Elevation Wealth Partners, LLC

13F filer · CIK 0001976256

Reported Jul 8, 2026

Net buyer this quarter

13F portfolio value$334MU.S. long equity reported on 13F

Positions1,111284 new · 61 closed

Net flow last quarter+$14.5MBuys minus sells

Top 10 positions weight12.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 20261,111 positions
AAPLApple Inc.	$8.12M	2.43%	0.00%	-0.2%	Q1 2023
GOOGLAlphabet Inc.	$7.83M	2.35%	0.00%	-2.0%	Q1 2023
GOOGAlphabet Inc.	$5.04M	1.51%	Not reported	-1.9%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$4.64M	1.39%	Not reported	-0.2%	Q1 2023
NVDANvidia Corp	$3.96M	1.18%	0.00%	+7.8%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$3.4M	1.02%	Not reported	+28.4%	Q1 2023
TSLATesla, Inc.	$2.59M	0.78%	0.00%	-6.2%	Q1 2023
MSFTMicrosoft Corp	$2.48M	0.74%	0.00%	+4.3%	Q1 2023
BRK.BBerkshire Hathaway Inc	$2.25M	0.67%	Not reported	+0.8%	Q2 2024
AMZNAmazon Com Inc	$1.89M	0.57%	0.00%	+6.4%	Q1 2023
LLYELI LILLY & Co	$1.67M	0.50%	0.00%	+155.2%	Q4 2023
STRLSterling Infrastructure, Inc.	$1.62M	0.48%	0.01%	-17.7%	Q4 2023
JNJJohnson & Johnson	$1.61M	0.48%	0.00%	+118.5%	Q1 2023
FNDFSchwab Strategic Trust	$1.56M	0.47%	Not reported	-6.2%	Q1 2023
ABBVAbbVie Inc.	$1.29M	0.39%	0.00%	+2.5%	Q1 2023
JPMJPMorgan Chase & Co	$1.12M	0.33%	0.00%	+5.6%	Q1 2023
HPEHewlett Packard Enterprise Co	$1.01M	0.30%	0.00%	Not reported	Q1 2023
SCHKSirona Dental Systems, Inc.	$1.01M	0.30%	0.03%	-7.1%	Q4 2023
ELSEquity Lifestyle Properties Inc	$989K	0.30%	0.01%	+2.8%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$988K	0.30%	Not reported	-1.7%	Q1 2023
AVGOBroadcom Inc.	$928K	0.28%	0.00%	+8.9%	Q1 2023
KLACKla Corp	$917K	0.27%	0.00%	+0.7%	Q1 2023
PSAPublic Storage	$797K	0.24%	0.00%	+2.2%	Q4 2023
PANWPalo Alto Networks Inc	$778K	0.23%	0.00%	-4.6%	Q1 2023
COSTCostco Wholesale Corp	$776K	0.23%	0.00%	+3.0%	Q1 2023
KEYSKeysight Technologies, Inc.	$773K	0.23%	0.00%	+4.7%	Q1 2023
INTCIntel Corp	$739K	0.22%	0.00%	+210.7%	Q1 2023
BSVNBank7 Corp.	$695K	0.21%	0.09%	+610.4%	Q1 2023
PWRQuanta Services, Inc.	$656K	0.20%	0.00%	-7.9%	Q1 2023
ETNEaton Corp plc	$645K	0.19%	0.00%	+1.3%	Q1 2023
CVXChevron Corp	$642K	0.19%	0.00%	+3.8%	Q1 2023
AAgilent Technologies, Inc.	$603K	0.18%	0.00%	+7.5%	Q1 2023
FICOFair Isaac Corp	$536K	0.16%	0.00%	-28.6%	Q1 2024
MCDMcdonalds Corp	$523K	0.16%	0.00%	-1.1%	Q1 2023
PLDPrologis, Inc.	$523K	0.16%	0.00%	+0.1%	Q4 2023
METAMeta Platforms, Inc.	$498K	0.15%	Not reported	+0.6%	Q1 2023
AMDAdvanced Micro Devices Inc	$490K	0.15%	0.00%	+10.3%	Q1 2023
HPQHP Inc	$481K	0.14%	0.00%	+10.3%	Q1 2023
MUMicron Technology Inc	$478K	0.14%	0.00%	+245.0%	Q3 2025
TOSTToast, Inc.	$466K	0.14%	0.01%	+14.4%	Q4 2025
CSCOCisco Systems, Inc.	$395K	0.12%	0.00%	+154.2%	Q1 2023
SPGSimon Property Group Inc.	$384K	0.12%	21.49%	+0.2%	Q1 2023
VVisa Inc.	$366K	0.11%	0.00%	+19.1%	Q1 2023
IBMInternational Business Machines Corp	$364K	0.11%	0.00%	+144.2%	Q1 2023
RTXRTX Corp	$354K	0.11%	0.00%	+11.8%	Q1 2023
CGCPCardiogenesis Corp	$351K	0.11%	Not reported	+0.8%	Q4 2023
SMHMarket Vectors ETF Trust	$350K	0.10%	Not reported	Not reported	Q1 2023
MRVLMarvell Technology, Inc.	$344K	0.10%	0.00%	-7.6%	Q1 2023
NOWServiceNow, Inc.	$340K	0.10%	0.00%	+8251.2%	Q3 2025
PEPPepsico Inc	$326K	0.10%	0.00%	+65.0%	Q1 2023

Q1 2026Reported Apr 14, 2026886 positions
AAPLApple Inc.	$7.14M	2.56%	0.00%	-7.6%	Q1 2023
GOOGLAlphabet Inc.	$6.43M	2.30%	0.00%	-0.4%	Q1 2023
GOOGAlphabet Inc.	$4.17M	1.49%	Not reported	-0.5%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$4.05M	1.45%	Not reported	-0.3%	Q1 2023
NVDANvidia Corp	$3.2M	1.15%	0.00%	+4.0%	Q3 2023
TSLATesla, Inc.	$2.44M	0.88%	0.00%	-18.1%	Q1 2023
MSFTMicrosoft Corp	$2.36M	0.84%	0.00%	+1.4%	Q1 2023
BRK.BBerkshire Hathaway Inc	$2.14M	0.77%	Not reported	+5.7%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$2.08M	0.74%	Not reported	+23.2%	Q1 2023
AMZNAmazon Com Inc	$1.55M	0.56%	0.00%	+5.3%	Q1 2023
FNDFSchwab Strategic Trust	$1.54M	0.55%	Not reported	-3.9%	Q1 2023
ABBVAbbVie Inc.	$1.08M	0.39%	0.00%	-6.6%	Q1 2023
STRLSterling Infrastructure, Inc.	$954K	0.34%	0.01%	-4.5%	Q4 2023
JPMJPMorgan Chase & Co	$950K	0.34%	0.00%	+1.6%	Q1 2023
SCHKSirona Dental Systems, Inc.	$948K	0.34%	0.03%	Not reported	Q4 2023
ELSEquity Lifestyle Properties Inc	$931K	0.33%	0.01%	-3.7%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$881K	0.32%	Not reported	-4.7%	Q1 2023
COSTCostco Wholesale Corp	$802K	0.29%	0.00%	-4.7%	Q1 2023
CVXChevron Corp	$772K	0.28%	0.00%	+0.7%	Q1 2023
JNJJohnson & Johnson	$710K	0.25%	0.00%	-4.5%	Q1 2023
AVGOBroadcom Inc.	$698K	0.25%	0.00%	+4.6%	Q1 2023
FICOFair Isaac Corp	$671K	0.24%	0.00%	+21.7%	Q1 2024
PSAPublic Storage	$664K	0.24%	0.00%	+0.6%	Q4 2023
MCDMcdonalds Corp	$609K	0.22%	0.00%	-7.4%	Q1 2023
KEYSKeysight Technologies, Inc.	$596K	0.21%	0.00%	+0.4%	Q1 2023
PWRQuanta Services, Inc.	$543K	0.19%	0.00%	+0.1%	Q1 2023
HPEHewlett Packard Enterprise Co	$536K	0.19%	0.00%	-0.1%	Q1 2023
ETNEaton Corp plc	$534K	0.19%	0.00%	+1.0%	Q1 2023
PLDPrologis, Inc.	$510K	0.18%	0.00%	+0.2%	Q4 2023
METAMeta Platforms, Inc.	$502K	0.18%	Not reported	+4.7%	Q1 2023
LLYELI LILLY & Co	$501K	0.18%	0.00%	-3.4%	Q4 2023
AAgilent Technologies, Inc.	$481K	0.17%	0.00%	+0.1%	Q1 2023
KLACKla Corp	$444K	0.16%	0.00%	+0.3%	Q1 2023
XOMExxonMobil Holdings Corp	$398K	0.14%	0.00%	+2.5%	Q1 2023
TOSTToast, Inc.	$388K	0.14%	0.01%	+885.4%	Q4 2025
PANWPalo Alto Networks Inc	$383K	0.14%	0.00%	-12.6%	Q1 2023
HPQHP Inc	$382K	0.14%	0.00%	-0.6%	Q1 2023
PLTRPalantir Technologies Inc.	$378K	0.14%	0.00%	+21.0%	Q1 2023
CGCPCardiogenesis Corp	$348K	0.12%	Not reported	+0.8%	Q4 2023
RTXRTX Corp	$322K	0.12%	0.00%	+1.0%	Q1 2023
AVBCAvidia Bancorp, Inc.	$320K	0.11%	0.01%	-6.0%	Q4 2023
SPGSimon Property Group Inc.	$320K	0.11%	21.45%	-7.3%	Q1 2023
HDHome Depot, Inc.	$288K	0.10%	0.00%	+2.2%	Q1 2023
VVisa Inc.	$271K	0.10%	0.00%	+0.9%	Q1 2023
DISWalt Disney Co	$261K	0.09%	0.00%	+1.8%	Q1 2023
PGPROCTER & GAMBLE Co	$244K	0.09%	0.00%	+1.0%	Q1 2023
SCHWSchwab Charles Corp	$242K	0.09%	0.00%	+3.0%	Q1 2023
ABTAbbott Laboratories	$235K	0.08%	0.00%	+4.4%	Q1 2023
GSGoldman Sachs Group Inc	$233K	0.08%	0.00%	+0.7%	Q1 2023
DUKDuke Energy CORP	$231K	0.08%	0.00%	Not reported	Q4 2023

Q4 2025Reported Jan 9, 2026764 positions
AAPLApple Inc.	$8.28M	2.93%	0.00%	-7.8%	Q1 2023
GOOGLAlphabet Inc.	$7.03M	2.49%	0.00%	-4.9%	Q1 2023
GOOGAlphabet Inc.	$4.59M	1.62%	Not reported	-0.6%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$4.26M	1.51%	Not reported	-1.8%	Q1 2023
TSLATesla, Inc.	$3.61M	1.28%	0.00%	+3.6%	Q1 2023
NVDANvidia Corp	$3.29M	1.17%	0.00%	-2.6%	Q3 2023
MSFTMicrosoft Corp	$3.04M	1.08%	0.00%	-3.9%	Q1 2023
BRK.BBerkshire Hathaway Inc	$2.12M	0.75%	Not reported	-7.7%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$1.79M	0.64%	Not reported	+123.8%	Q1 2023
AMZNAmazon Com Inc	$1.63M	0.58%	0.00%	-0.3%	Q1 2023
FNDFSchwab Strategic Trust	$1.48M	0.52%	Not reported	-4.5%	Q1 2023
ABBVAbbVie Inc.	$1.22M	0.43%	0.00%	-3.1%	Q1 2023
JPMJPMorgan Chase & Co	$1.02M	0.36%	0.00%	-7.4%	Q1 2023
SCHKSirona Dental Systems, Inc.	$993K	0.35%	0.03%	Not reported	Q4 2023
ELSEquity Lifestyle Properties Inc	$939K	0.33%	0.01%	-13.0%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$904K	0.32%	Not reported	+0.1%	Q1 2023
FICOFair Isaac Corp	$874K	0.31%	0.00%	Not reported	Q1 2024
STRLSterling Infrastructure, Inc.	$751K	0.27%	0.01%	-31.3%	Q4 2023
AVGOBroadcom Inc.	$746K	0.26%	0.00%	+34.0%	Q1 2023
COSTCostco Wholesale Corp	$729K	0.26%	0.00%	-26.1%	Q1 2023
MCDMcdonalds Corp	$646K	0.23%	0.00%	-0.8%	Q1 2023
PSAPublic Storage	$632K	0.22%	0.00%	-0.3%	Q4 2023
JNJJohnson & Johnson	$629K	0.22%	0.00%	-17.8%	Q1 2023
LLYELI LILLY & Co	$605K	0.21%	0.00%	-7.4%	Q4 2023
AAgilent Technologies, Inc.	$574K	0.20%	0.00%	Not reported	Q1 2023
CVXChevron Corp	$565K	0.20%	0.00%	-3.5%	Q1 2023
METAMeta Platforms, Inc.	$554K	0.20%	Not reported	+0.4%	Q1 2023
HPEHewlett Packard Enterprise Co	$541K	0.19%	0.00%	Not reported	Q1 2023
PANWPalo Alto Networks Inc	$504K	0.18%	0.00%	-11.4%	Q1 2023
PLDPrologis, Inc.	$492K	0.17%	0.00%	-24.8%	Q4 2023
ETNEaton Corp plc	$471K	0.17%	0.00%	-10.9%	Q1 2023
HPQHP Inc	$446K	0.16%	0.00%	-4.1%	Q1 2023
KEYSKeysight Technologies, Inc.	$427K	0.15%	0.00%	+0.4%	Q1 2023
PWRQuanta Services, Inc.	$417K	0.15%	0.00%	+1.3%	Q1 2023
PLTRPalantir Technologies Inc.	$379K	0.13%	0.00%	+27.0%	Q1 2023
AVBCAvidia Bancorp, Inc.	$378K	0.13%	0.01%	-46.4%	Q4 2023
KKRKKR & Co. Inc.	$375K	0.13%	0.00%	-14.7%	Q4 2023
KLACKla Corp	$366K	0.13%	0.00%	+3.4%	Q1 2023
CGCPCardiogenesis Corp	$351K	0.12%	Not reported	+86.1%	Q4 2023
SPGSimon Property Group Inc.	$343K	0.12%	23.15%	+0.3%	Q1 2023
VVisa Inc.	$312K	0.11%	0.00%	-11.5%	Q1 2023
RTXRTX Corp	$303K	0.11%	0.00%	+0.6%	Q1 2023
DISWalt Disney Co	$303K	0.11%	0.00%	-5.5%	Q1 2023
HDHome Depot, Inc.	$295K	0.10%	0.00%	-3.1%	Q1 2023
XOMExxonMobil Holdings Corp	$275K	0.10%	0.00%	-1.1%	Q1 2023
ABTAbbott Laboratories	$275K	0.10%	0.00%	-6.9%	Q1 2023
SCHWSchwab Charles Corp	$250K	0.09%	0.00%	-2.8%	Q1 2023
PGPROCTER & GAMBLE Co	$240K	0.09%	0.00%	-15.5%	Q1 2023
GSGoldman Sachs Group Inc	$240K	0.09%	0.00%	+582.5%	Q1 2023
RYTMRhythm Pharmaceuticals, Inc.	$211K	0.07%	0.00%	Not reported	Q4 2023

Q3 2025Reported Oct 14, 2025656 positions
AAPLApple Inc.	$8.41M	3.03%	0.00%	+13.5%	Q1 2023
GOOGLAlphabet Inc.	$5.74M	2.07%	0.00%	+0.5%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$4.24M	1.53%	Not reported	-0.4%	Q1 2023
GOOGAlphabet Inc.	$3.58M	1.29%	Not reported	-0.3%	Q1 2023
TSLATesla, Inc.	$3.45M	1.24%	0.00%	-12.0%	Q1 2023
MSFTMicrosoft Corp	$3.38M	1.22%	0.00%	+9.0%	Q1 2023
NVDANvidia Corp	$3.38M	1.22%	0.00%	+27.6%	Q3 2023
BRK.BBerkshire Hathaway Inc	$2.3M	0.83%	Not reported	-2.4%	Q2 2024
AMZNAmazon Com Inc	$1.56M	0.56%	0.00%	+20.3%	Q1 2023
FNDFSchwab Strategic Trust	$1.47M	0.53%	Not reported	-1.6%	Q1 2023
ABBVAbbVie Inc.	$1.28M	0.46%	0.00%	+1.9%	Q1 2023
STRLSterling Infrastructure, Inc.	$1.21M	0.44%	0.01%	-21.2%	Q4 2023
JPMJPMorgan Chase & Co	$1.08M	0.39%	0.00%	+4.8%	Q1 2023
ELSEquity Lifestyle Properties Inc	$1.08M	0.39%	0.01%	-5.3%	Q4 2023
COSTCostco Wholesale Corp	$1.06M	0.38%	0.00%	+19.6%	Q1 2023
SCHKSirona Dental Systems, Inc.	$972K	0.35%	0.03%	-1.6%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$892K	0.32%	Not reported	-5.4%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$783K	0.28%	Not reported	+85.6%	Q1 2023
AVBCAvidia Bancorp, Inc.	$751K	0.27%	0.02%	Not reported	Q4 2023
PSAPublic Storage	$706K	0.25%	0.00%	-2.0%	Q4 2023
JNJJohnson & Johnson	$686K	0.25%	0.00%	-8.2%	Q1 2023
MCDMcdonalds Corp	$648K	0.23%	0.00%	+2.4%	Q1 2023
PANWPalo Alto Networks Inc	$629K	0.23%	0.00%	+0.7%	Q1 2023
ETNEaton Corp plc	$621K	0.22%	0.00%	+1.2%	Q1 2023
METAMeta Platforms, Inc.	$614K	0.22%	Not reported	+44.9%	Q1 2023
CVXChevron Corp	$596K	0.21%	0.00%	-4.6%	Q1 2023
PLDPrologis, Inc.	$587K	0.21%	0.00%	-3.9%	Q4 2023
HPQHP Inc	$568K	0.20%	0.00%	Not reported	Q1 2023
HPEHewlett Packard Enterprise Co	$553K	0.20%	0.00%	+0.1%	Q1 2023
AAgilent Technologies, Inc.	$542K	0.20%	0.00%	+1.0%	Q1 2023
AVGOBroadcom Inc.	$531K	0.19%	0.00%	+46.9%	Q1 2023
LLYELI LILLY & Co	$464K	0.17%	0.00%	+8.2%	Q4 2023
KKRKKR & Co. Inc.	$448K	0.16%	0.00%	+208.2%	Q4 2023
PWRQuanta Services, Inc.	$404K	0.15%	0.00%	+1.0%	Q1 2023
KEYSKeysight Technologies, Inc.	$366K	0.13%	0.00%	Not reported	Q1 2023
HDHome Depot, Inc.	$359K	0.13%	0.00%	+4.2%	Q1 2023
SPGSimon Property Group Inc.	$347K	0.12%	23.09%	+1.5%	Q1 2023
VVisa Inc.	$343K	0.12%	0.00%	+7.1%	Q1 2023
DISWalt Disney Co	$322K	0.12%	0.00%	+4.7%	Q1 2023
ABTAbbott Laboratories	$315K	0.11%	0.00%	-1.3%	Q1 2023
KLACKla Corp	$314K	0.11%	0.00%	+1.4%	Q1 2023
PLTRPalantir Technologies Inc.	$307K	0.11%	0.00%	+217.2%	Q1 2023
PGPROCTER & GAMBLE Co	$305K	0.11%	0.00%	-5.2%	Q1 2023
RTXRTX Corp	$275K	0.10%	0.00%	+6.2%	Q1 2023
XOMExxonMobil Holdings Corp	$261K	0.09%	0.00%	+11.5%	Q1 2023
REXRRexford Industrial Realty, Inc.	$255K	0.09%	0.00%	Not reported	Q4 2023
SCHWSchwab Charles Corp	$245K	0.09%	0.00%	+5.6%	Q1 2023
LHLabcorp Holdings Inc.	$219K	0.08%	0.00%	+0.4%	Q3 2024
INTCIntel Corp	$217K	0.08%	0.00%	+1.3%	Q1 2023
DUKDuke Energy CORP	$215K	0.08%	0.00%	+1.8%	Q4 2023

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