312026-05-11

IYW ISHARES TR545 shares0.00%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR1.1K shares1806.90%2026-03-312026-05-11

IGSB ISHARES TR1.5K shares0.00%2026-03-312026-05-11

Sponsored

FNDC SCHWAB STRATEGIC TR1.7K shares0.00%2026-03-312026-05-11

SCZ ISHARES TR960 shares0.00%2026-03-312026-05-11

REET ISHARES TR3.0K shares0.00%2026-03-312026-05-11

FNDA SCHWAB STRATEGIC TR2.1K shares0.00%2026-03-312026-05-11

ALPHABET INC ALPHABET INC239 shares10.14%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR2.7K shares0.00%2026-03-312026-05-11

IJR ISHARES TR543 shares-24.06%2026-03-312026-05-11

DGCB DIMENSIONAL ETF TRUST1.1K shares0.00%2026-03-312026-05-11

Sponsored

VTV VANGUARD INDEX FDS294 shares0.00%2026-03-312026-05-11

DGRO ISHARES TR820 shares0.00%2026-03-312026-05-11

TIP ISHARES TR494 shares0.00%2026-03-312026-05-11

DFEM DIMENSIONAL ETF TRUST1.4K shares41.35%2026-03-312026-05-11

DFSB DIMENSIONAL ETF TRUST907 shares0.00%2026-03-312026-05-11

AGG ISHARES TR326 shares4.82%2026-03-312026-05-11

DFGP DIMENSIONAL ETF TRUST585 shares0.00%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F516 shares0.00%2026-03-312026-05-11

Sponsored

ESGU ISHARES TR176 shares0.00%2026-03-312026-05-11

IQLT ISHARES TR479 shares0.00%2026-03-312026-05-11

IJH ISHARES TR315 shares-41.67%2026-03-312026-05-11

IWV ISHARES TR56 shares0.00%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR180 shares0.00%2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR224 shares0.00%2026-03-312026-05-11

VHT VANGUARD WORLD FD53 shares0.00%2026-03-312026-05-11

MTUM ISHARES TR60 shares0.00%2026-03-312026-05-11

Sponsored

VTC VANGUARD SCOTTSDALE FDS185 shares0.00%2026-03-312026-05-11

DFSU DIMENSIONAL ETF TRUST337 shares0.00%2026-03-312026-05-11

VDE VANGUARD WORLD FD77 shares0.00%2026-03-312026-05-11

VDC VANGUARD WORLD FD56 shares0.00%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS125 shares0.00%2026-03-312026-05-11

AVGE AMERICAN CENTY ETF TR110 shares0.92%2026-03-312026-05-11

IWM ISHARES TR37 shares0.00%2026-03-312026-05-11

VAW VANGUARD WORLD FD24 shares0.00%2026-03-312026-05-11

Sponsored

DFVX DIMENSIONAL ETF TRUST70 shares-1.41%2026-03-312026-05-11

IWF ISHARES TR12 shares0.00%2026-03-312026-05-11

AVLV AMERICAN CENTY ETF TR61 shares0.00%2026-03-312026-05-11

AVES AMERICAN CENTY ETF TR48 shares-20.00%2026-03-312026-05-11

IYT ISHARES TR1 sharesnew addition2026-03-312026-05-11

ITOT

ISHARES TR

4.05%

Shares109.4K

Event2026-03-31

Filed2026-05-11

DFIV

DIMENSIONAL ETF TRUST

6.40%

Shares243.6K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

2.18%

Shares157.2K

Event2026-03-31

Filed2026-05-11

VGIT

VANGUARD SCOTTSDALE FDS

5.38%

Shares201.9K

Event2026-03-31

Filed2026-05-11

STIP

ISHARES TR

6.47%

Shares83.5K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

15.08%

Shares69.2K

Event2026-03-31

Filed2026-05-11

AVDV

AMERICAN CENTY ETF TR

10.86%

Shares72.2K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

5.16%

Shares89.4K

Event2026-03-31

Filed2026-05-11

IDEV

ISHARES TR

3.18%

Shares66.1K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES TR

-3.23%

Shares73.2K

Event2026-03-31

Filed2026-05-11

DFLV

DIMENSIONAL ETF TRUST

22.98%

Shares141.7K

Event2026-03-31

Filed2026-05-11

DFAT

DIMENSIONAL ETF TRUST

-1.80%

Shares70.5K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

7.96%

Shares44.1K

Event2026-03-31

Filed2026-05-11

DFUS

DIMENSIONAL ETF TRUST

24.17%

Shares50.3K

Event2026-03-31

Filed2026-05-11

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares52.2K

Event2026-03-31

Filed2026-05-11

VTIP

VANGUARD MALVERN FDS

2.48%

Shares45.2K

Event2026-03-31

Filed2026-05-11

DFAS

DIMENSIONAL ETF TRUST

1.14%

Shares27.7K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

7.11%

Shares62.5K

Event2026-03-31

Filed2026-05-11

DFNM

DIMENSIONAL ETF TRUST

0.05%

Shares36.6K

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

-2.04%

Shares18.4K

Event2026-03-31

Filed2026-05-11

DFAX

DIMENSIONAL ETF TRUST

0.03%

Shares49.1K

Event2026-03-31

Filed2026-05-11

VSS

VANGUARD INTL EQUITY INDEX F

-5.31%

Shares11.3K

Event2026-03-31

Filed2026-05-11

DFAI

DIMENSIONAL ETF TRUST

-3.11%

Shares41.4K

Event2026-03-31

Filed2026-05-11

ICSH

ISHARES TR

56.71%

Shares28.9K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

-8.72%

Shares14.9K

Event2026-03-31

Filed2026-05-11

DFSD

DIMENSIONAL ETF TRUST

43.05%

Shares23.5K

Event2026-03-31

Filed2026-05-11

FTNT

FORTINET INC

New

Shares12.6K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

-3.16%

Shares4.7K

Event2026-03-31

Filed2026-05-11

IUSV

ISHARES TR

0.50%

Shares9.8K

Event2026-03-31

Filed2026-05-11

DFAC

DIMENSIONAL ETF TRUST

4.69%

Shares24.3K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

0.99%

Shares18.0K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

-4.97%

Shares5.7K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

4.40%

Shares2.0K

Event2026-03-31

Filed2026-05-11

NEAR

ISHARES U S ETF TR

190.86%

Shares13.5K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

1.78%

Shares1.4K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

3.32%

Shares2.3K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

13.69%

Shares2.5K

Event2026-03-31

Filed2026-05-11

SGOV

ISHARES TR

New

Shares6.3K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO

0.42%

Shares7.8K

Event2026-03-31

Filed2026-05-11

DFCF

DIMENSIONAL ETF TRUST

-2.16%

Shares14.5K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

New

Shares3.1K

Event2026-03-31

Filed2026-05-11

DFUV

DIMENSIONAL ETF TRUST

15.45%

Shares12.0K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

11.03%

Shares3.3K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

2.90%

Shares3.0K

Event2026-03-31

Filed2026-05-11

DFAW

DIMENSIONAL ETF TRUST

26.21%

Shares7.7K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

New

Shares7.1K

Event2026-03-31

Filed2026-05-11

DUHP

DIMENSIONAL ETF TRUST

18.76%

Shares14.3K

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

5.31%

Shares4.8K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

-22.42%

Shares4.7K

Event2026-03-31

Filed2026-05-11

DISV

DIMENSIONAL ETF TRUST

11.57%

Shares12.6K

Event2026-03-31

Filed2026-05-11