Elwood & Goetz Wealth Advisory Group
$676M 13F equity value
154 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Elwood & Goetz Wealth Advisory Group covers the quarter ended June 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 |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 1,480,541 | $105M | 15.6% |
| VOO | VANGUARD INDEX FDS | 149,633 | $103M | 15.2% |
| VGT | VANGUARD WORLD FD | 446,871 | $53M | 7.9% |
| AVSC | AMERICAN CENTY ETF TR | 687,210 | $50M | 7.5% |
| DFAR | DIMENSIONAL ETF TRUST | 1,795,268 | $47M | 6.9% |
| AVMC | AMERICAN CENTY ETF TR | 441,006 | $35M | 5.2% |
| ICSH | ISHARES TR | 432,906 | $22M | 3.2% |
| VTI | VANGUARD INDEX FDS | 58,985 | $22M | 3.2% |
| FRDM | EA SERIES TRUST | 278,890 | $20M | 3.0% |
| NFLT | ETFIS SER TR I | 765,724 | $18M | 2.6% |
Track Elwood & Goetz Wealth Advisory Group's 13F portfolio: $676M in reported holdings, 154 positions. Top holdings and quarterly changes on SentiSense.
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