Institutions / Elevation Wealth Partners, LLC
Elevation Wealth Partners, LLC
CIK 1976256 · Institution · as of Dec 31, 2025
Portfolio value
$282.38M
Positions
959
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 959 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $31.23M | 11.1% |
| Schwab Strategic Tr | $20.07M | 7.1% |
| iShares Tr | $19.68M | 7.0% |
| American Centy ETF Tr | $14.30M | 5.1% |
| Schwab Strategic Tr | $11.32M | 4.0% |
| Vanguard Index Fds | $9.42M | 3.3% |
| Apple Inc. | $8.28M | 2.9% |
| American Centy ETF Tr | $7.95M | 2.8% |
| Alphabet Inc. | $7.03M | 2.5% |
| Dimensional ETF Trust | $6.24M | 2.2% |
| iShares Tr | $5.89M | 2.1% |
| First Trust Exchange-Traded Fund VI | $4.73M | 1.7% |
| Schwab Strategic Tr | $4.65M | 1.6% |
| Alphabet Inc. | $4.59M | 1.6% |
| iShares Tr | $4.46M | 1.6% |
| Dimensional ETF Trust | $4.38M | 1.6% |
| SPDR S&P 500 ETF Tr | $4.26M | 1.5% |
| iShares Tr | $3.66M | 1.3% |
| Tesla Inc | $3.61M | 1.3% |
| Schwab Strategic Tr | $3.61M | 1.3% |
| iShares Tr | $3.45M | 1.2% |
| Vanguard Tax-Managed Fds | $3.32M | 1.2% |
| NVIDIA Corp | $3.29M | 1.2% |
| American Centy ETF Tr | $3.26M | 1.2% |
| Schwab Strategic Tr | $3.09M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.