Holdings
Elwood & Goetz Wealth Advisory Group, LLC
As of Jun 30, 2026, Elwood & Goetz Wealth Advisory Group, LLC reported 71 positions worth US$59.9M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 22,873 | US$6.62M | +652 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 11,843 | US$4.23M | +337 | Jun 30, 2026 |
| Microsoft Corp. | 9,006 | US$3.36M | −297 | Jun 30, 2026 |
| Nvidia Corporation | 15,800 | US$3.16M | +1,867 | Jun 30, 2026 |
| Amazon.com, Inc. | 11,658 | US$2.78M | +1,103 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 5,422 | US$2.71M | −270 | Jun 30, 2026 |
| Visa Inc. | 4,671 | US$1.6M | +640 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,533 | US$1.48M | +122 | Jun 30, 2026 |
| Nextera Energy, Inc. | 16,395 | US$1.44M | −113 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 3,956 | US$1.4M | −126 | Jun 30, 2026 |