Elwood & Goetz Wealth Advisory Group, LLC holds a focused book of 148 stocks worth $676.0M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Freedom 100 Emeging MRKT ETF and trimmed Dimensional US Real Est ETF. Their largest long position is Vanguard Ftse Developed ETF at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Elwood & Goetz Wealth Advisory Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $571.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $523.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $95.7B |
| LPL Financial LLC | 80 / 80 | $85.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.8B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.2B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $105.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $21.9B |
Ranked by how many of Elwood & Goetz Wealth Advisory Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $105.5M | 1.48M | 15.6% | ▲+5.9% Added · +82K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $102.8M | 149.6K | 15.2% | ▲+8.5% Added · +12K sh | |
| 3 | Vanguard World FD INF TECH ETF | $53.4M | 446.9K | 7.9% | ▲+719% Added · +392K sh | |
| 4 | American Centy ETF TR AVAN US SMAL ETF | $50.4M | 687.2K | 7.5% | ▲+0.4% Added · +3K sh | |
| 5 | Dimensional ETF Trust US REAL ESTA ETF | $47.0M | 1.80M | 6.9% | ▼−29% Reduced · −734K sh | |
| 6 | American Centy ETF TR AVA MID EQU ETF | $35.4M | 441.0K | 5.2% | ▲+5.1% Added · +21K sh | |
| 7 | Ishares TR ULTRA SHORT DUR | $21.9M | 432.9K | 3.2% | ▲+6.2% Added · +25K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $21.8M | 59.0K | 3.2% | ▲+3.7% Added · +2K sh | |
| 9 | Ea Series Trust FREEDOM 100 EM | $20.3M | 278.9K | 3.0% | ▲New New position | |
| 10 | Etfis Ser TR I VIRTUS NEWFLEET | $17.6M | 765.7K | 2.6% | ▼−2.9% Reduced · −23K sh | |
| 11 | Schwab Strategic TR INTL EQTY ETF | $14.1M | 508.0K | 2.1% | ▼−0.5% Reduced · −3K sh | |
| 12 | Schwab Strategic TR US MID-CAP ETF | $12.7M | 344.4K | 1.9% | ▼−0.4% Reduced · −1K sh | |
| 13 | Vanguard Star FDS VG TL INTL STK F | $11.4M | 133.3K | 1.7% | ▲+1.0% Added · +1K sh | |
| 14 | Wisdomtree TR EM EX ST-OWNED | $9.6M | 194.8K | 1.4% | ▼−69% Reduced · −424K sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $8.7M | 58.7K | 1.3% | ▼−2.0% Reduced · −1K sh | |
| 16 | Schwab Strategic TR US SML CAP ETF | $8.7M | 239.6K | 1.3% | ▼−1.7% Reduced · −4K sh | |
| 17 | Vanguard Index FDS MID CAP ETF | $8.6M | 107.1K | 1.3% | ▲+304% Added · +81K sh | |
| 18 | Apple Inc COM | $6.6M | 22.9K | 1.0% | ▲+2.9% Added · +652 sh | |
| 19 | Ishares TR U.S. TECH ETF | $5.5M | 21.8K | 0.8% | ▲+0.7% Added · +161 sh | |
| 20 | Wisdomtree TR INTL SMCAP DIV | $4.8M | 56.9K | 0.7% | ▲+0.6% Added · +364 sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $4.6M | 6.1K | 0.7% | ▲+6.8% Added · +391 sh | |
| 22 | Vanguard Index FDS REAL ESTATE ETF | $4.2M | 43.3K | 0.6% | ▼−21% Reduced · −11K sh | |
| 23 | Ishares TR CORE S&P500 ETF | $4.1M | 5.5K | 0.6% | ▲+3.2% Added · +171 sh | |
| 24 | Vanguard Index FDS SMALL CP ETF | $3.7M | 12.2K | 0.5% | ▲+2.7% Added · +319 sh | |
| 25 | Microsoft Corp COM | $3.4M | 9.0K | 0.5% | ▼−3.2% Reduced · −297 sh | |
| 26 | Select Sector SPDR TR ST STR TECHN ETF | $3.2M | 16.9K | 0.5% | ▲+36% Added · +4K sh | |
| 27 | Nvidia Corporation COM | $3.2M | 15.8K | 0.5% | ▲+13% Added · +2K sh | |
| 28 | SPDR Index SHS FDS ST PORT MARK ETF | $2.9M | 56.3K | 0.4% | ▼−6.1% Reduced · −4K sh | |
| 29 | Amazon Com Inc COM | $2.8M | 11.7K | 0.4% | ▲+10% Added · +1K sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $2.7M | 5.4K | 0.4% | ▼−4.7% Reduced · −270 sh | |
| 31 | Alphabet Inc CAP STK CL A | $2.3M | 6.3K | 0.3% | ▲+2.4% Added · +148 sh | |
| 32 | Alphabet Inc CAP STK CL C | $2.0M | 5.6K | 0.3% | ▲+4.5% Added · +239 sh | |
| 33 | Ishares TR CORE S&P MCP ETF | $1.9M | 24.9K | 0.3% | ▼−7.5% Reduced · −2K sh | |
| 34 | Ishares TR IBOXX HI YD ETF | $1.9M | 23.7K | 0.3% | ▼−57% Reduced · −31K sh | |
| 35 | Dimensional ETF Trust INTL SMALL CAP E | $1.8M | 50.5K | 0.3% | ▲+9.4% Added · +4K sh | |
| 36 | BlackRock ETF Trust II ISHARES AAA CLO | $1.6M | 31.0K | 0.2% | ▲+28% Added · +7K sh | |
| 37 | Visa Inc COM CL A | $1.6M | 4.7K | 0.2% | ▲+16% Added · +640 sh | |
| 38 | JPMorgan Chase & Co COM | $1.5M | 4.5K | 0.2% | ▲+2.8% Added · +122 sh | |
| 39 | NextEra Energy Inc COM | $1.4M | 16.4K | 0.2% | ▼−0.7% Reduced · −113 sh | |
| 40 | Ishares TR ESG AW MSCI EAFE | $1.4M | 13.9K | 0.2% | ▼−2.4% Reduced · −350 sh | |
| 41 | Schwab Strategic TR US BRD MKT ETF | $1.4M | 48.7K | 0.2% | ▲~0% Added · +15 sh | |
| 42 | Home Depot Inc COM | $1.4M | 4.0K | 0.2% | ▼−3.1% Reduced · −126 sh | |
| 43 | Caterpillar Inc COM | $1.3M | 1.3K | 0.2% | ▼−7.7% Reduced · −105 sh | |
| 44 | Johnson & Johnson COM | $1.2M | 4.9K | 0.2% | ▲+16% Added · +687 sh | |
| 45 | Costco Wholesale Corporation COM | $1.2M | 1.3K | 0.2% | ▲+0.5% Added · +6 sh | |
| 46 | Sonoco Prods Co COM | $1.2M | 20.8K | 0.2% | ▲New New position | |
| 47 | Eli Lilly & Co COM | $1.1M | 927 | 0.2% | ▼−1.0% Reduced · −9 sh | |
| 48 | Mastercard Incorporated CL A | $1.1M | 2.1K | 0.2% | ▲+44% Added · +653 sh | |
| 49 | Schwab Strategic TR US REIT ETF | $1.1M | 44.5K | 0.2% | ▼−8.1% Reduced · −4K sh | |
| 50 | Vanguard Specialized Funds DIV APP ETF | $992K | 4.2K | 0.1% | ▲+76% Added · +2K sh |
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Use Arkolith to show Elwood & Goetz Wealth Advisory Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.