StockDriftsStockDriftsTop 50 Elevation Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 10.17% | 820.4K | $36.2M | +5.57%(+43.28K) | $45.70(-2.99%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 6.67% | 754.4K | $23.7M | +0.86%(+6.43K) | $18.92(+71.47%) | 2026-09-30 | |
| IUSG | ISHARES TR | 6.46% | 118.6K | $23.0M | +0.34%(+397) | $91.82(+108.05%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.82% | 190.4K | $17.2M | +5.47%(+9.88K) | $61.34(+45.91%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.27% | 388.2K | $11.6M | -1.22%(-4.79K) | $18.92(+59.34%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 2.95% | 133.8K | $10.5M | +3.14%(+4.07K) | $55.34(+44.72%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.89% | 109.5K | $10.3M | +0.08%(+90) | $63.22(+41.47%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.62% | 28.0K | $9.3M | -0.20%(-57) | $174.49(+96.54%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.99% | 20.6K | $7.1M | -6.05%(-1.32K) | $119.11(+188.95%) | 2026-09-30 | |
| IJR | ISHARES TR | 1.98% | 51.7K | $7.0M | +4.18%(+2.07K) | $100.75(+34.81%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.34% | +49.49% | — | — | +51.26% |
| Top 20 Holdings Unweighted | +14.60% | +50.51% | — | — | +58.15% |
Elevation Wealth Partners LLC reports $355.81M in US-listed equity holdings across 1,342 positions in its most recent 13F filing. Its largest disclosed positions are IUSB (10.2%), FNDX (6.7%) and IUSG (6.5%). The top 20 holdings account for 58.41% of reported assets. Its disclosed equity book has returned +49.49% on a three-year cumulative basis. Figures reflect the Q3 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 Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1976256). View Elevation Wealth Partners LLC’s 13F filings on SEC