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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, IUSG, FNDX, AVDE, SCHX, and represent 33.46% of Elevation Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AAPL, NVDA, DFAU, IUSB, RSPT, AVEM, AVDE, QQQ, FNDX, KKR.
Started 400 new stock positions in CDW, EPR, SMCI, LULU, CHTR, WELL, VFLO, CTVA, SNDR, OMF.
Reduced shares in these 10 stocks: SGOV, FPEI, TFLO, TSLA, STRL, AGG, ADBE, VEA, AVUS, ARKK.
Sold out of its positions in ARKK, BAX, SAM, DFIV, QLVD, GRAL, TFLO, SGOV, Lucid Group, MDGL. MSTR, PBT, SENS, SOUN, SNPS, VBK, AGGY, ZBRA, ALC.
Elevation Wealth Partners was a net buyer of stock by $5.0M.
Elevation Wealth Partners has $278M in assets under management (AUM), dropping by 9.67%.
Central Index Key (CIK): 0001976256

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Positions held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elevation Wealth Partners

Elevation Wealth Partners holds 870 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Elevation Wealth Partners has 870 total positions. Only the first 250 positions are shown.

Sign up to view all of the Elevation Wealth Partners Sept. 30, 2025 positions
Download the Elevation Wealth Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Total Usd (IUSB)	10.4	$29M	+2%	616k	46.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	7.2	$20M		122k	164.54	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.1	$20M		745k	26.30	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.7	$13M	+3%	165k	78.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.2	$12M		438k	26.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.7	$10M		35k	293.74	View chart
Apple (AAPL)	3.0	$8.4M	+13%	33k	254.63	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.7	$7.4M	+6%	98k	75.11	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.2	$6.2M		146k	42.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$6.1M		51k	118.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$5.7M		24k	243.10	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.7	$4.7M	+5%	199k	23.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$4.5M	-5%	45k	100.25	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.6	$4.4M	+6%	205k	21.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$4.2M		6.4k	666.21	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.4	$3.9M	+21%	84k	45.76	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$3.6M		15k	243.55	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.3	$3.5M		24k	145.60	View chart
Tesla Motors (TSLA)	1.2	$3.4M	-12%	7.7k	444.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$3.4M		7.3k	468.42	View chart
Microsoft Corporation (MSFT)	1.2	$3.4M	+9%	6.5k	517.95	View chart
NVIDIA Corporation (NVDA)	1.2	$3.4M	+27%	18k	186.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$3.3M		122k	27.30	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.2	$3.2M	-3%	30k	108.70	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.1	$3.2M	-14%	164k	19.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$3.1M	-6%	53k	59.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.1	$3.0M		118k	25.71	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.9M		59k	49.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.6M		7.8k	328.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.9	$2.4M	+7%	42k	58.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.3M	-2%	4.6k	502.76	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$2.0M		31k	64.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$1.9M		28k	68.46	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$1.8M		39k	45.51	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$1.6M		17k	92.98	View chart
Amazon (AMZN)	0.6	$1.6M	+20%	7.1k	219.57	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$1.5M		34k	42.96	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$1.3M		11k	120.50	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.3M		12k	110.59	View chart
Abbvie (ABBV)	0.5	$1.3M		5.5k	231.54	View chart
Sterling Construction Company (STRL)	0.4	$1.2M	-21%	3.6k	339.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$1.1M		16k	72.26	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.1M	+3%	39k	27.90	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M	+4%	3.4k	315.46	View chart
Equity Lifestyle Properties (ELS)	0.4	$1.1M	-5%	18k	60.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.1M		36k	29.64	View chart
Costco Wholesale Corporation (COST)	0.4	$1.1M	+19%	1.1k	925.68	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.4	$972k		30k	32.12	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$892k	-5%	1.5k	596.10	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$830k		22k	38.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$827k		36k	23.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$805k	+242%	18k	44.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$783k	+85%	1.3k	600.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$753k		4.0k	189.68	View chart
AvalonBay Communities (AVB)	0.3	$751k		3.9k	193.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$745k		8.0k	93.37	View chart
Public Storage (PSA)	0.3	$706k	-2%	2.4k	288.85	View chart
Johnson & Johnson (JNJ)	0.2	$686k	-8%	3.7k	185.44	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$674k		3.8k	176.82	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$662k		6.8k	97.08	View chart
McDonald's Corporation (MCD)	0.2	$648k	+2%	2.1k	303.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$633k	-2%	4.3k	145.64	View chart
Palo Alto Networks (PANW)	0.2	$629k		3.1k	203.62	View chart
Eaton Corp SHS (ETN)	0.2	$621k		1.7k	374.25	View chart
Meta Platforms Cl A (META)	0.2	$614k	+44%	836.00	734.65	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$609k	-4%	24k	25.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$598k		6.8k	87.31	View chart
Chevron Corporation (CVX)	0.2	$596k	-4%	3.8k	155.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$587k	+3%	6.4k	91.42	View chart
Prologis (PLD)	0.2	$587k	-3%	5.1k	114.52	View chart
Hp (HPQ)	0.2	$568k		21k	27.23	View chart
Hewlett Packard Enterprise (HPE)	0.2	$553k		23k	24.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$551k	-2%	2.2k	254.22	View chart
Agilent Technologies Inc C ommon (A)	0.2	$542k		4.2k	128.35	View chart
Broadcom (AVGO)	0.2	$531k	+46%	1.6k	329.98	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$525k		9.8k	53.40	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$497k		14k	36.35	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$484k	+34%	11k	43.42	View chart
Eli Lilly & Co. (LLY)	0.2	$464k	+8%	608.00	763.11	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$455k	+3%	2.6k	174.58	View chart
Kkr & Co (KKR)	0.2	$448k	+208%	3.4k	129.95	View chart
Dimensional Etf Trust International (DFSI)	0.2	$448k		11k	40.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$445k	-8%	2.1k	208.69	View chart
Quanta Services (PWR)	0.1	$404k		975.00	414.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$387k		3.9k	99.54	View chart
Keysight Technologies (KEYS)	0.1	$366k		2.1k	174.92	View chart
Home Depot (HD)	0.1	$359k	+4%	885.00	405.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$347k		1.4k	241.96	View chart
Simon Property (SPG)	0.1	$347k		1.8k	187.67	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$345k	-2%	7.5k	45.99	View chart
Visa Com Cl A (V)	0.1	$343k	+7%	1.0k	341.38	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$335k		7.0k	47.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$330k	-15%	2.4k	137.79	View chart
Walt Disney Company (DIS)	0.1	$322k	+4%	2.8k	114.50	View chart
Abbott Laboratories (ABT)	0.1	$315k		2.4k	133.94	View chart
Kla Corp Com New (KLAC)	0.1	$314k		291.00	1078.11	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$308k		4.5k	67.84	View chart
Palantir Technologies Cl A (PLTR)	0.1	$307k	+217%	1.7k	182.42	View chart
Procter & Gamble Company (PG)	0.1	$305k	-5%	2.0k	153.69	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$282k		3.9k	72.43	View chart
Raytheon Technologies Corp (RTX)	0.1	$275k	+6%	1.6k	167.38	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.1	$274k	-25%	4.3k	63.30	View chart
Exxon Mobil Corporation (XOM)	0.1	$261k	+11%	2.3k	112.74	View chart
Rexford Industrial Realty Inc reit (REXR)	0.1	$255k		6.2k	41.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$254k		8.0k	31.91	View chart
Charles Schwab Corporation (SCHW)	0.1	$246k	+5%	2.6k	95.49	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$235k		2.3k	103.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$225k	+15%	1.2k	186.49	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.1	$221k		24k	9.07	View chart
Labcorp Holdings Com Shs (LH)	0.1	$219k		763.00	287.06	View chart
Intel Corporation (INTC)	0.1	$217k		6.5k	33.55	View chart
Duke Energy Corp Com New (DUK)	0.1	$215k		1.7k	123.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$207k		1.0k	206.48	View chart
Rhythm Pharmaceuticals (RYTM)	0.1	$199k		2.0k	100.99	View chart
Pepsi (PEP)	0.1	$197k	+3%	1.4k	140.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$197k		424.00	463.74	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$193k		1.5k	125.95	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$189k		8.3k	22.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$188k		528.00	355.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$184k	+10%	300.00	611.80	View chart
Alexandria Real Estate Equities (ARE)	0.1	$184k	-2%	2.2k	83.34	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$181k		615.00	294.00	View chart
Bank of America Corporation (BAC)	0.1	$179k	+12%	3.5k	51.59	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$176k		1.1k	155.45	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$173k		531.00	326.55	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$173k	NEW	4.8k	35.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$172k		537.00	320.04	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$168k		565.00	297.91	View chart
Zoetis Cl A (ZTS)	0.1	$166k	+3%	1.1k	146.31	View chart
Target Corporation (TGT)	0.1	$164k	+2%	1.8k	89.72	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$157k		3.2k	49.38	View chart
Mettler-Toledo International (MTD)	0.1	$156k	-36%	127.00	1227.61	View chart
Nextera Energy (NEE)	0.1	$156k	+3%	2.1k	75.49	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$156k		973.00	159.93	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$155k		1.1k	139.15	View chart
Colgate-Palmolive Company (CL)	0.1	$154k	-25%	1.9k	79.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$150k		695.00	215.88	View chart
Mastercard Incorporated Cl A (MA)	0.1	$146k	+22%	256.00	569.07	View chart
Dover Corporation (DOV)	0.1	$144k		860.00	166.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$143k		2.0k	71.38	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$142k		2.8k	51.04	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$141k		1.0k	139.65	View chart
International Business Machines (IBM)	0.1	$139k		494.00	282.19	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$139k	-9%	2.2k	62.47	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$136k		7.4k	18.24	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$134k		4.1k	32.79	View chart
Cigna Corp (CI)	0.0	$133k	+2%	461.00	288.25	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$133k		1.9k	70.23	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$131k		3.6k	36.16	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$131k		4.1k	32.07	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$130k		1.3k	96.55	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$130k		3.5k	36.55	View chart
CSX Corporation (CSX)	0.0	$125k	-13%	3.5k	35.51	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$124k		3.9k	31.53	View chart
Waste Management (WM)	0.0	$123k	+2%	557.00	221.02	View chart
Gilead Sciences (GILD)	0.0	$123k	+7%	1.1k	111.00	View chart
Proshares Tr Ultr 7-10 Trea (UST)	0.0	$123k	+27%	2.8k	43.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$122k		163.00	747.33	View chart
Reinsurance Grp Of America I Com New (RGA)	0.0	$119k		619.00	192.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$119k		2.3k	50.73	View chart
Citigroup Com New (C)	0.0	$117k	+15%	1.2k	101.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$116k	-6%	1.8k	65.26	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$114k	+3%	1.3k	84.86	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$109k		1.7k	64.73	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$107k		2.0k	53.88	View chart
Honeywell International (HON)	0.0	$107k	+6%	509.00	210.50	View chart
Enterprise Products Partners (EPD)	0.0	$106k		3.4k	31.27	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$105k		1.2k	88.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$105k	+2%	1.8k	57.10	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$105k	+170%	108.00	968.09	View chart
Blackrock (BLK)	0.0	$105k	+9%	90.00	1161.30	View chart
Roper Industries (ROP)	0.0	$104k	+4%	208.00	498.69	View chart
3M Company (MMM)	0.0	$103k	+5%	665.00	155.18	View chart
Onto Innovation (ONTO)	0.0	$102k		786.00	129.22	View chart
Analog Devices (ADI)	0.0	$102k	+3%	413.00	245.70	View chart
Lowe's Companies (LOW)	0.0	$99k	+8%	392.00	251.31	View chart
Boston Properties (BXP)	0.0	$99k	-13%	1.3k	74.34	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$98k	-5%	1.1k	90.41	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$97k		2.1k	46.92	View chart
Vanguard World Industrial Etf (VIS)	0.0	$96k		325.00	296.30	View chart
Merck & Co (MRK)	0.0	$95k	-12%	1.1k	83.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$92k	+154%	188.00	490.38	View chart
Cubesmart (CUBE)	0.0	$92k		2.3k	40.66	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$91k		1.5k	60.03	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$91k		905.00	100.09	View chart
Oracle Corporation (ORCL)	0.0	$89k	NEW	318.00	281.24	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$89k		3.5k	25.56	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$88k		1.4k	64.39	View chart
Wal-Mart Stores (WMT)	0.0	$87k	+59%	839.00	103.06	View chart
Cisco Systems (CSCO)	0.0	$85k	+41%	1.2k	68.42	View chart
Marvell Technology (MRVL)	0.0	$84k	-50%	1.0k	84.07	View chart
UnitedHealth (UNH)	0.0	$84k	+28%	243.00	345.30	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.0	$83k		650.00	128.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$82k		574.00	142.37	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$82k		834.00	97.76	View chart
Avery Dennison Corporation (AVY)	0.0	$81k		500.00	162.17	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$77k	-26%	275.00	279.29	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$77k		1.7k	45.20	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$75k		2.1k	35.43	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$74k	+2%	1.0k	73.58	View chart
Amgen (AMGN)	0.0	$74k	+12%	262.00	282.20	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$73k		3.0k	23.92	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$73k		945.00	76.69	View chart
S&p Global (SPGI)	0.0	$72k	+13%	147.00	486.71	View chart
Martin Marietta Materials (MLM)	0.0	$71k	+2%	113.00	630.28	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$71k		700.00	101.31	View chart
TJX Companies (TJX)	0.0	$71k	+4%	489.00	144.54	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$69k	-25%	1.4k	48.30	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$69k	-35%	736.00	93.30	View chart
At&t (T)	0.0	$68k	+11%	2.4k	28.24	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$68k	+2%	219.00	310.24	View chart
Exchange Traded Concepts Tru Inqq The India I (INQQ)	0.0	$68k		4.4k	15.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$67k		472.00	142.10	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$66k	-26%	1.7k	39.18	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$65k		232.00	279.84	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$65k	-11%	821.00	78.91	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$64k		855.00	74.90	View chart
Boeing Company (BA)	0.0	$64k	+20%	294.00	215.90	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$63k		2.3k	27.31	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$63k		1.4k	45.45	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$63k		698.00	89.52	View chart
Caterpillar (CAT)	0.0	$62k	+26%	130.00	477.72	View chart
Uber Technologies (UBER)	0.0	$62k	+25%	628.00	97.90	View chart
Pfizer (PFE)	0.0	$60k	-47%	2.4k	25.48	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$59k	+74%	3.1k	18.91	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$59k		1.6k	37.79	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$58k	+1800%	133.00	435.68	View chart
Verizon Communications (VZ)	0.0	$57k	+37%	1.3k	43.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$57k		281.00	203.92	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$57k		1.2k	47.63	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$56k		1.1k	52.84	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$56k		656.00	84.63	View chart
salesforce (CRM)	0.0	$55k	+41%	233.00	237.06	View chart
Digital Realty Trust (DLR)	0.0	$55k	+4%	316.00	172.69	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$54k	NEW	551.00	98.51	View chart
Aptiv Com Shs (APTV)	0.0	$54k	+3%	625.00	86.22	View chart
Nike CL B (NKE)	0.0	$54k	+5%	772.00	69.72	View chart
Spdr Series Trust S&p Biotech (XBI)	0.0	$54k		535.00	100.18	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$53k		1.1k	50.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$53k		784.00	68.06	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$53k		2.1k	25.85	View chart
Aon Shs Cl A (AON)	0.0	$52k	+6%	147.00	356.58	View chart
Marsh & McLennan Companies (MMC)	0.0	$52k	+8%	258.00	201.31	View chart
Ishares Msci Aust Etf (EWA)	0.0	$52k		1.9k	26.99	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$51k		1.6k	31.38	View chart
Danaher Corporation (DHR)	0.0	$50k	+7%	250.00	198.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$48k	-13%	652.00	73.46	View chart
Darden Restaurants (DRI)	0.0	$47k	+3%	247.00	190.48	View chart
Netflix (NFLX)	0.0	$47k	+333%	39.00	1206.21	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$46k		781.00	58.82	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 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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