Elevation Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| 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% |
| MICROSOFT CORP | $3.04M | 1.1% |
| VANGUARD CHARLOTTE FDS | $2.94M | 1.0% |
| VANGUARD INDEX FDS | $2.43M | 0.9% |
| DIMENSIONAL ETF TRUST | $2.39M | 0.8% |
| Warren E. Buffett | $2.12M | 0.8% |
| DIMENSIONAL ETF TRUST | $1.87M | 0.7% |
| INVESCO QQQ TR | $1.79M | 0.6% |
| JOHN HANCOCK EXCHANGE TRADED | $1.79M | 0.6% |
| ISHARES TR | $1.66M | 0.6% |
| Amazon.com Inc | $1.63M | 0.6% |
| SCHWAB STRATEGIC TR | $1.48M | 0.5% |
| SCHWAB STRATEGIC TR | $1.40M | 0.5% |
| ISHARES TR | $1.37M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $1.36M | 0.5% |
| AbbVie Inc. | $1.22M | 0.4% |
| AMERICAN CENTY ETF TR | $1.19M | 0.4% |
| SCHWAB STRATEGIC TR | $1.07M | 0.4% |
| JPMORGAN CHASE & CO | $1.02M | 0.4% |
| SCHWAB STRATEGIC TR | $1.01M | 0.4% |
| SCHWAB STRATEGIC TR | $992.6K | 0.4% |
| FIRST TR EXCH TRADED FD III | $941.6K | 0.3% |
| EQUITY LIFESTYLE PROPERTIES INC | $939.2K | 0.3% |
| SPDR S&P MIDCAP 400 ETF TR | $904.4K | 0.3% |
| FAIR ISAAC CORP | $874.1K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $781.6K | 0.3% |