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Elevation Advisory Partners LLC

SEC CIK
0002124354
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 8, 2026. Long positions only.

Institution overview
Positions
97
No filing for Q4 2025
Portfolio value
$107.1M
No filing for Q4 2025
Filed
May 8, 2026
SEC

Elevation Advisory Partners LLC did not file a 13F for Q4 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Elevation Advisory Partners LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock124,329$23.4M21.9%––History
Vanguard High Dividend Yield Index ETF921946406ETF84,976$12.6M11.8%–––
AAPLApple Inc.Stock25,364$6.55M6.1%––History
AMZNAmazon Com IncStock18,746$4.59M4.3%––History
MSFTMicrosoft CorpStock6,798$3.27M3.0%––History
ARMArm Holdings PLCADR20,877$2.40M2.2%––History
GOOGLAlphabet Inc.Stock6,966$2.33M2.2%––History
First Tr Exchange-Traded FD33738D879FT VEST RIS82,064$2.23M2.1%–––
TSLATesla, Inc.Stock5,065$2.18M2.0%––History
Invesco QQQ Trust Series I46090E103ETF3,411$2.15M2.0%–––
JPMJPMorgan Chase & CoStock6,656$2.00M1.9%––History
CATCaterpillar IncStock3,080$1.97M1.8%––History
GLDSPDR Gold TrustETF4,050$1.93M1.8%––History
AGXArgan IncStock5,265$1.91M1.8%––History
First Tr Exchange-Traded FD33738D820FT VEST SMID73,138$1.64M1.5%–––
SPYSPDR S&P 500 ETF TrustETF2,142$1.49M1.4%––History
GOOGAlphabet Inc.Stock4,184$1.40M1.3%––History
CRWVCoreWeave, Inc.Stock12,629$1.37M1.3%––History
WMTWalmart Inc.Stock11,171$1.31M1.2%––History
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW8,759$1.07M1.0%–––
Vanguard Ftse All-World Ex-US Index Fund922042775ETF13,010$1.03M1.0%–––
PGProcter & Gamble CoStock6,905$1.02M1.0%––History
VanEck Semiconductor ETF92189F676ETF2,401$977.8K0.9%–––
State Street Technology Select Sector SPDR ETF81369Y803ETF6,047$895.3K0.8%–––
CASYCaseys General Stores IncCOM1,281$790.4K0.7%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,286$773.4K0.7%––History
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF15,645$771.6K0.7%–––
State Street Financial Select Sector SPDR ETF81369Y605ETF14,103$747.5K0.7%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,273$664.2K0.6%–––
MELIMercadolibre IncCOM254$582.9K0.5%––History
State Street Communication Services Select Sector SPDR ETF81369Y852ETF4,849$566.8K0.5%–––
DDOGDatadog, Inc.CL A COM3,860$533.5K0.5%––History
iShares MSCI USA Momentum Factor ETF46432F396ETF2,029$528.0K0.5%–––
COSTCostco Wholesale CorpStock535$518.7K0.5%––History
CRWDCrowdStrike Holdings, Inc.Stock1,079$514.3K0.5%––History
SPDR Series Trust78464A128ST STR SP1500VT2,330$509.2K0.5%–––
ASMLASML Holding NVADR350$509.1K0.5%––History
iShares Core S&P 500 ETF464287200ETF719$502.5K0.5%–––
IBITiShares Bitcoin Trust ETFETF9,319$471.8K0.4%––History
iShares Tr4642886613 7 YR TREAS BD3,918$467.0K0.4%–––
UNPUnion Pacific CorpStock1,986$461.8K0.4%––History
Goldman Sachs ETF Tr381430107ACTIVEBETA INT10,166$460.0K0.4%–––
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF4,121$409.9K0.4%–––
iShares Inc464286426MSCI EM ASIA ETF3,959$405.3K0.4%–––
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,776$397.2K0.4%–––
PMPhilip Morris International Inc.Stock2,192$392.0K0.4%––History
LLYEli Lilly & CoStock374$389.0K0.4%––History
KLARKlarna Group plcStock14,685$379.9K0.4%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD4,734$378.3K0.4%–––
JNJJohnson & JohnsonStock1,685$378.1K0.4%––History
TXRHTexas Roadhouse, Inc.COM2,032$375.9K0.4%––History
AMDAdvanced Micro Devices IncStock1,482$373.5K0.3%––History
Ssga Active ETF Tr78467V848ST STR TOTAL ETF9,174$369.7K0.3%–––
Listed FDS Tr53656F805SHARES LAG CAP6,156$335.7K0.3%–––
XOMExxonMobil Holdings CorpCOM2,449$335.1K0.3%––History
NFLXNetflix IncStock3,810$326.1K0.3%––History
iShares Tr464287333GLOBAL FINLS ETF2,618$318.7K0.3%–––
AVGOBroadcom Inc.Stock924$307.4K0.3%––History
iShares Tr46428743220 YR TR BD ETF3,285$288.5K0.3%–––
Vanguard Morningstar Growth ETF922908736ETF582$285.1K0.3%–––
iShares Core S&P Small Cap ETF464287804ETF2,193$280.0K0.3%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,549$277.0K0.3%–––
ABBVAbbVie Inc.Stock1,223$274.0K0.3%––History
Vanguard Morningstar Value ETF922908744ETF1,363$270.1K0.3%–––
QCOMQualcomm IncStock1,746$267.2K0.2%––History
TAT&T Inc.Stock11,547$265.6K0.2%––History
NEENextera Energy IncStock3,022$263.4K0.2%––History
CVXChevron CorpStock1,551$262.2K0.2%––History
State Street SPDR NYSE Technology ETF78464A102ETF898$259.8K0.2%–––
MSTRStrategy IncStock1,602$258.9K0.2%––History
VVisa Inc.Stock791$257.3K0.2%––History
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW4,180$251.2K0.2%–––
LBRTLiberty Energy Inc.COM CL A11,305$250.8K0.2%––History
BACBank of America CorpStock4,806$250.8K0.2%––History
PLTRPalantir Technologies Inc.Stock1,494$247.6K0.2%––History
iShares S&P 500 Growth ETF464287309ETF1,971$247.3K0.2%–––
BRK.BBerkshire Hathaway IncStock521$247.3K0.2%––History
iShares Tr4642874407-10 YR TRSY BD2,556$245.3K0.2%–––
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF9,338$241.1K0.2%–––
PRUPrudential Financial IncStock2,232$239.7K0.2%––History
VZVerizon Communications IncStock6,052$238.0K0.2%––History
DUKDuke Energy CORPStock1,959$235.7K0.2%––History
KOCoca Cola CoStock3,176$233.6K0.2%––History
Vanguard Whitehall FDS921946810INTL DVD ETF2,418$227.5K0.2%–––
MUMicron Technology IncStock551$226.2K0.2%––History
WFCWells Fargo & CompanyStock2,494$221.2K0.2%––History
PIMCO ETF Tr72201R585MULTISECTOR BD8,157$219.1K0.2%–––
SPDR Index Shs FDS78463X509ST PORT MARK ETF4,277$214.9K0.2%–––
Invesco Exch TRD SLF Idx FD46139W858BULLETSHS 203210,193$212.3K0.2%–––
PGRProgressive CorpStock1,015$211.2K0.2%––History
DISWalt Disney CoStock1,885$208.5K0.2%––History
iShares Tr46436E460IBONDS DEC 20319,930$203.4K0.2%–––
MOAltria Group, Inc.Stock3,195$203.3K0.2%––History
iShares S&P 500 Value ETF464287408ETF923$200.1K0.2%–––
AKBAAkebia Therapeutics, Inc.COM120,000$181.2K0.2%––History
PATHUiPath, Inc.Stock10,187$146.3K0.1%––History
NXLNexalin Technology, Inc.COM10,000$5.92K<0.1%––History