Elevation Advisory Partners LLC: 13F holdings
CIK 21243542026Q2
| Positions | 48 |
|---|
| Reported value | $97.7m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 48 (-49 vs prior quarter) |
|---|
| Reported value | $97.7m (-8.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 109,402 | $22.2m | 22.8% |
| VYM VANGUARD WHITEHALL FDS | 83,517 | $13.3m | 13.6% |
| AAPL APPLE INC | 25,015 | $8.2m | 8.4% |
| AMZN AMAZON COM INC | 20,128 | $5.0m | 5.2% |
| ARM ARM HOLDINGS PLC | 17,782 | $4.8m | 4.9% |
| RDVI FIRST TR EXCHANGE-TRADED FD | 165,647 | $4.8m | 4.9% |
| CAT CATERPILLAR INC | 3,040 | $2.6m | 2.7% |
| MSFT MICROSOFT CORP | 6,004 | $2.4m | 2.5% |
| QQQ INVESCO QQQ TR | 3,115 | $2.2m | 2.2% |
| GOOGL ALPHABET INC | 6,135 | $2.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2124354")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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