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Zrc Wealth Management

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

Top 5 stock holdings are IUSB, FNDX, IUSG, AVDE, SCHX, and represent 34.21% of Elevation Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IUSB, QQQ, FICO, AVDE, DFAU, AVEM, SCHH, SCHD, GS, IWD.
Started 173 new stock positions in NEU, GNTX, VRSK, REYN, WPC, HOG, OLED, CNX, INGM, PB.
Reduced shares in these 10 stocks: FPEI, IUSG, AAPL, VO, RSPT, SCHX, SCHC, GOOGL, STRL, AVB.
Sold out of its positions in YEAR, DTEC, AKRO, TEAM, AN, OZK, BSY, BX, CDW, CE.
Elevation Wealth Partners was a net seller of stock by $-1.5M.
Elevation Wealth Partners has $282M in assets under management (AUM), dropping by 1.69%.
Central Index Key (CIK): 0001976256

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Portfolio Holdings for Elevation Wealth Partners

Elevation Wealth Partners holds 959 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Elevation Wealth Partners has 959 total positions. Only the first 250 positions are shown.

Sign up to view all of the Elevation Wealth Partners Dec. 31, 2025 positions
Download the Elevation Wealth Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Univrsl Usd (IUSB)	11.1	$31M	+9%	671k	46.54	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.1	$20M		738k	27.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	7.0	$20M	-3%	117k	167.94	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.1	$14M	+5%	174k	82.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.0	$11M	-3%	421k	26.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.3	$9.4M	-6%	32k	290.22	View chart
Apple (AAPL)	2.9	$8.3M	-7%	31k	271.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.8	$7.9M	+4%	103k	77.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.5	$7.0M	-4%	23k	313.01	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.2	$6.2M		144k	43.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$5.9M	-3%	49k	120.18	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.7	$4.7M		200k	23.62	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.6	$4.7M	+8%	223k	20.89	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$4.6M		15k	313.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$4.5M		45k	99.88	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$4.4M	+10%	94k	46.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$4.3M		6.3k	681.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.3	$3.7M		25k	148.98	View chart
Tesla Motors (TSLA)	1.3	$3.6M	+3%	8.0k	449.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$3.6M	+8%	132k	27.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$3.4M		7.3k	473.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$3.3M		53k	62.47	View chart
NVIDIA Corporation (NVDA)	1.2	$3.3M	-2%	18k	186.51	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.2	$3.3M		29k	111.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.1	$3.1M		118k	26.23	View chart
Microsoft Corporation (MSFT)	1.1	$3.0M	-3%	6.3k	483.62	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.9M	+3%	61k	48.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.4M	-7%	7.2k	335.26	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$2.4M	-4%	40k	59.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.1M	-7%	4.2k	502.67	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$1.9M	-4%	27k	69.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.8M	+123%	2.9k	614.22	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.6	$1.8M	-10%	27k	65.48	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$1.7M	+2%	18k	95.09	View chart
Amazon (AMZN)	0.6	$1.6M		7.1k	230.82	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$1.5M	-4%	33k	45.21	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$1.4M	-21%	31k	45.53	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.4M		12k	113.72	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$1.4M		11k	121.75	View chart
Abbvie (ABBV)	0.4	$1.2M	-3%	5.3k	228.49	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$1.2M		16k	75.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.1M	-4%	37k	28.48	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.0M	-7%	3.2k	322.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.0M	-6%	34k	30.07	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.4	$993k		30k	32.80	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$942k	-70%	49k	19.39	View chart
Equity Lifestyle Properties (ELS)	0.3	$939k	-12%	16k	60.61	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$904k		1.5k	603.30	View chart
Fair Isaac Corporation (FICO)	0.3	$874k	NEW	517.00	1690.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$782k	+2%	4.1k	191.57	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$769k	-9%	19k	39.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$766k	-10%	32k	24.04	View chart
Sterling Construction Company (STRL)	0.3	$751k	-31%	2.5k	306.23	View chart
Broadcom (AVGO)	0.3	$746k	+33%	2.2k	346.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$738k	-3%	7.7k	96.03	View chart
Costco Wholesale Corporation (COST)	0.3	$729k	-26%	845.00	862.53	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$702k		3.9k	181.22	View chart
McDonald's Corporation (MCD)	0.2	$646k		2.1k	305.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$639k		4.3k	148.70	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$638k		6.8k	93.89	View chart
Public Storage (PSA)	0.2	$632k		2.4k	259.50	View chart
Johnson & Johnson (JNJ)	0.2	$629k	-17%	3.0k	206.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$613k		6.9k	89.45	View chart
Eli Lilly & Co. (LLY)	0.2	$605k	-7%	563.00	1074.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$591k	+3%	6.7k	88.49	View chart
Agilent Technologies Inc C ommon (A)	0.2	$574k		4.2k	136.07	View chart
Chevron Corporation (CVX)	0.2	$565k	-3%	3.7k	152.41	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$560k	-10%	21k	26.57	View chart
Meta Platforms Cl A (META)	0.2	$554k		839.00	659.81	View chart
Hewlett Packard Enterprise (HPE)	0.2	$541k		23k	24.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$538k		9.8k	54.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$515k	-7%	2.0k	257.89	View chart
Palo Alto Networks (PANW)	0.2	$504k	-11%	2.7k	184.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$499k		11k	44.17	View chart
Prologis (PLD)	0.2	$492k	-24%	3.9k	127.66	View chart
Eaton Corp SHS (ETN)	0.2	$471k	-10%	1.5k	318.51	View chart
Dimensional Etf Trust International (DFSI)	0.2	$471k		11k	42.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$453k	-2%	2.6k	177.37	View chart
Hp (HPQ)	0.2	$446k	-4%	20k	22.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$439k	-2%	2.1k	211.76	View chart
Keysight Technologies (KEYS)	0.2	$427k		2.1k	203.19	View chart
Quanta Services (PWR)	0.1	$417k		988.00	422.06	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$398k		3.9k	101.97	View chart
Palantir Technologies Cl A (PLTR)	0.1	$380k	+27%	2.1k	177.75	View chart
AvalonBay Communities (AVB)	0.1	$378k	-46%	2.1k	181.31	View chart
Kkr & Co (KKR)	0.1	$375k	-14%	2.9k	127.48	View chart
Kla Corp Com New (KLAC)	0.1	$366k	+3%	301.00	1216.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$355k	-56%	7.8k	45.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$353k		1.4k	246.16	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$351k	+86%	16k	22.64	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$344k	+7%	7.5k	45.84	View chart
Simon Property (SPG)	0.1	$343k		1.9k	185.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$338k		2.4k	141.05	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$331k	+2%	4.6k	71.42	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$315k	-9%	6.8k	46.71	View chart
Visa Com Cl A (V)	0.1	$312k	-11%	889.00	350.71	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$311k	-40%	8.2k	38.11	View chart
Raytheon Technologies Corp (RTX)	0.1	$303k		1.7k	183.42	View chart
Walt Disney Company (DIS)	0.1	$303k	-5%	2.7k	113.77	View chart
Home Depot (HD)	0.1	$295k	-3%	858.00	344.10	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$286k		3.9k	74.17	View chart
Exxon Mobil Corporation (XOM)	0.1	$275k		2.3k	120.33	View chart
Abbott Laboratories (ABT)	0.1	$275k	-6%	2.2k	125.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$256k	+332%	1.2k	210.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$251k	-3%	7.7k	32.62	View chart
Charles Schwab Corporation (SCHW)	0.1	$250k	-2%	2.5k	99.89	View chart
Procter & Gamble Company (PG)	0.1	$240k	-15%	1.7k	143.35	View chart
Goldman Sachs (GS)	0.1	$240k	+582%	273.00	879.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$230k		1.2k	190.99	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.1	$217k		24k	9.04	View chart
Spdr Series Trust State Street Spd (KRE)	0.1	$215k	-23%	3.3k	64.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$214k		1.0k	211.98	View chart
Rhythm Pharmaceuticals (RYTM)	0.1	$211k		2.0k	107.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$209k		528.00	396.31	View chart
Duke Energy Corp Com New (DUK)	0.1	$207k		1.8k	117.21	View chart
Pepsi (PEP)	0.1	$203k		1.4k	143.49	View chart
Bank of America Corporation (BAC)	0.1	$196k	+2%	3.6k	55.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$192k		533.00	360.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$189k	-7%	394.00	480.57	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$186k	-20%	1.8k	102.39	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$185k		4.9k	38.00	View chart
Target Corporation (TGT)	0.1	$180k		1.8k	97.77	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$178k		1.1k	156.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$173k		536.00	323.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$172k		615.00	279.34	View chart
Labcorp Holdings Com Shs (LH)	0.1	$171k	-10%	683.00	250.88	View chart
Colgate-Palmolive Company (CL)	0.1	$170k	+11%	2.2k	79.02	View chart
Nextera Energy (NEE)	0.1	$169k	+2%	2.1k	80.28	View chart
International Business Machines (IBM)	0.1	$164k	+12%	555.00	296.23	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$162k		3.2k	50.85	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$159k		982.00	161.57	View chart
Gilead Sciences (GILD)	0.1	$154k	+13%	1.3k	122.74	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$151k	+20%	678.00	223.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$150k	-20%	239.00	627.56	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$150k		2.0k	73.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$147k		257.00	571.63	View chart
Dover Corporation (DOV)	0.1	$146k	-12%	750.00	195.24	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$142k		2.8k	50.94	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$142k		4.1k	34.46	View chart
Citigroup Com New (C)	0.0	$139k	+3%	1.2k	116.69	View chart
Advanced Micro Devices (AMD)	0.0	$139k	+679%	647.00	214.16	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$138k	-20%	890.00	154.79	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$137k	-30%	1.1k	129.16	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$136k		7.5k	18.22	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$135k		4.1k	33.08	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$134k	+2%	3.7k	36.06	View chart
Reinsurance Grp Of America I Com New (RGA)	0.0	$130k	+3%	638.00	203.38	View chart
CSX Corporation (CSX)	0.0	$129k		3.5k	36.25	View chart
Merck & Co (MRK)	0.0	$126k	+5%	1.2k	105.26	View chart
Proshares Tr Ultr 7-10 Trea (UST)	0.0	$125k	+2%	2.9k	43.66	View chart
Netflix (NFLX)	0.0	$124k	+3300%	1.3k	93.79	View chart
Onto Innovation (ONTO)	0.0	$124k		786.00	157.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$123k		163.00	754.61	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$123k		1.9k	64.78	View chart
Waste Management (WM)	0.0	$122k		554.00	219.71	View chart
Analog Devices (ADI)	0.0	$121k	+7%	445.00	271.20	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$119k	-16%	843.00	141.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$118k		2.3k	50.59	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$116k		108.00	1069.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$111k	-13%	1.2k	96.27	View chart
Enterprise Products Partners (EPD)	0.0	$110k		3.4k	32.06	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$109k		2.0k	54.78	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$108k		1.2k	89.59	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$108k		1.7k	63.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$107k		1.9k	57.24	View chart
3M Company (MMM)	0.0	$107k		665.00	160.10	View chart
Marvell Technology (MRVL)	0.0	$101k	+18%	1.2k	84.98	View chart
Wal-Mart Stores (WMT)	0.0	$100k	+7%	899.00	111.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$100k	-14%	1.5k	66.00	View chart
Cisco Systems (CSCO)	0.0	$100k	+3%	1.3k	77.03	View chart
Amgen (AMGN)	0.0	$99k	+15%	302.00	327.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$98k	+52%	1.2k	78.81	View chart
Vanguard World Industrial Etf (VIS)	0.0	$97k		326.00	298.29	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$93k	-3%	2.0k	47.03	View chart
Cigna Corp (CI)	0.0	$92k	-27%	334.00	275.23	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$90k		1.4k	65.02	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$90k		909.00	98.50	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$88k		3.5k	24.95	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$87k	-27%	1.6k	53.83	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$84k		275.00	303.89	View chart
Verizon Communications (VZ)	0.0	$82k	+54%	2.0k	40.74	View chart
TJX Companies (TJX)	0.0	$82k	+9%	534.00	153.61	View chart
Boston Properties (BXP)	0.0	$81k	-8%	1.2k	67.48	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$80k		1.7k	46.91	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$79k		574.00	137.05	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$77k		1.0k	76.30	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$76k		2.1k	36.23	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$76k	NEW	716.00	105.69	View chart
Caterpillar (CAT)	0.0	$75k		130.00	574.77	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$75k		963.00	77.53	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$74k		3.1k	24.16	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$73k	+7%	788.00	93.13	View chart
Boeing Company (BA)	0.0	$73k	+13%	335.00	217.18	View chart
Mettler-Toledo International (MTD)	0.0	$73k	-59%	52.00	1394.19	View chart
Lowe's Companies (LOW)	0.0	$72k	-24%	297.00	241.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$71k	-19%	151.00	468.76	View chart
Martin Marietta Materials (MLM)	0.0	$70k		113.00	622.66	View chart
salesforce (CRM)	0.0	$70k	+13%	264.00	264.96	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$70k		1.4k	48.72	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$70k	-16%	699.00	99.52	View chart
UnitedHealth (UNH)	0.0	$68k	-15%	206.00	330.11	View chart
Blackrock (BLK)	0.0	$67k	-30%	63.00	1070.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$67k		475.00	141.24	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$67k	-32%	733.00	90.70	View chart
Alexandria Real Estate Equities (ARE)	0.0	$66k	-38%	1.3k	48.94	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$66k		855.00	76.71	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$65k		536.00	122.03	View chart
Exchange Traded Concepts Tru Inqq The India I (INQQ)	0.0	$65k		4.4k	14.72	View chart
At&t (T)	0.0	$64k	+7%	2.6k	24.84	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$62k		232.00	269.18	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$62k		1.4k	45.01	View chart
Pfizer (PFE)	0.0	$61k	+3%	2.4k	24.90	View chart
Bristol Myers Squibb (BMY)	0.0	$60k	+44%	1.1k	53.94	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$60k	+2%	3.2k	18.82	View chart
Starwood Property Trust (STWD)	0.0	$60k	NEW	3.3k	18.01	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$59k	+2%	1.6k	37.40	View chart
Danaher Corporation (DHR)	0.0	$59k	+3%	259.00	228.92	View chart
Intel Corporation (INTC)	0.0	$59k	-75%	1.6k	36.90	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$59k		133.00	444.86	View chart
Metropcs Communications (TMUS)	0.0	$58k	+144%	284.00	203.04	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$57k	-2%	637.00	89.96	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$57k		1.2k	47.79	View chart
Motorola Solutions Com New (MSI)	0.0	$57k	+166%	149.00	383.32	View chart
Uber Technologies (UBER)	0.0	$57k	+10%	692.00	81.66	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$56k		1.1k	52.64	View chart
S&p Global (SPGI)	0.0	$56k	-27%	107.00	522.60	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$56k		215.00	258.20	View chart
Aon Shs Cl A (AON)	0.0	$55k	+6%	157.00	352.89	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$55k		789.00	69.41	View chart
Rithm Capital Corp Com New (RITM)	0.0	$55k	NEW	5.0k	10.90	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$54k		2.1k	26.24	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$54k		553.00	96.90	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$53k		1.6k	32.73	View chart
Ge Aerospace Com New (GE)	0.0	$53k	+24%	172.00	308.03	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$53k	-54%	614.00	86.25	View chart
Toast Cl A (TOST)	0.0	$53k	NEW	1.5k	35.51	View chart
CNA Financial Corporation (CNA)	0.0	$53k	NEW	1.1k	47.74	View chart
Chubb (CB)	0.0	$52k	+8%	168.00	312.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$52k	+764%	1.1k	49.65	View chart
Ishares Msci Aust Etf (EWA)	0.0	$51k		1.9k	26.19	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$50k	+5%	1.8k	28.06	View chart
Consolidated Edison (ED)	0.0	$50k	+2086%	503.00	99.32	View chart
Oracle Corporation (ORCL)	0.0	$49k	-21%	249.00	195.25	View chart
TFS Financial Corporation (TFSL)	0.0	$49k	NEW	3.6k	13.38	View chart
Novartis Sponsored Adr (NVS)	0.0	$48k		350.00	137.87	View chart
Verisk Analytics (VRSK)	0.0	$48k	NEW	213.00	223.69	View chart
Nike CL B (NKE)	0.0	$48k	-3%	746.00	63.70	View chart
Twilio Cl A (TWLO)	0.0	$47k	+4628%	331.00	142.24	View chart
Marsh & McLennan Companies	0.0	$47k	-2%	252.00	185.64	View chart
Rli (RLI)	0.0	$46k	NEW	726.00	63.98	View chart

Past Filings by Elevation Wealth Partners

SEC 13F filings are viewable for Elevation Wealth Partners going back to 2023

Elevation Wealth Partners 2025 Q4 filed Jan. 9, 2026
Elevation Wealth Partners 2025 Q3 restated filed Oct. 14, 2025
Elevation Wealth Partners 2025 Q3 filed Oct. 6, 2025
Elevation Wealth Partners 2025 Q2 filed July 8, 2025
Elevation Wealth Partners 2025 Q1 filed April 9, 2025
Elevation Wealth Partners 2024 Q4 filed Jan. 29, 2025
Zrc Wealth Management 2024 Q3 filed Oct. 4, 2024
Zrc Wealth Management 2024 Q2 filed July 9, 2024
Zrc Wealth Management 2024 Q1 filed April 19, 2024
Zrc Wealth Management 2023 Q4 filed Jan. 17, 2024
Zrc Wealth Management 2023 Q3 filed Oct. 10, 2023
Zrc Wealth Management 2023 Q2 filed July 6, 2023
Zrc Wealth Management 2023 Q1 filed May 4, 2023

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