13F Filings History of ELEVATE WEALTH ADVISORY, INC
- Latest 13F filing
- Q1 2026 - 11 May 2026
- Latest reported 13F value
- $158,420,899
- Largest 13F holdings
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ITOT DFIV BSV VGIT STIP AVUV AVDV IEMG IDEV EFV DFLV DFAT
+8 more
VNQ DFUS DFAU VTIP DFAS SCHD DFNM USMV - Form 13F summary
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- ELEVATE WEALTH ADVISORY, INC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- ELEVATE WEALTH ADVISORY, INC reported 125 equity holdings with a total reported market value of $158,420,899 for Q1 2026. Top reported holdings included ITOT, DFIV, BSV, VGIT, and STIP.
- Manager signature
- Clarke Holt - Chief Compliance Officer
- Manager location
- Athens, GA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$158,420,899
Quarter delta
+$12,146,246
Accepted
11 May 2026, 13:47
Rows shown
1-10 of 10
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 125 | $158,420,899 | +$12,868,391 | -$2,289,119 | +$10,579,272 | ITOT, DFIV, BSV, VGIT, STIP | 13F-HR | 11 May 2026, 13:47 |
| Q4 2025 | 122 | $146,274,653 | +$10,010,159 | -$4,120,353 | +$5,889,806 | ITOT, BSV, VGIT, DFIV, STIP | 13F-HR | 27 Jan 2026, 13:07 |
| Q3 2025 | 121 | $137,625,420 | +$727,292 | -$10,996,933 | -$10,269,641 | ITOT, BSV, VGIT, DFIV, STIP | 13F-HR | 24 Oct 2025, 16:08 |
| Q2 2025 | 134 | $140,535,501 | +$3,590,746 | -$11,999,685 | -$8,408,939 | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 23 Jul 2025, 11:19 |
| Q1 2025 | 132 | $141,168,317 | +$8,506,835 | -$2,741,363 | +$5,765,472 | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 14 May 2025, 09:33 |
| Q4 2024 | 117 | $133,350,222 | +$5,628,340 | -$1,374,489 | +$4,253,851 | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 11 Feb 2025, 10:37 |
| Q3 2024 | 121 | $134,729,183 | +$4,228,316 | -$761,916 | +$3,466,400 | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 13 Nov 2024, 09:03 |
| Q2 2024 | 111 | $123,238,452 | +$10,205,496 | -$1,048,261 | +$9,157,235 | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 12 Aug 2024, 11:16 |
| Q1 2024 | 106 | $114,867,825 | +$7,745,636 | -$6,371,169 | +$1,374,467 | ITOT, VGIT, BSV, DFIV, STIP | 13F-HR | 02 May 2024, 11:46 |
| Q4 2023 | 110 | $109,144,186 | $0 | $0 | $0 | VGIT, BSV, ITOT, DFIV, STIP | 13F-HR | 14 Feb 2024, 12:12 |