Elevation Wealth Partners
$334M 13F equity value
1,369 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Elevation Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IUSB | ISHARES TR | 777,144 | $36M | 10.7% |
| FNDX | SCHWAB STRATEGIC TR | 747,950 | $23M | 7.0% |
| IUSG | ISHARES TR | 118,225 | $22M | 6.7% |
| AVDE | AMERICAN CENTY ETF TR | 180,570 | $16M | 4.8% |
| SCHX | SCHWAB STRATEGIC TR | 392,965 | $12M | 3.5% |
| AVEM | AMERICAN CENTY ETF TR | 109,366 | $11M | 3.2% |
| VO | VANGUARD INDEX FDS | 129,724 | $10M | 3.1% |
| AAPL | APPLE INC | 28,069 | $8M | 2.4% |
| GOOGL | ALPHABET INC | 21,915 | $8M | 2.3% |
| IJR | ISHARES TR | 49,644 | $7M | 2.2% |
Track Elevation Wealth Partners's 13F portfolio: $334M in reported holdings, 1,369 positions. Top holdings and quarterly changes on SentiSense.
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