Elevation Wealth Partners, LLC — Q1 2026 13F Holdings

Name: Elevation Wealth Partners, LLC — 13F Holdings, Q1 2026
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001976256

Total reported value

$333.8M

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Full holdings list this quarter

Showing top 200 holdings (of 1076 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%	—	-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%	—	+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%	—	-18.14%
28	MSFT	Microsoft CORP	Stock-Tech	0.84%	—	+1.39%
29	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.79%	—	-5.00%
30	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.77%	—	+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%	—	+0.26%
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%	—	-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%	—	-13.14%
39	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	0.45%	—	-1.02%
40	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.44%	—	-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%	—	+0.05%
45	STRL	Sterling Infrastructure INC	Stock-Industrials	0.34%	+0.14%	-4.49%
46	JPM	Jpmorgan Chase & Co	Stock-Financials	0.34%	—	+1.57%
47	SCHK	Schwab 1000 Index ETF	ETF-Large Cap & Growth	0.34%	—	—
48	ELS	Equity Lifestyle Properties	Stock-Real Estate	0.33%	—	-3.72%
49	MDY	State Street Spdr S&p Midcap	ETF-Other	0.32%	—	-4.67%
50	SCHF	Schwab Intl Equity ETF	ETF-Other	0.30%	—	+6.76%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Elevation Wealth Partners, LLC for the quarter ending Q1 2026, including ticker, issuer, weight change, shares change, and action
#	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	VO	Vanguard Mid-cap ETF	0%	-0.63%	Trim
22	AVUS	Avantis U.s. Equity ETF	0%	-2.85%	Trim
23	AGG	Ishares Core U.s. Aggregate	0%	-1.51%	Trim
24	NVDA	Nvidia CORP	0%	+3.96%	Add
25	AMZN	Amazon.com INC	0%	+5.32%	Add
26	SCHB	Schwab US Broad Market ETF	0%	+0.01%	Add
27	LLY	Eli Lilly & Co	0%	-3.37%	Trim
28	A	Agilent Technologies INC	0%	+0.05%	Add
29	VONG	Vanguard Russell 1000 Growth	0%	-0.06%	Trim
30	ABBV	Abbvie INC	0%	-6.56%	Trim
31	PANW	Palo Alto Networks INC	0%	-12.57%	Trim
32	RSPT	Invesco S&p 500 Equal Weight	0%	-26.79%	Trim
33	ESGU	Ishares Esg Aware Msci USA	-0.1%	+0.30%	Add
34	SCHC	Schwab Intl Small-cap Equity	-0.1%	-13.14%	Trim
35	ARES	Ares Management CORP - A	-0.1%	-73.01%	Trim
36	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-0.32%	Trim
37	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-5.00%	Trim
38	FICO	Fair Isaac CORP	-0.1%	+21.66%	Add
39	DFSU	Dimensional US Sus Core1 ETF	-0.1%	+0.25%	Add
40	FPEI	First Trust Institutional Pr	-0.1%	-31.42%	Trim
41	GOOG	Alphabet Inc-cl C	-0.1%	-0.51%	Trim
42	IWF	Ishares Russell 1000 Growth	-0.1%	-1.52%	Trim
43	KKR	Kkr & Co INC	-0.1%	-99.63%	Trim
44	GOOGL	Alphabet Inc-cl A	-0.2%	-0.44%	Trim
45	MSFT	Microsoft CORP	-0.2%	+1.39%	Add
46	SCHX	Schwab US Large-cap ETF	-0.3%	-3.92%	Trim
47	AAPL	Apple INC	-0.4%	-7.64%	Trim
48	TSLA	Tesla INC	-0.4%	-18.14%	Trim
49	IUSG	Ishares Core S&p U.s. Growth	-0.4%	+0.54%	Add
50	IGV	Ishares Expanded Tech-softwa	—	EXIT	Sold out