Elevation Advisory Partners

Elevation Advisory Partners as of March 31, 2026

Portfolio Holdings for Elevation Advisory Partners

Elevation Advisory Partners holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 21.9 $23M 124k 188.52
Vanguard Whitehall Fds High Div Yld (VYM) 11.8 $13M 85k 148.60
Apple (AAPL) 6.1 $6.6M 25k 258.27
Amazon (AMZN) 4.3 $4.6M 19k 244.68
Microsoft Corporation (MSFT) 3.0 $3.3M 6.8k 480.61
Arm Holdings Sponsored Ads (ARM) 2.2 $2.4M 21k 114.88
Alphabet Cap Stk Cl A (GOOGL) 2.2 $2.3M 7.0k 334.53
First Tr Exchange-traded Ft Vest Ris (RDVI) 2.1 $2.2M 82k 27.19
Tesla Motors (TSLA) 2.0 $2.2M 5.1k 430.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $2.2M 3.4k 631.07
JPMorgan Chase & Co. (JPM) 1.9 $2.0M 6.7k 300.31
Caterpillar (CAT) 1.8 $2.0M 3.1k 638.98
Spdr Gold Tr Gold Shs (GLD) 1.8 $1.9M 4.1k 476.10
Argan (AGX) 1.8 $1.9M 5.3k 362.56
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 1.5 $1.6M 73k 22.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $1.5M 2.1k 695.53
Alphabet Cap Stk Cl C (GOOG) 1.3 $1.4M 4.2k 334.97
Coreweave Com Cl A (CRWV) 1.3 $1.4M 13k 108.86
Wal-Mart Stores (WMT) 1.2 $1.3M 11k 116.94
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.0 $1.1M 8.8k 122.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $1.0M 13k 79.00
Procter & Gamble Company (PG) 1.0 $1.0M 6.9k 148.35
Vaneck Etf Trust Semiconductr Etf (SMH) 0.9 $978k 2.4k 407.25
Select Sector Spdr Tr State Street Tec (XLK) 0.8 $895k 6.0k 148.05
Casey's General Stores (CASY) 0.7 $790k 1.3k 617.02
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $773k 2.3k 338.34
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.7 $772k 16k 49.32
Select Sector Spdr Tr State Street Fin (XLF) 0.7 $748k 14k 53.00
Select Sector Spdr Tr State Street Hea (XLV) 0.6 $664k 4.3k 155.45
MercadoLibre (MELI) 0.5 $583k 254.00 2295.00
Select Sector Spdr Tr State Street Com (XLC) 0.5 $567k 4.8k 116.90
Datadog Cl A Com (DDOG) 0.5 $534k 3.9k 138.21
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $528k 2.0k 260.24
Costco Wholesale Corporation (COST) 0.5 $519k 535.00 969.57
Crowdstrike Hldgs Cl A (CRWD) 0.5 $514k 1.1k 476.66
Spdr Series Trust State Street Spd (VLU) 0.5 $509k 2.3k 218.54
Asml Holding N V N Y Registry Shs (ASML) 0.5 $509k 350.00 1454.59
Ishares Tr Core S&p500 Etf (IVV) 0.5 $503k 719.00 698.88
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $472k 9.3k 50.63
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $467k 3.9k 119.19
Union Pacific Corporation (UNP) 0.4 $462k 2.0k 232.50
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.4 $460k 10k 45.25
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.4 $410k 4.1k 99.47
Ishares Msci Em Asia Etf (EEMA) 0.4 $405k 4.0k 102.37
Select Sector Spdr Tr State Street Con (XLP) 0.4 $397k 4.8k 83.16
Philip Morris International (PM) 0.4 $392k 2.2k 178.85
Eli Lilly & Co. (LLY) 0.4 $389k 374.00 1040.00
Klarna Group SHS (KLAR) 0.4 $380k 15k 25.87
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $378k 4.7k 79.92
Johnson & Johnson (JNJ) 0.4 $378k 1.7k 224.41
Texas Roadhouse (TXRH) 0.4 $376k 2.0k 184.99
Advanced Micro Devices (AMD) 0.3 $374k 1.5k 252.03
Ssga Active Etf Tr State Street Dou (TOTL) 0.3 $370k 9.2k 40.30
Listed Fds Tr Shares Lag Cap (OVL) 0.3 $336k 6.2k 54.52
Exxon Mobil Corporation (XOM) 0.3 $335k 2.4k 136.82
Netflix (NFLX) 0.3 $326k 3.8k 85.58
Ishares Tr Global Finls Etf (IXG) 0.3 $319k 2.6k 121.75
Broadcom (AVGO) 0.3 $307k 924.00 332.72
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $289k 3.3k 87.81
Vanguard Index Fds Growth Etf (VUG) 0.3 $285k 582.00 489.88
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $280k 2.2k 127.67
Spdr Series Trust State Street Spd (SPYG) 0.3 $277k 2.5k 108.66
Abbvie (ABBV) 0.3 $274k 1.2k 224.02
Vanguard Index Fds Value Etf (VTV) 0.3 $270k 1.4k 198.16
Qualcomm (QCOM) 0.2 $267k 1.7k 153.06
At&t (T) 0.2 $266k 12k 23.00
Nextera Energy (NEE) 0.2 $263k 3.0k 87.15
Chevron Corporation (CVX) 0.2 $262k 1.6k 169.06
Spdr Series Trust State Street Spd (XNTK) 0.2 $260k 898.00 289.31
Strategy Cl A New (MSTR) 0.2 $259k 1.6k 161.58
Visa Com Cl A (V) 0.2 $257k 791.00 325.33
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $251k 4.2k 60.10
Liberty Energy Com Cl A (LBRT) 0.2 $251k 11k 22.18
Bank of America Corporation (BAC) 0.2 $251k 4.8k 52.17
Palantir Technologies Cl A (PLTR) 0.2 $248k 1.5k 165.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $247k 2.0k 125.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $247k 521.00 474.67
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $245k 2.6k 95.98
Spdr Series Trust State Street Spd (SPAB) 0.2 $241k 9.3k 25.82
Prudential Financial (PRU) 0.2 $240k 2.2k 107.40
Verizon Communications (VZ) 0.2 $238k 6.1k 39.32
Duke Energy Corp Com New (DUK) 0.2 $236k 2.0k 120.29
Coca-Cola Company (KO) 0.2 $234k 3.2k 73.54
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $228k 2.4k 94.08
Micron Technology (MU) 0.2 $226k 551.00 410.58
Wells Fargo & Company (WFC) 0.2 $221k 2.5k 88.70
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $219k 8.2k 26.86
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $215k 4.3k 50.24
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.2 $212k 10k 20.83
Progressive Corporation (PGR) 0.2 $211k 1.0k 208.08
Walt Disney Company (DIS) 0.2 $209k 1.9k 110.63
Ishares Tr Ibonds Dec 2031 (IBTL) 0.2 $203k 9.9k 20.48
Altria (MO) 0.2 $203k 3.2k 63.62
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $200k 923.00 216.74
Akebia Therapeutics (AKBA) 0.2 $181k 120k 1.51
Uipath Cl A (PATH) 0.1 $146k 10k 14.36
Nexalin Technology (NXL) 0.0 $5.9k 10k 0.59