13F Insight
DOSSIER · 13F-HR · Q2 2026

ELEVATION WEALTH PARTNERS, LLC

$334M in tracked AUM across 1,305 positions as of Q2 2026.

EW
CIK 0001976256 · last filed Jun 30, 2026
Total AUM
$334M
as of Q2 2026
Holdings
1,305
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

ELEVATION WEALTH PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IUSB
ISHARES TR
$36M777K10.7%02
FNDX
SCHWAB STRATEGIC TR
$23M748K7.0%03
IUSG
ISHARES TR
$22M118K6.7%04
AVDE
AMERICAN CENTY ETF TR
$16M181K4.8%05
SCHX
SCHWAB STRATEGIC TR
$12M393K3.5%06
AVEM
AMERICAN CENTY ETF TR
$11M109K3.2%07
VO
VANGUARD INDEX FDS
$10M130K3.1%08
AAPL
APPLE INC
$8M28K2.4%09
GOOGL
ALPHABET INC
$8M22K2.3%10
IJR
ISHARES TR
$7M50K2.2%

Filing history

2026Q2Jun 30
$334M▲ 19.6%
1,305 positionsView →2026Q1Mar 31
$279M▼ 1.1%
1,076 positionsView →2025Q4Dec 31
$282M▲ 11.5%
959 positionsView →2025Q3Sep 30
$253M▲ 0.0%
487 positionsView →2025Q2Jun 30
$253M▲ 9.5%
489 positionsLocked2025Q1Mar 31
$231M▼ 2.3%
498 positionsLocked2024Q4Dec 31
$237M▲ 1.6%
509 positionsLocked2024Q3Sep 30
$233M▲ 10.3%
479 positionsLocked2024Q2Jun 30
$211M▲ 5.5%
512 positionsLocked2024Q1Mar 31
$200M▲ 20.1%
480 positionsLocked2023Q4Dec 31
$167M▲ 44.0%
446 positionsLocked2023Q3Sep 30
$116M▼ 2.5%
349 positionsLocked
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