Elwood & Goetz Wealth Advisory Group, LLC
Q2 2026 13F filing
Updated 28 days ago148 disclosed positions worth $676M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD TAX-MANAGED FDS | $105.5M | 1.48M | 15.61% | — |
| 2 | V VGES VANGUARD INDEX FDS | $102.8M | 149.6K | 15.20% | — |
| 3 | V VGES VANGUARD WORLD FD | $53.4M | 446.9K | 7.90% | — |
| 4 | ? N/A AMERICAN CENTY ETF TR | $50.4M | 687.2K | 7.46% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $47M | 1.80M | 6.95% | — |
| 6 | ? N/A AMERICAN CENTY ETF TR | $35.4M | 441.0K | 5.24% | — |
| 7 | E ETHA ISHARES TR | $21.9M | 432.9K | 3.24% | — |
| 8 | V VGES VANGUARD INDEX FDS | $21.8M | 59.0K | 3.23% | — |
| 9 | F FRHC EA SERIES TRUST | $20.3M | 278.9K | 3.01% | — |
| 10 | ? N/A ETFIS SER TR I | $17.6M | 765.7K | 2.60% | — |
| 11 | S SCHW-PJ SCHWAB STRATEGIC TR | $14.1M | 508.0K | 2.08% | — |
| 12 | S SCHW-PJ SCHWAB STRATEGIC TR | $12.7M | 344.4K | 1.88% | — |
| 13 | V VGES VANGUARD STAR FDS | $11.4M | 133.3K | 1.69% | — |
| 14 | B BTCW WISDOMTREE TR | $9.6M | 194.8K | 1.42% | — |
| 15 | E ETHA ISHARES TR | $8.7M | 58.7K | 1.29% | — |
| 16 | S SCHW-PJ SCHWAB STRATEGIC TR | $8.7M | 239.6K | 1.28% | — |
| 17 | V VGES VANGUARD INDEX FDS | $8.6M | 107.1K | 1.28% | — |
| 18 | A AAPL APPLE INC | $6.6M | 22.9K | 0.98% | — |
| 19 | E ETHA ISHARES TR | $5.5M | 21.8K | 0.81% | — |
| 20 | B BTCW WISDOMTREE TR | $4.8M | 56.9K | 0.70% | — |
| 21 | S SPY STATE STR SPDR S&P 500 ETF T | $4.6M | 6.1K | 0.68% | — |
| 22 | V VGES VANGUARD INDEX FDS | $4.2M | 43.3K | 0.62% | — |
| 23 | E ETHA ISHARES TR | $4.1M | 5.5K | 0.61% | — |
| 24 | V VGES VANGUARD INDEX FDS | $3.7M | 12.2K | 0.55% | — |
| 25 | M MSFT MICROSOFT CORP | $3.4M | 9.0K | 0.50% | — |
| 26 | S STT-PG SELECT SECTOR SPDR TR | $3.2M | 16.9K | 0.48% | — |
| 27 | N NVDA NVIDIA CORPORATION | $3.2M | 15.8K | 0.47% | — |
| 28 | S STT-PG SPDR INDEX SHS FDS | $2.9M | 56.3K | 0.43% | — |
| 29 | A AMZN AMAZON COM INC | $2.8M | 11.7K | 0.41% | — |
| 30 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.7M | 5.4K | 0.40% | — |
| 31 | G GOOGN ALPHABET INC | $2.3M | 6.3K | 0.34% | — |
| 32 | G GOOGN ALPHABET INC | $2M | 5.6K | 0.29% | — |
| 33 | E ETHA ISHARES TR | $1.9M | 24.9K | 0.28% | — |
| 34 | E ETHA ISHARES TR | $1.9M | 23.7K | 0.28% | — |
| 35 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 50.5K | 0.26% | — |
| 36 | ? N/A BLACKROCK ETF TRUST II | $1.6M | 31.0K | 0.24% | — |
| 37 | V V VISA INC | $1.6M | 4.7K | 0.24% | — |
| 38 | J JPM-PM JPMORGAN CHASE & CO | $1.5M | 4.5K | 0.22% | — |
| 39 | N NEE-PS NEXTERA ENERGY INC | $1.4M | 16.4K | 0.21% | — |
| 40 | E ETHA ISHARES TR | $1.4M | 13.9K | 0.21% | — |
| 41 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.4M | 48.7K | 0.21% | — |
| 42 | H HD HOME DEPOT INC | $1.4M | 4.0K | 0.21% | — |
| 43 | C CAT CATERPILLAR INC | $1.3M | 1.3K | 0.20% | — |
| 44 | J JNJ JOHNSON & JOHNSON | $1.2M | 4.9K | 0.18% | — |
| 45 | C COST COSTCO WHOLESALE CORPORATION | $1.2M | 1.3K | 0.17% | — |
| 46 | S SON SONOCO PRODS CO | $1.2M | 20.8K | 0.17% | — |
| 47 | L LLY ELI LILLY & CO | $1.1M | 927 | 0.16% | — |
| 48 | M MA MASTERCARD INCORPORATED | $1.1M | 2.1K | 0.16% | — |
| 49 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.1M | 44.5K | 0.16% | — |
| 50 | B BX VANGUARD SPECIALIZED FUNDS | $992K | 4.2K | 0.15% | — |