Q2 2026 13F · SEC CIK 1976256

Elevation Wealth Partners, LLC

Wealth managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $333.8M
Reported positions: 1,305
Top holdings a year, 3 yrs: +14.9%
Assets under management: $670.7M

Elevation Wealth Partners, LLC is a wealth manager that reported 1,305 positions worth $333.8M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Ishares Core Universal Usd Bond ETF (IUSB, 10.7%), Schwab Strategic Tr (FNDX, 7.0%), iShares ETFs/USA (IUSG, 6.7%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

Elevation Wealth Partners, LLC holdings largest 50 of 1,305 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 Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IUSBIshares Core Universal Usd Bond ETF	10.7%	11.4%	777,144	+12.4%	$35.9M
FNDXSchwab Strategic Tr	7.0%	7.4%	747,950	+0.9%	$23.3M
IUSGiShares ETFs/USA	6.7%	6.5%	118,225	+0.3%	$22.2M
AVDEAvantis International Equity ETF	4.8%	5.2%	180,570	+4.9%	$16.1M
SCHXSchwab Stratgc Tr	3.5%	3.7%	392,965	-2.8%	$11.6M
AVEMAmerican Centy ETF Tr	3.2%	3.1%	109,366	+3.1%	$10.6M
VOVanguard Index Fds	3.1%	3.3%	129,724	+302.3%	$10.5M
AAPLApple Inc	2.4%	2.6%	28,069	-0.2%	$8.1M
GOOGLAlphabet Inc	2.3%	2.3%	21,915	-2.0%	$7.8M
IJRIshares Core S&p Small Cap ETF	2.2%	2.2%	49,644	+1.3%	$7.4M
DFSUDimensional ETF Trust	2.0%	2.1%	143,443	-0.5%	$6.7M
SCHHSchwab Strategic Tr	1.7%	1.8%	235,300	+1.8%	$5.6M
GOOGAlphabet Inc	1.5%	1.5%	14,272	-1.9%	$5.0M
DFAUDimensional US Core Equity Market ETF	1.5%	1.6%	95,977	-0.7%	$5.0M
FTHIFirst Tr Buy Write ETF Income	1.5%	1.7%	206,649	+0.2%	$4.9M
SPYSpdr S&p 500 ETF Tr	1.4%	1.5%	6,216	-0.2%	$4.6M
AGGIshares Tr	1.3%	1.6%	44,201	+0.6%	$4.4M
AVUSAvantis U.s. Equity ETF	1.3%	1.1%	34,142	+20.5%	$4.4M
SCHDSchwab Strategic Tr	1.3%	1.5%	137,173	+0.4%	$4.3M
ESGUIshares Msci Usa Esg	1.2%	1.2%	25,008	+1.6%	$4.1M
NVDANvidia Corporation Com	1.2%	1.1%	19,767	+7.8%	$4.0M
VEAVanguard Tax-Managed Fds	1.1%	1.2%	53,755	+0.5%	$3.8M
IWFIshares Russell 1000 Growth ETF	1.1%	1.1%	28,760	+300.9%	$3.6M
QQQInvesco Qqq Tr	1.0%	0.7%	4,621	+28.4%	$3.4M
SCHBSchwb US Broad	1.0%	1.1%	115,740	-1.8%	$3.4M
BNDXVanguard Charlotte Fds	1.0%	1.1%	66,881	+9.7%	$3.2M
DFATDimensional U.s. Targeted Value	0.8%	0.9%	39,700	-2.8%	$2.8M
TSLATesla Inc Com	0.8%	0.9%	6,167	-6.2%	$2.6M
MSFTMicrosoft Corp	0.7%	0.8%	6,643	+4.3%	$2.5M
VTIVanguard Index Fds	0.7%	0.8%	6,352	-7.6%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	4,499	+0.8%	$2.3M
DFASDimensional ETF Trust	0.6%	0.7%	25,908	+1.2%	$2.1M
JHMMJohn Hancock Exchange Traded	0.6%	0.7%	27,355	+0.4%	$2.1M
AMZNAmazon Com Inc Com	0.6%	0.6%	7,937	+6.4%	$1.9M
ESGDIshares Msci Eafe Esg	0.6%	0.6%	17,841	+1.9%	$1.8M
LLYLilly Eli & Co	0.5%	—	1,388	—	$1.7M
IJSIShares S&P Small Cap 600 Value	0.5%	0.5%	12,125	+0.4%	$1.7M
STRLSterling Infrastructure Inc	0.5%	0.3%	1,928	-17.7%	$1.6M
JNJJohnson & Johnson	0.5%	—	6,348	—	$1.6M
FNDFSchwab Strategic Tr	0.5%	0.6%	29,484	-6.2%	$1.6M
VONGVanguard Russell 1000 Growth ETF	0.4%	0.4%	10,946	-2.2%	$1.4M
SCHASchwab U.s. Small-Cap ETF	0.4%	0.4%	38,029	+0.4%	$1.4M
ABBVAbbvie Inc	0.4%	0.4%	5,109	+2.4%	$1.3M
SCHCSchwab Strategic Tr	0.4%	0.4%	26,491	-1.1%	$1.3M
AVLVAmerican Centy Tr ETF Avantis U S Large	0.4%	0.4%	13,490	-13.0%	$1.2M
SCHMSchwab Strategic Tr	0.4%	0.4%	32,906	-2.2%	$1.2M
JPMJpmorgan Chase & Co	0.3%	0.3%	3,409	+5.6%	$1.1M
HPEHewlett Packard Enterprise	0.3%	—	22,494	—	$1.0M
SCHKSchwab Strategic Tr	0.3%	0.3%	28,107	-7.1%	$1.0M
ELSEquity Lifestyle Properties	0.3%	0.3%	15,340	+2.8%	$989K

What Elevation Wealth 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.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.6% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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
Quarter	13F value	Positions
Q2 2026	$333.8M	1,305
Q1 2026	$279.1M	1,076
Q4 2025	$282.4M	959
Q3 2025	$277.7M	870
Q2 2025	$253.2M	487
Q1 2025	$231.3M	496
Q4 2024	$236.7M	500
Q3 2024	$233.0M	479
Q2 2024	$211.1M	512
Q1 2024	$200.2M	480
Q4 2023	$166.7M	446
Q3 2023	$115.8M	349

Questions about Elevation Wealth Partners, LLC's portfolio

What stocks does Elevation Wealth Partners, LLC own?

Elevation Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 1,305 positions worth $333.8M. The largest are Ishares Core Universal Usd Bond ETF (IUSB) at 10.7%, Schwab Strategic Tr (FNDX) at 7.0%, iShares ETFs/USA (IUSG) at 6.7%, Avantis International Equity ETF (AVDE) at 4.8% and Schwab Stratgc Tr (SCHX) at 3.5%.

What did Elevation Wealth Partners, LLC buy last quarter?

In Q2 2026, Elevation Wealth Partners, LLC added Vanguard Index Fds (VO) (+302.3% shares), Ishares Russell 1000 Growth ETF (IWF) (+300.9% shares) and Invesco Qqq Tr (QQQ) (+28.4% shares), compared with its Q1 2026 filing.

What did Elevation Wealth Partners, LLC sell last quarter?

In Q2 2026, Elevation Wealth Partners, LLC cut from its top 50 Invesco S&p 500 Equal Weight ETF (RSP), cut from its top 50 State Street Spdr S&p Midcap 400 ETF Tru (MDY), cut from its top 50 Schwab Intl Equity (SCHF), Sterling Infrastructure Inc (STRL) (-17.7% shares), American Centy Tr ETF Avantis U S Large (AVLV) (-13.0% shares) and Vanguard Index Fds (VTI) (-7.6% shares), compared with its Q1 2026 filing.

How has Elevation Wealth Partners, LLC's portfolio performed?

A portfolio copying Elevation Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.6% against +20.1%.

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

13F filings are due 45 days after each quarter ends. Elevation Wealth 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 Wealth Partners, LLC manage?

Elevation Wealth Partners, LLC reported $670.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $333.8M.