Elevation Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $286.4K | 0.1% |
| EXXON MOBIL CORP | $275.3K | 0.1% |
| ABBOTT LABORATORIES | $274.5K | 0.1% |
| ISHARES TR | $255.6K | 0.1% |
| SCHWAB STRATEGIC TR | $251.4K | 0.1% |
| SCHWAB CHARLES CORP | $249.5K | 0.1% |
| PROCTER & GAMBLE Co | $240.3K | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $240.0K | 0.1% |
| VANGUARD INDEX FDS | $230.0K | 0.1% |
| TORTOISE CAPITAL SERIES TRUS | $216.5K | 0.1% |
| SPDR SERIES TRUST | $215.0K | 0.1% |
| ISHARES TR | $213.5K | 0.1% |
| RHYTHM PHARMACEUTICALS, INC. | $211.0K | 0.1% |
| SPDR GOLD TR | $209.3K | 0.1% |
| Duke Energy Corp | $206.5K | 0.1% |
| PEPSICO INC | $202.9K | 0.1% |
| BANK OF AMERICA CORP /DE | $195.7K | 0.1% |
| VANECK ETF TRUST | $191.9K | 0.1% |
| SPDR DOW JONES INDL AVERAGE | $189.3K | 0.1% |
| iShares MSCI UAE ETF | $185.8K | 0.1% |
| DIMENSIONAL ETF TRUST | $184.7K | 0.1% |
| TARGET CORP | $180.1K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $177.8K | 0.1% |
| ISHARES TR | $173.1K | 0.1% |
| VANGUARD INDEX FDS | $171.8K | 0.1% |
| LABCORP HOLDINGS INC. | $171.4K | 0.1% |
| COLGATE PALMOLIVE CO | $170.4K | 0.1% |
| NEXTERA ENERGY INC | $169.4K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $164.4K | 0.1% |
| Global X Artificial Intelligence & Technology ETF | $161.6K | 0.1% |
| Ares Management Corporation | $158.7K | 0.1% |
| GILEAD SCIENCES, INC. | $153.8K | 0.1% |
| VEEVA SYSTEMS INC | $151.3K | 0.1% |
| VANGUARD INDEX FDS | $150.0K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $149.7K | 0.1% |
| Mastercard Inc | $146.9K | 0.1% |
| DOVER Corp | $146.4K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $142.1K | 0.1% |
| DIMENSIONAL ETF TRUST | $141.7K | 0.1% |
| CITIGROUP INC | $139.0K | 0.0% |
| ADVANCED MICRO DEVICES INC | $138.6K | 0.0% |
| SELECT SECTOR SPDR TR | $137.8K | 0.0% |
| ISHARES TR | $137.2K | 0.0% |
| FIRST TR EXCH TRADED FD III | $136.3K | 0.0% |
| DIMENSIONAL ETF TRUST | $135.4K | 0.0% |
| SCHWAB STRATEGIC TR | $134.1K | 0.0% |
| REINSURANCE GROUP OF AMERICA INC | $129.8K | 0.0% |
| CSX CORP | $128.7K | 0.0% |
| Merck & Co., Inc. | $125.9K | 0.0% |
| PROSHARES TR | $124.5K | 0.0% |