Elevation Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $768.6K | 0.3% |
| SCHWAB STRATEGIC TR | $765.7K | 0.3% |
| STERLING INFRASTRUCTURE, INC. | $750.9K | 0.3% |
| Broadcom Inc. | $746.2K | 0.3% |
| ISHARES TR | $737.6K | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $728.8K | 0.3% |
| ISHARES TR | $702.4K | 0.2% |
| MCDONALD'S CORP | $646.1K | 0.2% |
| iShares MSCI UAE ETF | $638.8K | 0.2% |
| ISHARES TR | $637.5K | 0.2% |
| Public Storage | $632.4K | 0.2% |
| JOHNSON & JOHNSON | $629.3K | 0.2% |
| ISHARES TR | $613.4K | 0.2% |
| ELI LILLY & Co | $605.2K | 0.2% |
| VANGUARD INDEX FDS | $590.6K | 0.2% |
| Agilent Technologies Inc | $574.1K | 0.2% |
| CHEVRON CORP | $564.5K | 0.2% |
| SCHWAB STRATEGIC TR | $559.5K | 0.2% |
| Meta Platforms Inc | $553.6K | 0.2% |
| Hewlett Packard Enterprise Co | $540.9K | 0.2% |
| ISHARES TR | $537.9K | 0.2% |
| VANGUARD INDEX FDS | $514.5K | 0.2% |
| Palo Alto Networks Inc | $504.0K | 0.2% |
| ISHARES INC | $499.0K | 0.2% |
| Prologis Inc | $491.7K | 0.2% |
| Eaton Corp plc | $471.1K | 0.2% |
| DIMENSIONAL ETF TRUST | $470.8K | 0.2% |
| VANGUARD INDEX FDS | $452.8K | 0.2% |
| HP INC | $445.6K | 0.2% |
| VANGUARD INDEX FDS | $438.5K | 0.2% |
| Keysight Technologies, Inc. | $426.9K | 0.2% |
| Quanta Services Inc | $417.0K | 0.1% |
| AMERICAN CENTY ETF TR | $398.2K | 0.1% |
| Palantir Technologies Inc | $379.5K | 0.1% |
| AVALONBAY COMMUNITIES INC | $378.0K | 0.1% |
| KKR & Co. Inc. | $375.2K | 0.1% |
| KLA CORP | $366.1K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $354.7K | 0.1% |
| ISHARES TR | $353.2K | 0.1% |
| CAPITAL GRP FIXED INCM ETF T | $350.6K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $343.8K | 0.1% |
| Simon Property Group Inc | $342.8K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $338.1K | 0.1% |
| ISHARES TR | $331.4K | 0.1% |
| WISDOMTREE TR | $315.3K | 0.1% |
| Visa Inc | $311.8K | 0.1% |
| DIMENSIONAL ETF TRUST | $311.2K | 0.1% |
| RTX Corp | $303.4K | 0.1% |
| Walt Disney Co | $302.6K | 0.1% |
| HOME DEPOT, INC. | $295.2K | 0.1% |