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 151–200 of 959
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NFLX | NETFLIX INC | 1K | $100K–$500K | SH |
| ONTO | ONTO INNOVATION INC | 786 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 163 | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 554 | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 445 | $100K–$500K | SH |
| IWS | ISHARES TR | 843 | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 108 | $100K–$500K | SH |
| IWR | ISHARES TR | 1K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 3K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| AOA | ISHARES TR | 1K | $100K–$500K | SH |
| EQR | EQUITY RESIDENTIAL | 2K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| MMM | 3M CO | 665 | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 899 | $100K–$500K | SH |
| IJH | ISHARES TR | 2K | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 1K | $50K–$100K | SH |
| AMGN | AMGEN INC | 302 | $50K–$100K | SH |
| BSV | VANGUARD BD INDEX FDS | 1K | $50K–$100K | SH |
| VIS | VANGUARD WORLD FD | 326 | $50K–$100K | SH |
| AMLP | ALPS ETF TR | 2K | $50K–$100K | SH |
| CI | THE CIGNA GROUP | 334 | $50K–$100K | SH |
| AOR | ISHARES TR | 1K | $50K–$100K | SH |
| ICVT | ISHARES TR | 909 | $50K–$100K | SH |
| REET | ISHARES TR | 4K | $50K–$100K | SH |
| MDLZ | MONDELEZ INTL INC | 2K | $50K–$100K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 275 | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 2K | $50K–$100K | SH |
| TJX | TJX COS INC NEW | 534 | $50K–$100K | SH |
| BXP | BXP INC | 1K | $50K–$100K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 2K | $50K–$100K | SH |
| IWP | ISHARES TR | 574 | $50K–$100K | SH |
| AVSU | AMERICAN CENTY ETF TR | 1K | $50K–$100K | SH |
| BOTZ | GLOBAL X FDS | 2K | $50K–$100K | SH |
| IGV | ISHARES TR | 716 | $50K–$100K | SH |
| CAT | CATERPILLAR INC | 130 | $50K–$100K | SH |
| SCZ | ISHARES TR | 963 | $50K–$100K | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 3K | $50K–$100K | SH |
| BOND | PIMCO ETF TR | 788 | $50K–$100K | SH |
| BA | BOEING CO | 335 | $50K–$100K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 52 | $50K–$100K | SH |
| LOW | LOWES COS INC | 297 | $50K–$100K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 151 | $50K–$100K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 113 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 264 | $50K–$100K | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 1K | $50K–$100K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 699 | $50K–$100K | SH |