ELEVATION WEALTH PARTNERS, LLC
Q1 2025 13F Holdings
- Locationsanta rosa, CA
- Num holdings
498
- Value ($000)
$231,326
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001976256
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $26.91M | 12 % | 584,302 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $17.19M | 7 % | 728,237 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $15.22M | 7 % | 119,512 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $10.52M | 5 % | 158,738 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $9.50M | 4 % | 430,156 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.15M | 4 % | 35,365 | ||
AAPL APPLE INC | COM | 037833100 | $6.59M | 3 % | 29,631 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.86M | 3 % | 55,997 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $5.11M | 2 % | 41,908 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $4.64M | 2 % | 47,090 |
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