DOSSIER · 13F-HR · Q1 2026
Elwood & Goetz Wealth Advisory Group, LLC
Elwood & Goetz Wealth Advisory's family office based in San Francisco, CA — $589M in tracked AUM across 138 positions as of Q1 2026.
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Elwood & Goetz Wealth Advisory·San Francisco, CA·Family Office
CIK 0001752758 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Elwood & Goetz Wealth Advisory Group, LLC
1. Portfolio Overview
Elwood & Goetz Wealth Advisory Group, LLC reported a substantial expansion in assets under management (AUM), with the total portfolio value surging by 235.0% from approximately $169.76M to $568.76M in the quarter ending December 31, 2025. This dramatic increase suggests significant capital inflows, the acquisition of a substantial new client mandate, or a consolidation of r...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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