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CIK: 0001976256
Total reported value
$333.8M
$333.8M
870 檔
27.8%
In Q3 2025, Elevation Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $333.8M, distributed across 870 disclosed stock positions.
In Q3 2025, Elevation Wealth Partners, LLC displayed an active expansion posture, initiating 2 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 870 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 10.36% | -0.70% | +2.43% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.21% | +0.11% | +0.86% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.05% | -0.43% | +1.78% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 4.69% | -0.40% | +3.38% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.15% | -0.25% | +1.51% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.66% | -0.19% | +0.31% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.03% | -0.13% | +13.47% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.66% | +0.10% | +6.12% | |
| 9 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.24% | -0.12% | +0.24% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.18% | +0.03% | -1.86% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | +0.05% | +0.52% | |
| 12 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.70% | -0.22% | +5.96% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.61% | -0.25% | -5.55% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-Other | 1.60% | -0.11% | +6.48% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | -0.06% | -0.39% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.39% | -0.07% | +21.79% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.01% | -0.26% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.27% | -0.02% | +1.77% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.24% | -0.10% | -12.01% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.23% | -0.03% | +0.04% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.10% | +9.01% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.03% | +27.62% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.19% | -0.20% | -0.26% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.16% | +0.18% | -3.96% | |
| 25 | FPEI | First Trust Institutional Pr | ETF-Other | 1.14% | -0.05% | -14.61% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.13% | -0.08% | -6.25% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.09% | -0.06% | +0.01% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.04% | -0.08% | +0.86% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | -0.09% | -0.11% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.88% | -0.08% | +7.31% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.10% | -2.43% | |
| 32 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.71% | -0.05% | -0.77% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.69% | -0.01% | +1.99% | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.64% | -0.07% | -1.71% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.57% | -0.05% | +0.15% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.01% | +20.28% | |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.53% | -0.08% | -1.59% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.49% | -0.02% | +0.05% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.48% | -0.01% | +0.44% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | — | +1.92% | |
| 41 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.44% | +0.14% | -21.17% | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.41% | -0.08% | +0.23% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | +0.02% | +3.15% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.01% | +4.80% | |
| 45 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.39% | -0.03% | -5.28% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.39% | -0.01% | +0.08% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.06% | +19.56% | |
| 48 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.35% | -0.04% | -1.61% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.32% | -0.02% | -5.37% | |
| 50 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.30% | -0.01% | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFSU | Dimensional US Sus Core1 ETF | +2.2% | +0.24% | Add |
| 2 | AVEM | Avantis Emerging Markets Eq | +0.8% | +6.12% | Add |
| 3 | IUSG | Ishares Core S&p U.s. Growth | +0.6% | +0.86% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | +27.62% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.52% | Add |
| 6 | DFAU | Dimensional US Core Equity M | +0.4% | +21.79% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | -12.01% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -0.26% | Trim |
| 9 | SCHK | Schwab 1000 Index ETF | +0.3% | -1.61% | Add |
| 10 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +0.44% | Add |
| 11 | MSFT | Microsoft CORP | +0.2% | +9.01% | Add |
| 12 | RSPT | Invesco S&p 500 Equal Weight | +0.2% | +242.62% | Add |
| 13 | AAPL | Apple Inc | +0.2% | +13.47% | Add |
| 14 | STRL | Sterling Infrastructure Inc | +0.2% | -21.17% | Trim |
| 15 | IWF | Ishares Russell 1000 Growth | +0.2% | +0.04% | Add |
| 16 | AVDE | Avantis International Equity | +0.1% | +3.38% | Add |
| 17 | JHMM | John Hancock Multi Fact Mid | +0.1% | -0.77% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +85.63% | Add |
| 19 | DFAS | Dimensional US Small Cap ETF | +0.1% | +1.99% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +46.94% | Add |
| 21 | IWN | Ishares Russell 2000 Value E | +0.1% | +0.21% | Add |
| 22 | KKR | Kkr & Co Inc | +0.1% | +208.22% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +217.17% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +44.89% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +20.28% | Add |
| 26 | SCHX | Schwab US Large-cap ETF | 0% | +1.51% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +4.80% | Add |
| 28 | AVLV | Avantis US Large Cap Value | 0% | +0.23% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.11% | Add |
| 30 | SCHB | Schwab US Broad Market ETF | 0% | +0.01% | Trim |
| 31 | SCHC | Schwab Intl Small-cap Equity | 0% | -1.71% | Trim |
| 32 | FTHI | Fthi/first Trust Exchange-tr | -0.1% | +5.96% | Add |
| 33 | AVUS | Avantis U.s. Equity ETF | -0.1% | -3.96% | Trim |
| 34 | ADBE | Adobe Inc | -0.1% | -92.19% | Trim |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.1% | -6.25% | Trim |
| 36 | SCHH | Schwab US Reit ETF | -0.1% | +6.48% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.39% | Trim |
| 38 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -1.73% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -2.43% | Trim |
| 40 | VO | Vanguard Mid-cap ETF | -0.3% | +0.31% | Trim |
| 41 | FPEI | First Trust Institutional Pr | -0.4% | -14.61% | Trim |
| 42 | DFAE | Dimensional Emerging Core Eq | -0.4% | +0.72% | Trim |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.4% | +1.78% | Add |
| 44 | ESGU | Ishares Esg Aware Msci USA | -0.9% | +1.77% | Trim |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -1.3% | +2.43% | Add |
| 46 | SGOV | Ishares 0-3 Month Treasury B | — | EXIT | Sold out |
| 47 | TFLO | Ishares Treasury Floating Ra | — | EXIT | Sold out |
| 48 | DFSI | Dimensional Int Sus Cor1 ETF | — | NEW | New buy |
| 49 | VTEC | Vanguard Ca Tax-ex Bond | — | EXIT | Sold out |
| 50 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
According to official SEC Form 13F filings, Elevation Wealth Partners, LLC reported a total U.S. public equity portfolio value of $333.8M across 870 disclosed positions in Q3 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 27.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFSI
市值: $447.6K
Top Position Liquidated / Trimmed
SGOV
前期市值: $1.7M
During Q3 2025, Elevation Wealth Partners, LLC's top holdings by market value included IUSB (10.4%)、IUSG (7.2%)、FNDX (7.0%). The largest single position, IUSB, represented 10.4% of total portfolio value.
In Q3 2025, Elevation Wealth Partners, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 3 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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