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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 $158,420,899
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 109,360 $15,576,163 9.83%
2.
Dimensional Etf Trust
 243,563 $12,855,241 8.11%
3.
Vanguard Bond Index Funds
 BND 157,154 $12,322,416 7.78%
4.
Vanguard Scottsdale Funds
 201,901 $12,023,215 7.59%
5.
Ishares Tr - 0-5 YR TIPS ETF
 83,535 $8,640,025 5.45%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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