Elevate Wealth Advisory, Inc reported 127 holdings worth US$175M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Elevate Wealth Advisory, Inc reported 127 holdings worth US$175M as of Jun 30, 2026. Largest: Fortinet, Inc., Southern Company (the) and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 127
- Value as reported
- US$175M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Fortinet, Inc. | 12,799 | US$1.97M | 1.1% |
| Southern Company (the) | 14,882 | US$1.42M | 0.81% |
| Microsoft Corp. | 2,353 | US$878K | 0.50% |
| Nvidia Corporation | 4,060 | US$812K | 0.46% |
| Apple Inc | 2,688 | US$778K | 0.44% |
| Rtx Corporation | 3,167 | US$601K | 0.34% |
| Coca-cola Company (the) | 6,996 | US$572K | 0.33% |
| Alphabet Inc (google) Class C | 1,375 | US$491K | 0.28% |
| Berkshire Hathaway Inc. | 905 | US$453K | 0.26% |
| Amazon.com, Inc. | 1,609 | US$383K | 0.22% |
| Micron Technology, Inc. | 313 | US$361K | 0.21% |
| Jp Morgan Chase & Co. | 953 | US$312K | 0.18% |
| Broadcom Inc. | 637 | US$241K | 0.14% |
| Carrier Global Corporation | 3,185 | US$234K | 0.13% |
| Keysight Technologies Inc. | 639 | US$224K | 0.13% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Wells Fargo & Company | 0 | US$0 | 0.00% |