Elevate Wealth Advisory, Inc. has filed its Form 13F-HR, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing was signed by Clarke Holt, the Chief Compliance Officer, and lists the firm's address in Athens, Georgia.
The report details a portfolio consisting of 135 individual equity and exchange-traded fund positions. The largest holding disclosed is Dimensional ETF Trust US Large Value ETF, for which the firm holds 1,813,133 shares. Other significant individual stock positions include Dimensional ETF Trust US Equities Market ETF with 73,846 shares, Dimensional ETF Trust US Targeted Value ETF with 68,215 shares, and Dimensional ETF Trust US Small Cap ETF with 26,405 shares.
The portfolio is heavily weighted toward ETFs rather than individual stocks. Among the ETFs listed, ISHARES TR CORE S&P 500 ETF (464287150) is held in 111,607 shares, while ISHARES TR CORE MSCI EMKT (46434G103) is held in 84,384 shares. Other notable ETF positions include Dimensional ETF Trust International Value ETF (265,622 shares) and ISHARES TR EAFE Value ETF (72,457 shares). The filing also lists a position in SCHWAB STRATEGIC TR US DIVIDEND EQ with 64,347 shares.
Among the individual equities listed, NVIDIA Corporation (67066G104) is held in 4,731 shares, followed by Microsoft Corporation (594918104) with 2,660 shares and Apple Inc. (037833100) with 9,645 shares. Other individual stock positions include META PLATFORMS INC CL A (477 shares), JPMORGAN CHASE & CO COM (1,116 shares), and Southern Co (14,906 shares).
