Institutions / ELEVATION WEALTH PARTNERS, LLC / Holdings
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Elevation Wealth Partners, LLC

All holdings · as of Dec 31, 2025

959 positions

CompanyClassValueShares% of portfolio
UNITEDHEALTH GROUP INC—$68.0K2060.0%
BlackRock, Inc.—$67.4K630.0%
ISHARES TR—$67.1K4750.0%
COCA-COLA EUROPACIFIC PARTNE—$66.5K7330.0%
Alexandria Real Estate Equities Inc—$65.8K1,3450.0%
SPDR INDEX SHS FDS—$65.6K8550.0%
SPDR SERIES TRUST—$65.4K5360.0%
EXCHANGE TRADED CONCEPTS TRU—$64.6K4,3900.0%
AT&T INC.—$64.2K2,5830.0%
FIRST TR EXCHANGE-TRADED FD—$62.5K2320.0%
FIRST TR EXCHANGE TRADED FD—$61.9K1,3760.0%
PFIZER INC—$60.7K2,4360.0%
BRISTOL MYERS SQUIBB CO—$60.3K1,1170.0%
Hercules Capital, Inc.HTGCCommon Stock$59.9K3,1810.0%
STARWOOD PROPERTY TRUST, INC.—$59.7K3,3140.0%
ISHARES TR—$59.4K1,5880.0%
DANAHER CORP /DE—$59.3K2590.0%
INTEL CORP—$59.3K1,6060.0%
VANGUARD ADMIRAL FDS INC—$59.2K1330.0%
T-Mobile US, Inc.TMUSCommon Stock$57.7K2840.0%
VANGUARD WHITEHALL FDS—$57.3K6370.0%
GLOBAL X FDS—$57.2K1,1970.0%
Motorola Solutions, Inc.—$57.1K1490.0%
Uber Technologies, Inc—$56.5K6920.0%
ISHARES TR—$56.1K1,0660.0%
S&P Global Inc.—$55.9K1070.0%
Arthur J. Gallagher & Co.—$55.5K2150.0%
Aon plc—$55.4K1570.0%
ISHARES TR—$54.8K7890.0%
Rithm Capital Corp.—$54.5K5,0000.0%
First Trust Exchange-Traded Fund IV—$53.9K2,0530.0%
FIRST TR EXCHANGE TRADED FD—$53.6K5530.0%
DIMENSIONAL ETF TRUST—$53.2K1,6260.0%
GENERAL ELECTRIC CO—$53.0K1720.0%
ISHARES TR—$53.0K6140.0%
Toast, Inc.—$52.8K1,4860.0%
CNA FINANCIAL CORPCNACommon Stock$52.6K1,1020.0%
Chubb Ltd—$52.4K1680.0%
ISHARES BITCOIN TRUST ETF—$52.4K1,0550.0%
ISHARES INC—$50.9K1,9440.0%
GRAYSCALE ETHEREUM MINI TR E—$50.1K1,7860.0%
Consolidated Edison Inc—$50.0K5030.0%
ORACLE CORP—$48.6K2490.0%
TFS Financial CORPTFSLCommon Stock$48.5K3,6280.0%
NOVARTIS AG—$48.3K3500.0%
Verisk Analytics, Inc.—$47.6K2130.0%
NIKE, Inc.—$47.5K7460.0%
TWILIO INC—$47.1K3310.0%
MARSH & MCLENNAN COMPANIES, INC.—$46.8K2520.0%
RLI CORP—$46.5K7260.0%
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