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CIK: 0001976256
Total reported value
$333.8M
$333.8M
480 檔
20.8%
During the Q1 2024 filing period, Elevation Wealth Partners, LLC (CIK: 0001976256) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $333.8M across 480 reported positions.
During Q1 2024, Elevation Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 480 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.46% | -0.70% | +13.53% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.87% | -0.43% | +6.62% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.91% | +0.11% | +9.31% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 4.35% | -0.40% | +3.69% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.11% | -0.25% | +8.14% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.74% | -0.19% | +7.52% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.13% | +7.58% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.72% | +0.03% | +7.19% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.05% | -17.63% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.76% | -0.25% | -7.53% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.75% | +0.10% | +2.42% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-Other | 1.66% | -0.11% | +34.87% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | -0.06% | -1.68% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.51% | -0.15% | +46.07% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.10% | -21.66% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.41% | -0.06% | -2.46% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.40% | +0.18% | +0.77% | |
| 18 | FPEI | First Trust Institutional Pr | ETF-Other | 1.25% | -0.05% | -11.98% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.18% | -0.08% | +13.01% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | -0.09% | +9.37% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | +0.01% | -4.99% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.18% | -0.03% | +15.28% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.14% | — | +144.95% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.10% | -0.02% | +52.58% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.83% | -0.01% | -8.39% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.83% | -0.20% | +74.72% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.81% | -0.08% | +9.48% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.78% | — | +23.53% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.03% | -7.41% | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.67% | -0.08% | +0.39% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.67% | -0.07% | +85.91% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.66% | -0.01% | -7.24% | |
| 33 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.61% | -0.03% | — | |
| 34 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.61% | -0.05% | -0.10% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.57% | -0.05% | +29.63% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.54% | -0.02% | -0.46% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | — | -12.18% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.10% | +8.50% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.51% | -0.02% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.01% | -9.94% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.48% | -0.07% | — | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.48% | -0.08% | -5.23% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.47% | +0.02% | -8.43% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.06% | -23.98% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | +0.23% | -22.01% | |
| 46 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.39% | -0.01% | -37.85% | |
| 47 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.37% | -0.03% | — | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.36% | — | -1.34% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.35% | -0.02% | -18.74% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.01% | -0.52% |
According to official SEC Form 13F filings, Elevation Wealth Partners, LLC reported a total U.S. public equity portfolio value of $333.8M across 480 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IUSB, FNDX, IUSG) accounted for 20.8% of total reported equity market value during Q1 2024.
During Q1 2024, Elevation Wealth Partners, LLC's top holdings by market value included IUSB (11.5%)、FNDX (7.9%)、IUSG (6.9%). The largest single position, IUSB, represented 11.5% of total portfolio value.
In Q1 2024, Elevation Wealth 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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