StockDriftsStockDriftsTop 50 Elevation Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 10.74% | 777.1K | $35.9M | +12.45%(+86.02K) | $45.73(-0.60%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 6.97% | 748.0K | $23.3M | +0.91%(+6.75K) | $18.81(+72.62%) | 2026-06-30 | |
| IUSG | ISHARES TR | 6.66% | 118.2K | $22.2M | +0.32%(+380) | $91.48(+111.78%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.83% | 180.6K | $16.1M | +4.94%(+8.50K) | $59.79(+57.10%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.46% | 393.0K | $11.6M | -2.76%(-11.14K) | $18.92(+61.43%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.16% | 109.4K | $10.6M | +3.12%(+3.31K) | $63.19(+46.39%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.13% | 129.7K | $10.5M | +0.59%(+756) | $54.58(+52.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.43% | 28.1K | $8.1M | -0.23%(-66) | $174.49(+75.75%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.35% | 21.9K | $7.8M | -2.04%(-457) | $119.11(+195.07%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.21% | 49.6K | $7.4M | +1.28%(+627) | $99.02(+50.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.56% | +46.46% | — | — | +51.91% |
| Top 20 Holdings Unweighted | +14.28% | +49.24% | — | — | +58.66% |
Elevation Wealth Partners LLC reports $333.79M in US-listed equity holdings across 1,305 positions in its most recent 13F filing. Its largest disclosed positions are IUSB (10.7%), FNDX (7.0%) and IUSG (6.7%). The top 20 holdings account for 60.63% of reported assets. Its disclosed equity book has returned +46.46% on a three-year cumulative basis. 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 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