ELEVATION WEALTH PARTNERS, LLC
Q2 2026 13F filing
Updated 64 days ago1,305 disclosed positions worth $333.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $35.9M | 777.1K | 10.74% | Added(+12.4%) |
| 2 | S SCHW-PJ SCHWAB STRATEGIC TR | $23.3M | 748.0K | 6.97% | Added(+0.9%) |
| 3 | I ISMCF ISHARES TR | $22.2M | 118.2K | 6.66% | Added(+0.3%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $16.1M | 180.6K | 4.83% | Added(+4.9%) |
| 5 | S SCHW-PJ SCHWAB STRATEGIC TR | $11.6M | 393.0K | 3.46% | Trimmed(-2.8%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $10.6M | 109.4K | 3.16% | Added(+3.1%) |
| 7 | V VGES VANGUARD INDEX FDS | $10.5M | 129.7K | 3.13% | Added(+302.3%) |
| 8 | A AAPL APPLE INC | $8.1M | 28.1K | 2.43% | Trimmed(-0.2%) |
| 9 | G GOOGN ALPHABET INC | $7.8M | 21.9K | 2.35% | Trimmed(-2.0%) |
| 10 | E ETHA ISHARES TR | $7.4M | 49.6K | 2.21% | Added(+1.3%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $6.7M | 143.4K | 2.00% | Trimmed(-0.5%) |
| 12 | ? N/A SCHWAB STRATEGIC TR | $5.6M | 235.3K | 1.67% | Added(+1.8%) |
| 13 | G GOOGN ALPHABET INC | $5M | 14.3K | 1.51% | Trimmed(-1.9%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $5M | 96.0K | 1.49% | Trimmed(-0.7%) |
| 15 | F FPF FIRST TR EXCHANGE TRADED FD | $4.9M | 206.6K | 1.48% | Added(+0.2%) |
| 16 | S SPY STATE STR SPDR S&P 500 ETF T | $4.6M | 6.2K | 1.39% | Trimmed(-0.2%) |
| 17 | E ETHA ISHARES TR | $4.4M | 44.2K | 1.31% | Added(+0.6%) |
| 18 | ? N/A AMERICAN CENTY ETF TR | $4.4M | 34.1K | 1.31% | Added(+20.5%) |
| 19 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.3M | 137.2K | 1.30% | Added(+0.4%) |
| 20 | E ETHA ISHARES TR | $4.1M | 25.0K | 1.23% | Added(+1.6%) |
| 21 | N NVDA NVIDIA CORPORATION | $4M | 19.8K | 1.18% | Added(+7.8%) |
| 22 | V VGES VANGUARD TAX-MANAGED FDS | $3.8M | 53.8K | 1.15% | Added(+0.5%) |
| 23 | E ETHA ISHARES TR | $3.6M | 28.8K | 1.07% | Added(+300.9%) |
| 24 | Q QQQ INVESCO QQQ TR | $3.4M | 4.6K | 1.02% | Added(+28.4%) |
| 25 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.4M | 115.7K | 1.00% | Trimmed(-1.8%) |
| 26 | V VGES VANGUARD CHARLOTTE FDS | $3.2M | 66.9K | 0.97% | Added(+9.7%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 39.7K | 0.83% | Trimmed(-2.8%) |
| 28 | T TSLA TESLA INC | $2.6M | 6.2K | 0.78% | Trimmed(-6.2%) |
| 29 | M MSFT MICROSOFT CORP | $2.5M | 6.6K | 0.74% | Added(+4.3%) |
| 30 | V VGES VANGUARD INDEX FDS | $2.4M | 6.4K | 0.70% | Trimmed(-7.7%) |
| 31 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $2.3M | 4.5K | 0.67% | Added(+0.8%) |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $2.1M | 25.9K | 0.64% | Added(+1.2%) |
| 33 | H HTD JOHN HANCOCK EXCHANGE TRADED | $2.1M | 27.4K | 0.61% | Added(+0.4%) |
| 34 | A AMZN AMAZON COM INC | $1.9M | 7.9K | 0.57% | Added(+6.4%) |
| 35 | E ETHA ISHARES TR | $1.8M | 17.8K | 0.55% | Added(+1.9%) |
| 36 | L LLY ELI LILLY & CO | $1.7M | 1.4K | 0.50% | Added(+155.2%) |
| 37 | E ETHA ISHARES TR | $1.7M | 12.1K | 0.50% | Added(+0.4%) |
| 38 | S STRL STERLING INFRASTRUCTURE INC | $1.6M | 1.9K | 0.48% | Trimmed(-17.7%) |
| 39 | J JNJ JOHNSON & JOHNSON | $1.6M | 6.3K | 0.48% | Added(+118.5%) |
| 40 | ? N/A SCHWAB STRATEGIC TR | $1.6M | 29.5K | 0.47% | Trimmed(-6.2%) |
| 41 | V VGES VANGUARD SCOTTSDALE FDS | $1.4M | 10.9K | 0.42% | Trimmed(-2.2%) |
| 42 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.4M | 38.0K | 0.41% | Added(+0.3%) |
| 43 | A ABBV ABBVIE INC | $1.3M | 5.1K | 0.39% | Added(+2.5%) |
| 44 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.3M | 26.5K | 0.38% | Trimmed(-1.1%) |
| 45 | ? N/A AMERICAN CENTY ETF TR | $1.2M | 13.5K | 0.37% | Trimmed(-13.0%) |
| 46 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.2M | 32.9K | 0.36% | Trimmed(-2.1%) |
| 47 | J JPM-PM JPMORGAN CHASE & CO | $1.1M | 3.4K | 0.33% | Added(+5.6%) |
| 48 | H HPE-PC HEWLETT PACKARD ENTERPRISE C | $1M | 22.5K | 0.30% | Unchanged |
| 49 | ? N/A SCHWAB STRATEGIC TR | $1M | 28.1K | 0.30% | Trimmed(-7.1%) |
| 50 | E ELS EQUITY LIFESTYLE PROPERTIES | $989K | 15.3K | 0.30% | Added(+2.8%) |