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CIK: 0001976256
Total reported value
$333.8M
$333.8M
500 檔
25.8%
During the Q4 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 500 reported positions.
In Q4 2024, Elevation Wealth Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 500 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 10.86% | -0.70% | +3.62% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 7.41% | +0.10% | +327.18% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.25% | -0.43% | +197.74% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.03% | +0.11% | +0.57% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.86% | -0.19% | +7.36% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.54% | -0.25% | +206.40% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.29% | -0.13% | -1.33% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.65% | +0.03% | +4.90% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.25% | -0.02% | +34.16% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.03% | -0.25% | +46.58% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.05% | -2.36% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | -0.06% | +4.36% | |
| 13 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.71% | -0.22% | +649.21% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-Other | 1.60% | -0.11% | -4.96% | |
| 15 | FPEI | First Trust Institutional Pr | ETF-Other | 1.51% | -0.05% | +14.76% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.46% | -0.10% | +37.71% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | +0.01% | -4.72% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.18% | -0.03% | -1.20% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.17% | -0.06% | +205.22% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.10% | -0.85% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.13% | -0.08% | +2792.58% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.13% | -0.08% | +9.66% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.06% | -0.20% | +212.52% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | -0.09% | -2.64% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.98% | -0.08% | +1.35% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.10% | -0.10% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.89% | -0.07% | +44.50% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.71% | — | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.03% | -4.59% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.01% | +11.35% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.62% | -0.07% | +3.33% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.58% | -0.02% | -1.28% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.58% | -0.05% | -15.94% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.58% | -0.01% | -0.66% | |
| 35 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.56% | -0.05% | +0.57% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | -0.15% | -67.95% | |
| 37 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.53% | -0.03% | -1.53% | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.53% | -0.08% | +1.85% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.49% | -0.01% | +103.02% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | -0.02% | +0.27% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | — | -2.56% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | +0.02% | +93.33% | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.40% | — | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.06% | -11.99% | |
| 45 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.36% | -0.03% | -2.24% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.01% | +0.61% | |
| 47 | PSA | Public Storage | Stock-Real Estate | 0.32% | — | -0.40% | |
| 48 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.31% | -0.01% | +197.26% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | -0.01% | +1785.35% | |
| 50 | HPQ | Hp Inc | Stock-Tech | 0.29% | — | -2.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +5.7% | +327.18% | Add |
| 2 | FTHI | Fthi/first Trust Exchange-tr | +1.5% | +649.21% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.1% | +2792.58% | Add |
| 4 | TSLA | Tesla Inc | +0.8% | +37.71% | Add |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.7% | NEW | New buy |
| 6 | ESGU | Ishares Esg Aware Msci USA | +0.6% | +34.16% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.6% | +46.58% | Add |
| 8 | DFAE | Dimensional Emerging Core Eq | +0.4% | NEW | New buy |
| 9 | IUSG | Ishares Core S&p U.s. Growth | +0.3% | +0.57% | Add |
| 10 | DFAC | Dimensional US Core Equity 2 | +0.3% | +1785.35% | Add |
| 11 | DFAU | Dimensional US Core Equity M | +0.3% | +44.50% | Add |
| 12 | VO | Vanguard Mid-cap ETF | +0.2% | +7.36% | Add |
| 13 | TFLO | Ishares Treasury Floating Ra | +0.2% | NEW | New buy |
| 14 | VTEC | Vanguard Ca Tax-ex Bond | +0.2% | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.36% | Trim |
| 16 | FPEI | First Trust Institutional Pr | +0.2% | +14.76% | Add |
| 17 | AMZN | Amazon.com Inc | +0.2% | +11.35% | Add |
| 18 | AAPL | Apple Inc | +0.1% | -1.33% | Trim |
| 19 | VGT | Vanguard Info Tech ETF | +0.1% | +383.19% | Add |
| 20 | SCHX | Schwab US Large-cap ETF | +0.1% | +206.40% | Add |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | NEW | New buy |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.36% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -4.72% | Trim |
| 24 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +9.66% | Add |
| 25 | DFAI | Dimensional International Co | +0.1% | +69.98% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4.90% | Add |
| 27 | ARKK | Ark Innovation ETF | +0.1% | NEW | New buy |
| 28 | DBMF | Imgp Dbi Managed Futures Str | +0.1% | NEW | New buy |
| 29 | JPST | Jpmorgan Ultra-short Income | +0.1% | NEW | New buy |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | -1.20% | Trim |
| 31 | ADBE | Adobe Inc | -0.1% | -17.09% | Trim |
| 32 | ROP | Roper Technologies Inc | -0.1% | -48.85% | Trim |
| 33 | ABBV | Abbvie Inc | -0.1% | -2.56% | Trim |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | +1.85% | Add |
| 35 | SCHC | Schwab Intl Small-cap Equity | -0.1% | +3.33% | Add |
| 36 | PSA | Public Storage | -0.1% | -0.40% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.1% | -7.89% | Trim |
| 38 | VOE | Vanguard Mid-cap Value ETF | -0.1% | -20.40% | Trim |
| 39 | VTWO | Vanguard Russell 2000 ETF | -0.1% | -72.01% | Trim |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | -0.2% | -15.94% | Trim |
| 41 | RSPU | Invesco S&p 500 Equal Weight | -0.2% | EXIT | Sold out |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | +3.62% | Add |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.2% | +197.74% | Add |
| 44 | SCHM | Schwab US Mid Cap ETF | -0.3% | +103.02% | Add |
| 45 | SCHH | Schwab US Reit ETF | -0.3% | -4.96% | Trim |
| 46 | AVLV | Avantis US Large Cap Value | -0.4% | EXIT | Sold out |
| 47 | RSP | Invesco S&p 500 Equal Weight | -1.2% | -67.95% | Trim |
| 48 | AVUS | Avantis U.s. Equity ETF | -1.3% | EXIT | Sold out |
| 49 | AVDE | Avantis International Equity | -4.1% | EXIT | Sold out |
| 50 | SCTXX | Schwab Amt Tax Fr Mny-ultra | -4.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Elevation Wealth Partners, LLC reported a total U.S. public equity portfolio value of $333.8M across 500 disclosed positions in Q4 2024.
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 IUSB, AVEM, FNDX) accounted for 25.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SGOV
市值: $1.7M
Top Position Liquidated / Trimmed
SCTXX
前期市值: $10.2M
During Q4 2024, Elevation Wealth Partners, LLC's top holdings by market value included IUSB (10.9%)、AVEM (7.4%)、FNDX (7.3%). The largest single position, IUSB, represented 10.9% of total portfolio value.
In Q4 2024, Elevation Wealth Partners, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 14 holdings, and fully liquidating 5 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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