ELEVATE WEALTH ADVISORY, INC
All 13F Filings
- Location
- Athens, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 146,275
- 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 |
|---|---|---|---|---|---|
| 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 | 106 K | 72.4% | 6.693 K | 0 | 6.693 K |
| ETFs | 27.9 K | 19.1% | 946 | 0 | 946 |
| Debt | 12.12 K | 8.3% | 1.008 K | 0 | 1.008 K |
| Other | 298 | 0.2% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
146,275
Holdings
122
QoQ value change ($000)
8,650
(6.3%)
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.