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CIK: 0001976256
Total reported value
$355.8M
$355.8M
1305 檔
30.6%
During the Q2 2026 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 $355.8M across 1305 reported positions.
In Q2 2026, Elevation Wealth Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 140 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1305 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 10.74% | -0.57% | +12.45% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 6.97% | -0.30% | +0.91% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.66% | -0.20% | +0.32% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 4.83% | -0.01% | +4.94% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.46% | -0.19% | -2.76% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.16% | -0.27% | +3.12% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.13% | -0.18% | +302.34% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.19% | -0.23% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | -0.36% | -2.04% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.21% | -0.23% | +1.28% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.00% | -0.28% | -0.47% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-Other | 1.67% | -0.22% | +1.81% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | -0.18% | -1.89% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.49% | -0.08% | -0.68% | |
| 15 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.48% | -0.10% | +0.21% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.12% | -0.24% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.31% | -0.12% | +0.56% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.31% | +0.08% | +20.49% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.30% | -0.02% | +0.44% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.23% | +0.10% | +1.58% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.10% | +7.77% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.15% | -0.06% | +0.46% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.07% | -0.06% | +300.95% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.09% | +28.40% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.00% | -0.02% | -1.77% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.97% | -0.04% | +9.66% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.83% | -0.07% | -2.80% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | -0.17% | -6.16% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | +0.20% | +4.32% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | -0.04% | -7.65% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.06% | +0.78% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.64% | -0.08% | +1.17% | |
| 33 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.61% | -0.06% | +0.37% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.03% | +6.41% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.55% | +0.01% | +1.91% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | -0.05% | +155.15% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.50% | -0.06% | +0.39% | |
| 38 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.48% | -0.24% | -17.68% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.01% | +118.52% | |
| 40 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.47% | -0.03% | -6.24% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.42% | -0.03% | -2.17% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | -0.05% | +0.35% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | -0.01% | +2.45% | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.38% | -0.21% | -1.15% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.37% | -0.03% | -13.03% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.36% | -0.04% | -2.15% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.02% | +5.61% | |
| 48 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.30% | +0.10% | — | |
| 49 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | -7.12% | |
| 50 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.30% | -0.05% | +2.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.3% | +155.15% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +28.40% | Add |
| 3 | JNJ | Johnson & Johnson | +0.2% | +118.52% | Add |
| 4 | INTC | Intel CORP | +0.2% | +210.74% | Add |
| 5 | AVUS | Avantis U.s. Equity ETF | +0.2% | +20.49% | Add |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.2% | +610.43% | Add |
| 7 | STRL | Sterling Infrastructure Inc | +0.1% | -17.68% | Trim |
| 8 | MU | Micron Technology Inc | +0.1% | +245.00% | Add |
| 9 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +0.32% | Add |
| 10 | HPE | Hewlett Packard Enterprise | +0.1% | — | Unchanged |
| 11 | KLAC | Kla CORP | +0.1% | +906.62% | Add |
| 12 | AVEM | Avantis Emerging Markets Eq | +0.1% | +3.12% | Add |
| 13 | NOW | Servicenow Inc | +0.1% | +8251.22% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | -4.64% | Trim |
| 15 | AMD | Advanced Micro Devices | +0.1% | +10.33% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +154.15% | Add |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +144.15% | Add |
| 18 | MRVL | Marvell Technology Inc | +0.1% | -7.59% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.04% | Trim |
| 20 | BA | Boeing Co/the | +0.1% | +237.57% | Add |
| 21 | FELG | Fidelity Enh Lrg Cap Gwth | +0.1% | NEW | New buy |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | DFAX | Dimensional World Ex US Core | 0% | +250.95% | Add |
| 24 | MRK | Merck & Co. Inc. | 0% | +80.57% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 0% | +70.91% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | 0% | +1.28% | Add |
| 27 | NVDA | Nvidia CORP | 0% | +7.77% | Add |
| 28 | AVGO | Broadcom Inc | 0% | +8.91% | Add |
| 29 | RSPT | Invesco S&p 500 Equal Weight | 0% | +11.04% | Add |
| 30 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 31 | ONTO | Onto Innovation Inc | 0% | — | Unchanged |
| 32 | TWLO | Twilio Inc - A | 0% | +38.87% | Add |
| 33 | NBIS | Nebius Group N.V. | 0% | — | Unchanged |
| 34 | BIV | Vanguard Intermediate-term B | 0% | NEW | New buy |
| 35 | ASML | ASML Holding N.V. | 0% | +17.59% | Add |
| 36 | GLW | Corning Inc | 0% | +1870.00% | Add |
| 37 | AVGE | Avantis All Eqty Mrkts ETF | 0% | NEW | New buy |
| 38 | UNH | Unitedhealth Group Inc | 0% | +50.20% | Add |
| 39 | SCHA | Schwab US Small-cap ETF | 0% | +0.35% | Add |
| 40 | KEYS | Keysight Technologies In | 0% | +4.69% | Add |
| 41 | PEP | Pepsico Inc | 0% | +65.04% | Add |
| 42 | CAT | Caterpillar Inc | 0% | +27.48% | Add |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +250.55% | Add |
| 44 | DELL | Dell Technologies -c | 0% | +5900.00% | Add |
| 45 | VICR | Vicor CORP | 0% | NEW | New buy |
| 46 | VUSB | Vanguard Ultra Short Bond Et | 0% | NEW | New buy |
| 47 | ✓ | 0% | NEW | New buy | |
| 48 | LRCX | Lam Research CORP | 0% | +64.03% | Add |
| 49 | PM | Philip Morris International | 0% | +168.90% | Add |
| 50 | LEN | Lennar Corp-a | 0% | +1272.41% | Add |
According to official SEC Form 13F filings, Elevation Wealth Partners, LLC reported a total U.S. public equity portfolio value of $355.8M across 1305 disclosed positions in Q2 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 30.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
FELG
市值: $153.3K
Top Position Liquidated / Trimmed
XOM
前期市值: $397.6K
During Q2 2026, Elevation Wealth Partners, LLC's top holdings by market value included IUSB (10.7%)、FNDX (7.0%)、IUSG (6.7%). The largest single position, IUSB, represented 10.7% of total portfolio value.
In Q2 2026, Elevation Wealth Partners, LLC made 190 total portfolio adjustments, initiating 11 new buys, adding to 140 positions, trimming 35 holdings, and fully liquidating 4 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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