Clarke Holt

Elevate Wealth Advisory, Inc

Assets Managed

$158.421M

Holdings

125

Last Quarter

2026 - Q1

Filed Date

1mo 28d ago

Growth Rate

8.31%(2Q avg: 7.3%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevate Wealth Advisory, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Elevate Wealth Advisory, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 158.421M in assets, with a quarterly growth rate of 8.31% and a 2-quarter average growth rate of 7.3%. The portfolio is managed by Clarke Holt, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ITOT Ishares Core S&p Total U.s. Recent Activity Increased 4.06%	9.84%	$15.576M 109,360 shares@ $142.44 avg price	Increased 4.06%
DFIV Dimensional International Va Recent Activity Increased 6.41%	8.12%	$12.855M 243,563 shares@ $52.78 avg price	Increased 6.41%
BSV Vanguard Short-term Bond Etf Recent Activity Increased 2.19%	7.78%	$12.322M 157,154 shares@ $78.41 avg price	Increased 2.19%
VGIT Vanguard Intermediate-term T Recent Activity Increased 5.38%	7.59%	$12.023M 201,901 shares@ $59.56 avg price	Increased 5.38%
STIP Ishares 0-5 Year Tips Bond E Recent Activity Increased 6.48%	5.46%	$8.64M 83,535 shares@ $103.43 avg price	Increased 6.48%
AVUV Avantis Us Small Cap Value Recent Activity Increased 15.09%	4.83%	$7.648M 69,230 shares@ $110.47 avg price	Increased 15.09%
AVDV Avantis Intl S C Value Etf Recent Activity Increased 10.86%	4.56%	$7.21M 72,204 shares@ $99.86 avg price	Increased 10.86%
IEMG Ishares Core Msci Emerging Recent Activity Increased 5.16%	3.94%	$6.237M 89,425 shares@ $69.76 avg price	Increased 5.16%
IDEV Ishares Core Msci Dev Mkts Recent Activity Increased 3.18%	3.49%	$5.521M 66,063 shares@ $83.57 avg price	Increased 3.18%
EFV Ishares Msci Eafe Value Etf Recent Activity Decreased -3.22%	3.44%	$5.439M 73,150 shares@ $74.35 avg price	Decreased -3.22%

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