Elwood & Goetz Wealth Advisory Group, LLC
All 13F Filings
- Location
- Athens, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 568,765
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 135 | 568,765 | 13F-HR | Elwood & Goetz Wealth Advisory Group, LLC |
| Q3 2025 | 10/28/2025 | 133 | 520,999 | 13F-HR | Elwood & Goetz Wealth Advisory Group, LLC |
| Q2 2025 | 7/17/2025 | 114 | 462,683 | 13F-HR | Elwood & Goetz Wealth Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 367 K | 64.5% | 45.15 K | 0 | 45.15 K |
| ETFs | 201.4 K | 35.4% | 2.632 K | 0 | 2.632 K |
| Other | 363 | 0.1% | 0 | 17 | -17 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
568,765
Holdings
135
QoQ value change ($000)
47,766
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.