ELEVATION WEALTH PARTNERS, LLC

Est. AUM

$333.8M

13F long equity, this entity only

Positions

1,305

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE UNIVRSL USD	$35.9M	777144	10.74%	SOLE
2	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$23.3M	747950	6.97%	SOLE
3	ISHARES TR	CORE S&P US GWT	$22.2M	118225	6.66%	SOLE
4	AMERICAN CENTY ETF TR	INTL EQT ETF	$16.1M	180570	4.83%	SOLE
5	SCHWAB STRATEGIC TR	US LRG CAP ETF	$11.6M	392965	3.46%	SOLE
6	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.6M	109366	3.16%	SOLE
7	VANGUARD INDEX FDS	MID CAP ETF	$10.5M	129724	3.13%	SOLE
8	APPLE INC	COM	$8.1M	28069	2.43%	SOLE
9	ALPHABET INC	CAP STK CL A	$7.8M	21915	2.35%	SOLE
10	ISHARES TR	CORE S&P SCP ETF	$7.4M	49644	2.21%	SOLE
11	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$6.7M	143443	2.00%	SOLE
12	SCHWAB STRATEGIC TR	US REIT ETF	$5.6M	235300	1.67%	SOLE
13	ALPHABET INC	CAP STK CL C	$5.0M	14272	1.51%	SOLE
14	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$5.0M	95977	1.49%	SOLE
15	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$4.9M	206649	1.48%	SOLE
16	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.6M	6216	1.39%	SOLE
17	ISHARES TR	CORE US AGGBD ET	$4.4M	44201	1.31%	SOLE
18	AMERICAN CENTY ETF TR	US EQT ETF	$4.4M	34142	1.31%	SOLE
19	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.3M	137173	1.30%	SOLE
20	ISHARES TR	ESG AWR MSCI USA	$4.1M	25008	1.23%	SOLE
21	NVIDIA CORPORATION	COM	$4.0M	19767	1.18%	SOLE
22	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.8M	53755	1.15%	SOLE
23	ISHARES TR	RUS 1000 GRW ETF	$3.6M	28760	1.07%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$3.4M	4621	1.02%	SOLE
25	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.4M	115740	1.00%	SOLE
26	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.2M	66881	0.97%	SOLE
27	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.8M	39700	0.83%	SOLE
28	TESLA INC	COM	$2.6M	6167	0.78%	SOLE
29	MICROSOFT CORP	COM	$2.5M	6643	0.74%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$2.4M	6352	0.70%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4499	0.67%	SOLE
32	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.1M	25908	0.64%	SOLE
33	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$2.1M	27355	0.61%	SOLE
34	AMAZON COM INC	COM	$1.9M	7937	0.57%	SOLE
35	ISHARES TR	ESG AW MSCI EAFE	$1.8M	17841	0.55%	SOLE
36	ELI LILLY & CO	COM	$1.7M	1388	0.50%	SOLE
37	ISHARES TR	SP SMCP600VL ETF	$1.7M	12125	0.50%	SOLE
38	STERLING INFRASTRUCTURE INC	COM	$1.6M	1928	0.48%	SOLE
39	JOHNSON & JOHNSON	COM	$1.6M	6348	0.48%	SOLE
40	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.6M	29484	0.47%	SOLE
41	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.4M	10946	0.42%	SOLE
42	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	38029	0.41%	SOLE
43	ABBVIE INC	COM	$1.3M	5109	0.39%	SOLE
44	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$1.3M	26491	0.38%	SOLE
45	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.2M	13490	0.37%	SOLE
46	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	32906	0.36%	SOLE
47	JPMORGAN CHASE & CO	COM	$1.1M	3409	0.33%	SOLE
48	HEWLETT PACKARD ENTERPRISE C	COM	$1.0M	22494	0.30%	SOLE
49	SCHWAB STRATEGIC TR	1000 INDEX ETF	$1.0M	28107	0.30%	SOLE
50	EQUITY LIFESTYLE PROPERTIES	COM	$989K	15340	0.30%	SOLE

1–50 of 1,305

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.