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 51–100 of 959
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 32K | $500K+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 2K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| EFA | ISHARES TR | 8K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 845 | $500K+ | SH |
| IWN | ISHARES TR | 4K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| IYR | ISHARES TR | 7K | $500K+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| IEFA | ISHARES TR | 7K | $500K+ | SH |
| LLY | ELI LILLY & CO | 563 | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 7K | $500K+ | SH |
| A | AGILENT TECHNOLOGIES INC | 4K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| FNDB | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| META | META PLATFORMS INC | 839 | $500K+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 23K | $500K+ | SH |
| EEM | ISHARES TR | 10K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| ESGE | ISHARES INC | 11K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 4K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| DFSI | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| HPQ | HP INC | 20K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 988 | $100K–$500K | SH |
| AVUV | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| AVB | AVALONBAY CMNTYS INC | 2K | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| KLAC | KLA CORP | 301 | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 8K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 15K | $100K–$500K | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 8K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| EFV | ISHARES TR | 5K | $100K–$500K | SH |
| DEM | WISDOMTREE TR | 7K | $100K–$500K | SH |
| V | VISA INC | 889 | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 858 | $100K–$500K | SH |