Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 31.39% of Elevation Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: ICSH (+$6.0M), ICVT, IUSB, AVDE, WDI, SPY, AVUS, ESGU, QQQ, XOM.
Started 122 new stock positions in RMBS, SITE, OKE, GAP, WFRD, CLF, LFUS, LPLA, FN, ACI.
Reduced shares in these 10 stocks: SCHC, DFSU, GOOGL, AVUV, AVB, Dimensional Etf Trust, DIA, IBM, SCHX, GOOG.
Sold out of its positions in APG, AMKR, MJ, APP, AVB, BWIN, B, BILI, BB, BN.
Elevation Wealth Partners was a net buyer of stock by $24M.
Elevation Wealth Partners has $356M in assets under management (AUM), dropping by 6.60%.
Central Index Key (CIK): 0001976256

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Elevation Wealth Partners

Elevation Wealth Partners holds 1342 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Elevation Wealth Partners has 1342 total positions. Only the first 250 positions are shown.

Sign up to view all of the Elevation Wealth Partners Sept. 30, 2026 positions
Download the Elevation Wealth Partners September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Univrsl Usd (IUSB)	10.2	$36M	+5%	820k	44.09	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	6.7	$24M		754k	31.47	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.5	$23M		119k	193.75	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.8	$17M	+5%	191k	90.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.3	$12M		388k	30.00	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	2.9	$11M	+3%	134k	78.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.9	$10M		110k	94.02	View chart
Apple (AAPL)	2.6	$9.3M		28k	333.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$7.1M	-6%	21k	344.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$7.0M	+4%	52k	136.04	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.7	$6.1M	-9%	130k	47.17	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.7	$6.0M	NEW	119k	50.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$5.4M	+13%	7.0k	762.59	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.5	$5.2M		235k	22.04	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.4	$5.0M		96k	52.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$5.0M	+13%	39k	128.09	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.4	$4.9M	+4675%	44k	112.94	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.4	$4.9M		208k	23.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.3	$4.7M	+13%	29k	166.80	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$4.7M	-2%	14k	340.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$4.6M	+2%	140k	32.53	View chart
NVIDIA Corporation (NVDA)	1.3	$4.5M		20k	228.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$4.2M		45k	94.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$4.0M	+15%	5.4k	739.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$3.9M		55k	70.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$3.6M		29k	125.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.5M	+2%	119k	29.31	View chart
Microsoft Corporation (MSFT)	0.9	$3.3M	-2%	6.5k	512.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$3.3M	+5%	71k	46.87	View chart
Dimensional Etf Trust Us Targeted Vlu	0.8	$2.7M		40k	66.44	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.7	$2.4M		6.3k	374.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.2M	-3%	4.4k	497.97	View chart
Tesla Motors (TSLA)	0.6	$2.2M		6.1k	354.81	View chart
Dimensional Etf Trust Us Small Cap Etf	0.6	$2.0M		26k	77.42	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$2.0M	+8%	19k	103.05	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$2.0M		27k	71.50	View chart
Amazon (AMZN)	0.5	$1.9M	-3%	7.7k	249.15	View chart
Johnson & Johnson (JNJ)	0.5	$1.7M		6.3k	264.75	View chart
Eli Lilly & Co. (LLY)	0.5	$1.6M		1.4k	1157.28	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$1.6M		12k	128.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$1.5M	-2%	29k	53.75	View chart
Hewlett Packard Enterprise (HPE)	0.4	$1.4M		22k	63.89	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$1.4M		11k	128.93	View chart
Abbvie (ABBV)	0.4	$1.3M		5.1k	261.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.3M	+2%	39k	32.63	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$1.2M		13k	90.44	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.1M		33k	34.02	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.1M		3.4k	330.86	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.3	$1.0M		28k	36.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$985k	+32%	4.7k	208.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$937k		34k	27.47	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$919k		1.4k	656.65	View chart
Palo Alto Networks (PANW)	0.3	$915k		2.3k	397.31	View chart
Equity Lifestyle Properties (ELS)	0.2	$873k	-2%	15k	58.33	View chart
Broadcom (AVGO)	0.2	$870k		2.5k	351.13	View chart
Sterling Construction Company (STRL)	0.2	$848k	-10%	1.7k	491.78	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$816k		3.9k	209.43	View chart
Agilent Technologies Inc C ommon (A)	0.2	$802k	+2%	4.7k	172.31	View chart
Chevron Corporation (CVX)	0.2	$797k		3.9k	204.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$778k		7.5k	103.88	View chart
Keysight Technologies (KEYS)	0.2	$778k	-3%	2.1k	364.04	View chart
Public Storage (PSA)	0.2	$721k		2.5k	282.84	View chart
Costco Wholesale Corporation (COST)	0.2	$713k	-5%	784.00	909.90	View chart
Hp (HPQ)	0.2	$703k	+2%	23k	31.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$701k		4.2k	166.30	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.2	$688k	-20%	16k	44.45	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$687k		9.0k	76.40	View chart
Western Asset Diversified In Com Shs Ben Int (WDI)	0.2	$666k	NEW	56k	11.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$654k	+4%	7.3k	89.63	View chart
Meta Platforms Cl A (META)	0.2	$653k	+2%	901.00	724.86	View chart
Eaton Corp SHS (ETN)	0.2	$652k		1.5k	429.71	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$645k		6.8k	95.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$640k		9.6k	66.79	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$634k	+2%	12k	54.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$619k		6.4k	96.89	View chart
Intel Corporation (INTC)	0.2	$619k	-2%	5.1k	120.23	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$617k	-7%	20k	30.61	View chart
Kla Corp Com New (KLAC)	0.2	$597k		3.1k	194.93	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$594k	-54%	12k	49.74	View chart
Quanta Services (PWR)	0.2	$587k		914.00	642.51	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$587k		32k	18.44	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$544k		1.9k	284.47	View chart
Prologis (PLD)	0.1	$506k		3.9k	129.84	View chart
Toast Cl A (TOST)	0.1	$493k		17k	28.99	View chart
Advanced Micro Devices (AMD)	0.1	$466k	-9%	762.00	611.76	View chart
Servicenow (NOW)	0.1	$461k		3.4k	134.01	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$453k	-2%	2.0k	231.09	View chart
Micron Technology (MU)	0.1	$447k		420.00	1065.11	View chart
Dimensional Etf Trust International (DFSI)	0.1	$446k	-16%	9.9k	45.17	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$442k	NEW	2.7k	162.74	View chart
McDonald's Corporation (MCD)	0.1	$439k		1.9k	230.89	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$435k	+496%	2.9k	152.05	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$429k		2.2k	195.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$429k	+4%	1.5k	277.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$414k	+1186%	5.4k	77.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$410k		6.2k	65.86	View chart
Cisco Systems (CSCO)	0.1	$403k	+11%	3.7k	107.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$378k		2.4k	157.83	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$377k		4.8k	79.14	View chart
Visa Com Cl A (V)	0.1	$376k	-2%	1.0k	359.33	View chart
Raytheon Technologies Corp (RTX)	0.1	$370k	+6%	2.0k	185.64	View chart
Vivmark Residential Sh Ben Int (VMRK)	0.1	$354k	+227%	5.8k	60.76	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$350k	-2%	6.3k	55.31	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$350k	+4%	8.2k	42.52	View chart
Palantir Technologies Cl A (PLTR)	0.1	$346k		1.8k	187.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$339k		8.2k	41.43	View chart
Simon Property (SPG)	0.1	$338k	-2%	1.7k	200.76	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$336k		16k	21.17	View chart
Marvell Technology (MRVL)	0.1	$332k	+8%	1.3k	264.25	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$325k		533.00	608.89	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$321k		3.9k	83.02	View chart
Merck & Co (MRK)	0.1	$319k		2.2k	145.31	View chart
Target Corporation (TGT)	0.1	$313k	+7%	2.0k	156.69	View chart
Procter & Gamble Company (PG)	0.1	$312k	+4%	2.1k	145.26	View chart
Goldman Sachs (GS)	0.1	$306k	+13%	340.00	900.55	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$305k	NEW	3.0k	100.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$299k		1.2k	247.89	View chart
Twilio Cl A (TWLO)	0.1	$295k	+2%	1.0k	292.46	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$293k	+14%	1.0k	285.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$285k	+5%	7.9k	35.93	View chart
Walt Disney Company (DIS)	0.1	$280k		2.7k	104.92	View chart
Fair Isaac Corporation (FICO)	0.1	$269k		454.00	592.47	View chart
Charles Schwab Corporation (SCHW)	0.1	$265k	+6%	2.7k	97.74	View chart
Home Depot (HD)	0.1	$250k	+4%	879.00	284.49	View chart
Bank of America Corporation (BAC)	0.1	$245k	+9%	4.5k	54.43	View chart
Colgate-Palmolive Company (CL)	0.1	$245k	+17%	2.9k	85.32	View chart
Onto Innovation (ONTO)	0.1	$242k		786.00	307.82	View chart
Citigroup Com New (C)	0.1	$236k	+17%	1.8k	129.48	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$230k		127.00	1811.68	View chart
Duke Energy Corp Com New (DUK)	0.1	$229k	+3%	2.0k	114.01	View chart
Abbott Laboratories (ABT)	0.1	$226k		2.3k	98.83	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$225k		1.0k	216.08	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.1	$224k		3.2k	69.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$224k	-3%	980.00	228.34	View chart
Boeing Company (BA)	0.1	$224k	-3%	1.2k	186.06	View chart
Pepsi (PEP)	0.1	$223k	-26%	1.8k	126.69	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$223k		5.2k	43.29	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$213k		20k	10.60	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$212k		5.7k	37.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$211k		463.00	455.92	View chart
Labcorp Holdings Com Shs (LH)	0.1	$207k		672.00	308.11	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$207k	NEW	3.4k	61.26	View chart
Reinsurance Group Amer Com New (RGA)	0.1	$206k	+19%	838.00	246.21	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$202k	-2%	3.1k	65.17	View chart
Mastercard Incorporated Cl A (MA)	0.1	$199k	+16%	360.00	551.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$198k	-2%	282.00	700.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$191k		536.00	356.90	View chart
Rhythm Pharmaceuticals (RYTM)	0.1	$188k		2.0k	95.22	View chart
Okta Cl A (OKTA)	0.1	$183k	+2%	875.00	209.11	View chart
Analog Devices (ADI)	0.1	$183k	-11%	461.00	396.71	View chart
Gilead Sciences (GILD)	0.1	$183k		1.2k	149.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$182k		478.00	380.84	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$180k		615.00	292.31	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$178k		1.1k	169.04	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$176k		1.1k	154.57	View chart
CSX Corporation (CSX)	0.0	$176k	+6%	3.8k	46.51	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$173k	+27%	1.1k	150.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$170k		2.1k	82.97	View chart
Caterpillar (CAT)	0.0	$169k	+24%	208.00	810.70	View chart
Nextera Energy (NEE)	0.0	$166k	-3%	2.2k	75.74	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$164k		4.1k	39.72	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$163k		2.9k	56.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$162k	+3%	1.3k	125.62	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$158k		3.5k	45.09	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$158k	+4%	936.00	168.40	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$157k	+9%	1.6k	99.68	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$156k		4.1k	37.61	View chart
Nebius Group Shs Class A (NBIS)	0.0	$151k		642.00	235.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$150k	+355%	565.00	264.75	View chart
Consolidated Edison (ED)	0.0	$149k	+36%	1.5k	102.21	View chart
Verizon Communications (VZ)	0.0	$149k	+237%	3.2k	45.87	View chart
Amgen (AMGN)	0.0	$143k	+7%	339.00	421.51	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$141k		2.8k	50.56	View chart
Dover Corporation (DOV)	0.0	$140k		750.00	187.05	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$139k		861.00	160.82	View chart
International Business Machines (IBM)	0.0	$134k	-53%	608.00	219.80	View chart
UnitedHealth (UNH)	0.0	$134k		364.00	367.08	View chart
Proshares Tr Ultr 7-10 Trea (UST)	0.0	$133k	+21%	3.5k	37.78	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$130k		7.6k	17.05	View chart
Dynex Cap (DX)	0.0	$129k	NEW	12k	11.14	View chart
Enterprise Products Partners (EPD)	0.0	$128k		3.6k	35.61	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$126k		3.0k	41.87	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$123k		2.3k	53.39	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$121k		1.8k	68.51	View chart
Coca-Cola Company (KO)	0.0	$117k	+21%	1.4k	86.11	View chart
EastGroup Properties (EGP)	0.0	$117k	+28%	590.00	197.45	View chart
Philip Morris International (PM)	0.0	$116k	+8%	610.00	190.90	View chart
3M Company (MMM)	0.0	$116k	+2%	709.00	164.15	View chart
Toro Company (TTC)	0.0	$115k	+52%	1.2k	96.42	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$115k		1.2k	97.28	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$114k		1.9k	60.07	View chart
Starbucks Corporation (SBUX)	0.0	$112k	+34%	1.2k	93.94	View chart
Lockheed Martin Corporation (LMT)	0.0	$111k	+12%	218.00	509.25	View chart
eBay (EBAY)	0.0	$108k	+22%	1.0k	106.05	View chart
Unity Software (U)	0.0	$108k	+14%	2.6k	40.93	View chart
Samsara Com Cl A (IOT)	0.0	$107k	+41%	2.8k	38.13	View chart
Guidewire Software (GWRE)	0.0	$107k	+63%	747.00	142.64	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$106k		1.2k	88.03	View chart
Vanguard World Industrial Etf (VIS)	0.0	$105k		328.00	320.64	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$105k		1.4k	72.86	View chart
Boston Properties (BXP)	0.0	$105k	+13%	1.7k	61.11	View chart
Match Group (MTCH)	0.0	$104k	+173%	2.6k	40.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$100k		1.4k	71.95	View chart
Danaher Corporation (DHR)	0.0	$100k	-2%	452.00	221.55	View chart
Wal-Mart Stores (WMT)	0.0	$100k	-12%	958.00	103.92	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$99k	-13%	1.1k	89.78	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$98k	+8%	545.00	179.29	View chart
Dell Technologies CL C (DELL)	0.0	$96k		179.00	537.96	View chart
Servicetitan Shs Cl A (TTAN)	0.0	$94k	+64%	1.4k	65.81	View chart
National Retail Properties (NNN)	0.0	$93k	+107%	2.3k	41.09	View chart
F5 Networks (FFIV)	0.0	$93k	+69%	209.00	445.18	View chart
Qualcomm (QCOM)	0.0	$93k	+52%	504.00	184.04	View chart
Occidental Petroleum Corporation (OXY)	0.0	$92k	+3%	1.7k	55.32	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$92k		3.6k	25.78	View chart
Workday Cl A (WDAY)	0.0	$92k	+21%	481.00	190.46	View chart
Marsh & McLennan Companies (MRSH)	0.0	$91k	+11%	533.00	170.72	View chart
Emerson Electric (EMR)	0.0	$91k	+53%	585.00	155.10	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$90k		1.7k	51.88	View chart
WisdomTree Investments (WT)	0.0	$88k		3.6k	24.29	View chart
Coinbase Global Com Cl A (COIN)	0.0	$88k	+7%	473.00	186.41	View chart
Qorvo	0.0	$88k	+85%	766.00	114.48	View chart
Airbnb Com Cl A (ABNB)	0.0	$88k	+67%	545.00	160.77	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$88k	-5%	1.6k	54.44	View chart
Kilroy Realty Corporation (KRC)	0.0	$87k	+78%	2.6k	33.27	View chart
Cigna Corp (CI)	0.0	$87k	-12%	320.00	271.83	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$87k		884.00	98.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$87k	-15%	814.00	106.71	View chart
Bristol Myers Squibb (BMY)	0.0	$87k		1.4k	62.40	View chart
Illinois Tool Works (ITW)	0.0	$86k	+48%	335.00	257.28	View chart
Darden Restaurants (DRI)	0.0	$85k	+15%	442.00	193.16	View chart
Best Buy (BBY)	0.0	$85k	+49%	963.00	88.24	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$85k		537.00	157.65	View chart
RPM International (RPM)	0.0	$85k	+185%	857.00	98.67	View chart
Essex Property Trust (ESS)	0.0	$84k	+92%	312.00	269.39	View chart
Texas Instruments Incorporated (TXN)	0.0	$84k	+38%	299.00	280.09	View chart
General Dynamics Corporation (GD)	0.0	$84k	+72%	252.00	331.83	View chart
Kraft Heinz (KHC)	0.0	$83k	+44%	3.7k	22.72	View chart
Ge Aerospace Com New (GE)	0.0	$82k		264.00	312.29	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$82k		976.00	84.46	View chart
Digitalocean Hldgs (DOCN)	0.0	$82k	+175%	616.00	133.39	View chart
Crown Holdings (CCK)	0.0	$82k	+61%	779.00	105.41	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$82k	-16%	1.4k	57.82	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$81k		800.00	101.71	View chart
Nordson Corporation (NDSN)	0.0	$81k	+64%	246.00	327.85	View chart
Illumina (ILMN)	0.0	$80k	+19%	292.00	273.68	View chart
Manpower (MAN)	0.0	$80k	+26%	1.4k	55.58	View chart
Lowe's Companies (LOW)	0.0	$79k	+48%	431.00	184.29	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$79k		576.00	137.69	View chart
Snap-on Incorporated (SNA)	0.0	$79k	+64%	216.00	363.35	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$79k		699.00	112.24	View chart

Past Filings by Elevation Wealth Partners

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

Elevation Wealth Partners 2026 Q3 filed Oct. 7, 2026
Elevation Wealth Partners 2026 Q2 filed July 8, 2026
Elevation Wealth Partners 2026 Q1 filed April 14, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z