SEC Form 13F

ELEVATE WEALTH ADVISORY, INC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$175,078,610
Positions127

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$18,167,783110,597
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$13,760,964254,738
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$12,883,914218,445
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$12,789,338164,155
ISHARES TRSTIP0-5 YR TIPS ETF$9,301,19691,045
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$9,264,05474,255
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$7,858,37976,258
ISHARES INCIEMGCORE MSCI EMKT$7,133,73686,115
DIMENSIONAL ETF TRUSTDFLVUS LARG VALU ETF$6,127,687154,974
ISHARES TRIDEVCORE MSCI INTL$5,717,56664,235

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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