Elevation Advisory Partners Llc Portfolio Stock Holdings
Elevation Advisory Partners Llc disclosed 97 stock positions valued at approximately $107.1 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, VANGUARD WHITEHALL FDS, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 97
- Portfolio Value
- $107.1M
Holdings by Sector
Elevation Advisory Partners Llc Portfolio Holdings in Q1 2026
95 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 21.88% | 124,329 | +124,329 | +100.00% | $23,438,596 |
| VANGUARD WHITEHALL FDS | VYM | Other | 11.79% | 84,976 | +84,976 | +100.00% | $12,627,484 |
| APPLE INC | AAPL | Technology | 6.11% | 25,364 | +25,364 | +100.00% | $6,550,638 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.28% | 18,746 | +18,746 | +100.00% | $4,586,771 |
| MICROSOFT CORP | MSFT | Technology | 3.05% | 6,798 | +6,798 | +100.00% | $3,267,214 |
| ARM HOLDINGS PLC | ARM | Technology | 2.24% | 20,877 | +20,877 | +100.00% | $2,398,350 |
| ALPHABET INC | GOOGL | Communication Services | 2.18% | 6,966 | +6,966 | +100.00% | $2,330,343 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 2.08% | 82,064 | +82,064 | +100.00% | $2,231,319 |
| TESLA INC | TSLA | Consumer Cyclical | 2.04% | 5,065 | +5,065 | +100.00% | $2,182,509 |
| INVESCO QQQ TR | QQQ | Other | 2.01% | 3,411 | +3,411 | +100.00% | $2,152,578 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 1.87% | 6,656 | +6,656 | +100.00% | $1,998,883 |
| CATERPILLAR INC | CAT | Industrials | 1.84% | 3,080 | +3,080 | +100.00% | $1,968,048 |
| SPDR GOLD TR | GLD | Other | 1.80% | 4,050 | +4,050 | +100.00% | $1,928,205 |
| ARGAN INC | AGX | Industrials | 1.78% | 5,265 | +5,265 | +100.00% | $1,908,886 |
| FIRST TR EXCH TRADED FD III | SDVD | Other | 1.53% | 73,138 | +73,138 | +100.00% | $1,635,358 |
| SPDR S&P 500 ETF TR | SPY | Other | 1.39% | 2,142 | +2,142 | +100.00% | $1,489,836 |
| ALPHABET INC | GOOG | Communication Services | 1.31% | 4,184 | +4,184 | +100.00% | $1,401,530 |
| WALMART INC | WMT | Consumer Defensive | 1.22% | 11,171 | +11,171 | +100.00% | $1,306,304 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 1.00% | 8,759 | +8,759 | +100.00% | $1,069,124 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.96% | 13,010 | +13,010 | +100.00% | $1,027,790 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.96% | 6,905 | +6,905 | +100.00% | $1,024,359 |
| VANECK ETF TRUST | SMH | Other | 0.91% | 2,401 | +2,401 | +100.00% | $977,807 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.84% | 6,047 | +6,047 | +100.00% | $895,258 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.74% | 1,281 | +1,281 | +100.00% | $790,397 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.72% | 2,286 | +2,286 | +100.00% | $773,445 |
| JANUS DETROIT STR TR | VNLA | Other | 0.72% | 15,645 | +15,645 | +100.00% | $771,634 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.70% | 14,103 | +14,103 | +100.00% | $747,459 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.62% | 4,273 | +4,273 | +100.00% | $664,238 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.54% | 254 | +254 | +100.00% | $582,930 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.53% | 4,849 | +4,849 | +100.00% | $566,848 |
| DATADOG INC | DDOG | Technology | 0.50% | 3,860 | +3,860 | +100.00% | $533,491 |
| ISHARES TR | MTUM | Other | 0.49% | 2,029 | +2,029 | +100.00% | $528,017 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.48% | 535 | +535 | +100.00% | $518,719 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.48% | 1,079 | +1,079 | +100.00% | $514,316 |
| SPDR SERIES TRUST | VLU | Other | 0.48% | 2,330 | +2,330 | +100.00% | $509,202 |
| ASML HOLDING N V | ASML | Other | 0.48% | 350 | +350 | +100.00% | $509,107 |
| ISHARES TR | IVV | Other | 0.47% | 719 | +719 | +100.00% | $502,498 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.44% | 9,319 | +9,319 | +100.00% | $471,821 |
| ISHARES TR | IEI | Other | 0.44% | 3,918 | +3,918 | +100.00% | $466,986 |
| UNION PAC CORP | UNP | Industrials | 0.43% | 1,986 | +1,986 | +100.00% | $461,752 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.43% | 10,166 | +10,166 | +100.00% | $460,029 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.38% | 4,121 | +4,121 | +100.00% | $409,916 |
| ISHARES INC | EEMA | Other | 0.38% | 3,959 | +3,959 | +100.00% | $405,283 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.37% | 4,776 | +4,776 | +100.00% | $397,172 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.37% | 2,192 | +2,192 | +100.00% | $392,030 |
| ELI LILLY & CO | LLY | Healthcare | 0.36% | 374 | +374 | +100.00% | $388,961 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.35% | 4,734 | +4,734 | +100.00% | $378,341 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.35% | 1,685 | +1,685 | +100.00% | $378,131 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 0.35% | 2,032 | +2,032 | +100.00% | $375,908 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.35% | 1,482 | +1,482 | +100.00% | $373,508 |
| SSGA ACTIVE ETF TR | TOTL | Other | 0.35% | 9,174 | +9,174 | +100.00% | $369,712 |
| LISTED FDS TR | OVL | Other | 0.31% | 6,156 | +6,156 | +100.00% | $335,655 |
| EXXON MOBIL CORP | XOM | Energy | 0.31% | 2,449 | +2,449 | +100.00% | $335,066 |
| NETFLIX INC | NFLX | Communication Services | 0.30% | 3,810 | +3,810 | +100.00% | $326,060 |
| ISHARES TR | IXG | Other | 0.30% | 2,618 | +2,618 | +100.00% | $318,742 |
| BROADCOM INC | AVGO | Technology | 0.29% | 924 | +924 | +100.00% | $307,437 |
| ISHARES TR | TLT | Other | 0.27% | 3,285 | +3,285 | +100.00% | $288,454 |
| VANGUARD INDEX FDS | VUG | Other | 0.27% | 582 | +582 | +100.00% | $285,113 |
| ISHARES TR | IJR | Other | 0.26% | 2,193 | +2,193 | +100.00% | $279,983 |
| SPDR SERIES TRUST | SPYG | Other | 0.26% | 2,549 | +2,549 | +100.00% | $276,972 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 1,223 | +1,223 | +100.00% | $273,973 |
| VANGUARD INDEX FDS | VTV | Other | 0.25% | 1,363 | +1,363 | +100.00% | $270,091 |
| QUALCOMM INC | QCOM | Technology | 0.25% | 1,746 | +1,746 | +100.00% | $267,249 |
| AT&T INC | T | Communication Services | 0.25% | 11,547 | +11,547 | +100.00% | $265,582 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.25% | 3,022 | +3,022 | +100.00% | $263,367 |
| CHEVRON CORP NEW | CVX | Energy | 0.24% | 1,551 | +1,551 | +100.00% | $262,211 |
| SPDR SERIES TRUST | XNTK | Other | 0.24% | 898 | +898 | +100.00% | $259,800 |
| STRATEGY INC | MSTR | Technology | 0.24% | 1,602 | +1,602 | +100.00% | $258,851 |
| VISA INC | V | Financial Services | 0.24% | 791 | +791 | +100.00% | $257,338 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 0.23% | 4,180 | +4,180 | +100.00% | $251,218 |
| LIBERTY ENERGY INC | LBRT | Energy | 0.23% | 11,305 | +11,305 | +100.00% | $250,754 |
| BANK AMERICA CORP | BAC | Financial Services | 0.23% | 4,806 | +4,806 | +100.00% | $250,750 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.23% | 1,494 | +1,494 | +100.00% | $247,556 |
| ISHARES TR | IVW | Other | 0.23% | 1,971 | +1,971 | +100.00% | $247,346 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.23% | 521 | +521 | +100.00% | $247,303 |
| ISHARES TR | IEF | Other | 0.23% | 2,556 | +2,556 | +100.00% | $245,325 |
| SPDR SERIES TRUST | SPAB | Other | 0.23% | 9,338 | +9,338 | +100.00% | $241,107 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.22% | 2,232 | +2,232 | +100.00% | $239,722 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.22% | 6,052 | +6,052 | +100.00% | $237,953 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.22% | 1,959 | +1,959 | +100.00% | $235,650 |
| COCA COLA CO | KO | Consumer Defensive | 0.22% | 3,176 | +3,176 | +100.00% | $233,559 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.21% | 2,418 | +2,418 | +100.00% | $227,485 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.21% | 551 | +551 | +100.00% | $226,231 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.21% | 2,494 | +2,494 | +100.00% | $221,219 |
| PIMCO ETF TR | PYLD | Other | 0.20% | 8,157 | +8,157 | +100.00% | $219,097 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.20% | 4,277 | +4,277 | +100.00% | $214,876 |
| INVESCO EXCH TRD SLF IDX FD | BSCW | Other | 0.20% | 10,193 | +10,193 | +100.00% | $212,320 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.20% | 1,015 | +1,015 | +100.00% | $211,201 |
| DISNEY WALT CO | DIS | Communication Services | 0.19% | 1,885 | +1,885 | +100.00% | $208,533 |
| ISHARES TR | IBTL | Other | 0.19% | 9,930 | +9,930 | +100.00% | $203,416 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.19% | 3,195 | +3,195 | +100.00% | $203,269 |
| ISHARES TR | IVE | Other | 0.19% | 923 | +923 | +100.00% | $200,051 |
| AKEBIA THERAPEUTICS INC | AKBA | Healthcare | 0.17% | 120,000 | +120,000 | +100.00% | $181,200 |
| UIPATH INC | PATH | Technology | 0.14% | 10,187 | +10,187 | +100.00% | $146,285 |
| NEXALIN TECHNOLOGY INC | NXL | Healthcare | 0.01% | 10,000 | +10,000 | +100.00% | $5,915 |