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 32.67% of Elevation Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VO (+$7.9M), IUSB, IWF, LLY, JNJ, KLAC, AVDE, QQQ, AVUS, BSV.
Started 293 new stock positions in GMAB, SPCX, UL, KMX, DDS, UBS, ERIC, SNN, OZK, HMY.
Reduced shares in these 10 stocks: RSP, , STRL, SCHX, FICO, VTI, AVLV, TSLA, GOOGL, FNDF.
Sold out of its positions in AVAV, Air Lease Corp, AAL, BWXT, BLKB, OWL, CCC, CTRA, CACI, Carnival Corporation.
Elevation Wealth Partners was a net buyer of stock by $32M.
Elevation Wealth Partners has $334M in assets under management (AUM), dropping by 19.58%.
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 1305 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Elevation Wealth Partners has 1305 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Univrsl Usd (IUSB)	10.7	$36M	+12%	777k	46.15	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.0	$23M		748k	31.10	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.7	$22M		118k	188.09	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.8	$16M	+4%	181k	89.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.5	$12M	-2%	393k	29.43	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.2	$11M	+3%	109k	96.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.1	$11M	+302%	130k	80.57	View chart
Apple (AAPL)	2.4	$8.1M		28k	289.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$7.8M	-2%	22k	357.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$7.4M		50k	148.31	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.0	$6.7M		143k	46.63	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.7	$5.6M		235k	23.68	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$5.0M		14k	353.34	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$5.0M		96k	51.69	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.5	$4.9M		207k	23.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$4.6M		6.2k	746.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$4.4M		44k	98.98	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.3	$4.4M	+20%	34k	128.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$4.3M		137k	31.71	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.2	$4.1M		25k	163.67	View chart
NVIDIA Corporation (NVDA)	1.2	$4.0M	+7%	20k	200.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$3.8M		54k	71.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$3.6M	+300%	29k	124.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$3.4M	+28%	4.6k	736.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.4M		116k	28.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$3.2M	+9%	67k	48.43	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$2.8M	-2%	40k	69.90	View chart
Tesla Motors (TSLA)	0.8	$2.6M	-6%	6.2k	420.60	View chart
Microsoft Corporation (MSFT)	0.7	$2.5M	+4%	6.6k	373.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.4M	-7%	6.4k	370.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.3M		4.5k	500.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$2.1M		26k	82.34	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.6	$2.1M		27k	74.96	View chart
Amazon (AMZN)	0.6	$1.9M	+6%	7.9k	238.34	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.5	$1.8M		18k	102.81	View chart
Eli Lilly & Co. (LLY)	0.5	$1.7M	+155%	1.4k	1199.60	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.7M		12k	136.68	View chart
Sterling Construction Company (STRL)	0.5	$1.6M	-17%	1.9k	839.36	View chart
Johnson & Johnson (JNJ)	0.5	$1.6M	+118%	6.3k	253.96	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$1.6M	-6%	30k	52.76	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$1.4M	-2%	11k	127.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.4M		38k	36.13	View chart
Abbvie (ABBV)	0.4	$1.3M	+2%	5.1k	251.64	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.3M		27k	48.12	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$1.2M	-13%	14k	91.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.2M	-2%	33k	36.87	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.1M	+5%	3.4k	327.36	View chart
Hewlett Packard Enterprise (HPE)	0.3	$1.0M		23k	45.11	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.3	$1.0M	-7%	28k	36.06	View chart
Equity Lifestyle Properties (ELS)	0.3	$989k	+2%	15k	64.45	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$988k		1.4k	703.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$934k		34k	27.70	View chart
Broadcom (AVGO)	0.3	$928k	+8%	2.5k	377.77	View chart
Kla Corp Com New (KLAC)	0.3	$917k	+906%	3.0k	301.71	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$866k		20k	44.36	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$860k		3.9k	221.22	View chart
Public Storage (PSA)	0.2	$797k	+2%	2.5k	318.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$783k		7.5k	103.87	View chart
Palo Alto Networks (PANW)	0.2	$778k	-4%	2.3k	341.02	View chart
Costco Wholesale Corporation (COST)	0.2	$776k	+2%	829.00	935.89	View chart
Keysight Technologies (KEYS)	0.2	$773k	+4%	2.2k	350.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$761k	-34%	3.6k	212.77	View chart
Intel Corporation (INTC)	0.2	$739k	+210%	5.3k	139.63	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$695k	+610%	8.9k	77.91	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$694k		6.8k	102.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$691k		4.2k	164.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$675k	+4%	7.0k	96.42	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$664k	+3%	22k	30.46	View chart
Quanta Services (PWR)	0.2	$656k	-7%	911.00	720.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$656k	-2%	9.6k	68.41	View chart
Eaton Corp SHS (ETN)	0.2	$645k		1.5k	426.12	View chart
Chevron Corporation (CVX)	0.2	$642k	+3%	3.9k	165.75	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$624k		11k	54.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$618k	-5%	6.4k	96.59	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$606k	-5%	31k	19.29	View chart
Agilent Technologies Inc C ommon (A)	0.2	$603k	+7%	4.5k	132.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$590k	-2%	1.9k	303.07	View chart
Fair Isaac Corporation (FICO)	0.2	$537k	-28%	449.00	1194.78	View chart
Dimensional Etf Trust International (DFSI)	0.2	$534k		12k	45.10	View chart
McDonald's Corporation (MCD)	0.2	$523k		1.9k	270.30	View chart
Prologis (PLD)	0.2	$523k		3.9k	135.47	View chart
Meta Platforms Cl A (META)	0.1	$498k		883.00	563.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$491k		2.0k	243.04	View chart
Advanced Micro Devices (AMD)	0.1	$490k	+10%	844.00	580.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$490k		3.9k	124.76	View chart
Hp (HPQ)	0.1	$481k	+10%	22k	21.94	View chart
Micron Technology (MU)	0.1	$478k	+245%	414.00	1154.29	View chart
Toast Cl A (TOST)	0.1	$466k	+14%	17k	27.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$445k	+4%	1.5k	300.45	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$432k	-11%	2.2k	197.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$409k	+11%	6.3k	64.50	View chart
Cisco Systems (CSCO)	0.1	$395k	+154%	3.4k	117.46	View chart
Simon Property (SPG)	0.1	$385k		1.7k	223.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$376k		2.4k	156.93	View chart
Visa Com Cl A (V)	0.1	$366k	+19%	1.1k	343.09	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$365k	+2%	4.8k	76.55	View chart
International Business Machines (IBM)	0.1	$364k	+144%	1.3k	281.29	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$355k	+6%	7.9k	44.85	View chart
Raytheon Technologies Corp (RTX)	0.1	$354k	+11%	1.9k	189.74	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$351k		16k	22.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$350k		533.00	655.77	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$349k	-4%	6.5k	53.79	View chart
Marvell Technology (MRVL)	0.1	$344k	-7%	1.2k	297.93	View chart
Servicenow (NOW)	0.1	$340k	+8251%	3.4k	99.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$336k		8.2k	41.25	View chart
Pepsi (PEP)	0.1	$326k	+65%	2.4k	135.41	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$318k		3.9k	81.93	View chart
Goldman Sachs (GS)	0.1	$304k	+9%	300.00	1011.61	View chart
Procter & Gamble Company (PG)	0.1	$302k	+21%	2.1k	146.61	View chart
Onto Innovation (ONTO)	0.1	$298k		786.00	378.45	View chart
Home Depot (HD)	0.1	$296k	-4%	840.00	352.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$291k		1.2k	242.34	View chart
Merck & Co (MRK)	0.1	$284k	+80%	2.2k	128.50	View chart
Boeing Company (BA)	0.1	$270k	+237%	1.2k	216.49	View chart
AvalonBay Communities (AVB)	0.1	$269k	-27%	1.4k	188.69	View chart
Walt Disney Company (DIS)	0.1	$262k		2.7k	96.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$255k	-2%	7.5k	33.84	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$253k	+17%	127.00	1989.44	View chart
Duke Energy Corp Com New (DUK)	0.1	$245k	+9%	1.9k	126.58	View chart
Target Corporation (TGT)	0.1	$243k		1.9k	130.62	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.1	$241k		3.2k	74.85	View chart
Bank of America Corporation (BAC)	0.1	$235k	+12%	4.1k	56.98	View chart
Charles Schwab Corporation (SCHW)	0.1	$234k		2.5k	92.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$230k		1.0k	227.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$227k		1.0k	217.93	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$225k	+70%	470.00	477.57	View chart
Colgate-Palmolive Company (CL)	0.1	$224k	+22%	2.4k	91.68	View chart
Rhythm Pharmaceuticals (RYTM)	0.1	$219k		2.0k	111.03	View chart
Citigroup Com New (C)	0.1	$217k	+29%	1.6k	139.96	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$215k	+4%	412.00	522.39	View chart
Palantir Technologies Cl A (PLTR)	0.1	$213k	-29%	1.8k	116.67	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$211k		536.00	393.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$210k	+250%	5.7k	36.84	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$209k		3.2k	65.62	View chart
Analog Devices (ADI)	0.1	$207k	+17%	521.00	397.17	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$206k		5.1k	40.13	View chart
Abbott Laboratories (ABT)	0.1	$205k		2.3k	90.74	View chart
Twilio Cl A (TWLO)	0.1	$203k	+38%	986.00	206.33	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$201k		1.1k	176.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$199k	+21%	290.00	686.14	View chart
Nextera Energy (NEE)	0.1	$199k	+3%	2.3k	87.77	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$195k	-11%	20k	9.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$189k		615.00	306.52	View chart
Labcorp Holdings Com Shs (LH)	0.1	$187k		668.00	280.00	View chart
Caterpillar (CAT)	0.1	$178k	+27%	167.00	1063.54	View chart
Nebius Group Shs Class A (NBIS)	0.1	$177k		642.00	276.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$176k		478.00	368.38	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$174k		1.1k	163.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$172k		2.0k	83.76	View chart
Dover Corporation (DOV)	0.1	$171k		762.00	224.28	View chart
CSX Corporation (CSX)	0.1	$169k		3.5k	47.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$167k		4.1k	40.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$160k	+2%	2.8k	56.48	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$160k		899.00	177.47	View chart
Mastercard Incorporated Cl A (MA)	0.0	$159k	+7%	310.00	513.41	View chart
Gilead Sciences (GILD)	0.0	$156k	+9%	1.2k	126.34	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$154k		4.1k	37.26	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$153k	NEW	3.5k	43.75	View chart
UnitedHealth (UNH)	0.0	$153k	+50%	368.00	415.63	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$153k	NEW	895.00	170.86	View chart
Reinsurance Group Amer Com New (RGA)	0.0	$149k	+9%	702.00	212.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$148k	+660%	1.2k	119.55	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$147k	-20%	1.4k	102.16	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$142k		2.8k	51.00	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$142k		894.00	158.67	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$140k		848.00	164.66	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$135k		7.6k	17.88	View chart
Enterprise Products Partners (EPD)	0.0	$130k		3.5k	36.76	View chart
Wal-Mart Stores (WMT)	0.0	$124k	+12%	1.1k	113.26	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$123k	+14%	2.3k	53.62	View chart
Proshares Tr Ultr 7-10 Trea (UST)	0.0	$122k		2.9k	42.31	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$122k		1.7k	69.51	View chart
TJX Companies (TJX)	0.0	$121k	+44%	797.00	151.50	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$121k		1.8k	67.94	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$120k	-10%	3.0k	39.68	View chart
Consolidated Edison (ED)	0.0	$119k	+61%	1.1k	110.63	View chart
Vanguard World Industrial Etf (VIS)	0.0	$118k		327.00	360.85	View chart
Okta Cl A (OKTA)	0.0	$116k	+45%	852.00	136.45	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$115k		1.2k	97.59	View chart
Amgen (AMGN)	0.0	$114k	+14%	315.00	362.12	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$113k		1.9k	59.71	View chart
3M Company (MMM)	0.0	$112k	+3%	694.00	161.91	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$112k	+250%	1.3k	87.86	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$111k		913.00	121.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$110k	NEW	1.4k	76.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$108k		1.4k	77.11	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$107k	+19%	1.2k	88.51	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$107k		965.00	110.32	View chart
Philip Morris International (PM)	0.0	$102k	+168%	562.00	180.98	View chart
Corning Incorporated (GLW)	0.0	$101k	+1870%	394.00	255.43	View chart
Cigna Corp (CI)	0.0	$101k	+60%	365.00	275.68	View chart
Boston Properties (BXP)	0.0	$100k		1.5k	66.31	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$99k		1.7k	57.84	View chart
Lam Research Corp Com New (LRCX)	0.0	$99k	+64%	228.00	433.33	View chart
Ge Aerospace Com New (GE)	0.0	$99k	+48%	264.00	373.73	View chart
Lockheed Martin Corporation (LMT)	0.0	$98k	+109%	193.00	509.46	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$98k		3.5k	27.62	View chart
Ameren Corporation (AEE)	0.0	$97k	+89%	854.00	113.04	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$95k	+8%	124.00	763.15	View chart
eBay (EBAY)	0.0	$93k	+49%	834.00	111.75	View chart
EastGroup Properties (EGP)	0.0	$93k	+94%	458.00	202.53	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$92k		1.7k	54.02	View chart
Starbucks Corporation (SBUX)	0.0	$91k	+72%	890.00	102.17	View chart
Coca-Cola Company (KO)	0.0	$90k	+187%	1.1k	81.30	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$89k	-6%	1.7k	51.85	View chart
Danaher Corporation (DHR)	0.0	$88k	+81%	464.00	190.48	View chart
Ge Vernova (GEV)	0.0	$88k	+15%	75.00	1176.44	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$87k	NEW	881.00	99.14	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$85k		537.00	158.22	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$85k		699.00	121.42	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$84k		575.00	146.51	View chart
Bristol Myers Squibb (BMY)	0.0	$82k	+22%	1.4k	57.62	View chart
Chubb (CB)	0.0	$81k	+42%	239.00	340.74	View chart
At&t (T)	0.0	$81k	+23%	3.9k	20.70	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$80k		976.00	82.31	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$80k	+9%	800.00	100.07	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$80k		2.1k	37.94	View chart
Marsh & McLennan Companies (MRSH)	0.0	$79k	+53%	476.00	166.78	View chart
Darden Restaurants (DRI)	0.0	$79k	+56%	382.00	205.94	View chart
Occidental Petroleum Corporation (OXY)	0.0	$78k	+15%	1.6k	48.57	View chart
Dell Technologies CL C (DELL)	0.0	$78k	+5900%	180.00	431.46	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$77k		3.1k	24.51	View chart
Toro Company (TTC)	0.0	$77k	+191%	787.00	97.42	View chart
Vicor Corporation (VICR)	0.0	$76k	NEW	200.00	379.78	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$75k	NEW	1.5k	49.78	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$75k		480.00	156.32	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$75k		809.00	92.16	View chart
Aon Shs Cl A (AON)	0.0	$73k	+35%	221.00	331.69	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.0	$73k		855.00	85.67	View chart
Kinder Morgan (KMI)	0.0	$73k	+14%	2.3k	31.97	View chart
Lennar Corp Cl A (LEN)	0.0	$72k	+1272%	796.00	90.49	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$71k		1.2k	58.92	View chart
Fastenal Company (FAST)	0.0	$70k	+115%	1.5k	48.03	View chart
Roundhill Etf Trust Memory Etf	0.0	$69k	NEW	939.00	73.85	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$69k		301.00	229.64	View chart
Sandisk Corp (SNDK)	0.0	$68k	+114%	30.00	2273.73	View chart
New Jersey Resources Corporation (NJR)	0.0	$68k		1.2k	56.04	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$68k		1.4k	49.34	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$68k		1.1k	63.03	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$67k	+500%	816.00	82.64	View chart
Applied Materials (AMAT)	0.0	$67k	+34%	93.00	723.00	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$66k	+13%	346.00	190.52	View chart
Unity Software (U)	0.0	$65k	+105%	2.3k	28.58	View chart
Motorola Solutions Com New (MSI)	0.0	$65k		156.00	415.29	View chart
Coinbase Global Com Cl A (COIN)	0.0	$65k		442.00	146.19	View chart
Texas Instruments Incorporated (TXN)	0.0	$64k	+30%	216.00	298.07	View chart
Samsara Com Cl A (IOT)	0.0	$64k	+8%	2.0k	32.43	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$64k		557.00	114.94	View chart
Lowe's Companies (LOW)	0.0	$64k	-4%	290.00	220.49	View chart
Mettler-Toledo International (MTD)	0.0	$64k	-5%	50.00	1277.52	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 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