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 251–300 of 959
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 784 | $15K–$50K | SH |
| NUSC | NUSHARES ETF TR | 1K | $15K–$50K | SH |
| ACI | ALBERTSONS COS INC | 3K | $15K–$50K | SH |
| DFSB | DIMENSIONAL ETF TRUST | 877 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 78 | $15K–$50K | SH |
| DRI | DARDEN RESTAURANTS INC | 242 | $15K–$50K | SH |
| XLK | SELECT SECTOR SPDR TR | 306 | $15K–$50K | SH |
| KR | KROGER CO | 700 | $15K–$50K | SH |
| DGRW | WISDOMTREE TR | 484 | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORP | 89 | $15K–$50K | SH |
| EBAY | EBAY INC. | 493 | $15K–$50K | SH |
| AEE | AMEREN CORP | 427 | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW | 1K | $15K–$50K | SH |
| IVV | ISHARES TR | 62 | $15K–$50K | SH |
| XEL | XCEL ENERGY INC | 572 | $15K–$50K | SH |
| VXUS | VANGUARD STAR FDS | 555 | $15K–$50K | SH |
| GEV | GE VERNOVA INC | 63 | $15K–$50K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 308 | $15K–$50K | SH |
| IJJ | ISHARES TR | 304 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 70 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 472 | $15K–$50K | SH |
| IUSV | ISHARES TR | 384 | $15K–$50K | SH |
| EGP | EASTGROUP PPTYS INC | 221 | $15K–$50K | SH |
| KMI | KINDER MORGAN INC DEL | 1K | $15K–$50K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 2K | $15K–$50K | SH |
| GQRE | FLEXSHARES TR | 656 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 630 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 157 | $15K–$50K | SH |
| APD | AIR PRODS & CHEMS INC | 147 | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP | 148 | $15K–$50K | SH |
| EQT | EQT CORP | 669 | $15K–$50K | SH |
| TTAN | SERVICETITAN INC | 334 | $15K–$50K | SH |
| AVSD | AMERICAN CENTY ETF TR | 475 | $15K–$50K | SH |
| BIIB | BIOGEN INC | 200 | $15K–$50K | SH |
| FLOT | ISHARES TR | 656 | $15K–$50K | SH |
| HRB | BLOCK H & R INC | 765 | $15K–$50K | SH |
| AVSE | AMERICAN CENTY ETF TR | 513 | $15K–$50K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 178 | $15K–$50K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 409 | $15K–$50K | SH |
| OTIS | OTIS WORLDWIDE CORP | 371 | $15K–$50K | SH |
| GATX | GATX CORP | 190 | $15K–$50K | SH |
| DBMF | LITMAN GREGORY FDS TR | 1K | $15K–$50K | SH |
| ICF | ISHARES TR | 536 | $15K–$50K | SH |
| TDG | TRANSDIGM GROUP INC | 24 | $15K–$50K | SH |
| SYF | SYNCHRONY FINANCIAL | 382 | $15K–$50K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 484 | $15K–$50K | SH |
| ACN | ACCENTURE PLC IRELAND | 118 | $15K–$50K | SH |
| ARKF | ARK ETF TR | 664 | $15K–$50K | SH |
| CNXC | CONCENTRIX CORP | 758 | $15K–$50K | SH |
| DVA | DAVITA INC | 277 | $15K–$50K | SH |