ELEVATE WEALTH ADVISORY, INC
•CIK: 2011651•Filing: Q4 2025
**ELEVATE WEALTH ADVISORY, INC** manages $146M across a diversified portfolio of 122 positions. The strategy exhibits a notable allocation toward fixed income and technology sectors, evidenced by top holdings including ITOT at $15.6M and VGIT at $11.5M. Significant exposure is also maintained in specialized areas, with BSV commanding $12.1M and DFIV holding $11.4M. This positioning suggests a tactical approach balancing broad market exposure with targeted sector overweighting.
Total AUM
$146.3M
QoQ Performance
+6.3%
Positions
28
Top 10 Concentration
59.7%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
BSV
VGIT
DFIV
STIP
ITOT10.7%
BSV8.3%
VGIT7.8%
DFIV7.8%
STIP5.5%
AVUV4.2%
AVDV4.2%
IEMG3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.3%
Technology2.3%
Financial1.2%
Utilities1.0%
Consumer0.2%
ETF0.1%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW8 new positions
↑50 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023