Quick Takeaways
- ELEVATE WEALTH ADVISORY, INC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $158,420,899.
13F Filings History of ELEVATE WEALTH ADVISORY, INC
- Latest 13F report
- Q1 2026 - 11 May 2026
- Value $
- $158,420,899
- Signature - Title
- Clarke Holt - Chief Compliance Officer
- Location
- Athens, GA
- Summary
- This page shows a list of all the recent 13F filings made by ELEVATE WEALTH ADVISORY, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ELEVATE WEALTH ADVISORY, INC reported 125 stock holdings with total value $158,420,899 as of Q1 2026. Top holdings included ITOT, DFIV, BSV, VGIT, and STIP.
Follow Filing Activity
Follow ELEVATE WEALTH ADVISORY, INC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Holdings Value
What Changed
- Most recent filing was accepted on 11 May 2026, 13:47.
- Reported value moved from $146,274,653 to $158,420,899.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |