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Elevation Series Trust shares owned by Insight 2811

Quarter-by-quarter ownership of Elevation Series Trust shares owned by Insight 2811 from 13F filings

Historical chart of Insight 2811 investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Insight 2811 consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Insight 2811

Quarter filed Position value Share count Share price at filing
2025-09-30 $363k 7.8k 46.35

More positions owned by Insight 2811

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Insight 2811

Top funds holding Elevation Series Trust

TrueMark Investments
Wealth Enhancement Advisory Services
Valtinson Bruner Financial Planning
Mid-American Wealth Advisory Group
Weaver Consulting Group
Elevated Capital Advisors
Old Mission Capital
Goldman Sachs Group
Insight 2811
Capital Investment Advisory Services
Jpmorgan Chase & Co
IFP Advisors
Wolverine Trading
LPL Financial
SRS Capital Advisors

View all funds holding Elevation Series Trust