The Analysis of ELEVATE WEALTH ADVISORY, INC's Holdings

Currently, ELEVATE WEALTH ADVISORY, INC holds 121 types of securities in its portfolio with a total value $137.6M. In the most recent quarter, they have increased their positions in DFAW (+1.4K shares, valued at $102.1K), DFAT (+1.6K shares, valued at $94.6K), ICSH (+1.6K shares, valued at $82.3K); decreased their positions in AAPL (-7.7K shares, valued at $2.0M), BRK.B (-3.1K shares, valued at $1.6M), RTX (-4.1K shares, valued at $685.8K); initiated new positions in IWM (+37 shares, valued at $9.0K), DFVX (+71 shares, valued at $5.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR103.1K shares-1.99%2025-09-302025-10-24

BSV VANGUARD BD INDEX FDS138.1K shares0.75%2025-09-302025-10-24

VGIT VANGUARD SCOTTSDALE FDS177.8K shares-2.30%2025-09-302025-10-24

DFIV DIMENSIONAL ETF TRUST216.9K shares-2.93%2025-09-302025-10-24

STIP ISHARES TR70.4K shares-2.58%2025-09-302025-10-24

IEMG ISHARES INC84.9K shares-0.67%2025-09-302025-10-24

AVDV AMERICAN CENTY ETF TR61.7K shares-4.80%2025-09-302025-10-24

IDEV ISHARES TR67.3K shares-1.48%2025-09-302025-10-24

Sponsored

AVUV AMERICAN CENTY ETF TR53.5K shares-4.39%2025-09-302025-10-24

EFV ISHARES TR77.4K shares-2.06%2025-09-302025-10-24

DFAT DIMENSIONAL ETF TRUST71.3K shares2.33%2025-09-302025-10-24

DFLV DIMENSIONAL ETF TRUST106.4K shares0.08%2025-09-302025-10-24

VNQ VANGUARD INDEX FDS37.8K shares-0.85%2025-09-302025-10-24

DFUS DIMENSIONAL ETF TRUST39.9K shares-1.65%2025-09-302025-10-24

DFAU DIMENSIONAL ETF TRUST57.9K shares-1.99%2025-09-302025-10-24

VTIP VANGUARD MALVERN FDS39.5K shares0.85%2025-09-302025-10-24

Sponsored

USMV ISHARES TR20.2K shares1.67%2025-09-302025-10-24

DFAS DIMENSIONAL ETF TRUST27.7K shares-1.79%2025-09-302025-10-24

DFNM DIMENSIONAL ETF TRUST36.7K shares2.03%2025-09-302025-10-24

SCHD SCHWAB STRATEGIC TR64.1K shares0.66%2025-09-302025-10-24

VSS VANGUARD INTL EQUITY INDEX F11.9K shares-1.74%2025-09-302025-10-24

DFAI DIMENSIONAL ETF TRUST43.3K shares0.00%2025-09-302025-10-24

DFAX DIMENSIONAL ETF TRUST49.0K shares0.76%2025-09-302025-10-24

IUSV ISHARES TR11.0K shares0.16%2025-09-302025-10-24

Sponsored

FTNT FORTINET INC12.6K shares-0.36%2025-09-302025-10-24

IWD ISHARES TR4.9K shares-2.27%2025-09-302025-10-24

MSFT MICROSOFT CORP1.9K shares-10.04%2025-09-302025-10-24

DFAC DIMENSIONAL ETF TRUST23.3K shares-0.33%2025-09-302025-10-24

VTEB VANGUARD MUN BD FDS17.9K shares6.07%2025-09-302025-10-24

ICSH ISHARES TR17.0K shares10.51%2025-09-302025-10-24

VYM VANGUARD WHITEHALL FDS5.2K shares0.65%2025-09-302025-10-24

DFSD DIMENSIONAL ETF TRUST14.9K shares0.00%2025-09-302025-10-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares-69.95%2025-09-302025-10-24

MUB ISHARES TR6.1K shares4.92%2025-09-302025-10-24

WFC WELLS FARGO CO NEW7.8K shares-0.01%2025-09-302025-10-24

QUAL ISHARES TR2.9K shares-2.98%2025-09-302025-10-24

META META PLATFORMS INC728 shares-0.27%2025-09-302025-10-24

AAPL APPLE INC2.1K shares-78.63%2025-09-302025-10-24

GOOGL ALPHABET INC2.2K shares-1.36%2025-09-302025-10-24

RTX RTX CORPORATION3.1K shares-56.85%2025-09-302025-10-24

Sponsored

SUB ISHARES TR4.7K shares0.83%2025-09-302025-10-24

DFCF DIMENSIONAL ETF TRUST11.8K shares4.32%2025-09-302025-10-24

NVDA NVIDIA CORPORATION2.7K shares-1.50%2025-09-302025-10-24

DFUV DIMENSIONAL ETF TRUST10.8K shares-3.54%2025-09-302025-10-24

ITA ISHARES TR2.2K shares0.00%2025-09-302025-10-24

DUHP DIMENSIONAL ETF TRUST12.1K shares0.84%2025-09-302025-10-24

KO COCA COLA CO6.8K shares-27.92%2025-09-302025-10-24

DFAR DIMENSIONAL ETF TRUST17.9K shares0.00%2025-09-302025-10-24

Sponsored

AOR ISHARES TR6.4K shares0.23%2025-09-302025-10-24

VPU VANGUARD WORLD FD2.1K shares0.00%2025-09-302025-10-24

DISV DIMENSIONAL ETF TRUST10.7K shares2.77%2025-09-302025-10-24

VTI VANGUARD INDEX FDS1.1K shares-5.68%2025-09-302025-10-24

DFAW DIMENSIONAL ETF TRUST5.1K shares38.53%2025-09-302025-10-24

QQQ INVESCO QQQ TR561 shares0.00%2025-09-302025-10-24

DFSV DIMENSIONAL ETF TRUST9.9K shares0.79%2025-09-302025-10-24

DFAE DIMENSIONAL ETF TRUST9.9K shares-1.83%2025-09-302025-10-24

Sponsored

VGT VANGUARD WORLD FD408 shares0.49%2025-09-302025-10-24

ISTB ISHARES TR6.1K shares0.26%2025-09-302025-10-24

DFIS DIMENSIONAL ETF TRUST9.4K shares-7.68%2025-09-302025-10-24

JPM JPMORGAN CHASE & CO.920 shares-0.33%2025-09-302025-10-24

VB VANGUARD INDEX FDS1.1K shares-5.48%2025-09-302025-10-24

EFAV ISHARES TR3.1K shares0.00%2025-09-302025-10-24

SIXG ETF SER SOLUTIONS3.9K shares0.00%2025-09-302025-10-24

DIHP DIMENSIONAL ETF TRUST7.6K shares4.54%2025-09-302025-10-24

Sponsored

AMZN AMAZON COM INC1.0K shares-4.04%2025-09-302025-10-24

XLE SELECT SECTOR SPDR TR2.5K shares0.00%2025-09-302025-10-24

AVUS AMERICAN CENTY ETF TR2.1K shares-1.99%2025-09-302025-10-24

FNDX SCHWAB STRATEGIC TR7.9K shares0.00%2025-09-302025-10-24

BIV VANGUARD BD INDEX FDS2.6K shares0.00%2025-09-302025-10-24

VT VANGUARD INTL EQUITY INDEX F1.5K shares5.64%2025-09-302025-10-24

VUG VANGUARD INDEX FDS408 shares0.00%2025-09-302025-10-24

SOXX ISHARES TR721 shares-10.21%2025-09-302025-10-24

Sponsored

IBDQ ISHARES TR6.7K shares0.00%2025-09-302025-10-24

DFIC DIMENSIONAL ETF TRUST5.0K shares0.00%2025-09-302025-10-24

IVLU ISHARES TR4.2K shares0.00%2025-09-302025-10-24

DFEV DIMENSIONAL ETF TRUST3.6K shares2.68%2025-09-302025-10-24

IVV ISHARES TR171 shares-42.62%2025-09-302025-10-24

DCOR DIMENSIONAL ETF TRUST1.6K shares171.88%2025-09-302025-10-24

IYW ISHARES TR545 shares0.00%2025-09-302025-10-24

AVIE AMERICAN CENTY ETF TR1.6K shares0.00%2025-09-302025-10-24

Sponsored

IJR ISHARES TR715 shares0.00%2025-09-302025-10-24

DFIP DIMENSIONAL ETF TRUST2.0K shares0.00%2025-09-302025-10-24

IGSB ISHARES TR1.5K shares0.00%2025-09-302025-10-24

REET ISHARES TR3.0K shares0.00%2025-09-302025-10-24

FNDC SCHWAB STRATEGIC TR1.7K shares0.00%2025-09-302025-10-24

SCZ ISHARES TR960 shares0.00%2025-09-302025-10-24

SCHB SCHWAB STRATEGIC TR2.7K shares0.00%2025-09-302025-10-24

FNDA SCHWAB STRATEGIC TR2.1K shares0.00%2025-09-302025-10-24

Sponsored

DGCB DIMENSIONAL ETF TRUST1.1K shares17.97%2025-09-302025-10-24

DGRO ISHARES TR821 shares0.12%2025-09-302025-10-24

VTV VANGUARD INDEX FDS294 shares0.00%2025-09-302025-10-24

TIP ISHARES TR494 shares0.00%2025-09-302025-10-24

AOA ISHARES TR591 shares9.44%2025-09-302025-10-24

GOOG ALPHABET INC213 shares-2.74%2025-09-302025-10-24

DFSB DIMENSIONAL ETF TRUST907 shares0.00%2025-09-302025-10-24

FLOT ISHARES TR880 shares1.27%2025-09-302025-10-24

Sponsored

IJH ISHARES TR540 shares0.00%2025-09-302025-10-24

DFGP DIMENSIONAL ETF TRUST585 shares0.00%2025-09-302025-10-24

AGG ISHARES TR311 shares0.00%2025-09-302025-10-24

VWO VANGUARD INTL EQUITY INDEX F516 shares-1.15%2025-09-302025-10-24

ESGU ISHARES TR176 shares0.00%2025-09-302025-10-24

XLY SELECT SECTOR SPDR TR90 shares0.00%2025-09-302025-10-24

IWV ISHARES TR56 shares0.00%2025-09-302025-10-24

IQLT ISHARES TR479 shares0.00%2025-09-302025-10-24

Sponsored

AVDE AMERICAN CENTY ETF TR225 shares1.81%2025-09-302025-10-24

MTUM ISHARES TR60 shares0.00%2025-09-302025-10-24

VTC VANGUARD SCOTTSDALE FDS185 shares0.00%2025-09-302025-10-24

DFSU DIMENSIONAL ETF TRUST337 shares0.00%2025-09-302025-10-24

VHT VANGUARD WORLD FD53 shares0.00%2025-09-302025-10-24

VDC VANGUARD WORLD FD56 shares-25.33%2025-09-302025-10-24

VCIT VANGUARD SCOTTSDALE FDS125 shares0.00%2025-09-302025-10-24

VDE VANGUARD WORLD FD77 shares0.00%2025-09-302025-10-24

Sponsored

IWM ISHARES TR37 sharesnew addition2025-09-302025-10-24

DFVX DIMENSIONAL ETF TRUST71 sharesnew addition2025-09-302025-10-24

VAW VANGUARD WORLD FD24 shares0.00%2025-09-302025-10-24

AVLV AMERICAN CENTY ETF TR61 shares0.00%2025-09-302025-10-24

AVEM AMERICAN CENTY ETF TR58 shares5.45%2025-09-302025-10-24

AVES AMERICAN CENTY ETF TR60 shares0.00%2025-09-302025-10-24

AVGE AMERICAN CENTY ETF TR27 shares3.85%2025-09-302025-10-24

DFEM DIMENSIONAL ETF TRUST42 shares0.00%2025-09-302025-10-24

Sponsored

AOM ISHARES TR16 shares45.45%2025-09-302025-10-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available