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 101–150 of 959
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 273 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| TNGY | TORTOISE CAPITAL SERIES TRUS | 24K | $100K–$500K | SH |
| KRE | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| RYTM | RHYTHM PHARMACEUTICALS INC | 2K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 528 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 533 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 394 | $100K–$500K | SH |
| STIP | ISHARES TR | 2K | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| IWO | ISHARES TR | 536 | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 615 | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 683 | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 555 | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 3K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 982 | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 1K | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 678 | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 239 | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 257 | $100K–$500K | SH |
| DOV | DOVER CORP | 750 | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| DFIC | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 647 | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 890 | $100K–$500K | SH |
| IGM | ISHARES TR | 1K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 7K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| FNDE | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| RGA | REINSURANCE GRP OF AMERICA I | 638 | $100K–$500K | SH |
| CSX | CSX CORP | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 1K | $100K–$500K | SH |
| UST | PROSHARES TR | 3K | $100K–$500K | SH |