Elwood & Goetz Wealth Advisory Group, LLC
•CIK: 1752758•Filing: Q4 2025
**Elwood & Goetz Wealth Advisory Group, LLC** manages $569M across a diversified portfolio of 135 holdings. The strategy exhibits significant allocations to broad market indices, notably VEA ($87.3M) and VOO ($85.1M). Further concentration is evident in sector-specific plays, including DFAR ($54.4M) and VGT ($39.4M). These top positions suggest a tactical tilt toward international exposure and technology-heavy growth sectors.
Total AUM
$568.8M
QoQ Performance
+9.2%
Positions
90
Top 10 Concentration
72.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
VOO
DFAR
VGT
AVSC
VEA15.3%
VOO15.0%
DFAR9.6%
VGT6.9%
AVSC6.6%
AVMC4.9%
XSOE4.2%
ICSH3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.3%
ETF16.2%
Technology3.3%
Consumer1.3%
Financial1.3%
Industrial0.6%
Healthcare0.4%
Utilities0.3%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW11 new positions
↑71 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023