ELEVATE WEALTH ADVISORY, INC

CIK 0002011651 • 6 13F filings • May 14, 2025 – Aug 14, 2026

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Filer information

Filed by: ELEVATE WEALTH ADVISORY, INC, President/Chief Compliance Officer
Address: 2500 DANIELLS BRIDGE RD, BUILDING 200, SUITE 2B, ATHENS, GA, 30606
Phone: 706-353-2728
AUM: $146.3M

AUM over time

$175.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $146.3M122 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$688K	0.5%Prev: 0.4%	2,198 SH	Increased+17 SH
ALPHABET INC	CAP STK CL C	$68K	0.0%Prev: 0.0%	217 SH	Increased+4 SH
AMAZON COM INC	COM	$254K	0.2%Prev: 0.2%	1,102 SH	Increased+57 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$9K	0.0%Prev: 0.0%	109 SH	Increased+82 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4K	0.0%Prev: 0.0%	58 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS INFLATIN	$109K	0.1%Prev: 0.1%	1,650 SH	Increased
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$3K	0.0%Prev: 0.0%	60 SH	Increased
AMERICAN CENTY ETF TR	INTL EQT ETF	$18K	0.0%Prev: 0.0%	224 SH	Increased-1 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.1M	4.2%Prev: 4.0%	65,133 SH	Increased+3,434 SH
AMERICAN CENTY ETF TR	US EQT ETF	$233K	0.2%Prev: 0.2%	2,082 SH	Increased+11 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5K	0.0%Prev: 0.0%	61 SH	Increased
AMERICAN CENTY ETF TR	US SML CP VALU	$6.1M	4.2%Prev: 3.9%	60,156 SH	Increased+6,608 SH
APPLE INC	COM	$606K	0.4%Prev: 0.4%	2,228 SH	Increased+144 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$679K	0.5%Prev: 0.5%	1,351 SH	Increased+13 SH
COHEN & STEERS QUALITY INCOM	COM	$289K	0.2%	25,000 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$631K	0.4%Prev: 0.4%	14,831 SH	Increased+3,079 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$34K	0.0%Prev: 0.0%	1,023 SH	Increased+981 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$122K	0.1%Prev: 0.1%	3,625 SH	Increased+24 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$324K	0.2%Prev: 0.2%	9,950 SH	Increased
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$32K	0.0%Prev: 0.0%	585 SH	Decreased
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$61K	0.0%Prev: 0.0%	1,116 SH	Decreased
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$8K	0.0%	299 SH	New
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$47K	0.0%Prev: 0.0%	907 SH	Decreased
DIMENSIONAL ETF TRUST	INFLATION PROTE	$100K	0.1%Prev: 0.1%	2,402 SH	Increased+449 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$11.4M	7.8%Prev: 7.3%	228,912 SH	Increased+12,036 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.6M	1.1%Prev: 1.1%	42,773 SH	Increased-496 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$215K	0.1%Prev: 0.1%	6,248 SH	Increased+1,288 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$241K	0.2%Prev: 0.2%	7,617 SH	Increased
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$309K	0.2%Prev: 0.2%	9,368 SH	Increased+8 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$428K	0.3%Prev: 0.3%	11,268 SH	Increased+596 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.8M	1.2%Prev: 1.3%	36,624 SH	Increased-75 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$786K	0.5%Prev: 0.5%	16,396 SH	Increased+1,529 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.4M	1.7%Prev: 1.9%	52,223 SH	Decreased-5,644 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$115K	0.1%Prev: 0.1%	1,566 SH	Increased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$918K	0.6%Prev: 0.7%	23,185 SH	Increased-86 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.0M	2.1%Prev: 2.1%	40,473 SH	Increased+603 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$456K	0.3%Prev: 0.3%	11,999 SH	Decreased-144 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$3.9M	2.7%Prev: 2.5%	115,184 SH	Increased+8,744 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VEC	$5K	0.0%Prev: 0.0%	71 SH	Increased
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$485K	0.3%Prev: 0.4%	10,413 SH	Increased-372 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$401K	0.3%Prev: 0.3%	17,499 SH	Decreased-414 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.9M	1.3%Prev: 1.4%	27,404 SH	Increased-261 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$362K	0.2%Prev: 0.2%	11,003 SH	Increased+1,053 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$15K	0.0%Prev: 0.0%	337 SH	Increased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.3M	2.9%Prev: 3.0%	71,772 SH	Increased+505 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$452K	0.3%Prev: 0.3%	6,104 SH	Increased+995 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.6M	1.1%Prev: 1.1%	49,103 SH	Increased+58 SH
INVESCO QQQ TR	UNIT SER 1	$345K	0.2%Prev: 0.2%	561 SH	Increased
ISHARES INC	CORE MSCI EMKT	$5.7M	3.9%Prev: 4.1%	85,039 SH	Increased+104 SH
ISHARES TR	0-5 YR TIPS ETF	$8.0M	5.5%Prev: 5.3%	78,457 SH	Increased+8,047 SH
ISHARES TR	CORE 1 5 YR USD	$298K	0.2%Prev: 0.2%	6,104 SH	Decreased
ISHARES TR	CORE 60/40 BALAN	$341K	0.2%Prev: 0.3%	5,253 SH	Decreased-1,162 SH
ISHARES TR	CORE 80/20 AGGRE	$107K	0.1%Prev: 0.0%	1,196 SH	Increased+605 SH
ISHARES TR	CORE DIV GRWTH	$57K	0.0%Prev: 0.0%	820 SH	Increased-1 SH
ISHARES TR	CORE MSCI INTL	$5.3M	3.6%Prev: 3.9%	64,029 SH	Decreased-3,243 SH
ISHARES TR	CORE S&P MCP ETF	$36K	0.0%Prev: 0.0%	540 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$86K	0.1%Prev: 0.1%	715 SH	Increased
ISHARES TR	CORE S&P TTL STK	$15.6M	10.7%Prev: 10.9%	105,103 SH	Increased+1,964 SH
ISHARES TR	CORE S&P US VLU	$995K	0.7%Prev: 0.8%	9,703 SH	Decreased-1,321 SH
ISHARES TR	CORE S&P500 ETF	$117K	0.1%Prev: 0.1%	171 SH	Increased
ISHARES TR	CORE US AGGBD ET	$31K	0.0%Prev: 0.0%	311 SH	Decreased
ISHARES TR	EAFE SML CP ETF	$74K	0.1%Prev: 0.1%	960 SH	Increased
ISHARES TR	EAFE VALUE ETF	$5.4M	3.7%Prev: 3.8%	75,589 SH	Increased-1,771 SH
ISHARES TR	ESG AWR MSCI USA	$26K	0.0%Prev: 0.0%	176 SH	Increased
ISHARES TR	GLOBAL REIT ETF	$75K	0.1%Prev: 0.1%	2,992 SH	Decreased
ISHARES TR	ISHARES SEMICDTR	$218K	0.1%Prev: 0.1%	722 SH	Increased+1 SH
ISHARES TR	ISHS 1-5YR INVS	$81K	0.1%Prev: 0.1%	1,534 SH	Decreased
ISHARES TR	MSCI EAFE MIN VL	$268K	0.2%Prev: 0.2%	3,112 SH	Increased+5 SH
ISHARES TR	MSCI INTL QUALTY	$22K	0.0%Prev: 0.0%	479 SH	Increased
ISHARES TR	MSCI INTL VLU FT	$158K	0.1%Prev: 0.1%	4,151 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$1.8M	1.2%Prev: 1.4%	18,763 SH	Decreased-1,433 SH
ISHARES TR	MSCI USA MMENTM	$15K	0.0%Prev: 0.0%	60 SH	Decreased
ISHARES TR	MSCI USA QLT FCT	$575K	0.4%Prev: 0.4%	2,894 SH	Increased-34 SH
ISHARES TR	NATIONAL MUN ETF	$654K	0.4%Prev: 0.5%	6,103 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$6K	0.0%	12 SH	New
ISHARES TR	RUS 1000 VAL ETF	$1.0M	0.7%Prev: 0.7%	4,866 SH	Increased+4 SH
ISHARES TR	RUSSELL 2000 ETF	$9K	0.0%Prev: 0.0%	37 SH	Increased
ISHARES TR	RUSSELL 3000 ETF	$22K	0.0%Prev: 0.0%	56 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$487K	0.3%Prev: 0.4%	4,561 SH	Decreased-188 SH
ISHARES TR	TIPS BD ETF	$54K	0.0%Prev: 0.0%	494 SH	Decreased
ISHARES TR	U.S. TECH ETF	$109K	0.1%Prev: 0.1%	545 SH	Increased
ISHARES TR	ULTRA SHORT DUR	$932K	0.6%Prev: 0.6%	18,421 SH	Increased+1,382 SH
ISHARES TR	US AER DEF ETF	$309K	0.2%Prev: 0.3%	1,437 SH	Decreased-780 SH
ISHARES U S ETF TR	SHORT DURATION B	$238K	0.2%	4,648 SH	New
JPMORGAN CHASE & CO.	COM	$301K	0.2%Prev: 0.2%	934 SH	Increased+14 SH
META PLATFORMS INC	CL A	$493K	0.3%Prev: 0.4%	747 SH	Decreased+19 SH
MICROSOFT CORP	COM	$946K	0.6%Prev: 0.7%	1,955 SH	Decreased+55 SH
NVIDIA CORPORATION	COM	$556K	0.4%Prev: 0.4%	2,984 SH	Increased+296 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$75K	0.1%Prev: 0.1%	1,674 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$216K	0.1%Prev: 0.2%	7,935 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$67K	0.0%Prev: 0.0%	2,132 SH	Increased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$71K	0.0%Prev: 0.1%	2,703 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.6M	1.1%Prev: 1.3%	58,395 SH	Decreased-5,659 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$22K	0.0%	180 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$226K	0.2%	5,050 SH	New
SOUTHERN CO	COM	$1.4M	1.0%	16,330 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$214K	0.1%Prev: 0.1%	2,748 SH	Increased+127 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$12.1M	8.3%Prev: 7.9%	153,799 SH	Increased+15,678 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$371K	0.3%	5,015 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$199K	0.1%Prev: 0.1%	408 SH	Increased
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.6M	2.5%Prev: 2.5%	40,855 SH	Increased+3,087 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4K	0.0%	7 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$276K	0.2%Prev: 0.2%	1,070 SH	Increased+1 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$862K	0.6%Prev: 0.3%	2,572 SH	Increased+1,426 SH
VANGUARD INDEX FDS	VALUE ETF	$56K	0.0%Prev: 0.0%	294 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$28K	0.0%Prev: 0.0%	516 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.7M	1.2%Prev: 1.2%	11,891 SH	Increased+11 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$210K	0.1%Prev: 0.1%	1,488 SH	Increased+9 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.2M	1.5%Prev: 1.5%	44,116 SH	Increased+4,637 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$898K	0.6%Prev: 0.6%	17,850 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$10K	0.0%Prev: 0.0%	125 SH	Decreased
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$11.5M	7.8%Prev: 7.8%	191,597 SH	Increased+13,836 SH
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$14K	0.0%Prev: 0.0%	185 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$508K	0.3%	6,738 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$854K	0.6%Prev: 0.5%	5,950 SH	Increased+716 SH
VANGUARD WORLD FD	CONSUM STP ETF	$12K	0.0%Prev: 0.0%	56 SH	Decreased
VANGUARD WORLD FD	ENERGY ETF	$10K	0.0%Prev: 0.0%	77 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$15K	0.0%Prev: 0.0%	53 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$107K	0.1%Prev: 0.2%	142 SH	Decreased-266 SH
VANGUARD WORLD FD	MATERIALS ETF	$5K	0.0%Prev: 0.0%	24 SH	Increased
VANGUARD WORLD FD	UTILITIES ETF	$444K	0.3%Prev: 0.3%	2,398 SH	Increased+267 SH
WELLS FARGO CO NEW	COM	$725K	0.5%Prev: 0.5%	7,775 SH	Increased+22 SH

Sold (vs prior filing)

COCA COLA CO — $453K
ETF SER SOLUTIONS — $238K
FORTINET INC — $1.1M
ISHARES TR — $761
ISHARES TR — $45K
ISHARES TR — $169K
RTX CORPORATION — $520K
SELECT SECTOR SPDR TR — $226K
SELECT SECTOR SPDR TR — $22K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001398344-26-001334	$146.3M	View
Oct 24, 2025	Q3 2025	13F-HR	0001398344-25-019772	$137.6M	View
Aug 14, 2026	Q2 2026