Elwood & Goetz Wealth Advisory Group, LLC ETF holdings
Athens, GA
Reported $615.9M in 75 ETFs in its Form 13F for June 30, 2026.
ETF value
$615.9M
ETFs held
75
Change from prior quarter
+14.4%
With price moves
ETFs as a share of its 13F
91.1%
of $676.0M
Top 10 of 75 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $105.5M | 1,480,541 | +82,177 shares |
| VOO | Vanguard S&P 500 ETF | $102.8M | 149,633 | +11,767 shares |
| VGT | Vanguard Information Technology ETF | $53.4M | 446,871 | +392,295 shares |
| AVSC | Avantis US Small Cap Equity ETF | $50.4M | 687,210 | +2,997 shares |
| DFAR | Dimensional US Real Estate ETF | $47.0M | 1,795,268 | −734,130 shares |
| AVMC | Avantis U.S. Mid Cap Equity ETF | $35.4M | 441,006 | +21,433 shares |
| ICSH | iShares Ultra Short Duration Bond Active ETF | $21.9M | 432,906 | +25,462 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $21.8M | 58,985 | +2,124 shares |
| FRDM | Freedom 100 Emerging Markets ETF | $20.3M | 278,890 | New position |
| NFLT | Virtus Newfleet Multi-Sector Bond ETF | $17.6M | 765,724 | −23,017 shares |
65 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001752758. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Elwood & Goetz Wealth Advisory Group, LLC own?
Elwood & Goetz Wealth Advisory Group, LLC reported 75 ETF positions worth $615.9M in its Form 13F for June 30, 2026. The largest was VEA, at $105.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.