Elwood & Goetz Wealth Advisory Group, LLC

Position in COF — Capital One Financial Corp

CIK 1752758 ATHENS, GA

Position in COF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$365,128

+$127,616 QoQ

Shares Held

1,820

+85.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,413

of 2,096 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Elwood & Goetz Wealth Advisory Group, LLC holds $3,773,258 across 4 Credit Services names. COF ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,671	$1,602,573
2	MA	Mastercard Inc	2,143	$1,100,644
3	AXP	American Express Co	2,084	$704,913
4	COF	Capital One Financial Corp This page	1,820	$365,128

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,128	1,820	+85.7%	Shares	Sole	2026-08-13
2025-12-31	$237,512	980	—	Shares	Sole	2026-01-21
No filing history on record for this holder in this stock.