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 201–250 of 959
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 206 | $50K–$100K | SH |
| BLK | BLACKROCK INC | 63 | $50K–$100K | SH |
| DVY | ISHARES TR | 475 | $50K–$100K | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 733 | $50K–$100K | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 1K | $50K–$100K | SH |
| SPGM | SPDR INDEX SHS FDS | 855 | $50K–$100K | SH |
| XBI | SPDR SERIES TRUST | 536 | $50K–$100K | SH |
| INQQ | EXCHANGE TRADED CONCEPTS TRU | 4K | $50K–$100K | SH |
| T | AT&T INC | 3K | $50K–$100K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 232 | $50K–$100K | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 1K | $50K–$100K | SH |
| PFE | PFIZER INC | 2K | $50K–$100K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 1K | $50K–$100K | SH |
| HTGC | HERCULES CAPITAL INC | 3K | $50K–$100K | SH |
| STWD | STARWOOD PPTY TR INC | 3K | $50K–$100K | SH |
| USHY | ISHARES TR | 2K | $50K–$100K | SH |
| DHR | DANAHER CORPORATION | 259 | $50K–$100K | SH |
| INTC | INTEL CORP | 2K | $50K–$100K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 133 | $50K–$100K | SH |
| TMUS | T-MOBILE US INC | 284 | $50K–$100K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 637 | $50K–$100K | SH |
| PAVE | GLOBAL X FDS | 1K | $50K–$100K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 149 | $50K–$100K | SH |
| UBER | UBER TECHNOLOGIES INC | 692 | $50K–$100K | SH |
| IFRA | ISHARES TR | 1K | $50K–$100K | SH |
| SPGI | S&P GLOBAL INC | 107 | $50K–$100K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 215 | $50K–$100K | SH |
| AON | AON PLC | 157 | $50K–$100K | SH |
| DGRO | ISHARES TR | 789 | $50K–$100K | SH |
| RITM | RITHM CAPITAL CORP | 5K | $50K–$100K | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 2K | $50K–$100K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 553 | $50K–$100K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| GE | GE AEROSPACE | 172 | $50K–$100K | SH |
| EFAV | ISHARES TR | 614 | $50K–$100K | SH |
| TOST | TOAST INC | 1K | $50K–$100K | SH |
| CNA | CNA FINL CORP | 1K | $50K–$100K | SH |
| CB | CHUBB LIMITED | 168 | $50K–$100K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 1K | $50K–$100K | SH |
| EWA | ISHARES INC | 2K | $50K–$100K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 2K | $50K–$100K | SH |
| ED | CONSOLIDATED EDISON INC | 503 | $15K–$50K | SH |
| ORCL | ORACLE CORP | 249 | $15K–$50K | SH |
| TFSL | TFS FINL CORP | 4K | $15K–$50K | SH |
| NVS | NOVARTIS AG | 350 | $15K–$50K | SH |
| VRSK | VERISK ANALYTICS INC | 213 | $15K–$50K | SH |
| NKE | NIKE INC | 746 | $15K–$50K | SH |
| TWLO | TWILIO INC | 331 | $15K–$50K | SH |
| MMC | MARSH & MCLENNAN COS INC | 252 | $15K–$50K | SH |
| RLI | RLI CORP | 726 | $15K–$50K | SH |