Q3 2026 13F · SEC CIK 1976256

Elevation Wealth Partners, LLC

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $355.8M
Reported positions: 1,342
Top holdings a year, 3 yrs: +14.9%
Assets under management: $670.7M

Elevation Wealth Partners, LLC is a wealth manager that reported 1,342 positions worth $355.8M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Ishares Tr (IUSB, 10.2%), Schwab Strategic Tr (FNDX, 6.7%), Ishares Tr (IUSG, 6.5%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

Elevation Wealth Partners, LLC holdings largest 50 of 1,342 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elevation Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IUSBIshares Tr	10.2%	10.7%	820,424	+5.6%	$36.2M
FNDXSchwab Strategic Tr	6.7%	7.0%	754,377	+0.9%	$23.7M
IUSGIshares Tr	6.5%	6.7%	118,622	+0.3%	$23.0M
AVDEAvantis International Equity ETF	4.8%	4.8%	190,450	+5.5%	$17.2M
SCHXSchwab Strategic Tr	3.3%	3.5%	388,172	-1.2%	$11.6M
VOVanguard Index Fds	2.9%	3.1%	133,794	+3.1%	$10.5M
AVEMAmerican Centy ETF Tr	2.9%	3.2%	109,456	+0.1%	$10.3M
AAPLApple Inc	2.6%	2.4%	28,012	-0.2%	$9.3M
GOOGLAlphabet Inc	2.0%	2.3%	20,590	-6.0%	$7.1M
IJRIshares Tr	2.0%	2.2%	51,718	+4.2%	$7.0M
DFSUDimensional ETF Trust	1.7%	2.0%	129,752	-9.5%	$6.1M
ICSHIshares Tr	1.7%	—	118,980	—	$6.0M
SPYState Str Spdr S&p 500 ETF T	1.5%	1.4%	7,038	+13.2%	$5.4M
SCHHSchwab Strategic Tr	1.5%	1.7%	234,674	-0.3%	$5.2M
DFAUDimensional ETF Trust	1.4%	1.5%	95,842	-0.1%	$5.0M
AVUSAvantis U.S. Equity ETF	1.4%	1.3%	38,679	+13.3%	$5.0M
ICVTIshares Tr	1.4%	—	43,604	—	$4.9M
FTHIFirst Tr Exchange Traded Fd	1.4%	1.5%	208,256	+0.8%	$4.9M
ESGUIshares Tr	1.3%	1.2%	28,460	+13.8%	$4.7M
GOOGAlphabet Inc	1.3%	1.5%	13,871	-2.8%	$4.7M
SCHDSchwab Strategic Tr	1.3%	1.3%	140,378	+2.3%	$4.6M
NVDANvidia Corporation	1.3%	1.2%	19,884	+0.6%	$4.5M
AGGIshares Tr	1.2%	1.3%	44,903	+1.6%	$4.2M
QQQInvesco Qqq Tr	1.1%	1.0%	5,358	+15.9%	$4.0M
VEAVanguard Ftse Developed Markets Index Fu	1.1%	1.1%	54,717	+1.8%	$3.9M
IWFIshares Tr	1.0%	1.1%	28,775	+0.1%	$3.6M
SCHBSchwab Strategic Tr	1.0%	1.0%	118,619	+2.5%	$3.5M
MSFTMicrosoft Corp	0.9%	0.7%	6,505	-2.1%	$3.3M
BNDXVanguard Charlotte Fds	0.9%	1.0%	70,742	+5.8%	$3.3M
DFATDimensional ETF Trust	0.8%	0.8%	40,436	+1.9%	$2.7M
VTIVanguard Index Fds	0.7%	0.7%	6,306	-0.7%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	4,352	-3.3%	$2.2M
TSLATesla Inc	0.6%	0.8%	6,098	-1.1%	$2.2M
DFASDimensional ETF Trust	0.6%	0.6%	25,762	-0.6%	$2.0M
ESGDiShares ESG Aware MSCI EAFE ETF	0.6%	0.6%	19,296	+8.2%	$2.0M
JHMMJohn Hancock Exchange Traded	0.6%	0.6%	27,355	+0.0%	$2.0M
AMZNAmazon Com Inc	0.5%	0.6%	7,692	-3.1%	$1.9M
JNJJohnson & Johnson	0.5%	0.5%	6,325	-0.4%	$1.7M
LLYEli Lilly & Co	0.5%	0.5%	1,395	+0.5%	$1.6M
IJSIshares Tr	0.4%	0.5%	12,174	+0.4%	$1.6M
FNDFSchwab Strategic Tr	0.4%	0.5%	28,796	-2.3%	$1.5M
HPEHewlett Packard Enterprise C	0.4%	0.3%	22,182	-1.4%	$1.4M
VONGVanguard Scottsdale Fds	0.4%	0.4%	10,882	-0.6%	$1.4M
ABBVAbbvie Inc	0.4%	0.4%	5,112	+0.1%	$1.3M
SCHASchwab Strategic Tr	0.4%	0.4%	39,160	+3.0%	$1.3M
AVLVAmerican Centy ETF Tr	0.3%	0.4%	13,305	-1.4%	$1.2M
SCHMSchwab Strategic Tr	0.3%	0.4%	33,194	+0.9%	$1.1M
JPMJpmorgan Chase & Co	0.3%	0.3%	3,382	-0.8%	$1.1M
SCHKSchwab Strategic Tr	0.3%	0.3%	28,107	+0.0%	$1.0M
RSPInvesco Exchange Traded Fd T	0.3%	—	4,735	—	$985K

What Elevation Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.6% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$355.8M	1,342
Q2 2026	$333.8M	1,305
Q1 2026	$279.1M	1,076
Q4 2025	$282.4M	959
Q3 2025	$277.7M	870
Q2 2025	$253.2M	487
Q1 2025	$231.3M	496
Q4 2024	$236.7M	500
Q3 2024	$233.0M	479
Q2 2024	$211.1M	512
Q1 2024	$200.2M	480
Q4 2023	$166.7M	446

Questions about Elevation Wealth Partners, LLC's portfolio

What stocks does Elevation Wealth Partners, LLC own?

Elevation Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 1,342 positions worth $355.8M. The largest are Ishares Tr (IUSB) at 10.2%, Schwab Strategic Tr (FNDX) at 6.7%, Ishares Tr (IUSG) at 6.5%, Avantis International Equity ETF (AVDE) at 4.8% and Schwab Strategic Tr (SCHX) at 3.3%.

What did Elevation Wealth Partners, LLC buy last quarter?

In Q3 2026, Elevation Wealth Partners, LLC added Invesco Qqq Tr (QQQ) (+15.9% shares), Ishares Tr (ESGU) (+13.8% shares) and Avantis U.S. Equity ETF (AVUS) (+13.3% shares), compared with its Q2 2026 filing.

What did Elevation Wealth Partners, LLC sell last quarter?

In Q3 2026, Elevation Wealth Partners, LLC cut from its top 50 Sterling Infrastructure Inc (STRL), cut from its top 50 Schwab Strategic Tr (SCHC), cut from its top 50 Equity Lifestyle Properties (ELS), Dimensional ETF Trust (DFSU) (-9.5% shares) and Alphabet Inc (GOOGL) (-6.0% shares), compared with its Q2 2026 filing.

How has Elevation Wealth Partners, LLC's portfolio performed?

A portfolio copying Elevation Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.6% against +20.1%.

When is Elevation Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elevation Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Elevation Wealth Partners, LLC manage?

Elevation Wealth Partners, LLC reported $670.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $355.8M.