Elevate Wealth Advisory, Inc - Q12026 Holdings

Elevate Wealth Advisory, Inc holds 125 stocks with a total portfolio value of $ 158.42M as of Q12026. In Q12026, Elevate Wealth Advisory, Inc added 6 new positions, increased stakes in 55 stocks, reduced 21 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (ITOT), representing 9.83% of the total portfolio.