13F Filings History of Elwood & Goetz Wealth Advisory Group, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$568,764,740
Signature - Title
Lindsay Elwood - Compliance Officer
Location
Athens, GA
Summary
This page shows a list of all the recent 13F filings made by Elwood & Goetz Wealth Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elwood & Goetz Wealth Advisory Group, LLC reported 135 stock holdings with total value $568,764,740 as of Q4 2025. Top holdings included VEA, VOO, DFAR, VGT, and AVSC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 135 $568,764,740 +$47,397,653 -$7,491,023 +$39,906,630 VEA, VOO, DFAR, VGT, AVSC 13F-HR 20 Jan 2026, 20:52
Q3 2025 133 $520,999,203 +$50,672,027 -$24,276,093 +$26,395,934 VOO, VEA, DFAR, VGT, AVSC 13F-HR 27 Oct 2025, 19:33
Q2 2025 114 $462,683,423 +$21,685,736 -$4,378,247 +$17,307,489 VOO, VEA, DFAR, VGT, AVSC 13F-HR 17 Jul 2025, 17:23
Q1 2025 98 $409,327,922 +$15,386,120 -$6,119,557 +$9,266,563 VOO, VEA, DFAR, VGT, SCHM 13F-HR 22 Apr 2025, 21:21
Q4 2024 100 $409,960,333 +$43,922,528 -$2,122,073 +$41,800,455 VOO, VEA, DFAR, VGT, AVSC 13F-HR 03 Feb 2025, 21:54
Q3 2024 103 $403,861,249 +$27,864,624 -$2,761,710 +$25,102,914 VOO, VEA, DFAR, VGT, AVSC 13F-HR 23 Oct 2024, 17:16
Q2 2024 82 $352,242,083 +$16,502,430 -$78,414,975 -$61,912,545 VOO, VEA, DFAR, VGT, AVSC 13F-HR 30 Jul 2024, 17:25
Q1 2024 87 $412,016,713 +$9,869,738 -$88,046,678 -$78,176,940 VOO, VEA, DFAR, VGT, SCHM 13F-HR 22 Apr 2024, 19:54
Q4 2023 82 $473,179,601 +$11,749,720 -$8,733,164 +$3,016,556 VOO, VEA, LDUR, AGG, DFAR 13F-HR 18 Jan 2024, 09:47
Q3 2023 78 $431,237,149 +$27,839,332 -$16,783,694 +$11,055,638 VOO, VEA, LDUR, AGG, DFAR 13F-HR 19 Oct 2023, 11:47
Q2 2023 69 $438,807,514 +$11,351,994 -$3,621,808 +$7,730,186 VOO, VEA, LDUR, AGG, DFAR 13F-HR 28 Jul 2023, 14:04
Q1 2023 64 $418,992,830 +$125,217,827 -$49,637,543 +$75,580,284 VOO, VEA, LDUR, AGG, DFAR 13F-HR 19 Apr 2023, 20:05
Q4 2022 71 $328,124,585 +$23,126,073 -$6,953,383 +$16,172,690 VEA, VTIP, LDUR, AGG, IJR 13F-HR 27 Jan 2023, 18:07
Q3 2022 61 $296,200,000 +$20,912,589 -$6,082,838 +$14,829,751 VEA, LDUR, VTIP, AGG, IJR 13F-HR 28 Oct 2022, 06:29
Q2 2022 60 $299,171,000 +$42,357,733 -$28,930,376 +$13,427,357 VEA, VTIP, LDUR, AGG, IJR 13F-HR 11 Aug 2022, 15:07
Q1 2022 64 $322,358,000 +$55,142,135 -$37,055,721 +$18,086,414 VEA, LDUR, VTIP, AGG, IJR 13F-HR 15 Apr 2022, 14:38
Q4 2021 56 $321,113,000 +$20,221,407 -$823,246 +$19,398,161 VEA, AGG, VTIP, BOND, IJR 13F-HR 13 Jan 2022, 19:40
Q3 2021 53 $289,832,000 +$43,300,972 -$15,993,065 +$27,307,907 VEA, AGG, VTIP, BOND, IJR 13F-HR 18 Oct 2021, 15:13
Q2 2021 48 $266,090,000 +$15,863,065 -$1,985,163 +$13,877,902 AGG, VEA, VGT, VTIP, BOND 13F-HR 15 Jul 2021, 14:44
Q1 2021 46 $241,049,000 +$17,476,133 -$3,191,139 +$14,284,994 AGG, VEA, VGT, VTIP, BOND 13F-HR 15 Apr 2021, 15:56
Q4 2020 49 $218,962,000 +$14,975,873 -$2,391,773 +$12,584,100 AGG, VEA, VGT, VTIP, BOND 13F-HR 22 Jan 2021, 11:01
Q3 2020 40 $185,504,000 +$34,510,861 -$19,743,485 +$14,767,376 AGG, VEA, VTIP, VGT, BOND 13F-HR 13 Oct 2020, 16:36
Q2 2020 35 $163,854,000 +$13,280,565 -$2,058,846 +$11,221,719 AGG, VTIP, VXUS, VGT, BOND 13F-HR 10 Jul 2020, 18:22
Q1 2020 31 $133,985,000 +$23,659,413 -$8,517,962 +$15,141,451 VTIP, AGG, VXUS, BOND, VGT 13F-HR 29 Apr 2020, 21:18
Q4 2019 30 $139,341,000 +$9,211,158 -$1,511,095 +$7,700,063 VTIP, VXUS, AGG, BOND, IJR 13F-HR 14 Jan 2020, 12:43
Q3 2019 30 $126,381,000 +$10,458,971 -$776,912 +$9,682,059 VTIP, VXUS, AGG, BOND, IJR 13F-HR 11 Oct 2019, 11:49
Q2 2019 29 $116,643,000 +$6,716,674 -$1,094,572 +$5,622,102 VTIP, VXUS, BOND, AGG, IJR 13F-HR 05 Jul 2019, 17:40
Q1 2019 28 $108,810,000 +$8,419,375 -$1,880,759 +$6,538,616 VTIP, VXUS, BOND, AGG, VTI 13F-HR 09 Apr 2019, 10:27
Q4 2018 28 $94,445,000 $0 $0 $0 VTIP, BOND, VXUS, AGG, VTI 13F-HR 07 Feb 2019, 10:31