ELEVATION WEALTH PARTNERS, LLC
ELEVATION WEALTH PARTNERS, LLC reported 1,305 positions worth $333.8M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: IUSB (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IUSB | SH | $35.9M | 10.74% | 777,144 | — | — | |
| ▸ 2 | FNDX | SH | $23.3M | 6.97% | 747,950 | — | — | |
| ▸ 3 | IUSG | SH | $22.2M | 6.66% | 118,225 | — | — | |
| ▸ 4 | AVDE | SH | $16.1M | 4.83% | 180,570 | — | — | |
| ▸ 5 | SCHX | SH | $11.6M | 3.46% | 392,965 | — | — | |
| ▸ 6 | AVEM | SH | $10.6M | 3.16% | 109,366 | — | — | |
| ▸ 7 | VO | SH | $10.5M | 3.13% | 129,724 | — | — | |
| ▸ 8 | AAPL | SH | $8.1M | 2.43% | 28,069 | — | — | |
| ▸ 9 | GOOGL | SH | $7.8M | 2.35% | 21,915 | — | — | |
| ▸ 10 | IJR | SH | $7.4M | 2.21% | 49,644 | — | — |
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Frequently Asked Questions
What stocks does ELEVATION WEALTH PARTNERS, LLC hold as of Q2 2026?
ELEVATION WEALTH PARTNERS, LLC reported 1305 positions worth $333.8M in its Q2 2026 13F filing. Largest positions: IUSB (10.7%), FNDX (7.0%), IUSG (6.7%), AVDE (4.8%) and SCHX (3.5%).
What did ELEVATION WEALTH PARTNERS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ELEVATION WEALTH PARTNERS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.