Elevation Advisory Partners
Latest statistics and disclosures from Elevation Advisory Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, VYM, AAPL, AMZN, ARM, and represent 54.82% of Elevation Advisory Partners's stock portfolio.
- Added to shares of these 10 stocks: RDVI, SPCX, CRWD, MU, CRWV, NFLX, VNLA, AKRE, AMZN, SDVD.
- Started 4 new stock positions in AKRE, DELL, SPCX, MSTY.
- Reduced shares in these 10 stocks: NVDA, , , VEU, ARM, XLK, , XLF, XLC, GLD.
- Sold out of its positions in T, ABBV, AKBA, MO, AGX, BAC, BRK.B, AVGO, CVX, KO.
- Elevation Advisory Partners was a net seller of stock by $-19M.
- Elevation Advisory Partners has $98M in assets under management (AUM), dropping by -8.82%.
- Central Index Key (CIK): 0002124354
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Portfolio Holdings for Elevation Advisory Partners
Elevation Advisory Partners holds 48 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 22.8 | $22M | -12% | 109k | 203.28 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 13.6 | $13M | 84k | 159.41 |
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| Apple (AAPL) | 8.4 | $8.2M | 25k | 326.59 |
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| Amazon (AMZN) | 5.2 | $5.0M | +7% | 20k | 249.99 |
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| Arm Holdings Sponsored Ads (ARM) | 4.9 | $4.8M | -14% | 18k | 269.61 |
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| First Tr Exchange-traded Ft Vest Ris (RDVI) | 4.9 | $4.8M | +101% | 166k | 28.94 |
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| Caterpillar (CAT) | 2.7 | $2.6M | 3.0k | 864.40 |
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| Microsoft Corporation (MSFT) | 2.5 | $2.4M | -11% | 6.0k | 402.27 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $2.2M | -8% | 3.1k | 696.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.2M | -11% | 6.1k | 351.99 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $2.1M | -6% | 6.2k | 338.87 |
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| First Tr Exchange-traded Ft Vest Smid (SDVD) | 2.0 | $2.0M | +17% | 86k | 23.14 |
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| Tesla Motors (TSLA) | 1.9 | $1.9M | 5.0k | 369.57 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.7 | $1.7M | NEW | 14k | 119.85 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $1.4M | -9% | 1.9k | 742.09 |
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| Coreweave Com Cl A (CRWV) | 1.5 | $1.4M | +55% | 20k | 73.06 |
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| Casey's General Stores (CASY) | 1.4 | $1.4M | +26% | 1.6k | 866.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.4M | -4% | 4.0k | 351.40 |
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| Wal-Mart Stores (WMT) | 1.2 | $1.2M | -3% | 11k | 112.20 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 1.2 | $1.2M | +58% | 25k | 48.95 |
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| Micron Technology (MU) | 1.2 | $1.1M | +140% | 1.3k | 865.17 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $1.1M | +392% | 5.3k | 198.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $955k | -35% | 2.6k | 367.60 |
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| Datadog Cl A Com (DDOG) | 1.0 | $952k | -6% | 3.6k | 263.20 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $934k | -30% | 1.7k | 558.83 |
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| Procter & Gamble Company (PG) | 0.9 | $906k | -12% | 6.1k | 149.13 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $830k | -9% | 2.1k | 402.30 |
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| Netflix (NFLX) | 0.7 | $714k | +177% | 11k | 67.60 |
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| Advanced Micro Devices (AMD) | 0.7 | $697k | -6% | 1.4k | 503.57 |
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| Union Pacific Corporation (UNP) | 0.6 | $565k | -4% | 1.9k | 296.19 |
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| MercadoLibre (MELI) | 0.5 | $462k | 252.00 | 1832.42 |
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| Texas Roadhouse (TXRH) | 0.4 | $402k | 2.1k | 196.22 |
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| Costco Wholesale Corporation (COST) | 0.4 | $375k | -25% | 401.00 | 935.26 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.4 | $368k | NEW | 6.6k | 55.95 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $367k | -39% | 211.00 | 1739.02 |
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| Eli Lilly & Co. (LLY) | 0.3 | $339k | -20% | 296.00 | 1145.54 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $313k | -70% | 1.8k | 175.71 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $298k | +500% | 3.5k | 85.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $291k | -45% | 390.00 | 745.59 |
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| Tidal Trust Ii Yie Mst Opt New (MSTY) | 0.3 | $291k | NEW | 22k | 13.12 |
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| Qualcomm (QCOM) | 0.3 | $290k | -2% | 1.7k | 170.28 |
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| Dell Technologies CL C (DELL) | 0.3 | $251k | NEW | 658.00 | 381.91 |
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| Prudential Financial (PRU) | 0.3 | $251k | -4% | 2.1k | 117.98 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $250k | 4.2k | 59.85 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $243k | -17% | 1.1k | 216.89 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $222k | -16% | 1.6k | 134.73 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $220k | -72% | 3.9k | 56.04 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $207k | -80% | 2.5k | 81.25 |
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Past Filings by Elevation Advisory Partners
SEC 13F filings are viewable for Elevation Advisory Partners going back to 2026
- Elevation Advisory Partners 2026 Q2 filed Aug. 13, 2026
- Elevation Advisory Partners 2026 Q1 filed May 8, 2026