Top 47 Elevation Advisory Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 22.77% | 109.4K | $22.2M | -12.01%(-14.93K) | $180.45(+24.85%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 13.63% | 83.5K | $13.3M | -1.72%(-1.46K) | $145.81(+14.55%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.36% | 25.0K | $8.2M | -1.38%(-349) | $262.82(+16.15%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.15% | 20.1K | $5.0M | +7.37%(+1.38K) | $219.55(+20.76%) | 2026-06-30 | |
| ARM | ARM HOLDINGS PLC | 4.91% | 17.8K | $4.8M | -14.82%(-3.10K) | $130.29(+113.86%) | 2026-06-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 4.91% | 165.6K | $4.8M | +101.85%(+83.58K) | $26.52(+13.09%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.69% | 3.0K | $2.6M | -1.30%(-40) | $640.67(+33.39%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.47% | 6.0K | $2.4M | -11.68%(-794) | $426.90(+16.39%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.22% | 3.1K | $2.2M | -8.68%(-296) | $595.74(+22.88%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.21% | 6.1K | $2.2M | -11.93%(-831) | $300.28(+15.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +17.78% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +21.97% |
Elevation Advisory Partners LLC reports $97.68M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (22.8%), VYM (13.6%) and AAPL (8.4%). The top 20 holdings account for 84.9% of reported assets. Its disclosed equity book has returned +17.78% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elevation Advisory Partners LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2124354). View Elevation Advisory Partners LLCโs 13F filings on SEC