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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 34.32% of Elevation Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IUSB, QQQ, TOST, RSP, AVEM, SCHH, SCHD, FTHI, DFAU, NVDA.
Started 189 new stock positions in PBF, GRMN, SGI, MHK, ACHR, FIX, CRH, ALLE, STX, WY.
Reduced shares in these 10 stocks: AAPL, TSLA, SCHX, FPEI, KKR, SCHC, AVDE, VTI, RSPT, AVUS.
Sold out of its positions in ARKK, DMCY, ADC, ACI, ALNY, AIG, NLY, APLS, AWI, AstraZeneca.
Elevation Wealth Partners was a net buyer of stock by $1.5M.
Elevation Wealth Partners has $279M in assets under management (AUM), dropping by -1.15%.
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 1076 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Elevation Wealth Partners has 1076 total positions. Only the first 250 positions are shown.

Sign up to view all of the Elevation Wealth Partners March 31, 2026 positions
Download the Elevation Wealth Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Univrsl Usd (IUSB)	11.4	$32M	+2%	691k	46.19	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	7.4	$21M		741k	27.85	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.5	$18M		118k	155.11	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.2	$15M		172k	84.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.7	$10M	-3%	404k	25.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.3	$9.3M		32k	287.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.1	$8.5M	+2%	106k	80.58	View chart
Apple (AAPL)	2.6	$7.1M	-7%	28k	253.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$6.4M		22k	287.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$6.1M		49k	124.31	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.1	$5.9M		144k	41.09	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.8	$5.0M	+3%	231k	21.49	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.7	$4.7M	+3%	206k	22.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$4.4M		44k	99.27	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$4.4M	+3%	97k	45.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$4.2M	+3%	137k	30.68	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$4.2M		15k	286.87	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$4.1M		6.2k	650.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.2	$3.5M		25k	141.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$3.4M		54k	64.08	View chart
NVIDIA Corporation (NVDA)	1.1	$3.2M	+3%	18k	174.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.1	$3.2M	-2%	28k	111.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$3.1M		7.2k	426.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.1	$3.0M		118k	25.10	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.9M		61k	48.05	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.9	$2.6M		41k	62.45	View chart
Tesla Motors (TSLA)	0.9	$2.4M	-18%	6.6k	371.75	View chart
Microsoft Corporation (MSFT)	0.8	$2.4M		6.4k	370.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$2.2M	-5%	6.9k	320.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.1M	+5%	4.5k	479.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.1M	+23%	3.6k	577.18	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$1.8M		27k	67.12	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$1.8M	-4%	26k	71.13	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$1.7M		18k	95.62	View chart
Amazon (AMZN)	0.6	$1.6M	+5%	7.5k	208.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$1.5M	-3%	31k	48.93	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.4M		12k	118.45	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.3M	-13%	27k	46.74	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$1.3M		16k	80.61	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$1.2M		11k	109.69	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.1M		38k	29.08	View chart
Abbvie (ABBV)	0.4	$1.1M	-6%	5.0k	217.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.1M	+34%	5.5k	191.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.0M		34k	30.96	View chart
Sterling Construction Company (STRL)	0.3	$954k	-4%	2.3k	407.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$950k		3.2k	294.19	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.3	$948k		30k	31.33	View chart
Equity Lifestyle Properties (ELS)	0.3	$931k	-3%	15k	62.42	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$881k	-4%	1.4k	616.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$842k	+6%	34k	24.75	View chart
Costco Wholesale Corporation (COST)	0.3	$802k	-4%	805.00	996.61	View chart
Chevron Corporation (CVX)	0.3	$772k		3.7k	206.92	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$756k		20k	38.86	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$736k		3.9k	189.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$728k	-2%	7.5k	97.13	View chart
Johnson & Johnson (JNJ)	0.3	$710k	-4%	2.9k	244.41	View chart
Broadcom (AVGO)	0.3	$698k	+4%	2.3k	309.47	View chart
Fair Isaac Corporation (FICO)	0.2	$672k	+21%	629.00	1067.54	View chart
Public Storage (PSA)	0.2	$664k		2.5k	270.88	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$642k		6.8k	94.56	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$633k	-31%	33k	19.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$612k		6.8k	90.52	View chart
McDonald's Corporation (MCD)	0.2	$609k	-7%	2.0k	310.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$602k		4.2k	142.42	View chart
Keysight Technologies (KEYS)	0.2	$596k		2.1k	282.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$595k		6.7k	88.70	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$573k		21k	27.20	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$558k		9.8k	56.79	View chart
Quanta Services (PWR)	0.2	$543k		989.00	549.02	View chart
Hewlett Packard Enterprise (HPE)	0.2	$536k		23k	23.81	View chart
Eaton Corp SHS (ETN)	0.2	$534k		1.5k	357.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$523k		2.0k	261.91	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$518k		11k	45.47	View chart
Prologis (PLD)	0.2	$510k		3.9k	132.18	View chart
Meta Platforms Cl A (META)	0.2	$502k	+4%	878.00	572.15	View chart
Eli Lilly & Co. (LLY)	0.2	$501k	-3%	544.00	920.05	View chart
Dimensional Etf Trust International (DFSI)	0.2	$496k	+6%	12k	42.40	View chart
Agilent Technologies Inc C ommon (A)	0.2	$481k		4.2k	113.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$454k	-3%	2.5k	184.28	View chart
Kla Corp Com New (KLAC)	0.2	$444k		302.00	1470.99	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$443k		2.0k	217.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$433k		3.9k	110.46	View chart
Exxon Mobil Corporation (XOM)	0.1	$398k	+2%	2.3k	169.64	View chart
Toast Cl A (TOST)	0.1	$388k	+885%	15k	26.51	View chart
Palo Alto Networks (PANW)	0.1	$384k	-12%	2.4k	160.32	View chart
Hp (HPQ)	0.1	$382k		20k	19.21	View chart
Palantir Technologies Cl A (PLTR)	0.1	$378k	+21%	2.6k	146.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$352k		1.4k	248.00	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$349k		16k	22.34	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$345k		4.6k	74.36	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$336k		6.8k	49.69	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$332k		2.4k	138.31	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$331k		7.4k	44.45	View chart
Raytheon Technologies Corp (RTX)	0.1	$322k		1.7k	192.94	View chart
AvalonBay Communities (AVB)	0.1	$320k	-5%	2.0k	163.35	View chart
Simon Property (SPG)	0.1	$320k	-7%	1.7k	186.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$319k		8.2k	38.96	View chart
Home Depot (HD)	0.1	$288k	+2%	877.00	328.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$275k		3.9k	70.91	View chart
Visa Com Cl A (V)	0.1	$271k		897.00	302.24	View chart
Walt Disney Company (DIS)	0.1	$261k		2.7k	96.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$261k		1.2k	213.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$258k	-26%	5.7k	45.26	View chart
Procter & Gamble Company (PG)	0.1	$244k		1.7k	144.47	View chart
Charles Schwab Corporation (SCHW)	0.1	$242k	+3%	2.6k	93.98	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$235k	-5%	23k	10.43	View chart
Abbott Laboratories (ABT)	0.1	$235k	+4%	2.3k	102.67	View chart
Goldman Sachs (GS)	0.1	$233k		275.00	846.20	View chart
Duke Energy Corp Com New (DUK)	0.1	$231k		1.8k	130.94	View chart
Pepsi (PEP)	0.1	$227k	+3%	1.5k	155.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$225k		7.7k	29.13	View chart
Target Corporation (TGT)	0.1	$224k		1.9k	121.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$213k		1.0k	211.22	View chart
Spdr Series Trust State Street Spd (KRE)	0.1	$210k	-2%	3.2k	65.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$206k	-9%	478.00	430.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$204k		533.00	383.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$204k	-13%	1.0k	196.20	View chart
Nextera Energy (NEE)	0.1	$202k	+3%	2.2k	92.88	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$200k	+4%	5.1k	39.44	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$188k		1.1k	165.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$188k		1.8k	103.43	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$183k		394.00	463.19	View chart
Labcorp Holdings Com Shs (LH)	0.1	$182k		681.00	266.81	View chart
Bank of America Corporation (BAC)	0.1	$179k	+3%	3.7k	48.75	View chart
Rhythm Pharmaceuticals (RYTM)	0.1	$171k		2.0k	86.97	View chart
Colgate-Palmolive Company (CL)	0.1	$170k	-7%	2.0k	85.23	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$168k		536.00	313.81	View chart
Onto Innovation (ONTO)	0.1	$161k		786.00	205.07	View chart
Dover Corporation (DOV)	0.1	$159k		762.00	208.45	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$158k		615.00	257.53	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$158k	+32%	901.00	175.66	View chart
Gilead Sciences (GILD)	0.1	$157k	-9%	1.1k	139.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$157k	+48%	2.8k	56.69	View chart
Advanced Micro Devices (AMD)	0.1	$156k	+18%	765.00	203.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$153k		2.0k	75.08	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$148k		3.2k	46.67	View chart
Merck & Co (MRK)	0.1	$147k	+2%	1.2k	120.31	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$146k		4.1k	35.53	View chart
CSX Corporation (CSX)	0.1	$146k		3.5k	41.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$144k	+12%	288.00	498.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$143k		239.00	598.69	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$143k		108.00	1320.83	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$142k		2.8k	50.98	View chart
Analog Devices (ADI)	0.1	$142k		445.00	318.14	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$142k		4.1k	34.55	View chart
Citigroup Com New (C)	0.0	$136k		1.2k	113.41	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$135k		1.9k	70.84	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$134k		7.5k	17.75	View chart
Enterprise Products Partners (EPD)	0.0	$132k		3.5k	37.84	View chart
Reinsurance Group Amer Com New (RGA)	0.0	$131k		641.00	204.00	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$131k		892.00	146.60	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$129k	-9%	3.4k	38.26	View chart
International Business Machines (IBM)	0.0	$129k	-4%	530.00	242.50	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$126k		1.1k	118.51	View chart
Marvell Technology (MRVL)	0.0	$124k	+5%	1.3k	99.06	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$123k		846.00	145.69	View chart
Proshares Tr Ultr 7-10 Trea (UST)	0.0	$123k		2.9k	42.94	View chart
Wal-Mart Stores (WMT)	0.0	$121k	+8%	971.00	124.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$118k		2.3k	50.61	View chart
Netflix (NFLX)	0.0	$118k	-7%	1.2k	96.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$114k		163.00	698.61	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$112k	+26%	1.7k	64.36	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$104k	+2%	1.8k	59.16	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$104k	-2%	1.2k	88.52	View chart
Cisco Systems (CSCO)	0.0	$103k	+2%	1.3k	77.59	View chart
Vanguard World Industrial Etf (VIS)	0.0	$102k		327.00	311.95	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$99k		2.0k	49.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$99k		1.3k	78.44	View chart
3M Company (MMM)	0.0	$98k		672.00	145.23	View chart
Amgen (AMGN)	0.0	$97k	-8%	276.00	351.85	View chart
Waste Management (WM)	0.0	$97k	-23%	422.00	229.79	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$97k	+4%	1.7k	57.64	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$96k	-7%	1.8k	52.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$94k	-7%	1.4k	67.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$94k	-16%	965.00	97.23	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$93k		275.00	337.95	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$93k		911.00	101.74	View chart
Caterpillar (CAT)	0.0	$93k		131.00	706.40	View chart
At&t (T)	0.0	$92k	+22%	3.2k	28.99	View chart
Occidental Petroleum Corporation (OXY)	0.0	$91k	+241%	1.4k	65.00	View chart
Twilio Cl A (TWLO)	0.0	$89k	+114%	710.00	125.82	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$89k		3.5k	25.15	View chart
TJX Companies (TJX)	0.0	$88k	+3%	553.00	159.70	View chart
Alexandria Real Estate Equities (ARE)	0.0	$81k	+29%	1.7k	46.42	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$81k		1.7k	47.52	View chart
Boston Properties (BXP)	0.0	$80k	+26%	1.5k	51.90	View chart
Coinbase Global Com Cl A (COIN)	0.0	$77k	+346%	438.00	174.61	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$76k		963.00	78.41	View chart
Consolidated Edison (ED)	0.0	$75k	+32%	665.00	113.18	View chart
Intel Corporation (INTC)	0.0	$75k	+6%	1.7k	44.13	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$75k		1.0k	73.94	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$74k		3.1k	23.87	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$74k		799.00	92.23	View chart
Boeing Company (BA)	0.0	$74k	+10%	370.00	199.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$74k		575.00	128.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$72k		478.00	151.29	View chart
Lowe's Companies (LOW)	0.0	$72k	+2%	305.00	236.28	View chart
Bristol Myers Squibb (BMY)	0.0	$70k	+3%	1.2k	60.65	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$70k		699.00	100.17	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$70k		2.1k	33.22	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$69k		536.00	127.84	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$68k		1.4k	49.59	View chart
Martin Marietta Materials (MLM)	0.0	$68k		115.00	588.69	View chart
Motorola Solutions Com New (MSI)	0.0	$67k	+4%	155.00	433.97	View chart
Mettler-Toledo International (MTD)	0.0	$67k		53.00	1261.21	View chart
New Jersey Resources Corporation (NJR)	0.0	$67k	+3186%	1.2k	54.92	View chart
Nebius Group Shs Class A (NBIS)	0.0	$67k	NEW	642.00	103.76	View chart
Kinder Morgan (KMI)	0.0	$67k	+39%	2.0k	33.52	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$67k		733.00	90.67	View chart
UnitedHealth (UNH)	0.0	$66k	+18%	245.00	270.59	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$65k	+40%	301.00	216.44	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.0	$65k		855.00	75.71	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.0	$62k	NEW	1.5k	40.71	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$61k		1.1k	57.18	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$61k		1.2k	50.81	View chart
Cigna Corp (CI)	0.0	$61k	-31%	228.00	266.75	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$60k		639.00	94.22	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$59k		1.6k	36.84	View chart
Samsara Com Cl A (IOT)	0.0	$58k	+286%	1.8k	31.69	View chart
Ge Vernova (GEV)	0.0	$57k	+3%	65.00	874.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$56k		614.00	91.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$56k		793.00	70.15	View chart
Lockheed Martin Corporation (LMT)	0.0	$56k	+3%	92.00	604.39	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$56k	+2%	136.00	407.99	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$55k	NEW	513.00	108.01	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$55k		1.6k	33.96	View chart
Chubb (CB)	0.0	$55k		168.00	325.93	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$54k		232.00	234.03	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$54k	+274%	1.2k	44.37	View chart
Marsh & McLennan Companies	0.0	$54k	+23%	311.00	173.25	View chart
Blackrock (BLK)	0.0	$54k	-11%	56.00	961.71	View chart
EOG Resources (EOG)	0.0	$53k	+18200%	366.00	144.57	View chart
WisdomTree Investments (WT)	0.0	$53k	NEW	3.6k	14.56	View chart
Aon Shs Cl A (AON)	0.0	$53k	+3%	163.00	322.79	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$53k		2.1k	25.55	View chart
Pan American Silver Corp Can (PAAS)	0.0	$52k	NEW	960.00	54.63	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$52k		555.00	93.70	View chart
Procore Technologies (PCOR)	0.0	$51k	+170%	902.00	57.00	View chart
Guidewire Software (GWRE)	0.0	$51k	+16850%	339.00	149.56	View chart
eBay (EBAY)	0.0	$51k	+12%	557.00	91.02	View chart
Ge Aerospace Com New (GE)	0.0	$51k	+3%	178.00	283.78	View chart
Northrop Grumman Corporation (NOC)	0.0	$50k	+4%	73.00	682.25	View chart
Metropcs Communications (TMUS)	0.0	$50k	-16%	237.00	210.03	View chart
Ameren Corporation (AEE)	0.0	$50k	+5%	451.00	109.92	View chart
Danaher Corporation (DHR)	0.0	$48k		255.00	189.60	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$48k	+2%	3.3k	14.77	View chart
Darden Restaurants (DRI)	0.0	$48k		244.00	196.06	View chart
Coreweave Com Cl A (CRWV)	0.0	$48k	NEW	614.00	77.47	View chart
Ishares Msci Aust Etf (EWA)	0.0	$47k	-12%	1.7k	27.76	View chart
Comcast Corp Cl A (CMCSA)	0.0	$47k	+14%	1.6k	28.72	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 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

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