Elevation Wealth Partners, LLC 13F Holdings · Q3 2026
Elevation Wealth Partners, LLC reported 1,342 securities worth $355.81M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IUSB (10.17%), FNDX (6.67%), IUSG (6.46%). Among its top 25 positions this quarter: 1 new, 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | $36.2M | 10.17% | 820,424 | Added |
| 2 | FNDX | SCHWAB STRATEGIC TR | $23.7M | 6.67% | 754,377 | Added |
| 3 | IUSG | ISHARES TR | $23.0M | 6.46% | 118,622 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $17.2M | 4.82% | 190,450 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $11.6M | 3.27% | 388,172 | Trimmed |
| 6 | VO | VANGUARD INDEX FDS | $10.5M | 2.95% | 133,794 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $10.3M | 2.89% | 109,456 | Added |
| 8 | AAPL | APPLE INC | $9.3M | 2.62% | 28,012 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $7.1M | 1.99% | 20,590 | Trimmed |
| 10 | IJR | ISHARES TR | $7.0M | 1.98% | 51,718 | Added |
| 11 | DFSU | DIMENSIONAL ETF TRUST | $6.1M | 1.72% | 129,752 | Trimmed |
| 12 | ICSH | ISHARES TR | $6.0M | 1.69% | 118,980 | New |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 1.51% | 7,038 | Added |
| 14 | SCHH | SCHWAB STRATEGIC TR | $5.2M | 1.45% | 234,674 | Trimmed |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $5.0M | 1.41% | 95,842 | Trimmed |
| 16 | AVUS | AMERICAN CENTY ETF TR | $5.0M | 1.39% | 38,679 | Added |
| 17 | FTHI | FIRST TR EXCHANGE TRADED FD | $4.9M | 1.38% | 208,256 | Added |
| 18 | ICVT | ISHARES TR | $4.9M | 1.38% | 43,604 | Added |
| 19 | ESGU | ISHARES TR | $4.7M | 1.33% | 28,460 | Added |
| 20 | GOOG | ALPHABET INC | $4.7M | 1.33% | 13,871 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $4.5M | 1.28% | 19,884 | Added |
| 22 | SCHD | SCHWAB STRATEGIC TR | $4.6M | 1.28% | 140,378 | Added |
| 23 | AGG | ISHARES TR | $4.2M | 1.19% | 44,903 | Added |
| 24 | QQQ | INVESCO QQQ TR | $4.0M | 1.11% | 5,358 | Added |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $3.9M | 1.09% | 54,717 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR