ELEVATION WEALTH PARTNERS, LLC

Q3 2025 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    870

  • Value ($000)

    $277,682

  • Date Filed
    10/14/2025
  • Form type
    restatement
  • CIK
    0001976256
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$28.76M
10 %

615,627

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$20.03M
7 %

121,754

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$19.58M
7 %

744,484

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$13.01M
5 %

164,944

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$11.52M
4 %

437,507

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$10.17M
4 %

34,633

A
AAPL

APPLE INC

COM
037833100
$8.41M
3 %

33,044

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$7.39M
3 %

98,392

D
DFSU

DIMENSIONAL ETF TRUST

US SUSTAINABILTY
25434V716
$6.21M
2 %

146,249

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$6.06M
2 %

51,029

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