Richard W. Paul & Associates »

Elevation Series Trust shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Elevation Series Trust shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Richard W. Paul & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elevation Series Trust by Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8k 45 40.73

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)

View all positions for Richard W. Paul & Associates

Top funds holding Elevation Series Trust

AE Wealth Management
TrueMark Investments
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Elevated Capital Advisors
Weaver Consulting Group
FSR Wealth Management
Howard Bailey Securities
LifeWealth Investments
Great Lakes Retirement
SMART Wealth
Outlook Wealth Advisors
Family Wealth Group
Capital Investment Advisory Services
Harbour Investments

View all funds holding Elevation Series Trust