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CIK: 0002124354
Total reported value
$97.7M
$97.7M
97 檔
51.7%
In Q1 2026, Elevation Advisory Partners LLC's U.S. equity holdings reached a combined market value of $97.7M, distributed across 97 disclosed stock positions.
During Q1 2026, Elevation Advisory Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 21.88% | +0.89% | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 11.79% | +1.84% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.11% | +2.25% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.28% | +0.87% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.58% | — | |
| 6 | ARM | Arm Holdings Plc-adr | Stock-Tech | 2.24% | +2.67% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | +0.03% | — | |
| 8 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.08% | +2.83% | — | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.04% | -0.13% | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | +0.21% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | +0.30% | — | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.84% | +0.85% | — | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.80% | -0.82% | — | |
| 14 | AGX | Argan Inc | Stock-Industrials | 1.78% | -1.78% | EXIT | |
| 15 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 1.53% | +0.51% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.09% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.12% | — | |
| 18 | CRWV | Coreweave Inc-cl A | Stock-Tech | 1.28% | +0.19% | — | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | +0.02% | — | |
| 20 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.00% | -1.00% | EXIT | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.96% | -0.75% | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.03% | — | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.91% | +0.05% | — | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.84% | -0.52% | — | |
| 25 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.74% | +0.69% | — | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.72% | +0.13% | — | |
| 27 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.72% | +0.52% | — | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.70% | -0.48% | — | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | -0.62% | EXIT | |
| 30 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.54% | -0.07% | — | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.53% | -0.53% | EXIT | |
| 32 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.50% | +0.47% | — | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.49% | -0.49% | EXIT | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.10% | — | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.48% | +0.60% | — | |
| 36 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.48% | -0.48% | EXIT | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.48% | -0.10% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.17% | — | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.44% | -0.44% | EXIT | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.44% | -0.44% | EXIT | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | +0.15% | — | |
| 42 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.43% | -0.43% | EXIT | |
| 43 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.38% | -0.38% | EXIT | |
| 44 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.38% | -0.38% | EXIT | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.37% | -0.37% | EXIT | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | -0.37% | EXIT | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | -0.01% | — | |
| 48 | KLAR | Klarna Group plc | Stock-Other | 0.35% | -0.35% | EXIT | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | -0.35% | EXIT | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.35% | EXIT |
According to official SEC Form 13F filings, Elevation Advisory Partners LLC reported a total U.S. public equity portfolio value of $97.7M across 97 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, VYM, AAPL) accounted for 51.7% of total reported equity market value during Q1 2026.
During Q1 2026, Elevation Advisory Partners LLC's top holdings by market value included NVDA (21.9%)、VYM (11.8%)、AAPL (6.1%). The largest single position, NVDA, represented 21.9% of total portfolio value.
In Q1 2026, Elevation Advisory Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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