ELEVATION WEALTH PARTNERS, LLC: 13F holdings
CIK 19762562026Q2
| Positions | 1,305 |
|---|
| Reported value | $333.8m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 1,305 (+229 vs prior quarter) |
|---|
| Reported value | $333.8m (+19.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IUSB ISHARES TR | 777,144 | $35.9m | 10.7% |
| FNDX SCHWAB STRATEGIC TR | 747,950 | $23.3m | 7.0% |
| IUSG ISHARES TR | 118,225 | $22.2m | 6.7% |
| AVDE AMERICAN CENTY ETF TR | 180,570 | $16.1m | 4.8% |
| SCHX SCHWAB STRATEGIC TR | 392,965 | $11.6m | 3.5% |
| AVEM AMERICAN CENTY ETF TR | 109,366 | $10.6m | 3.2% |
| VO VANGUARD INDEX FDS | 129,724 | $10.5m | 3.1% |
| AAPL APPLE INC | 28,069 | $8.1m | 2.4% |
| GOOGL ALPHABET INC | 21,915 | $7.8m | 2.3% |
| IJR ISHARES TR | 49,644 | $7.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1976256")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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