Elevation Wealth Partners, LLC holds a focused book of 1305 reported positions worth $333.8M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; 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 reported non-option book.
Elevation Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Elevation Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 12 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Uhlmann Price Securities, LLC | 24 / 80 | $2.4B |
| HT Partners LLC | 26 / 80 | $319.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $381.1M |
| Emerald Advisors, LLC | 25 / 80 | $637.8M |
| AF Advisors, Inc. | 13 / 80 | $158.9M |
| Ketron Financial | 21 / 80 | $248.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Elevation Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 1,305 | $333.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 1,076 | $279.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 9d | 959 | $282.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 870 | $277.7M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 8d | 489 | $253.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 9d | 498 | $231.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 509 | $236.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.