EWG Elevate Inc.

CIK 0001765278 • 3 13F filings • Apr 10, 2025 – Oct 7, 2025

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Filer information

Filed by: EWG Elevate Inc., Agent
Address: 3200 DOUGLAS BLVD STE 305, ROSEVILLE, CA, 95661
Phone: 844-844-3453
AUM: $320.0M

AUM over time

$320.0M latest

Sector allocation over time

Past 3 quarters

Q3 2025

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $320.0M119 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$850K	0.3%Prev: 0.2%	3,672 SH	Increased-147 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$360K	0.1%Prev: 0.1%	2,013 SH	Increased+36 SH
ALPHABET INC	CAP STK CL A	$421K	0.1%Prev: 0.1%	1,732 SH	Increased+160 SH
ALPHABET INC	CAP STK CL C	$379K	0.1%Prev: 0.1%	1,556 SH	Increased+52 SH
AMAZON COM INC	COM	$1.6M	0.5%Prev: 0.5%	7,116 SH	Increased+76 SH
AMPHENOL CORP NEW	CL A	$714K	0.2%Prev: 0.2%	5,772 SH	Increased+28 SH
APPLE INC	COM	$3.4M	1.1%Prev: 0.8%	13,443 SH	Increased+464 SH
ARES CAPITAL CORP	COM	$3.3M	1.0%Prev: 1.1%	161,482 SH	Decreased+2,177 SH
ARK ETF TR	INNOVATION ETF	$6.4M	2.0%Prev: 0.4%	73,695 SH	Increased+57,264 SH
ARK ETF TR	NEXT GNRTN INTER	$11.2M	3.5%	64,319 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$744K	0.2%Prev: 0.3%	1,479 SH	Decreased-731 SH
BLACKROCK ETF TRUST	ISHARES ADVANTAG	$23.4M	7.3%Prev: 6.8%	735,843 SH	Increased+3,984 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.2M	1.9%Prev: 0.4%	103,961 SH	Increased+77,229 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$757K	0.2%	19,984 SH	New
BROADCOM INC	COM	$233K	0.1%	707 SH	New
CION INVT CORP	COM	$241K	0.1%Prev: 0.1%	25,474 SH	Decreased
COSTCO WHSL CORP NEW	COM	$641K	0.2%Prev: 0.2%	693 SH	Decreased+19 SH
DISNEY WALT CO	COM	$244K	0.1%Prev: 0.1%	2,131 SH	Decreased-552 SH
DOUBLELINE OPPORTUNISTIC CR	COM	$180K	0.1%Prev: 0.1%	11,530 SH	Increased
DOVER CORP	COM	$234K	0.1%Prev: 0.1%	1,403 SH	Decreased
EA SERIES TRUST	FREEDOM 100 EM	$4.0M	1.2%Prev: 1.2%	89,400 SH	Increased-4,118 SH
ESSENTIAL UTILS INC	COM	$214K	0.1%Prev: 0.1%	5,357 SH	Increased-159 SH
FIRST TR EXCH TRADED FD III	EME MRK BD ETF	$2.0M	0.6%Prev: 0.6%	66,694 SH	Increased+1,868 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$2.4M	0.7%Prev: 0.7%	49,639 SH	Increased+3,638 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.9M	0.6%	19,459 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$255K	0.1%	1,690 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.2M	1.6%Prev: 1.9%	76,765 SH	Decreased-19,499 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.3M	0.4%Prev: 1.3%	21,280 SH	Decreased-51,348 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$2.5M	0.8%Prev: 0.7%	59,779 SH	Increased+2,519 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$6.9M	2.1%Prev: 3.1%	137,579 SH	Decreased-66,123 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$6.2M	1.9%Prev: 1.9%	172,245 SH	Increased-4,414 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$3.5M	1.1%	165,214 SH	New
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE GOV	$5.5M	1.7%	267,132 SH	New
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$2.7M	0.8%Prev: 1.2%	139,204 SH	Decreased-65,883 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$6.5M	2.0%Prev: 1.9%	149,216 SH	Increased+1,522 SH
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR MDCP	$2.5M	0.8%Prev: 1.4%	74,125 SH	Decreased-64,333 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$792K	0.2%Prev: 0.2%	23,711 SH	Increased
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$1.8M	0.6%Prev: 0.5%	71,910 SH	Increased+6,031 SH
FRANKLIN TEMPLETON DIGITAL H	BITCOIN ETF SHS	$227K	0.1%	3,421 SH	New
FRANKLIN TEMPLETON ETF TR	INTELLIGENT MACH	$497K	0.2%	5,698 SH	New
FUBOTV INC	COM	$125K	0.0%Prev: 0.0%	30,000 SH	Increased
GAMING & LEISURE PPTYS INC	COM	$1.8M	0.6%Prev: 0.5%	38,850 SH	Increased+1,302 SH
INTERNATIONAL BUSINESS MACHS	COM	$367K	0.1%Prev: 0.1%	1,300 SH	Decreased+6 SH
INVESCO EXCH TRADED FD TR II	S&P GBL WATER	$244K	0.1%Prev: 1.2%	3,802 SH	Decreased-56,972 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.9M	1.2%	37,551 SH	New
INVESCO EXCHANGE TRADED FD T	WILDERHIL CLAN	$252K	0.1%	8,727 SH	New
INVESCO QQQ TR	UNIT SER 1	$3.9M	1.2%Prev: 1.1%	6,518 SH	Increased+202 SH
IRON MTN INC DEL	COM	$583K	0.2%Prev: 0.2%	5,722 SH	Decreased
ISHARES INC	MSCI AUSTRIA ETF	$1.1M	0.3%	35,905 SH	New
ISHARES INC	MSCI EURZONE ETF	$224K	0.1%Prev: 0.3%	3,622 SH	Decreased-15,335 SH
ISHARES INC	MSCI SPAIN ETF	$6.5M	2.0%Prev: 2.2%	131,955 SH	Decreased-26,964 SH
ISHARES TR	ASIA 50 ETF	$4.9M	1.5%Prev: 1.2%	52,163 SH	Increased+4,663 SH
ISHARES TR	CORE S&P500 ETF	$3.4M	1.1%Prev: 0.5%	5,109 SH	Increased+2,432 SH
ISHARES TR	CORE US AGGBD ET	$1.2M	0.4%Prev: 0.3%	12,427 SH	Increased+3,709 SH
ISHARES TR	GLOBAL 100 ETF	$1.1M	0.3%	9,278 SH	New
ISHARES TR	GLOBAL FINLS ETF	$12.2M	3.8%Prev: 3.5%	104,843 SH	Increased+3,539 SH
ISHARES TR	INTL SEL DIV ETF	$4.0M	1.3%Prev: 0.8%	109,952 SH	Increased+38,123 SH
ISHARES TR	ISHARES BIOTECH	$313K	0.1%Prev: 0.1%	2,170 SH	Decreased-480 SH
ISHARES TR	MSCI EAFE ETF	$7.2M	2.2%Prev: 2.0%	76,658 SH	Increased+2,532 SH
ISHARES TR	MSCI EMG MKT ETF	$6.2M	1.9%Prev: 1.7%	115,508 SH	Increased-1,800 SH
ISHARES TR	MSCI USA QUALITY	$1.5M	0.5%Prev: 0.5%	23,426 SH	Increased-822 SH
ISHARES TR	RUS 1000 ETF	$385K	0.1%Prev: 0.1%	1,053 SH	Increased+2 SH
ISHARES TR	RUS TP200 GR ETF	$4.5M	1.4%Prev: 2.6%	16,372 SH	Decreased-17,395 SH
ISHARES TR	RUSSELL 2000 ETF	$258K	0.1%Prev: 0.1%	1,068 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$5.6M	1.8%Prev: 0.1%	46,501 SH	Increased+43,087 SH
ISHARES TR	U.S. FINLS ETF	$2.1M	0.7%Prev: 0.6%	16,556 SH	Increased+490 SH
ISHARES TR	U.S. REAL ES ETF	$476K	0.1%Prev: 0.9%	4,902 SH	Decreased-26,628 SH
ISHARES TR	U.S. TECH ETF	$1.7M	0.5%	8,669 SH	New
ISHARES TR	U.S. UTILITS ETF	$1.9M	0.6%Prev: 0.5%	17,383 SH	Increased+572 SH
ISHARES TR	US AER DEF ETF	$1.5M	0.5%	7,327 SH	New
ISHARES TR	US TELECOM ETF	$4.6M	1.4%Prev: 0.9%	142,963 SH	Increased+39,976 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$583K	0.2%Prev: 0.2%	21,695 SH	Increased+877 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.0M	1.5%Prev: 1.5%	86,768 SH	Increased+2,926 SH
JPMORGAN CHASE & CO.	COM	$514K	0.2%Prev: 0.1%	1,630 SH	Increased+74 SH
LOCKHEED MARTIN CORP	COM	$528K	0.2%Prev: 0.2%	1,058 SH	Increased+1 SH
MARTIN MARIETTA MATLS INC	COM	$204K	0.1%	323 SH	New
META PLATFORMS INC	CL A	$372K	0.1%Prev: 0.1%	506 SH	Decreased-3 SH
MICROSOFT CORP	COM	$2.8M	0.9%Prev: 0.9%	5,421 SH	Decreased-741 SH
MOODYS CORP	COM	$298K	0.1%Prev: 0.1%	626 SH	Decreased+3 SH
NIKE INC	CL B	$207K	0.1%Prev: 0.1%	2,966 SH	Decreased+25 SH
NORFOLK SOUTHN CORP	COM	$231K	0.1%	769 SH	New
NUVEEN MUN HIGH INCOME OPPOR	COM	$189K	0.1%Prev: 0.1%	17,825 SH	Increased
NUVEEN MUN INCOME FD INC	COM	$202K	0.1%Prev: 0.1%	20,370 SH	Decreased
NVIDIA CORPORATION	COM	$2.1M	0.6%Prev: 0.3%	11,125 SH	Increased+5,102 SH
PACER FDS TR	US CASH COWS 100	$527K	0.2%Prev: 0.2%	9,175 SH	Increased
PHILLIPS EDISON & CO INC	COMMON STOCK	$721K	0.2%Prev: 0.2%	21,001 SH	Decreased
PIMCO ETF TR	ACTIVE BD ETF	$3.3M	1.0%Prev: 0.9%	35,283 SH	Increased+1,926 SH
PROSHARES TR	ONLINE RTL ETF	$486K	0.2%	8,002 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$733K	0.2%Prev: 0.2%	17,063 SH	Increased-1,215 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$16.9M	5.3%Prev: 6.4%	724,931 SH	Decreased-221,210 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$681K	0.2%Prev: 0.3%	26,470 SH	Decreased-9,320 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.8M	3.1%Prev: 2.9%	307,095 SH	Increased-15,550 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$10.2M	3.2%Prev: 3.0%	352,010 SH	Increased+946 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$919K	0.3%Prev: 0.3%	31,004 SH	Increased-378 SH
SCHWAB STRATEGIC TR	US REIT ETF	$602K	0.2%Prev: 0.2%	27,894 SH	Increased+1,700 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.6M	0.8%Prev: 0.6%	93,616 SH	Increased+12,585 SH
SELECT SECTOR SPDR TR	FINANCIAL	$2.8M	0.9%Prev: 1.3%	52,699 SH	Decreased-28,142 SH
SELECT SECTOR SPDR TR	INDL	$231K	0.1%	1,501 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$6.3M	2.0%Prev: 2.2%	80,895 SH	Decreased-8,640 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.6M	1.4%	16,226 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$253K	0.1%Prev: 0.1%	545 SH	Increased+41 SH
SPDR GOLD TR	GOLD SHS	$2.7M	0.8%Prev: 1.4%	7,479 SH	Decreased-7,021 SH
SPDR S&P 500 ETF TR	TR UNIT	$9.4M	2.9%Prev: 2.3%	14,067 SH	Increased+1,862 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$216K	0.1%	363 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$4.7M	1.5%Prev: 0.1%	44,969 SH	Increased+41,661 SH
SPDR SERIES TRUST	S&P BIOTECH	$4.7M	1.5%	46,503 SH	New
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$4.5M	1.4%Prev: 1.3%	111,513 SH	Increased+9,206 SH
SSGA ACTIVE TR	SPDR SSGA US EQU	$237K	0.1%Prev: 0.1%	7,500 SH	Increased
TESLA INC	COM	$1.1M	0.3%Prev: 0.3%	2,463 SH	Increased-92 SH
TIDAL TRUST II	YIELDMAX INNOVAT	$111K	0.0%	12,089 SH	New
TIDAL TRUST II	YIELDMAX TSLA OP	$135K	0.0%	14,339 SH	New
VALERO ENERGY CORP	COM	$608K	0.2%Prev: 0.1%	3,571 SH	Increased-9 SH
VANECK ETF TRUST	URANIUM AND NUCL	$4.1M	1.3%	30,450 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.5M	1.1%Prev: 0.2%	47,131 SH	Increased+40,013 SH
VANGUARD INDEX FDS	GROWTH ETF	$358K	0.1%	746 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$4.0M	1.2%	25,620 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$1.8M	0.6%	4,526 SH	New
VERIZON COMMUNICATIONS INC	COM	$263K	0.1%Prev: 0.1%	5,979 SH	Decreased-245 SH
WALMART INC	COM	$364K	0.1%Prev: 0.1%	3,533 SH	Increased+72 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $212K
AMERICAN CENTY ETF TR — $310K
AMERICAN CENTY ETF TR — $2.0M
ARK ETF TR — $4.4M
ARK ETF TR — $390K
BANK AMERICA CORP — $234K
DIMENSIONAL ETF TRUST — $355K
DIMENSIONAL ETF TRUST — $1.4M
DUTCH BROS INC — $206K
EXXON MOBIL CORP — $233K
FIDELITY MERRIMACK STR TR — $1.3M
FIRST TR EXCHANGE TRADED FD — $369K
FIRST TR EXCHANGE-TRADED FD — $3.1M
FRANKLIN TEMPLETON ETF TR — $370K
INVESCO DB MULTI-SECTOR COMM — $469K
INVESCO EXCHANGE TRADED FD T — $3.7M
INVESCO EXCHANGE TRADED FD T — $3.7M
ISHARES GOLD TR — $2.5M
ISHARES TR — $1.5M
ISHARES TR — $387K
… and 31 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 7, 2025	Q3 2025	13F-HR	0001754960-25-000638	$320.0M	View
Jul 15, 2025	Q2 2025	13F-HR	0001754960-25-000396	$324.6M	View
Apr 10, 2025	Q1 2025