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Home > Institutional Investor > Elevate Wealth Advisory, Inc > Profile

Instuitional Investor - Elevate Wealth Advisory, Inc

Fund Profile
Filing Period:
Fund Name: Elevate Wealth Advisory, Inc
Portfolio Value $140,535,501
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 105,228 $14,209,967 10.11%
2.
Vanguard Scottsdale Funds
 181,947 $10,882,249 7.74%
3.
Vanguard Bond Index Funds
 BND 137,092 $10,789,138 7.68%
4.
Dimensional Etf Trust
 223,432 $9,569,575 6.81%
5.
Ishares Tr - 0-5 YR TIPS ETF
 72,275 $7,437,777 5.29%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)