Elevation Wealth Partners, Llc Portfolio Stock Holdings
Elevation Wealth Partners, Llc disclosed 1076 stock positions valued at approximately $279.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, SCHWAB STRATEGIC TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1076
- Portfolio Value
- $279.1M
Holdings by Sector
Elevation Wealth Partners, Llc Portfolio Holdings in Q1 2026
1047 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IUSB | Other | 11.44% | 691,129 | +20,074 | +2.99% | $31,923,240 |
| SCHWAB STRATEGIC TR | FNDX | Other | 7.40% | 741,202 | +3,705 | +0.50% | $20,642,469 |
| ISHARES TR | IUSG | Other | 6.55% | 117,845 | +635 | +0.54% | $18,279,034 |
| AMERICAN CENTY ETF TR | AVDE | Other | 5.23% | 172,072 | -1,700 | -0.98% | $14,598,618 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.71% | 404,108 | -16,480 | -3.92% | $10,361,335 |
| VANGUARD INDEX FDS | VO | Other | 3.32% | 32,242 | -204 | -0.63% | $9,259,528 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.06% | 106,059 | +2,858 | +2.77% | $8,546,223 |
| APPLE INC | AAPL | Technology | 2.56% | 28,135 | -2,326 | -7.64% | $7,140,392 |
| ALPHABET INC | GOOGL | Communication Services | 2.30% | 22,372 | -98 | -0.44% | $6,433,239 |
| ISHARES TR | IJR | Other | 2.18% | 49,017 | +5 | +0.01% | $6,093,370 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 2.12% | 144,120 | +355 | +0.25% | $5,921,881 |
| SCHWAB STRATEGIC TR | SCHH | Other | 1.78% | 231,107 | +8,470 | +3.80% | $4,966,497 |
| FIRST TR EXCHANGE TRADED FD | FTHI | Other | 1.70% | 206,225 | +6,135 | +3.07% | $4,732,869 |
| ISHARES TR | AGG | Other | 1.56% | 43,954 | -674 | -1.51% | $4,363,355 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.56% | 96,630 | +2,941 | +3.14% | $4,359,956 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.50% | 136,572 | +5,046 | +3.84% | $4,190,017 |
| ALPHABET INC | GOOG | Communication Services | 1.49% | 14,547 | -75 | -0.51% | $4,173,030 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.45% | 6,231 | -20 | -0.32% | $4,052,022 |
| ISHARES TR | ESGU | Other | 1.25% | 24,619 | +73 | +0.30% | $3,481,621 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.23% | 53,507 | +325 | +0.61% | $3,428,745 |
| NVIDIA CORPORATION | NVDA | Technology | 1.15% | 18,342 | +698 | +3.96% | $3,198,931 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.13% | 28,335 | -830 | -2.85% | $3,150,302 |
| ISHARES TR | IWF | Other | 1.10% | 7,173 | -111 | -1.52% | $3,058,781 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.06% | 117,825 | +6 | +0.01% | $2,957,415 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.05% | 60,987 | +208 | +0.34% | $2,930,430 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.91% | 40,843 | +654 | +1.63% | $2,550,630 |
| TESLA INC | TSLA | Consumer Cyclical | 0.88% | 6,572 | -1,456 | -18.14% | $2,443,141 |
| MICROSOFT CORP | MSFT | Technology | 0.84% | 6,368 | +87 | +1.39% | $2,357,388 |
| VANGUARD INDEX FDS | VTI | Other | 0.79% | 6,878 | -362 | -5.00% | $2,206,496 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.77% | 4,464 | +241 | +5.71% | $2,139,217 |
| INVESCO QQQ TR | QQQ | Other | 0.74% | 3,599 | +678 | +23.21% | $2,077,270 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 0.66% | 27,254 | -58 | -0.21% | $1,829,292 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.65% | 25,608 | -1,221 | -4.55% | $1,821,501 |
| ISHARES TR | ESGD | Other | 0.60% | 17,506 | +46 | +0.26% | $1,673,922 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.56% | 7,459 | +377 | +5.32% | $1,553,475 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.55% | 31,445 | -1,281 | -3.91% | $1,538,604 |
| ISHARES TR | IJS | Other | 0.51% | 12,078 | +20 | +0.17% | $1,430,632 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.45% | 26,798 | -4,054 | -13.14% | $1,252,521 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.45% | 15,511 | -160 | -1.02% | $1,250,304 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.44% | 11,189 | -7 | -0.06% | $1,227,267 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.39% | 37,896 | +477 | +1.27% | $1,102,022 |
| ABBVIE INC | ABBV | Healthcare | 0.39% | 4,987 | -350 | -6.56% | $1,084,623 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.38% | 5,483 | +1,403 | +34.39% | $1,052,278 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.37% | 33,630 | +18 | +0.05% | $1,041,171 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.34% | 2,342 | -110 | -4.49% | $953,827 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.34% | 3,228 | +50 | +1.57% | $949,644 |
| SCHWAB STRATEGIC TR | SCHK | Other | 0.34% | 30,262 | - | - | $948,109 |
| EQUITY LIFESTYLE PROPERTIES | ELS | Real Estate | 0.33% | 14,919 | -577 | -3.72% | $931,244 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.32% | 1,429 | -70 | -4.67% | $881,112 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.30% | 34,004 | +2,152 | +6.76% | $841,593 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.29% | 805 | -40 | -4.73% | $802,270 |
| CHEVRON CORPORATION | CVX | Energy | 0.28% | 3,729 | +25 | +0.67% | $771,594 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.27% | 19,463 | +48 | +0.25% | $756,351 |
| ISHARES TR | IWN | Other | 0.26% | 3,881 | +5 | +0.13% | $735,802 |
| ISHARES TR | EFA | Other | 0.26% | 7,494 | -187 | -2.43% | $727,911 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.25% | 2,905 | -136 | -4.47% | $710,008 |
| BROADCOM INC | AVGO | Technology | 0.25% | 2,255 | +99 | +4.59% | $697,858 |
| FAIR ISAAC CORP | FICO | Technology | 0.24% | 629 | +112 | +21.66% | $671,483 |
| PUBLIC STORAGE OPER CO | PSA | Real Estate | 0.24% | 2,452 | +15 | +0.62% | $664,198 |
| ISHARES TR | IYR | Other | 0.23% | 6,790 | - | - | $642,030 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 0.23% | 33,303 | -15,257 | -31.42% | $632,766 |
| ISHARES TR | IEFA | Other | 0.22% | 6,765 | -93 | -1.36% | $612,364 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.22% | 1,958 | -156 | -7.38% | $608,670 |
| ISHARES TR | ITOT | Other | 0.22% | 4,225 | -71 | -1.65% | $601,742 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.21% | 2,109 | +8 | +0.38% | $595,519 |
| VANGUARD INDEX FDS | VNQ | Other | 0.21% | 6,709 | +34 | +0.51% | $595,122 |
| SCHWAB STRATEGIC TR | FNDB | Other | 0.21% | 21,072 | +13 | +0.06% | $573,149 |
| ISHARES TR | EEM | Other | 0.20% | 9,831 | - | - | $558,303 |
| QUANTA SVCS INC | PWR | Industrials | 0.19% | 989 | +1 | +0.10% | $542,981 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 0.19% | 22,494 | -24 | -0.11% | $535,583 |
| EATON CORP PLC | ETN | Other | 0.19% | 1,494 | +15 | +1.01% | $534,359 |
| VANGUARD INDEX FDS | VB | Other | 0.19% | 1,996 | +1 | +0.05% | $522,780 |
| ISHARES INC | ESGE | Other | 0.19% | 11,395 | +98 | +0.87% | $518,110 |
| PROLOGIS INC. | PLD | Real Estate | 0.18% | 3,858 | +6 | +0.16% | $509,951 |
| META PLATFORMS INC | META | Communication Services | 0.18% | 878 | +39 | +4.65% | $502,351 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 544 | -19 | -3.37% | $500,507 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.18% | 11,707 | +719 | +6.54% | $496,379 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 0.17% | 4,221 | +2 | +0.05% | $481,110 |
| VANGUARD INDEX FDS | VOE | Other | 0.16% | 2,466 | -87 | -3.41% | $454,435 |
| KLA CORP | KLAC | Technology | 0.16% | 302 | +1 | +0.33% | $444,238 |
| VANGUARD INDEX FDS | VBR | Other | 0.16% | 2,040 | -31 | -1.50% | $443,155 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.15% | 3,915 | +10 | +0.26% | $432,469 |
| EXXON MOBIL CORP | XOM | Energy | 0.14% | 2,344 | +56 | +2.45% | $397,643 |
| TOAST INC | TOST | Technology | 0.14% | 14,643 | +13,157 | +885.40% | $388,186 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.14% | 2,392 | -344 | -12.57% | $383,486 |
| HP INC | HPQ | Technology | 0.14% | 19,887 | -112 | -0.56% | $382,030 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.14% | 2,584 | +449 | +21.03% | $377,988 |
| ISHARES TR | IWM | Other | 0.13% | 1,420 | -15 | -1.05% | $352,160 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.12% | 15,600 | +116 | +0.75% | $348,495 |
| ISHARES TR | EFV | Other | 0.12% | 4,640 | - | - | $345,017 |
| WISDOMTREE TR | DEM | Other | 0.12% | 6,754 | +4 | +0.06% | $335,628 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.12% | 2,397 | - | - | $331,520 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.12% | 7,446 | -55 | -0.73% | $330,965 |
| RTX CORPORATION | RTX | Industrials | 0.12% | 1,671 | +17 | +1.03% | $322,403 |
| AVALONBAY CMNTYS INC | AVB | Real Estate | 0.11% | 1,961 | -124 | -5.95% | $320,330 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 0.11% | 1,716 | -136 | -7.34% | $320,086 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.11% | 8,188 | +21 | +0.26% | $319,021 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.10% | 877 | +19 | +2.21% | $288,437 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.10% | 3,871 | +9 | +0.23% | $274,500 |
| VISA INC | V | Financial Services | 0.10% | 897 | +8 | +0.90% | $271,110 |