ELEVATE WEALTH ADVISORY, INC
All 13F Filings
- Location
- Athens, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 175,079
- 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 | 8/14/2026 | 127 | 175,079 | 13F-HR | ELEVATE WEALTH ADVISORY, INC |
| Q1 2026 | 5/11/2026 | 125 | 158,421 | 13F-HR | ELEVATE WEALTH ADVISORY, INC |
| Q4 2025 | 1/27/2026 | 122 | 146,275 | 13F-HR | ELEVATE WEALTH ADVISORY, INC |
| Q3 2025 | 10/24/2025 | 121 | 137,625 | 13F-HR | ELEVATE WEALTH ADVISORY, INC |
| Q2 2025 | 7/23/2025 | 134 | 140,536 | 13F-HR | ELEVATE WEALTH ADVISORY, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.731 K | 5.6% | 596 | 0 | 596 |
| ETFs | 152.6 K | 87.1% | 15.59 K | 0 | 15.59 K |
| Debt | 12.79 K | 7.3% | 467 | 0 | 467 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
175,079
Holdings
127
QoQ value change ($000)
16,658
(10.5%)
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.