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 $279.1M across 1,070 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSB ($31.9M, 11.44%), FNDX ($20.6M, 7.40%), IUSG ($18.3M, 6.55%), AVDE ($14.6M, 5.23%), SCHX ($10.4M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | $31.9M | 11.44% | 691,129 | Added |
| 2 | FNDX | SCHWAB STRATEGIC TR | $20.6M | 7.40% | 741,202 | Added |
| 3 | IUSG | ISHARES TR | $18.3M | 6.55% | 117,845 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $14.6M | 5.23% | 172,072 | Trimmed |
| 5 | SCHX | SCHWAB STRATEGIC TR | $10.4M | 3.71% | 404,108 | Trimmed |
| 6 | VO | VANGUARD INDEX FDS | $9.3M | 3.32% | 32,242 | Trimmed |
| 7 | AVEM | AMERICAN CENTY ETF TR | $8.5M | 3.06% | 106,059 | Added |
| 8 | AAPL | APPLE INC | $7.1M | 2.56% | 28,135 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $6.4M | 2.30% | 22,372 | Trimmed |
| 10 | IJR | ISHARES TR | $6.1M | 2.18% | 49,017 | Added |
| 11 | DFSU | DIMENSIONAL ETF TRUST | $5.9M | 2.12% | 144,120 | Added |
| 12 | SCHH | SCHWAB STRATEGIC TR | $5.0M | 1.78% | 231,107 | Added |
| 13 | FTHI | FIRST TR EXCHANGE TRADED FD | $4.7M | 1.70% | 206,225 | Added |
| 14 | AGG | ISHARES TR | $4.4M | 1.56% | 43,954 | Trimmed |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $4.4M | 1.56% | 96,630 | Added |
| 16 | SCHD | SCHWAB STRATEGIC TR | $4.2M | 1.50% | 136,572 | Added |
| 17 | GOOG | ALPHABET INC | $4.2M | 1.49% | 14,547 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $4.1M | 1.45% | 6,231 | Trimmed |
| 19 | ESGU | ISHARES TR | $3.5M | 1.25% | 24,619 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $3.4M | 1.23% | 53,507 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $3.2M | 1.15% | 18,342 | Added |
| 22 | AVUS | AMERICAN CENTY ETF TR | $3.2M | 1.13% | 28,335 | Trimmed |
| 23 | IWF | ISHARES TR | $3.1M | 1.10% | 7,173 | Trimmed |
| 24 | SCHB | SCHWAB STRATEGIC TR | $3.0M | 1.06% | 117,825 | Added |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $2.9M | 1.05% | 60,987 | Added |
Source: SEC Form 13F filings · as of 2026-03-31