Elevate Wealth Advisory, Inc - Q42025 Holdings

Elevate Wealth Advisory, Inc holds 122 stocks with a total portfolio value of $ 146.27M as of Q42025. In Q42025, Elevate Wealth Advisory, Inc added 8 new positions, increased stakes in 50 stocks, reduced 20 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (ITOT), representing 10.68% of the total portfolio.