Elevate Wealth Advisory, Inc. has disclosed its latest investment holdings in a 13F-HR filing, revealing a diverse portfolio that includes significant stakes in major companies. This update is crucial for understanding the firm's investment strategy and its positioning within the financial advisory sector.

Founded in Georgia, Elevate Wealth Advisory operates under the Central Index Key (CIK) 0002011651. The firm has been actively filing with the SEC, with its most recent filing dated October 29, 2026. The company focuses on providing investment advice and managing client portfolios, which is vital in today's dynamic financial landscape.

What the Filing Says

The filing, accession number 0001398344-26-019066, indicates that Elevate Wealth Advisory holds a total of 135 positions, with a combined value of approximately $194.37 million as of September 30, 2026. Some of the notable holdings include:

  • Apple Inc. - 9,645 shares valued at approximately $3.21 million
  • Alphabet Inc. (Class A) - 1,043 shares valued at approximately $358,814
  • Amazon.com Inc. - 2,175 shares valued at approximately $541,911
  • Agilent Technologies Inc. - 1,399 shares valued at approximately $240,998
  • Berkshire Hathaway Inc. (Class B) - 1,481 shares valued at approximately $737,464

These holdings reflect a strategic focus on technology and consumer goods, which are critical sectors in the current market environment.

Impact

This filing may affect various stakeholders, including clients of Elevate Wealth Advisory, who rely on the firm's investment decisions. Additionally, competitors in the financial advisory industry may analyze Elevate's portfolio choices to inform their strategies and offerings. The insights gained from this filing could lead to shifts in market dynamics as firms adjust their approaches based on observed trends.

What's Next

The filing does not specify what happens next for Elevate Wealth Advisory, but the firm is expected to continue monitoring its investments and may provide further updates in future filings.