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 WEALTH PARTNERS, LLC (CIK 1976256) reported $333.8M across 1,305 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IUSB ($35.9M, 10.74%), FNDX ($23.3M, 6.97%), IUSG ($22.2M, 6.66%), AVDE ($16.1M, 4.83%), SCHX ($11.6M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | $35.9M | 10.74% | 777,144 | Added |
| 2 | FNDX | SCHWAB STRATEGIC TR | $23.3M | 6.97% | 747,950 | Added |
| 3 | IUSG | ISHARES TR | $22.2M | 6.66% | 118,225 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $16.1M | 4.83% | 180,570 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $11.6M | 3.46% | 392,965 | Trimmed |
| 6 | AVEM | AMERICAN CENTY ETF TR | $10.6M | 3.16% | 109,366 | Added |
| 7 | VO | VANGUARD INDEX FDS | $10.5M | 3.13% | 129,724 | Added |
| 8 | AAPL | APPLE INC | $8.1M | 2.43% | 28,069 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $7.8M | 2.35% | 21,915 | Trimmed |
| 10 | IJR | ISHARES TR | $7.4M | 2.21% | 49,644 | Added |
| 11 | DFSU | DIMENSIONAL ETF TRUST | $6.7M | 2.00% | 143,443 | Trimmed |
| 12 | SCHH | SCHWAB STRATEGIC TR | $5.6M | 1.67% | 235,300 | Added |
| 13 | GOOG | ALPHABET INC | $5.0M | 1.51% | 14,272 | Trimmed |
| 14 | DFAU | DIMENSIONAL ETF TRUST | $5.0M | 1.49% | 95,977 | Trimmed |
| 15 | FTHI | FIRST TR EXCHANGE TRADED FD | $4.9M | 1.48% | 206,649 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 1.39% | 6,216 | Trimmed |
| 17 | AGG | ISHARES TR | $4.4M | 1.31% | 44,201 | Added |
| 18 | AVUS | AMERICAN CENTY ETF TR | $4.4M | 1.31% | 34,142 | Added |
| 19 | SCHD | SCHWAB STRATEGIC TR | $4.3M | 1.30% | 137,173 | Added |
| 20 | ESGU | ISHARES TR | $4.1M | 1.23% | 25,008 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $4.0M | 1.18% | 19,767 | Added |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $3.8M | 1.15% | 53,755 | Added |
| 23 | IWF | ISHARES TR | $3.6M | 1.07% | 28,760 | Added |
| 24 | QQQ | INVESCO QQQ TR | $3.4M | 1.02% | 4,621 | Added |
| 25 | SCHB | SCHWAB STRATEGIC TR | $3.4M | 1.00% | 115,740 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30