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Elevation Advisory Partners

Latest statistics and disclosures from Elevation Advisory Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002124354

Tip: Access up to 7 years of quarterly data

Positions held by Elevation Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elevation Advisory Partners

Elevation Advisory Partners holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	21.9	$23M	124k	188.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	11.8	$13M	85k	148.60	View chart
Apple (AAPL)	6.1	$6.6M	25k	258.27	View chart
Amazon (AMZN)	4.3	$4.6M	19k	244.68	View chart
Microsoft Corporation (MSFT)	3.0	$3.3M	6.8k	480.61	View chart
Arm Holdings Sponsored Ads (ARM)	2.2	$2.4M	21k	114.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$2.3M	7.0k	334.53	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.1	$2.2M	82k	27.19	View chart
Tesla Motors (TSLA)	2.0	$2.2M	5.1k	430.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$2.2M	3.4k	631.07	View chart
JPMorgan Chase & Co. (JPM)	1.9	$2.0M	6.7k	300.31	View chart
Caterpillar (CAT)	1.8	$2.0M	3.1k	638.98	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$1.9M	4.1k	476.10	View chart
Argan (AGX)	1.8	$1.9M	5.3k	362.56	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	1.5	$1.6M	73k	22.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$1.5M	2.1k	695.53	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$1.4M	4.2k	334.97	View chart
Coreweave Com Cl A (CRWV)	1.3	$1.4M	13k	108.86	View chart
Wal-Mart Stores (WMT)	1.2	$1.3M	11k	116.94	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.0	$1.1M	8.8k	122.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.0	$1.0M	13k	79.00	View chart
Procter & Gamble Company (PG)	1.0	$1.0M	6.9k	148.35	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$978k	2.4k	407.25	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$895k	6.0k	148.05	View chart
Casey's General Stores (CASY)	0.7	$790k	1.3k	617.02	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$773k	2.3k	338.34	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.7	$772k	16k	49.32	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.7	$748k	14k	53.00	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$664k	4.3k	155.45	View chart
MercadoLibre (MELI)	0.5	$583k	254.00	2295.00	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$567k	4.8k	116.90	View chart
Datadog Cl A Com (DDOG)	0.5	$534k	3.9k	138.21	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$528k	2.0k	260.24	View chart
Costco Wholesale Corporation (COST)	0.5	$519k	535.00	969.57	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$514k	1.1k	476.66	View chart
Spdr Series Trust State Street Spd (VLU)	0.5	$509k	2.3k	218.54	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.5	$509k	350.00	1454.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$503k	719.00	698.88	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$472k	9.3k	50.63	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$467k	3.9k	119.19	View chart
Union Pacific Corporation (UNP)	0.4	$462k	2.0k	232.50	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$460k	10k	45.25	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.4	$410k	4.1k	99.47	View chart
Ishares Msci Em Asia Etf (EEMA)	0.4	$405k	4.0k	102.37	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$397k	4.8k	83.16	View chart
Philip Morris International (PM)	0.4	$392k	2.2k	178.85	View chart
Eli Lilly & Co. (LLY)	0.4	$389k	374.00	1040.00	View chart
Klarna Group SHS (KLAR)	0.4	$380k	15k	25.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$378k	4.7k	79.92	View chart
Johnson & Johnson (JNJ)	0.4	$378k	1.7k	224.41	View chart
Texas Roadhouse (TXRH)	0.4	$376k	2.0k	184.99	View chart
Advanced Micro Devices (AMD)	0.3	$374k	1.5k	252.03	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$370k	9.2k	40.30	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.3	$336k	6.2k	54.52	View chart
Exxon Mobil Corporation (XOM)	0.3	$335k	2.4k	136.82	View chart
Netflix (NFLX)	0.3	$326k	3.8k	85.58	View chart
Ishares Tr Global Finls Etf (IXG)	0.3	$319k	2.6k	121.75	View chart
Broadcom (AVGO)	0.3	$307k	924.00	332.72	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$289k	3.3k	87.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$285k	582.00	489.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$280k	2.2k	127.67	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$277k	2.5k	108.66	View chart
Abbvie (ABBV)	0.3	$274k	1.2k	224.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$270k	1.4k	198.16	View chart
Qualcomm (QCOM)	0.2	$267k	1.7k	153.06	View chart
At&t (T)	0.2	$266k	12k	23.00	View chart
Nextera Energy (NEE)	0.2	$263k	3.0k	87.15	View chart
Chevron Corporation (CVX)	0.2	$262k	1.6k	169.06	View chart
Spdr Series Trust State Street Spd (XNTK)	0.2	$260k	898.00	289.31	View chart
Strategy Cl A New (MSTR)	0.2	$259k	1.6k	161.58	View chart
Visa Com Cl A (V)	0.2	$257k	791.00	325.33	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$251k	4.2k	60.10	View chart
Liberty Energy Com Cl A (LBRT)	0.2	$251k	11k	22.18	View chart
Bank of America Corporation (BAC)	0.2	$251k	4.8k	52.17	View chart
Palantir Technologies Cl A (PLTR)	0.2	$248k	1.5k	165.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$247k	2.0k	125.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$247k	521.00	474.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$245k	2.6k	95.98	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$241k	9.3k	25.82	View chart
Prudential Financial (PRU)	0.2	$240k	2.2k	107.40	View chart
Verizon Communications (VZ)	0.2	$238k	6.1k	39.32	View chart
Duke Energy Corp Com New (DUK)	0.2	$236k	2.0k	120.29	View chart
Coca-Cola Company (KO)	0.2	$234k	3.2k	73.54	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$228k	2.4k	94.08	View chart
Micron Technology (MU)	0.2	$226k	551.00	410.58	View chart
Wells Fargo & Company (WFC)	0.2	$221k	2.5k	88.70	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$219k	8.2k	26.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$215k	4.3k	50.24	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.2	$212k	10k	20.83	View chart
Progressive Corporation (PGR)	0.2	$211k	1.0k	208.08	View chart
Walt Disney Company (DIS)	0.2	$209k	1.9k	110.63	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.2	$203k	9.9k	20.48	View chart
Altria (MO)	0.2	$203k	3.2k	63.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$200k	923.00	216.74	View chart
Akebia Therapeutics (AKBA)	0.2	$181k	120k	1.51	View chart
Uipath Cl A (PATH)	0.1	$146k	10k	14.36	View chart
Nexalin Technology (NXL)	0.0	$5.9k	10k	0.59	View chart

Past Filings by Elevation Advisory Partners

SEC 13F filings are viewable for Elevation Advisory Partners going back to 2026

Elevation Advisory Partners 2026 Q1 filed May 8, 2026

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