Elwood & Goetz Wealth Advisory Group, LLC
All 13F Filings
- Location
- Athens, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 675,987
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 148 | 675,987 | 13F-HR | Elwood & Goetz Wealth Advisory Group, LLC |
| Q1 2026 | 5/1/2026 | 138 | 589,138 | 13F-HR | Elwood & Goetz Wealth Advisory Group, LLC |
| 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 | 112.9 K | 16.7% | 14.27 K | 0 | 14.27 K |
| ETFs | 563.1 K | 83.3% | 72.59 K | 0 | 72.59 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
675,987
Holdings
148
QoQ value change ($000)
86,849
(14.7%)
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.