ELEVATION WEALTH PARTNERS, LLC — 13F holdings
ELEVATION WEALTH PARTNERS, LLC reported 1,342 holdings worth $356M in its 13F filing for Q3 2026, filed October 7, 2026.
Largest positions
- IUSB ISHARES TR — $36.2M (10.2%)
- FNDX SCHWAB STRATEGIC TR — $23.7M (6.7%)
- IUSG ISHARES TR — $23.0M (6.5%)
- AVDE AMERICAN CENTY ETF TR — $17.2M (4.8%)
- SCHX SCHWAB STRATEGIC TR — $11.6M (3.3%)
- VO VANGUARD INDEX FDS — $10.5M (2.9%)
- AVEM AMERICAN CENTY ETF TR — $10.3M (2.9%)
- AAPL APPLE INC — $9.33M (2.6%)
- GOOGL ALPHABET INC — $7.08M (2.0%)
- IJR ISHARES TR — $7.04M (2.0%)