13F Filings History of ELEVATE WEALTH ADVISORY, INC

Latest 13F report
Q3 2025 - 24 Oct 2025
Value $
$137,625,420
Signature - Title
Deanne Rosso - President/Chief Compliance Officer
Location
Athens, GA
Summary
This page shows a list of all the recent 13F filings made by ELEVATE WEALTH ADVISORY, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ELEVATE WEALTH ADVISORY, INC reported 121 stock holdings with total value $137,625,420 as of Q3 2025. Top holdings included ITOT, BSV, VGIT, DFIV, and STIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 121 $137,625,420 +$727,292 -$10,996,934 -$10,269,642 ITOT, BSV, VGIT, DFIV, STIP 13F-HR 24 Oct 2025, 16:08
Q2 2025 134 $140,535,501 +$3,590,747 -$11,999,684 -$8,408,937 ITOT, VGIT, BSV, DFIV, STIP 13F-HR 23 Jul 2025, 11:19
Q1 2025 132 $141,168,317 +$8,506,835 -$2,741,363 +$5,765,472 ITOT, VGIT, BSV, DFIV, STIP 13F-HR 14 May 2025, 09:33
Q4 2024 117 $133,350,222 +$5,628,339 -$1,374,490 +$4,253,849 ITOT, VGIT, BSV, DFIV, STIP 13F-HR 11 Feb 2025, 10:37
Q3 2024 121 $134,729,183 +$4,228,317 -$761,917 +$3,466,400 ITOT, VGIT, BSV, DFIV, STIP 13F-HR 13 Nov 2024, 09:03
Q2 2024 111 $123,238,452 +$10,205,496 -$1,048,261 +$9,157,235 ITOT, VGIT, BSV, DFIV, STIP 13F-HR 12 Aug 2024, 11:16
Q1 2024 106 $114,867,825 +$7,745,634 -$6,371,169 +$1,374,465 ITOT, VGIT, BSV, DFIV, STIP 13F-HR 02 May 2024, 11:46
Q4 2023 110 $109,144,186 $0 $0 $0 VGIT, BSV, ITOT, DFIV, STIP 13F-HR 14 Feb 2024, 12:12