§ 13F · FUND PROFILE
ELEVATION WEALTH PARTNERS, LLC.
AUM · $334M (13F)Positions · 1305Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | 777K | $36M | 10.7% | +12% |
| 2 | FNDX | SCHWAB STRATEGIC TR | 748K | $23M | 7.0% | +1% |
| 3 | IUSG | ISHARES TR | 118K | $22M | 6.7% | ±0% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 181K | $16M | 4.8% | +5% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 393K | $12M | 3.5% | −3% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 109K | $11M | 3.2% | +3% |
| 7 | VO | VANGUARD INDEX FDS | 130K | $10M | 3.1% | +302% |
| 8 | AAPL | APPLE INC | 28K | $8M | 2.4% | ±0% |
| 9 | GOOGL | ALPHABET INC | 22K | $8M | 2.3% | −2% |
| 10 | IJR | ISHARES TR | 50K | $7M | 2.2% | +1% |
§ 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 $334 million in assets. The fund runs a massive portfolio of 1,305 positions.
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