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Q2 2026 13F · SEC CIK 2124354

Elevation Advisory Partners LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$97.7M
Reported positions
48
Holdings vs S&P 500, 3 yrs
—
Assets under management
$226.0M

Elevation Advisory Partners LLC is a wealth manager that reported 48 positions worth $97.7M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation (NVDA, 22.8%), Vanguard Whitehall Fds (VYM, 13.6%), Apple Inc (AAPL, 8.4%).

Elevation Advisory Partners LLC holdings all 48 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elevation Advisory Partners LLC 13F holdings
Stock% of 13F valueShare changeReported value
NVDANvidia Corporation22.8%-12.0%$22.2M
VYMVanguard Whitehall Fds13.6%-1.7%$13.3M
AAPLApple Inc8.4%-1.4%$8.2M
AMZNAmazon Com Inc5.2%+7.4%$5.0M
ARMArm Holdings PLC4.9%-14.8%$4.8M
RDVIFirst Tr Exchange-Traded Fd4.9%+101.9%$4.8M
CATCaterpillar Inc2.7%-1.3%$2.6M
MSFTMicrosoft Corp2.5%-11.7%$2.4M
QQQInvesco Qqq Tr2.2%-8.7%$2.2M
GOOGLAlphabet Inc2.2%-11.9%$2.2M
JPMJpmorgan Chase & Co2.2%-6.2%$2.1M
SDVDFirst Tr Exchange-Traded Fd IV Vest Smid2.0%+17.6%$2.0M
TSLATesla Inc1.9%-0.4%$1.9M
SPCXSpace Exploration Techn Corp1.7%—$1.7M
SPYState Str Spdr S&p 500 ETF T1.5%-9.1%$1.4M
CRWVCoreweave Inc1.5%+55.9%$1.4M
CASYCaseys Gen Stores Inc1.4%+26.1%$1.4M
GOOGAlphabet Inc1.4%-4.9%$1.4M
WMTWalmart Inc1.2%-3.1%$1.2M
VNLAJanus Detroit Str Tr1.2%+58.2%$1.2M
MUMicron Technology Inc1.2%—$1.1M
CRWDCrowdstrike Hldgs Inc1.1%+392.4%$1.1M
GLDSpdr Gold Tr1.0%-35.9%$955K
DDOGDatadog Inc1.0%-6.3%$951K
SMHVaneck ETF Trust1.0%-30.4%$934K
PGProcter & Gamble Co0.9%-12.0%$906K
TSMTaiwan Semiconductor Manufac0.8%-9.8%$830K
NFLXNetflix Inc.0.7%—$714K
AMDAdvanced Micro Devices Inc0.7%—$697K
UNPUnion Pac Corp0.6%-4.0%$565K
MELIMercadolibre Inc0.5%-0.8%$462K
TXRHTexas Roadhouse Inc0.4%—$402K
COSTCostco Wholesale Corporation0.4%-25.0%$375K
AKREProfesionally Managed Portfo0.4%—$368K
ASMLAsml Hldg NV0.4%-39.7%$367K
LLYEli Lilly & Co0.3%-20.9%$339K
XLKSelect Sector Spdr Tr0.3%-70.6%$313K
VUGVanguard Index Fds0.3%—$298K
IVVIshares Tr0.3%-45.8%$291K
MSTYTidal Trust II0.3%—$291K
QCOMQualcomm Inc0.3%—$289K
DELLDell Technologies Inc0.3%—$251K
PRUPrudential Finl Inc0.3%—$250K
FTSMFirst Tr Exchange-Traded Fd0.3%—$250K
VTVVanguard Index Fds0.2%—$243K
IVWIshares Tr0.2%—$221K
XLFSelect Sector Spdr Tr0.2%-72.2%$220K
VEUVanguard Intl Equity Index F0.2%-80.5%$206K

What Elevation Advisory Partners LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
—
3 years
—
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$97.7M48
Q1 2026$107.1M97

Questions about Elevation Advisory Partners LLC's portfolio

What stocks does Elevation Advisory Partners LLC own?

Elevation Advisory Partners LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 48 positions worth $97.7M. The largest are Nvidia Corporation (NVDA) at 22.8%, Vanguard Whitehall Fds (VYM) at 13.6%, Apple Inc (AAPL) at 8.4%, Amazon Com Inc (AMZN) at 5.2% and Arm Holdings PLC (ARM) at 4.9%.

What did Elevation Advisory Partners LLC buy last quarter?

In Q2 2026, Elevation Advisory Partners LLC added Crowdstrike Hldgs Inc (CRWD) (+392.4% shares), First Tr Exchange-Traded Fd (RDVI) (+101.9% shares) and Janus Detroit Str Tr (VNLA) (+58.2% shares), compared with its Q1 2026 filing.

What did Elevation Advisory Partners LLC sell last quarter?

In Q2 2026, Elevation Advisory Partners LLC sold all of Argan Inc (AGX), sold all of Vanguard Scottsdale Fds (VONG), sold all of Select Sector Spdr Tr (XLV), sold all of Select Sector Spdr Tr (XLC), sold all of Ishares Tr (MTUM), Vanguard Intl Equity Index F (VEU) (-80.5% shares), Select Sector Spdr Tr (XLF) (-72.2% shares) and Select Sector Spdr Tr (XLK) (-70.6% shares), compared with its Q1 2026 filing.

When is Elevation Advisory Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elevation Advisory Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Elevation Advisory Partners LLC manage?

Elevation Advisory Partners LLC reported $226.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $97.7M.