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ELEVATION WEALTH PARTNERS, LLC

Q2 2026 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    1,305

  • Value ($000)

    $333,794

  • Date Filed
    07/07/2026
  • Form type
    13F-HR
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$35.87M
11 %

777,144

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$23.26M
7 %

747,950

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$22.24M
7 %

118,225

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$16.11M
5 %

180,570

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$11.56M
4 %

392,965

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$10.55M
3 %

109,366

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$10.45M
3 %

129,724

A
AAPL

APPLE INC

COM
037833100
$8.12M
2 %

28,069

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.83M
2 %

21,915

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$7.36M
2 %

49,644

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