The Analysis of ELEVATION WEALTH PARTNERS, LLC's Holdings
Currently, ELEVATION WEALTH PARTNERS, LLC holds 487 types of securities in its portfolio with a total value $253.3M. In the most recent quarter, they have decreased their positions in IUSG (-96 shares, valued at $14.4K), IJR (-11 shares, valued at $1.2K); initiated new positions in ABNB (+N/A shares, valued at $52), MKC (+N/A shares, valued at $24), AFL (+N/A shares, valued at $17). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IUSB ISHARES TR601.0K shares0.00%2025-09-302025-10-06
IUSG ISHARES TR120.6K shares-0.08%2025-09-302025-10-06 FNDX SCHWAB STRATEGIC TR731.4K shares0.00%2025-09-302025-10-06 AVDE AMERICAN CENTY ETF TR159.5K shares0.00%2025-09-302025-10-06 SCHX SCHWAB STRATEGIC TR431.0K shares0.00%2025-09-302025-10-06 VO VANGUARD INDEX FDS34.5K shares0.00%2025-09-302025-10-06 AVEM AMERICAN CENTY ETF TR92.7K shares0.00%2025-09-302025-10-06 AAPL APPLE INC29.1K shares0.00%2025-09-302025-10-06 DFSU DIMENSIONAL ETF TRUST145.9K shares0.00%2025-09-302025-10-06 IJR ISHARES TR52.0K shares-0.02%2025-09-302025-10-06 AGG ISHARES TR47.2K shares0.00%2025-09-302025-10-06 FTHI FIRST TR EXCHANGE TRADED FD187.6K shares0.00%2025-09-302025-10-06 GOOGL ALPHABET INC23.5K shares0.00%2025-09-302025-10-06 SCHH SCHWAB STRATEGIC TR192.9K shares0.00%2025-09-302025-10-06 SPY SPDR S&P 500 ETF TR6.4K shares0.00%2025-09-302025-10-06 FPEI FIRST TR EXCH TRADED FD III192.2K shares0.00%2025-09-302025-10-06 SCHD SCHWAB STRATEGIC TR121.8K shares0.00%2025-09-302025-10-06 ESGU ISHARES TR23.7K shares0.00%2025-09-302025-10-06 VEA VANGUARD TAX-MANAGED FDS56.0K shares0.00%2025-09-302025-10-06 AVUS AMERICAN CENTY ETF TR30.9K shares0.00%2025-09-302025-10-06 IWF ISHARES TR7.3K shares0.00%2025-09-302025-10-06 MSFT MICROSOFT CORP6.0K shares0.00%2025-09-302025-10-06 DFAU DIMENSIONAL ETF TRUST69.3K shares0.00%2025-09-302025-10-06 BNDX VANGUARD CHARLOTTE FDS58.0K shares0.00%2025-09-302025-10-06 SCHB SCHWAB STRATEGIC TR117.8K shares0.00%2025-09-302025-10-06 TSLA TESLA INC8.8K shares0.00%2025-09-302025-10-06 GOOG ALPHABET INC14.7K shares0.00%2025-09-302025-10-06 VTI VANGUARD INDEX FDS7.8K shares0.00%2025-09-302025-10-06 BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares0.00%2025-09-302025-10-06 NVDA NVIDIA CORPORATION14.2K shares0.00%2025-09-302025-10-06 DFAT DIMENSIONAL ETF TRUST39.1K shares0.00%2025-09-302025-10-06 JHMM JOHN HANCOCK EXCHANGE TRADED30.8K shares0.00%2025-09-302025-10-06 DFAS DIMENSIONAL ETF TRUST27.6K shares0.00%2025-09-302025-10-06 SGOV ISHARES TR17.1K shares0.00%2025-09-302025-10-06 SCHC SCHWAB STRATEGIC TR39.9K shares0.00%2025-09-302025-10-06 ESGD ISHARES TR17.0K shares0.00%2025-09-302025-10-06 FNDF SCHWAB STRATEGIC TR34.8K shares0.00%2025-09-302025-10-06 AMZN AMAZON COM INC5.9K shares0.00%2025-09-302025-10-06 VONG VANGUARD SCOTTSDALE FDS11.2K shares0.00%2025-09-302025-10-06 IJS ISHARES TR12.0K shares0.00%2025-09-302025-10-06 ELS EQUITY LIFESTYLE PPTYS INC18.8K shares0.00%2025-09-302025-10-06 AVLV AMERICAN CENTY ETF TR15.6K shares0.00%2025-09-302025-10-06 STRL STERLING INFRASTRUCTURE INC4.5K shares0.00%2025-09-302025-10-06 SCHM SCHWAB STRATEGIC TR36.1K shares0.00%2025-09-302025-10-06 ABBV ABBVIE INC5.4K shares0.00%2025-09-302025-10-06 SCHA SCHWAB STRATEGIC TR37.9K shares0.00%2025-09-302025-10-06 JPM JPMORGAN CHASE & CO.3.3K shares0.00%2025-09-302025-10-06 COST COSTCO WHSL CORP NEW956 shares0.00%2025-09-302025-10-06 SCHK SCHWAB STRATEGIC TR30.8K shares0.00%2025-09-302025-10-06 MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares0.00%2025-09-302025-10-06 AVB AVALONBAY CMNTYS INC3.9K shares0.00%2025-09-302025-10-06 SCHF SCHWAB STRATEGIC TR35.2K shares0.00%2025-09-302025-10-06 DFAC DIMENSIONAL ETF TRUST21.5K shares0.00%2025-09-302025-10-06 RSP INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-09-302025-10-06 PSA PUBLIC STORAGE OPER CO2.5K shares0.00%2025-09-302025-10-06 EFA ISHARES TR8.1K shares0.00%2025-09-302025-10-06 IYR ISHARES TR6.8K shares0.00%2025-09-302025-10-06 PANW PALO ALTO NETWORKS INC3.1K shares0.00%2025-09-302025-10-06 JNJ JOHNSON & JOHNSON4.0K shares0.00%2025-09-302025-10-06 MCD MCDONALDS CORP2.1K shares0.00%2025-09-302025-10-06 ITOT ISHARES TR4.4K shares0.00%2025-09-302025-10-06 IWN ISHARES TR3.8K shares0.00%2025-09-302025-10-06 FNDB SCHWAB STRATEGIC TR24.9K shares0.00%2025-09-302025-10-06 ETN EATON CORP PLC1.6K shares0.00%2025-09-302025-10-06 CVX CHEVRON CORP NEW4.0K shares0.00%2025-09-302025-10-06 IEFA ISHARES TR6.9K shares0.00%2025-09-302025-10-06 PLD PROLOGIS INC.5.3K shares0.00%2025-09-302025-10-06 VNQ VANGUARD INDEX FDS6.2K shares0.00%2025-09-302025-10-06 VB VANGUARD INDEX FDS2.2K shares0.00%2025-09-302025-10-06 HPQ HP INC20.8K shares0.00%2025-09-302025-10-06 TFLO ISHARES TR9.9K shares0.00%2025-09-302025-10-06 A AGILENT TECHNOLOGIES INC4.2K shares0.00%2025-09-302025-10-06 EEM ISHARES TR9.8K shares0.00%2025-09-302025-10-06 DFAI DIMENSIONAL ETF TRUST13.6K shares0.00%2025-09-302025-10-06 HPE HEWLETT PACKARD ENTERPRISE C22.5K shares0.00%2025-09-302025-10-06 VBR VANGUARD INDEX FDS2.3K shares0.00%2025-09-302025-10-06 LLY ELI LILLY & CO562 shares0.00%2025-09-302025-10-06 DFSI DIMENSIONAL ETF TRUST10.9K shares0.00%2025-09-302025-10-06 META META PLATFORMS INC577 shares0.00%2025-09-302025-10-06 VOE VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-10-06 QQQ INVESCO QQQ TR703 shares0.00%2025-09-302025-10-06 PWR QUANTA SVCS INC965 shares0.00%2025-09-302025-10-06 VT VANGUARD INTL EQUITY INDEX F2.8K shares0.00%2025-09-302025-10-06 AVUV AMERICAN CENTY ETF TR3.9K shares0.00%2025-09-302025-10-06 DEM WISDOMTREE TR7.7K shares0.00%2025-09-302025-10-06 KRE SPDR SERIES TRUST5.8K shares0.00%2025-09-302025-10-06 KEYS KEYSIGHT TECHNOLOGIES INC2.1K shares0.00%2025-09-302025-10-06 DIS DISNEY WALT CO2.7K shares0.00%2025-09-302025-10-06 PG PROCTER AND GAMBLE CO2.1K shares0.00%2025-09-302025-10-06 V VISA INC938 shares0.00%2025-09-302025-10-06 ESGE ISHARES INC8.3K shares0.00%2025-09-302025-10-06 ABT ABBOTT LABS2.4K shares0.00%2025-09-302025-10-06 VNQI VANGUARD INTL EQUITY INDEX F6.9K shares0.00%2025-09-302025-10-06 HD HOME DEPOT INC849 shares0.00%2025-09-302025-10-06 IWM ISHARES TR1.4K shares0.00%2025-09-302025-10-06 AVGO BROADCOM INC1.1K shares0.00%2025-09-302025-10-06 SPG SIMON PPTY GROUP INC NEW1.8K shares0.00%2025-09-302025-10-06 EFV ISHARES TR4.5K shares0.00%2025-09-302025-10-06 ADBE ADOBE INC679 shares0.00%2025-09-302025-10-06 DFUS DIMENSIONAL ETF TRUST3.9K shares0.00%2025-09-302025-10-06 KLAC KLA CORP287 shares0.00%2025-09-302025-10-06 MTD METTLER TOLEDO INTERNATIONAL200 shares0.00%2025-09-302025-10-06 CL COLGATE PALMOLIVE CO2.6K shares0.00%2025-09-302025-10-06 STIP ISHARES TR2.3K shares0.00%2025-09-302025-10-06 SCHG SCHWAB STRATEGIC TR8.0K shares0.00%2025-09-302025-10-06 RTX RTX CORPORATION1.5K shares0.00%2025-09-302025-10-06 XOM EXXON MOBIL CORP2.1K shares0.00%2025-09-302025-10-06 TNGY TORTOISE CAPITAL SERIES TRUS24.3K shares0.00%2025-09-302025-10-06 SCHW SCHWAB CHARLES CORP2.4K shares0.00%2025-09-302025-10-06 REXR REXFORD INDL RLTY INC6.2K shares0.00%2025-09-302025-10-06 RSPT INVESCO EXCHANGE TRADED FD T5.3K shares0.00%2025-09-302025-10-06 DUK DUKE ENERGY CORP NEW1.7K shares0.00%2025-09-302025-10-06 LH LABCORP HOLDINGS INC760 shares0.00%2025-09-302025-10-06 IVE ISHARES TR998 shares0.00%2025-09-302025-10-06 DIA SPDR DOW JONES INDL AVERAGE424 shares0.00%2025-09-302025-10-06 CGCP CAPITAL GRP FIXED INCM ETF T8.3K shares0.00%2025-09-302025-10-06 VTV VANGUARD INDEX FDS1.0K shares0.00%2025-09-302025-10-06 PEP PEPSICO INC1.4K shares0.00%2025-09-302025-10-06 TGT TARGET CORP1.8K shares0.00%2025-09-302025-10-06 VOT VANGUARD INDEX FDS615 shares0.00%2025-09-302025-10-06 IGM ISHARES TR1.5K shares0.00%2025-09-302025-10-06 ZTS ZOETIS INC1.1K shares0.00%2025-09-302025-10-06 ARES ARES MANAGEMENT CORPORATION973 shares0.00%2025-09-302025-10-06 ARE ALEXANDRIA REAL ESTATE EQ IN2.3K shares0.00%2025-09-302025-10-06 MDLZ MONDELEZ INTL INC2.4K shares0.00%2025-09-302025-10-06 VEEV VEEVA SYS INC563 shares0.00%2025-09-302025-10-06 GLD SPDR GOLD TR528 shares0.00%2025-09-302025-10-06 PPA INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2025-09-302025-10-06 DOV DOVER CORP860 shares0.00%2025-09-302025-10-06 MRVL MARVELL TECHNOLOGY INC2.0K shares0.00%2025-09-302025-10-06 VOO VANGUARD INDEX FDS271 shares0.00%2025-09-302025-10-06 IWO ISHARES TR537 shares0.00%2025-09-302025-10-06 XLV SELECT SECTOR SPDR TR1.1K shares0.00%2025-09-302025-10-06 CI THE CIGNA GROUP451 shares0.00%2025-09-302025-10-06 KKR KKR & CO INC1.1K shares0.00%2025-09-302025-10-06 SMH VANECK ETF TRUST531 shares0.00%2025-09-302025-10-06 BAC BANK AMERICA CORP3.1K shares0.00%2025-09-302025-10-06 VIG VANGUARD SPECIALIZED FUNDS705 shares0.00%2025-09-302025-10-06 IBM INTERNATIONAL BUSINESS MACHS493 shares0.00%2025-09-302025-10-06 INTC INTEL CORP6.4K shares0.00%2025-09-302025-10-06 JMST J P MORGAN EXCHANGE TRADED F2.8K shares0.00%2025-09-302025-10-06 NEE NEXTERA ENERGY INC2.0K shares0.00%2025-09-302025-10-06 AIQ GLOBAL X FDS3.2K shares0.00%2025-09-302025-10-06 VEU VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2025-09-302025-10-06 CSX CSX CORP4.1K shares0.00%2025-09-302025-10-06 IWS ISHARES TR1.0K shares0.00%2025-09-302025-10-06 FPE FIRST TR EXCH TRADED FD III7.4K shares0.00%2025-09-302025-10-06 ARKK ARK ETF TR1.9K shares0.00%2025-09-302025-10-06 DFIC DIMENSIONAL ETF TRUST4.1K shares0.00%2025-09-302025-10-06 WM WASTE MGMT INC DEL544 shares0.00%2025-09-302025-10-06 RYTM RHYTHM PHARMACEUTICALS INC2.0K shares0.00%2025-09-302025-10-06 IWR ISHARES TR1.3K shares0.00%2025-09-302025-10-06 IDV ISHARES TR3.5K shares0.00%2025-09-302025-10-06 RGA REINSURANCE GRP OF AMERICA I616 shares0.00%2025-09-302025-10-06 DFEM DIMENSIONAL ETF TRUST4.1K shares0.00%2025-09-302025-10-06 FNDE SCHWAB STRATEGIC TR3.6K shares0.00%2025-09-302025-10-06 JPST J P MORGAN EXCHANGE TRADED F2.3K shares0.00%2025-09-302025-10-06 MA MASTERCARD INCORPORATED209 shares0.00%2025-09-302025-10-06 IJH ISHARES TR1.9K shares0.00%2025-09-302025-10-06 GILD GILEAD SCIENCES INC1.0K shares0.00%2025-09-302025-10-06 EQR EQUITY RESIDENTIAL1.7K shares0.00%2025-09-302025-10-06 SHLD GLOBAL X FDS1.9K shares0.00%2025-09-302025-10-06 ROP ROPER TECHNOLOGIES INC200 shares0.00%2025-09-302025-10-06 DFAE DIMENSIONAL ETF TRUST3.9K shares0.00%2025-09-302025-10-06 HON HONEYWELL INTL INC480 shares0.00%2025-09-302025-10-06 EFAV ISHARES TR1.3K shares0.00%2025-09-302025-10-06 PFE PFIZER INC4.5K shares0.00%2025-09-302025-10-06 VGT VANGUARD WORLD FD163 shares0.00%2025-09-302025-10-06 CCEP COCA-COLA EUROPACIFIC PARTNE1.1K shares0.00%2025-09-302025-10-06 BOND PIMCO ETF TR1.1K shares0.00%2025-09-302025-10-06 XLF SELECT SECTOR SPDR TR2.0K shares0.00%2025-09-302025-10-06 EPD ENTERPRISE PRODS PARTNERS L3.3K shares0.00%2025-09-302025-10-06 BXP BXP INC1.5K shares0.00%2025-09-302025-10-06 JEPI J P MORGAN EXCHANGE TRADED F1.8K shares0.00%2025-09-302025-10-06 MRK MERCK & CO INC1.3K shares0.00%2025-09-302025-10-06 AMLP ALPS ETF TR2.0K shares0.00%2025-09-302025-10-06 AOA ISHARES TR1.2K shares0.00%2025-09-302025-10-06 MMM 3M CO629 shares0.00%2025-09-302025-10-06 CUBE CUBESMART2.3K shares0.00%2025-09-302025-10-06 ADI ANALOG DEVICES INC400 shares0.00%2025-09-302025-10-06 UST PROSHARES TR2.2K shares0.00%2025-09-302025-10-06 VIS VANGUARD WORLD FD324 shares0.00%2025-09-302025-10-06 VGIT VANGUARD SCOTTSDALE FDS1.5K shares0.00%2025-09-302025-10-06 AVY AVERY DENNISON CORP500 shares0.00%2025-09-302025-10-06 BLK BLACKROCK INC82 shares0.00%2025-09-302025-10-06 REET ISHARES TR3.5K shares0.00%2025-09-302025-10-06 C CITIGROUP INC1.0K shares0.00%2025-09-302025-10-06 TSM TAIWAN SEMICONDUCTOR MFG LTD375 shares0.00%2025-09-302025-10-06 AOR ISHARES TR1.4K shares0.00%2025-09-302025-10-06 RWJ INVESCO EXCH TRADED FD TR II1.9K shares0.00%2025-09-302025-10-06 ICVT ISHARES TR903 shares0.00%2025-09-302025-10-06 LOW LOWES COS INC360 shares0.00%2025-09-302025-10-06 IWP ISHARES TR573 shares0.00%2025-09-302025-10-06 ONTO ONTO INNOVATION INC786 shares0.00%2025-09-302025-10-06 RFV INVESCO EXCHANGE TRADED FD T650 shares0.00%2025-09-302025-10-06 BSV VANGUARD BD INDEX FDS926 shares0.00%2025-09-302025-10-06 VTWO VANGUARD SCOTTSDALE FDS833 shares0.00%2025-09-302025-10-06 INQQ EXCHANGE TRADED CONCEPTS TRU4.4K shares0.00%2025-09-302025-10-06 PLTR PALANTIR TECHNOLOGIES INC530 shares0.00%2025-09-302025-10-06 PRF INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2025-09-302025-10-06 PWZ INVESCO EXCH TRADED FD TR II3.0K shares0.00%2025-09-302025-10-06 BOTZ GLOBAL X FDS2.1K shares0.00%2025-09-302025-10-06 SCZ ISHARES TR945 shares0.00%2025-09-302025-10-06 AJG GALLAGHER ARTHUR J & CO214 shares0.00%2025-09-302025-10-06 SPGI S&P GLOBAL INC130 shares0.00%2025-09-302025-10-06 AVSU AMERICAN CENTY ETF TR984 shares0.00%2025-09-302025-10-06 FRT FEDERAL RLTY INVT TR NEW700 shares0.00%2025-09-302025-10-06 AMGN AMGEN INC232 shares0.00%2025-09-302025-10-06 DVY ISHARES TR469 shares0.00%2025-09-302025-10-06 VIGI VANGUARD WHITEHALL FDS696 shares0.00%2025-09-302025-10-06 FDN FIRST TR EXCHANGE-TRADED FD232 shares0.00%2025-09-302025-10-06 T AT&T INC2.2K shares0.00%2025-09-302025-10-06 CSCO CISCO SYS INC879 shares0.00%2025-09-302025-10-06 MLM MARTIN MARIETTA MATLS INC110 shares0.00%2025-09-302025-10-06 SPGM SPDR INDEX SHS FDS855 shares0.00%2025-09-302025-10-06 UNH UNITEDHEALTH GROUP INC189 shares0.00%2025-09-302025-10-06 DBMF LITMAN GREGORY FDS TR2.3K shares0.00%2025-09-302025-10-06 FXU FIRST TR EXCHANGE TRADED FD1.4K shares0.00%2025-09-302025-10-06 TJX TJX COS INC NEW470 shares0.00%2025-09-302025-10-06 USHY ISHARES TR1.5K shares0.00%2025-09-302025-10-06 ETH GRAYSCALE ETHEREUM MINI TR E2.3K shares0.00%2025-09-302025-10-06 IWD ISHARES TR280 shares0.00%2025-09-302025-10-06 DLR DIGITAL RLTY TR INC301 shares0.00%2025-09-302025-10-06 VYMI VANGUARD WHITEHALL FDS653 shares0.00%2025-09-302025-10-06 NKE NIKE INC734 shares0.00%2025-09-302025-10-06 PAVE GLOBAL X FDS1.2K shares0.00%2025-09-302025-10-06 DRI DARDEN RESTAURANTS INC238 shares0.00%2025-09-302025-10-06 IFRA ISHARES TR1.1K shares0.00%2025-09-302025-10-06 MMC MARSH & MCLENNAN COS INC237 shares0.00%2025-09-302025-10-06 VXUS VANGUARD STAR FDS750 shares0.00%2025-09-302025-10-06 WMT WALMART INC525 shares0.00%2025-09-302025-10-06 BA BOEING CO243 shares0.00%2025-09-302025-10-06 RDVI FIRST TR EXCHANGE-TRADED FD2.1K shares0.00%2025-09-302025-10-06 BTC GRAYSCALE BITCOIN MINI TR ET1.1K shares0.00%2025-09-302025-10-06 EWA ISHARES INC1.9K shares0.00%2025-09-302025-10-06 CNXC CONCENTRIX CORP946 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