Elwood & Goetz Wealth Advisory Group, LLC
CIK 1752758
13F filing for Q2 2026・No. 3,272
- Holdings
- US$675.99M
- Quarter change
- +US$86.85M
- Entries
- 148
- Net bought (estimate)
- +US$2.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 6
- Cut 51
- Added 71
- Corporate actions 0
- Unchanged 10
Largest holdings
148 stocks worth US$675.99M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,480,541 | US$105.49M | 15.61% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 149,633 | US$102.77M | 15.20% |
| VANGUARD WORLD FDINF TECH ETF | AddedSplit 8:1 | 446,871 | US$53.41M | 7.90% |
| AMERICAN CENTY ETF TRAVAN US SMAL ETF | Added | 687,210 | US$50.4M | 7.46% |
| DIMENSIONAL ETF TRUSTUS REAL ESTA ETF | Cut | 1,795,268 | US$46.96M | 6.95% |
| AMERICAN CENTY ETF TRAVA MID EQU ETF | Added | 441,006 | US$35.39M | 5.24% |
| ICSHISHARES TRULTRA SHORT DUR | Added | 432,906 | US$21.9M | 3.24% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 58,985 | US$21.83M | 3.23% |
| EA SERIES TRUSTFREEDOM 100 EM | New | 278,890 | US$20.33M | 3.01% |
| ETFIS SER TR IVIRTUS NEWFLEET | Cut | 765,724 | US$17.57M | 2.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.