Elevation Wealth Partners, LLC holds a focused book of 1305 stocks worth $333.8M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Fidelity Enh LRG Cap GWTH and trimmed Schwab US Large-Cap ETF. Their largest long position is Ishr CR Unvrse Usd BD ETF-Ui at 11% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1976256/holdings"
Use Arkolith to show ELEVATION WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE UNIVRSL USD | $35.9M | 777.1K | 10.7% | ▲+12% Added · +86K sh | |
| 2 | Schwab Strategic TR FUNDAMENTAL US L | $23.3M | 748.0K | 7.0% | ▲+0.9% Added · +7K sh | |
| 3 | Ishares TR CORE S&P US GWT | $22.2M | 118.2K | 6.7% | ▲+0.3% Added · +380 sh | |
| 4 | American Centy ETF TR INTL EQT ETF | $16.1M | 180.6K | 4.8% | ▲+4.9% Added · +8K sh | |
| 5 | Schwab Strategic TR US LRG CAP ETF | $11.6M | 393.0K | 3.5% | ▼−2.8% Reduced · −11K sh | |
| 6 | American Centy ETF TR AVANTIS EMGMKT | $10.6M | 109.4K | 3.2% | ▲+3.1% Added · +3K sh | |
| 7 | Vanguard Index FDS MID CAP ETF | $10.5M | 129.7K | 3.1% | ▲+302% Added · +97K sh | |
| 8 | Apple Inc COM | $8.1M | 28.1K | 2.4% | ▼−0.2% Reduced · −66 sh | |
| 9 | Alphabet Inc CAP STK CL A | $7.8M | 21.9K | 2.3% | ▼−2.0% Reduced · −457 sh | |
| 10 | Ishares TR CORE S&P SCP ETF | $7.4M | 49.6K | 2.2% | ▲+1.3% Added · +627 sh | |
| 11 | Dimensional ETF Trust US SUSTAINABILTY | $6.7M | 143.4K | 2.0% | ▼−0.5% Reduced · −677 sh | |
| 12 | Schwab Strategic TR US REIT ETF | $5.6M | 235.3K | 1.7% | ▲+1.8% Added · +4K sh | |
| 13 | Alphabet Inc CAP STK CL C | $5.0M | 14.3K | 1.5% | ▼−1.9% Reduced · −275 sh | |
| 14 | Dimensional ETF Trust US CORE EQT MKT | $5.0M | 96.0K | 1.5% | ▼−0.7% Reduced · −653 sh | |
| 15 | First TR Exchange Traded FD BUYWRIT INCM ETF | $4.9M | 206.6K | 1.5% | ▲+0.2% Added · +424 sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $4.6M | 6.2K | 1.4% | ▼−0.2% Reduced · −15 sh | |
| 17 | Ishares TR CORE US AGGBD ET | $4.4M | 44.2K | 1.3% | ▲+0.6% Added · +247 sh | |
| 18 | American Centy ETF TR US EQT ETF | $4.4M | 34.1K | 1.3% | ▲+20% Added · +6K sh | |
| 19 | Schwab Strategic TR US DIVIDEND EQ | $4.3M | 137.2K | 1.3% | ▲+0.4% Added · +601 sh | |
| 20 | Ishares TR ESG AWR MSCI USA | $4.1M | 25.0K | 1.2% | ▲+1.6% Added · +389 sh | |
| 21 | Nvidia Corporation COM | $4.0M | 19.8K | 1.2% | ▲+7.8% Added · +1K sh | |
| 22 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.8M | 53.8K | 1.1% | ▲+0.5% Added · +248 sh | |
| 23 | Ishares TR RUS 1000 GRW ETF | $3.6M | 28.8K | 1.1% | ▲+301% Added · +22K sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $3.4M | 4.6K | 1.0% | ▲+28% Added · +1K sh | |
| 25 | Schwab Strategic TR US BRD MKT ETF | $3.4M | 115.7K | 1.0% | ▼−1.8% Reduced · −2K sh | |
| 26 | Vanguard Charlotte FDS TOTAL INT BD ETF | $3.2M | 66.9K | 1.0% | ▲+9.7% Added · +6K sh | |
| 27 | Dimensional ETF Trust US TARGETED VLU | $2.8M | 39.7K | 0.8% | ▼−2.8% Reduced · −1K sh | |
| 28 | Tesla Inc COM | $2.6M | 6.2K | 0.8% | ▼−6.2% Reduced · −405 sh | |
| 29 | Microsoft Corp COM | $2.5M | 6.6K | 0.7% | ▲+4.3% Added · +275 sh | |
| 30 | Vanguard Index FDS TOTAL STK MKT | $2.4M | 6.4K | 0.7% | ▼−7.6% Reduced · −526 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.5K | 0.7% | ▲+0.8% Added · +35 sh | |
| 32 | Dimensional ETF Trust US SMALL CAP ETF | $2.1M | 25.9K | 0.6% | ▲+1.2% Added · +300 sh | |
| 33 | John Hancock Exchange Traded MULTIFACTOR MI | $2.1M | 27.4K | 0.6% | ▲+0.4% Added · +101 sh | |
| 34 | Amazon Com Inc COM | $1.9M | 7.9K | 0.6% | ▲+6.4% Added · +478 sh | |
| 35 | Ishares TR ESG AW MSCI EAFE | $1.8M | 17.8K | 0.5% | ▲+1.9% Added · +335 sh | |
| 36 | Eli Lilly & Co COM | $1.7M | 1.4K | 0.5% | ▲+155% Added · +844 sh | |
| 37 | Ishares TR SP SMCP600VL ETF | $1.7M | 12.1K | 0.5% | ▲+0.4% Added · +47 sh | |
| 38 | Sterling Infrastructure Inc COM | $1.6M | 1.9K | 0.5% | ▼−18% Reduced · −414 sh | |
| 39 | Johnson & Johnson COM | $1.6M | 6.3K | 0.5% | ▲+119% Added · +3K sh | |
| 40 | Schwab Strategic TR FUNDAMENTAL INTL | $1.6M | 29.5K | 0.5% | ▼−6.2% Reduced · −2K sh | |
| 41 | Vanguard Scottsdale FDS VNG RUS1000GRW | $1.4M | 10.9K | 0.4% | ▼−2.2% Reduced · −243 sh | |
| 42 | Schwab Strategic TR US SML CAP ETF | $1.4M | 38.0K | 0.4% | ▲+0.3% Added · +133 sh | |
| 43 | Abbvie Inc COM | $1.3M | 5.1K | 0.4% | ▲+2.4% Added · +122 sh | |
| 44 | Schwab Strategic TR INTL SCEQT ETF | $1.3M | 26.5K | 0.4% | ▼−1.1% Reduced · −307 sh | |
| 45 | American Centy ETF TR US LARGE CAP VLU | $1.2M | 13.5K | 0.4% | ▼−13% Reduced · −2K sh | |
| 46 | Schwab Strategic TR US MID-CAP ETF | $1.2M | 32.9K | 0.4% | ▼−2.1% Reduced · −724 sh | |
| 47 | JPMorgan Chase & Co COM | $1.1M | 3.4K | 0.3% | ▲+5.6% Added · +181 sh | |
| 48 | Hewlett Packard Enterprise C COM | $1.0M | 22.5K | 0.3% | —Held | |
| 49 | Schwab Strategic TR 1000 INDEX ETF | $1.0M | 28.1K | 0.3% | ▼−7.1% Reduced · −2K sh | |
| 50 | Equity Lifestyle Properties COM | $989K | 15.3K | 0.3% | ▲+2.8% Added · +421 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 1,305 | $333.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 1,076 | $279.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 959 | $282.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 870 | $277.7M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 489 | $253.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 498 | $231.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 509 | $236.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.