Elevation Wealth Partners Q2 2026 Portfolio Activity Reveals Strategic Shift

As of June 30th, 2026, Elevation Wealth Partners has demonstrated active management within its investment strategy. The analysis reveals specific changes in holdings across various asset classes and sectors.

Broadening Horizons: Focus on Broad Market Funds

Elevation Wealth Partners significantly increased its exposure to broad market index funds during Q2 2026, reinforcing a diversification strategy. The investor notably boosted their position in Vanguard's BSV (Broad Market Bond Index Fund) by acquiring an additional 7,667 shares, resulting in a substantial portfolio allocation increase of over 100% to just under 0.22%. This suggests confidence in fixed income broadly.

Furthermore, the investor significantly expanded their position in AVUS, an American Century ETF Trust fund, adding over 5,800 shares. This increased allocation to nearly 1.32% indicates a continued interest in diversified equity strategies offered by large asset managers.

Strategic Acquisitions: Technology and Growth Leaders

The investor also showed buying activity in specific technology stocks during the quarter, although these represented smaller portions of their overall portfolio changes. Notably, Elevation Wealth Partners purchased shares of GPK (Graphic Packaging Holdings Corp), adding a new holding with an allocation increase to 0.01%. This suggests exploration into consumer cyclical sectors through specific stock picks.

The buying activity also included RITM (Rithm Capital Corp), adding a very small position, and Vanguard's BNDX fund, acquiring shares with an allocation increase to 0.97%. These smaller additions point towards tactical adjustments or diversification within specific sub-sectors.

Strategic Reductions: High-Growth Sectors

Conversely, Elevation Wealth Partners reduced its positions in several high-growth sectors during Q2 2026. The investor significantly decreased their holdings of JPST, a Japanese technology stock, by over 15,914 shares (more than an 80% reduction). Similarly, they sold off substantial amounts of Netflix (NFLX") and Nvidia (NTDA"), though the exact symbols for these large sell-offs aren't fully provided in the summary data.

The investor also significantly trimmed their positions in several other holdings, including SCHX, reducing its allocation by nearly 2.76% (down over 11,000 shares), and exited entirely from RITM

Continued Interest in ETFs: American Century and Schwab

The investor maintained strong interest in Exchange Traded Funds (ETFs), particularly those from American Century and The Schwab Fund Complex. This quarter saw continued buying activity in AVDE (American Century ETF Trust) with an increase of nearly 8,500 shares (+4.94% allocation), and FNDX (Schwab Strategic Trust) saw a modest share increase.

However, the investor also sold off positions in other ETFs like SCHH (SCHWAB COMM STRATEGIC HEDGE FUND) and DFAX (DIMENSIONAL ETF TRUST), indicating a more selective approach to certain types of structured products.

Tech Giants: Apple and Alphabet

Elevation Wealth Partners also adjusted its positions in major technology companies. The investor sold shares of AAPL (Apple Inc.), reducing the allocation by 0.23%, and similarly decreased their stake in GOOGL (Alphabet Inc.) by over 2%. These actions, while not drastically altering the overall Technology sector allocation percentage significantly, show a reduction in exposure to these specific large-cap tech leaders.

Overall Strategy: Emphasis on Stability and Diversification

The observed changes suggest Elevation Wealth Partners prioritized stability and diversification during Q2 2026. The significant inflows into broad market index funds like BSV, AVUS, and Vanguard's offerings (BNDX, VO) contrast with the exits from specific high-growth names like NFLX and JPST.

Additionally, the investor maintained a substantial portion of their portfolio in 'Unknown' allocations or other sectors not explicitly detailed here. This comprehensive view indicates a disciplined approach focused on broad diversification rather than concentrated bets within any single sector beyond Technology and Communication Services for specific stock holdings.