ELEVATE WEALTH ADVISORY, INC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Athens, GA
CIK
0002011651
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
106
114,867
ITOT, VGIT, BSV, DFIV
13F-HR
5/2/2024
000139834424008539
Q4 2023
110
109,144
VGIT, BSV, ITOT, DFIV
13F-HR
2/14/2024
000139834424002994