§ 13F · FUND PROFILE
ELEVATION WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $531M (13F)Positions · 1357Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | 691K | $32M | 11.4% | +3% |
| 2 | FNDX | SCHWAB STRATEGIC TR | 741K | $21M | 7.4% | ±0% |
| 3 | IUSG | ISHARES TR | 118K | $18M | 6.5% | +1% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 172K | $15M | 5.2% | −1% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 404K | $10M | 3.7% | −4% |
| 6 | VO | VANGUARD INDEX FDS | 32K | $9M | 3.3% | −1% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 106K | $9M | 3.1% | +3% |
| 8 | AAPL | APPLE INC | 28K | $7M | 2.6% | −8% |
| 9 | GOOGL | ALPHABET INC | 22K | $6M | 2.3% | ±0% |
| 10 | IJR | ISHARES TR | 49K | $6M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEVATION SIGNAL
AC read
ELEVATION WEALTH PARTNERS, LLC is a Other fund managing $531 million in assets. The fund runs a massive portfolio of 1,357 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed