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Lindsay Elwood

Elwood & Goetz Wealth Advisory Group, Llc

Assets Managed
$589.138M
Holdings
138
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
3.59%(2Q avg: 6.38%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Elwood & Goetz Wealth Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Elwood & Goetz Wealth Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 589.138M in assets, with a quarterly growth rate of 3.59% and a 2-quarter average growth rate of 6.38%. The portfolio is managed by Lindsay Elwood, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.12%
15.21%
$89.607M
1.398M shares@ $64.08 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.66%
13.99%
$82.382M
137,866 shares@ $597.56 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 6.48%
10.16%
$59.82M
2.529M shares@ $23.65 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Increased 7.47%
7.24%
$42.626M
684,213 shares@ $62.31 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 4.54%
6.47%
$38.079M
54,576 shares@ $697.73 avg price
AVMC
Avantis Us Mid Cap Eq Etf
Recent Activity
Increased 6.49%
5.15%
$30.31M
419,573 shares@ $72.25 avg price
XSOE
Wisdmtree Emerg Mkt Ex-st Ow
Recent Activity
Increased 1.79%
4.22%
$24.825M
619,075 shares@ $40.11 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Decreased -7.36%
3.51%
$20.625M
407,444 shares@ $50.63 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 8.17%
3.1%
$18.242M
56,861 shares@ $320.81 avg price
NFLT
Virtus Newfleet Multi-sector
Recent Activity
Increased 19.88%
3.05%
$17.944M
788,741 shares@ $22.75 avg price

1-10 of 138