Elwood & Goetz Wealth Advisory Group
$725M 13F equity value
172 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Elwood & Goetz Wealth Advisory Group covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 161,135 | $113M | 15.6% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,598,755 | $113M | 15.6% |
| VGT | VANGUARD WORLD FD | 476,945 | $60M | 8.3% |
| AVSC | AMERICAN CENTY ETF TR | 721,695 | $50M | 6.9% |
| DFAR | DFA INVT DIMENSIONS GROUP IN | 1,844,008 | $45M | 6.1% |
| AVMC | AMERICAN CENTY ETF TR | 477,615 | $36M | 5.0% |
| ICSH | ISHARES TR | 454,587 | $23M | 3.2% |
| VTI | VANGUARD INDEX FDS | 60,662 | $23M | 3.1% |
| FRDM | EA SERIES TRUST | 311,330 | $22M | 3.0% |
| NFLT | ETFIS SER TR I | 757,614 | $17M | 2.3% |
Track Elwood & Goetz Wealth Advisory Group's 13F portfolio: $725M in reported holdings, 172 positions. Top holdings and quarterly changes on SentiSense.
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