ELEVATE WEALTH ADVISORY, INC

Q3 2026 13F-HR Holdings

Location
Athens, GA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$194,375
Net value change ($000)
+19,296 (11.0%)
New positions
17
Sold out positions
9
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 2,434 312.9%
DFUS 2,012 48.8%
CAT 1,914 NEW
ICSH 1,854 114.4%
AVDV 1,228 15.6%
STIP 1,191 12.8%
DFLV 1,155 18.8%
DFIV 1,077 7.8%
NEAR 960 130.8%
VGIT 804 6.2%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -682 -100.0%
DCOR -550 -100.0%
DFAR -441 -100.0%
DFSV -431 -100.0%
AOR -361 -100.0%
IEMG -285 -4.0%
DFAT -239 -5.0%
CARR -234 -100.0%
SO -188 -13.2%
AOA -163 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type