Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elevation Advisory Partners LLC (CIK 2124354) reported $97.7M across 48 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($22.2M, 22.77%), VYM ($13.3M, 13.63%), AAPL ($8.2M, 8.36%), AMZN ($5.0M, 5.15%), ARM ($4.8M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $22.2M | 22.77% | 109,402 | Trimmed |
| 2 | VYM | VANGUARD WHITEHALL FDS | $13.3M | 13.63% | 83,517 | Trimmed |
| 3 | AAPL | APPLE INC | $8.2M | 8.36% | 25,015 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $5.0M | 5.15% | 20,128 | Added |
| 5 | ARM | ARM HOLDINGS PLC | $4.8M | 4.91% | 17,782 | Trimmed |
| 6 | RDVI | FIRST TR EXCHANGE-TRADED FD | $4.8M | 4.91% | 165,647 | Added |
| 7 | CAT | CATERPILLAR INC | $2.6M | 2.69% | 3,040 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $2.4M | 2.47% | 6,004 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $2.2M | 2.22% | 3,115 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $2.2M | 2.21% | 6,135 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $2.1M | 2.17% | 6,242 | Trimmed |
| 12 | SDVD | FIRST TR EXCHANGE-TRADED FD | $2.0M | 2.04% | 86,046 | Added |
| 13 | TSLA | TESLA INC | $1.9M | 1.91% | 5,043 | Trimmed |
| 14 | SPCX | SPACE EXPLORATION TECHN CORP | $1.7M | 1.74% | 14,198 | New |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 1.48% | 1,947 | Trimmed |
| 16 | CRWV | COREWEAVE INC | $1.4M | 1.47% | 19,693 | Added |
| 17 | CASY | CASEYS GEN STORES INC | $1.4M | 1.43% | 1,615 | Added |
| 18 | GOOG | ALPHABET INC | $1.4M | 1.43% | 3,981 | Trimmed |
| 19 | VNLA | JANUS DETROIT STR TR | $1.2M | 1.24% | 24,750 | Added |
| 20 | WMT | WALMART INC | $1.2M | 1.24% | 10,821 | Trimmed |
| 21 | MU | MICRON TECHNOLOGY INC | $1.1M | 1.17% | 1,325 | Added |
| 22 | CRWD | CROWDSTRIKE HLDGS INC | $1.1M | 1.08% | 5,313 | Added |
| 23 | GLD | SPDR GOLD TR | $954,657 | 0.98% | 2,597 | Trimmed |
| 24 | DDOG | DATADOG INC | $951,468 | 0.97% | 3,615 | Trimmed |
| 25 | SMH | VANECK ETF TRUST | $934,364 | 0.96% | 1,672 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30