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.
What Elevation Advisory Partners LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- CRWD Crowdstrike Hldgs Inc+392.4% shares
- RDVI First Tr Exchange-Traded Fd+101.9% shares
- VNLA Janus Detroit Str Tr+58.2% shares
- CRWV Coreweave Inc+55.9% shares
- CASY Caseys Gen Stores Inc+26.1% shares
- SDVD First Tr Exchange-Traded Fd IV Vest Smid+17.6% shares
- AMZN Amazon Com Inc+7.4% shares
Reduced
- VEU Vanguard Intl Equity Index F-80.5% shares
- XLF Select Sector Spdr Tr-72.2% shares
- XLK Select Sector Spdr Tr-70.6% shares
- IVV Ishares Tr-45.8% shares
- ASML Asml Hldg NV-39.7% shares
- GLD Spdr Gold Tr-35.9% shares
- SMH Vaneck ETF Trust-30.4% shares
- COST Costco Wholesale Corporation-25.0% shares
Sold out
- AGX Argan Incwas 1.8%
- VONG Vanguard Scottsdale Fdswas 1.0%
- XLV Select Sector Spdr Trwas 0.6%
- XLC Select Sector Spdr Trwas 0.5%
- MTUM Ishares Trwas 0.5%
- VLU State Street SPDR S&P 1500 Value Tilt ETwas 0.5%
- IBIT Ishares Bitcoin Trust ETFwas 0.4%
- IEI Ishares Trwas 0.4%
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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $97.7M | 48 |
| Q1 2026 | $107.1M | 97 |
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.