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CIK: 0001976256
Total reported value
$333.8M
$333.8M
1076 檔
28.7%
As reported in its official Q1 2026 Form 13F filing, Elevation Wealth Partners, LLC's tracked investment portfolio stood at $333.8M with 1076 total positions.
In Q1 2026, Elevation Wealth Partners, LLC displayed an active expansion posture, initiating 16 new positions and adding to 96 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1076 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.44% | -0.70% | +2.99% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.40% | -0.43% | +0.50% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.55% | +0.11% | +0.54% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 5.23% | -0.40% | -0.98% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.71% | -0.25% | -3.92% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.32% | -0.19% | -0.63% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.06% | +0.10% | +2.77% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.56% | -0.13% | -7.64% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | +0.05% | -0.44% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.18% | +0.03% | +0.01% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.12% | -0.12% | +0.25% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-Other | 1.78% | -0.11% | +3.80% | |
| 13 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.70% | -0.22% | +3.07% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.56% | -0.25% | -1.51% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.56% | -0.07% | +3.14% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.50% | -0.20% | +3.84% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.49% | +0.01% | -0.51% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | -0.06% | -0.32% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.25% | -0.02% | +0.30% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | -0.08% | +0.61% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.03% | +3.96% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.13% | +0.18% | -2.85% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | -0.03% | -1.52% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.06% | -0.06% | +0.01% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.05% | -0.08% | +0.34% | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.91% | -0.08% | +1.63% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.10% | -18.14% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.10% | +1.39% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | -0.09% | -5.00% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.10% | +5.71% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +0.28% | +23.21% | |
| 32 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.66% | -0.05% | -0.21% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.65% | -0.01% | -4.55% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.60% | -0.05% | +0.26% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.01% | +5.32% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.55% | -0.08% | -3.91% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.51% | -0.01% | +0.17% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.45% | -0.07% | -13.14% | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.45% | -0.08% | -1.02% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.44% | -0.02% | -0.06% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | +0.02% | +1.27% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | — | -6.56% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | -0.15% | +34.39% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.37% | -0.01% | +0.05% | |
| 45 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.34% | +0.14% | -4.49% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | +1.57% | |
| 47 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.34% | -0.04% | — | |
| 48 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.33% | -0.03% | -3.72% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.32% | -0.02% | -4.67% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.30% | -0.02% | +6.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +2.99% | Add |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +0.50% | Add |
| 3 | AVEM | Avantis Emerging Markets Eq | +0.3% | +2.77% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +3.84% | Add |
| 5 | AVDE | Avantis International Equity | +0.2% | -0.98% | Trim |
| 6 | SCHH | Schwab US Reit ETF | +0.1% | +3.80% | Add |
| 7 | TOST | Toast Inc-class A | +0.1% | +885.40% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +23.21% | Add |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +34.39% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.01% | Add |
| 11 | CVX | Chevron CORP | +0.1% | +0.67% | Add |
| 12 | STRL | Sterling Infrastructure Inc | +0.1% | -4.49% | Trim |
| 13 | KEYS | Keysight Technologies In | +0.1% | +0.38% | Add |
| 14 | DFAT | Dimensional US Target Value | +0.1% | +1.63% | Add |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.61% | Add |
| 16 | PWR | Quanta Services Inc | 0% | +0.10% | Add |
| 17 | XOM | Exxon Mobil CORP | 0% | +2.45% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | -4.47% | Trim |
| 19 | KLAC | Kla CORP | 0% | +0.33% | Add |
| 20 | SCHF | Schwab Intl Equity ETF | 0% | +6.76% | Add |
| 21 | COST | Costco Wholesale CORP | 0% | -4.73% | Trim |
| 22 | AVLV | Avantis US Large Cap Value | 0% | -1.02% | Trim |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | -3.91% | Trim |
| 24 | JHMM | John Hancock Multi Fact Mid | 0% | -0.21% | Trim |
| 25 | OXY | Occidental Petroleum CORP | 0% | +241.08% | Add |
| 26 | NJR | New Jersey Resources CORP | 0% | +3186.49% | Add |
| 27 | ETN | Eaton Corporation plc | 0% | +1.01% | Add |
| 28 | IJS | Ishares S&p Small-cap 600 Va | 0% | +0.17% | Add |
| 29 | COIN | Coinbase Global Inc -class A | 0% | +346.94% | Add |
| 30 | EOG | Eog Resources Inc | 0% | +18200.00% | Add |
| 31 | GWRE | Guidewire Software Inc | 0% | +16850.00% | Add |
| 32 | JEPI | Jpmorgan Equity Premium Inco | 0% | +48.45% | Add |
| 33 | TGT | Target CORP | 0% | +0.49% | Add |
| 34 | ONTO | Onto Innovation Inc | 0% | — | Unchanged |
| 35 | SYY | Sysco CORP | 0% | +463.96% | Add |
| 36 | PSA | Public Storage | 0% | +0.62% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.71% | Add |
| 38 | TWLO | Twilio Inc - A | 0% | +114.50% | Add |
| 39 | IOT | Samsara Inc-cl A | 0% | +286.29% | Add |
| 40 | GLPI | Gaming And Leisure Propertie | 0% | +274.01% | Add |
| 41 | SCHA | Schwab US Small-cap ETF | 0% | +1.27% | Add |
| 42 | AVUV | Avantis US Small Cap Value | 0% | +0.26% | Add |
| 43 | IWN | Ishares Russell 2000 Value E | 0% | +0.13% | Add |
| 44 | DFAW | Dimensional World Eqty ETF | 0% | +563.75% | Add |
| 45 | NEE | Nextera Energy Inc | 0% | +3.18% | Add |
| 46 | SCHM | Schwab US Mid Cap ETF | 0% | +0.05% | Add |
| 47 | T | At&t Inc | 0% | +22.26% | Add |
| 48 | KMI | Kinder Morgan, Inc. | 0% | +39.10% | Add |
| 49 | PCOR | Procore Technologies Inc | 0% | +170.87% | Add |
| 50 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
According to official SEC Form 13F filings, Elevation Wealth Partners, LLC reported a total U.S. public equity portfolio value of $333.8M across 1076 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 IUSB, FNDX, IUSG) accounted for 28.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
NBIS
市值: $66.6K
Top Position Liquidated / Trimmed
IGV
前期市值: $75.7K
During Q1 2026, Elevation Wealth Partners, LLC's top holdings by market value included IUSB (11.4%)、FNDX (7.4%)、IUSG (6.5%). The largest single position, IUSB, represented 11.4% of total portfolio value.
In Q1 2026, Elevation Wealth Partners, LLC made 191 total portfolio adjustments, initiating 16 new buys, adding to 96 positions, trimming 63 holdings, and fully liquidating 16 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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