Holdings of ELEVATE WEALTH ADVISORY, INC
106 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 61.8 % of the equity sleeve
Sector breakdown
- Funds 3.4 %
- Technology 2.0 %
- Financials 1.0 %
- Utilities 1.0 %
- Communication 0.8 %
- Industrials 0.4 %
- Consumer staples 0.4 %
- Consumer discretionary 0.2 %
- Energy 0.2 %
- Unattributed 90.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 106 | 151.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | iShares Russell 2000 ETF | 37 | 9.2K $ | |
| 102 | VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF | 24 | 5.4K $ | |
| 103 | iShares Russell 1000 Growth ETF | 12 | 5.1K $ | |
| 104 | Avantis US Large Cap Value ETF | 61 | 4.9K $ | |
| 105 | Avantis Emerging Markets Value ETF | 48 | 2.9K $ | |
| 106 | ISHARES TRUST | 1 | 75 $ |