13F Insight
DOSSIER · 13F-HR · Q3 2026

ELEVATION WEALTH PARTNERS, LLC

$356M in tracked AUM across 1,342 positions as of Q3 2026.

EW
CIK 0001976256 · last filed Sep 30, 2026
Total AUM
$356M
as of Q3 2026
Holdings
1,342
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

ELEVATION WEALTH PARTNERS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IUSB
ISHARES TR
$36M820K10.2%02
FNDX
SCHWAB STRATEGIC TR
$24M754K6.7%03
IUSG
ISHARES TR
$23M119K6.5%04
AVDE
AMERICAN CENTY ETF TR
$17M190K4.8%05
SCHX
SCHWAB STRATEGIC TR
$12M388K3.3%06
VO
VANGUARD INDEX FDS
$10M134K2.9%07
AVEM
AMERICAN CENTY ETF TR
$10M109K2.9%08
AAPL
APPLE INC
$9M28K2.6%09
GOOGL
ALPHABET INC
$7M21K2.0%10
IJR
ISHARES TR
$7M52K2.0%

Filing history

2026Q3Sep 30
$356M▲ 6.6%
1,342 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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