ELEVATION WEALTH PARTNERS, LLC
Q3 2026 13F filing
Updated 12 days ago1,342 disclosed positions worth $355.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $36.2M | 820.4K | 10.17% | Added(+5.6%) |
| 2 | S SCHWAB STRATEGIC TR | $23.7M | 754.4K | 6.67% | Added(+0.9%) |
| 3 | I ISHARES TR | $23M | 118.6K | 6.46% | Added(+0.3%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $17.2M | 190.4K | 4.82% | Added(+5.5%) |
| 5 | S SCHWAB STRATEGIC TR | $11.6M | 388.2K | 3.27% | Trimmed(-1.2%) |
| 6 | V VANGUARD INDEX FDS | $10.5M | 133.8K | 2.95% | Added(+3.1%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $10.3M | 109.5K | 2.89% | Added(+0.1%) |
| 8 | A APPLE INC | $9.3M | 28.0K | 2.62% | Trimmed(-0.2%) |
| 9 | G ALPHABET INC | $7.1M | 20.6K | 1.99% | Trimmed(-6.0%) |
| 10 | E ISHARES TR | $7M | 51.7K | 1.98% | Added(+4.2%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $6.1M | 129.8K | 1.72% | Trimmed(-9.5%) |
| 12 | E ISHARES TR | $6M | 119.0K | 1.69% | — |
| 13 | S STATE STR SPDR S&P 500 ETF T | $5.4M | 7.0K | 1.51% | Added(+13.2%) |
| 14 | S SCHWAB STRATEGIC TR | $5.2M | 234.7K | 1.45% | Trimmed(-0.3%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $5M | 95.8K | 1.41% | Trimmed(-0.1%) |
| 16 | ? N/A AMERICAN CENTY ETF TR | $5M | 38.7K | 1.39% | Added(+13.3%) |
| 17 | E ISHARES TR | $4.9M | 43.6K | 1.38% | Added(+4675.9%) |
| 18 | F FIRST TR EXCHANGE TRADED FD | $4.9M | 208.3K | 1.38% | Added(+0.8%) |
| 19 | E ISHARES TR | $4.7M | 28.5K | 1.33% | Added(+13.8%) |
| 20 | G ALPHABET INC | $4.7M | 13.9K | 1.33% | Trimmed(-2.8%) |
| 21 | S SCHWAB STRATEGIC TR | $4.6M | 140.4K | 1.28% | Added(+2.3%) |
| 22 | N NVIDIA CORPORATION | $4.5M | 19.9K | 1.28% | Added(+0.6%) |
| 23 | E ISHARES TR | $4.2M | 44.9K | 1.19% | Added(+1.6%) |
| 24 | Q INVESCO QQQ TR | $4M | 5.4K | 1.11% | Added(+15.9%) |
| 25 | V VANGUARD TAX-MANAGED FDS | $3.9M | 54.7K | 1.09% | Added(+1.8%) |
| 26 | E ISHARES TR | $3.6M | 28.8K | 1.01% | Added(+0.1%) |
| 27 | S SCHWAB STRATEGIC TR | $3.5M | 118.6K | 0.98% | Added(+2.5%) |
| 28 | M MICROSOFT CORP | $3.3M | 6.5K | 0.94% | Trimmed(-2.1%) |
| 29 | V VANGUARD CHARLOTTE FDS | $3.3M | 70.7K | 0.93% | Added(+5.8%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $2.7M | 40.4K | 0.76% | Added(+1.9%) |
| 31 | V VANGUARD INDEX FDS | $2.4M | 6.3K | 0.66% | Trimmed(-0.7%) |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $2.2M | 4.4K | 0.61% | Trimmed(-3.3%) |
| 33 | T TESLA INC | $2.2M | 6.1K | 0.61% | Trimmed(-1.1%) |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $2M | 25.8K | 0.56% | Trimmed(-0.6%) |
| 35 | E ISHARES TR | $2M | 19.3K | 0.56% | Added(+8.2%) |
| 36 | H JOHN HANCOCK EXCHANGE TRADED | $2M | 27.4K | 0.55% | Unchanged |
| 37 | A AMAZON COM INC | $1.9M | 7.7K | 0.54% | Trimmed(-3.1%) |
| 38 | J JOHNSON & JOHNSON | $1.7M | 6.3K | 0.47% | Trimmed(-0.4%) |
| 39 | L ELI LILLY & CO | $1.6M | 1.4K | 0.45% | Added(+0.5%) |
| 40 | E ISHARES TR | $1.6M | 12.2K | 0.44% | Added(+0.4%) |
| 41 | S SCHWAB STRATEGIC TR | $1.5M | 28.8K | 0.43% | Trimmed(-2.3%) |
| 42 | H HEWLETT PACKARD ENTERPRISE C | $1.4M | 22.2K | 0.40% | Trimmed(-1.4%) |
| 43 | V VANGUARD SCOTTSDALE FDS | $1.4M | 10.9K | 0.39% | Trimmed(-0.6%) |
| 44 | A ABBVIE INC | $1.3M | 5.1K | 0.38% | Added(+0.1%) |
| 45 | S SCHWAB STRATEGIC TR | $1.3M | 39.2K | 0.36% | Added(+3.0%) |
| 46 | ? N/A AMERICAN CENTY ETF TR | $1.2M | 13.3K | 0.34% | Trimmed(-1.4%) |
| 47 | S SCHWAB STRATEGIC TR | $1.1M | 33.2K | 0.32% | Added(+0.9%) |
| 48 | J JPMORGAN CHASE & CO | $1.1M | 3.4K | 0.31% | Trimmed(-0.8%) |
| 49 | ? N/A SCHWAB STRATEGIC TR | $1M | 28.1K | 0.29% | Unchanged |
| 50 | I INVESCO EXCHANGE TRADED FD T | $985K | 4.7K | 0.28% | Added(+32.4%) |