ELEVATION WEALTH PARTNERS, LLC
Q2 2025 13F Holdings
- Locationsanta rosa, CA
- Num holdings
489
- Value ($000)
$253,193
- Date Filed07/08/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $27.78M | 11 % | 601,013 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $18.16M | 7 % | 120,719 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $17.95M | 7 % | 731,430 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $11.81M | 5 % | 159,546 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $10.53M | 4 % | 430,989 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.66M | 4 % | 34,527 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $6.36M | 3 % | 92,720 | ||
AAPL APPLE INC | COM | 037833100 | $5.97M | 2 % | 29,121 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $5.73M | 2 % | 145,904 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.68M | 2 % | 51,997 |
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