§ 13F · FUND PROFILE
ELEVATION WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $253.2T (13F)Positions · 489Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | 671K | $31.2T | 11.1% | +12% |
| 2 | FNDX | SCHWAB STRATEGIC TR | 737K | $20.1T | 7.1% | +1% |
| 3 | IUSG | ISHARES TR | 117K | $19.7T | 7.0% | −3% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 174K | $14.3T | 5.1% | +9% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 421K | $11.3T | 4.0% | −4% |
| 6 | VO | VANGUARD INDEX FDS | 32K | $9.4T | 3.3% | −6% |
| 7 | AAPL | APPLE INC | 30K | $8.3T | 2.9% | −8% |
| 8 | AVEM | AMERICAN CENTY ETF TR | 103K | $7.9T | 2.8% | +5% |
| 9 | GOOGL | ALPHABET INC | 22K | $7.0T | 2.5% | −4% |
| 10 | DFSU | DIMENSIONAL ETF TRUST | 144K | $6.2T | 2.2% | −2% |
§ 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 $253192.8 trillion in assets. The fund runs a broad portfolio of 489 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed