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CIK: 0001976256
Total reported value
$333.8M
$333.8M
489 檔
25.8%
According to the latest 13F quarterly dataset, Elevation Wealth Partners, LLC managed an equity portfolio of $333.8M at the end of Q2 2025, spanning 489 distinct U.S. exchange-listed positions.
In Q2 2025, Elevation Wealth Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 489 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 10.97% | -0.70% | +2.86% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.17% | +0.11% | +1.01% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.09% | -0.43% | +0.44% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 4.66% | -0.40% | +0.51% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.16% | -0.25% | +0.19% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.82% | -0.19% | -2.37% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.51% | +0.10% | +31.32% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.36% | -0.13% | -1.72% | |
| 9 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.26% | -0.12% | +2698.31% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.24% | +0.03% | -7.14% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.85% | -0.25% | +0.18% | |
| 12 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.69% | -0.22% | +0.75% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.05% | +0.00% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-Other | 1.61% | -0.11% | +2.86% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | -0.06% | -8.33% | |
| 16 | FPEI | First Trust Institutional Pr | ETF-Other | 1.44% | -0.05% | +3.96% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.27% | -0.20% | +1.21% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.27% | -0.02% | -43.36% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.26% | -0.08% | -0.64% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.23% | +0.18% | +0.06% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.22% | -0.03% | +5.04% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.10% | -1.79% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.16% | -0.07% | +16.25% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.13% | -0.08% | +5.22% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.11% | -0.06% | -0.15% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.10% | -0.10% | +3.72% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.01% | -1.53% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | -0.09% | +1.24% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.10% | -2.39% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.03% | +0.98% | |
| 31 | DFAT | Dimensional US Target Value | ETF-Other | 0.83% | -0.08% | -16.12% | |
| 32 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.74% | -0.05% | +34.00% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.69% | -0.01% | +27.89% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.68% | — | +1.04% | |
| 35 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.67% | -0.07% | -7.78% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.60% | -0.05% | +2.16% | |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.55% | -0.08% | -0.09% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.01% | -3.12% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.48% | -0.02% | -9.58% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.47% | -0.01% | +108.37% | |
| 41 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.46% | -0.03% | — | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.42% | -0.08% | +12.26% | |
| 43 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.41% | +0.14% | -20.52% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.40% | -0.01% | +0.04% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | — | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.38% | +0.02% | +1.78% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | -0.43% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.06% | — | |
| 49 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.36% | -0.04% | +361.54% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.35% | -0.02% | -15.76% |
According to official SEC Form 13F filings, Elevation Wealth Partners, LLC reported a total U.S. public equity portfolio value of $333.8M across 489 disclosed positions in Q2 2025.
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, IUSG, FNDX) accounted for 25.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFSI
市值: $429.3K
Top Position Liquidated / Trimmed
VTEC
前期市值: $429.0K
During Q2 2025, Elevation Wealth Partners, LLC's top holdings by market value included IUSB (11.0%)、IUSG (7.2%)、FNDX (7.1%). The largest single position, IUSB, represented 11.0% of total portfolio value.
In Q2 2025, Elevation Wealth Partners, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 19 holdings, and fully liquidating 1 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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