DOSSIER · 13F-HR · Q3 2025

EWG Elevate Inc.

$320M in tracked AUM across 119 positions as of Q3 2025.

EE
CIK 0001765278 · last filed Sep 30, 2025
Total AUM
$320M
as of Q3 2025
Holdings
119
positions
Whale Score
40
40
tracked
Activity
no data
changes this Q
AI Analysis · Q3 2025

EWG Elevate Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
BALI
BLACKROCK ETF TRUST
$23M736K7.3%
02
SCHF
SCHWAB STRATEGIC TR
$17M725K5.3%
03
IXG
ISHARES TR
$12M105K3.8%
04
ARKW
ARK ETF TR
$11M64K3.5%
05
SCHV
SCHWAB STRATEGIC TR
$10M352K3.2%
06
SCHG
SCHWAB STRATEGIC TR
$10M307K3.1%
07
SPY
SPDR S&P 500 ETF TR
$9M14K2.9%
08
EFA
ISHARES TR
$7M77K2.2%
09
LMBS
FIRST TR EXCHANGE-TRADED FD
$7M138K2.1%
10
EWP
ISHARES INC
$7M132K2.0%

Filing history

2025Q3Sep 30
$320M 1.4%
119 positionsView →
2025Q2Jun 30
$325M 21.3%
142 positionsLocked
2025Q1Mar 31
$268M 18.5%
121 positionsLocked
2024Q4Dec 31
$328M 31.8%
149 positionsLocked
2024Q3Sep 30
$249M 9.0%
113 positionsLocked
2024Q2Jun 30
$274M 4.2%
133 positionsLocked
2024Q1Mar 31
$263M 9.0%
125 positionsLocked
2023Q4Dec 31
$241M 9.0%
107 positionsLocked
2023Q3Sep 30
$221M 8.5%
96 positionsLocked
2023Q2Jun 30
$242M 3.2%
98 positionsLocked
2023Q1Mar 31
$234M 18.0%
92 positionsLocked
2022Q4Dec 31
$199M 11.9%
833 positionsLocked
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