CIK 1976256
ELEVATION WEALTH PARTNERS, LLC
Institutional 13F holdings & portfolio
Holdings
959
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 959
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IUSB | ISHARES TR | 671K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 737K | $1M+ | SH |
| IUSG | ISHARES TR | 117K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 174K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 421K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 32K | $1M+ | SH |
| AAPL | APPLE INC | 30K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 103K | $1M+ | SH |
| GOOGL | ALPHABET INC | 22K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 144K | $1M+ | SH |
| IJR | ISHARES TR | 49K | $1M+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 200K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 223K | $1M+ | SH |
| GOOG | ALPHABET INC | 15K | $1M+ | SH |
| AGG | ISHARES TR | 45K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 94K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| ESGU | ISHARES TR | 25K | $1M+ | SH |
| TSLA | TESLA INC | 8K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 132K | $1M+ | SH |
| IWF | ISHARES TR | 7K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 53K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 18K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 29K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 118K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 61K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 40K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 27K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 27K | $1M+ | SH |
| ESGD | ISHARES TR | 17K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 33K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 31K | $1M+ | SH |
| IJS | ISHARES TR | 12K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 11K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 16K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 37K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 34K | $1M+ | SH |
| SCHK | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 49K | $500K+ | SH |
| ELS | EQUITY LIFESTYLE PPTYS INC | 15K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| FICO | FAIR ISAAC CORP | 517 | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |