ELEVATE WEALTH ADVISORY, INC
All 13F Filings
- Location
- Athens, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 158,421
- 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 |
|---|---|---|---|---|---|
| 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 | 9.135 K | 5.8% | 0 | 96.82 K | -96.82 K |
| ETFs | 137 K | 86.5% | 109.1 K | 0 | 109.1 K |
| Debt | 12.32 K | 7.8% | 201 | 0 | 201 |
| Other | 0 | 0.0% | 0 | 298 | -298 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
158,421
Holdings
125
QoQ value change ($000)
12,146
(8.3%)
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.