Decker Retirement Planning »

Elevation Series Trust shares owned by Decker Retirement Planning

Quarter-by-quarter ownership of Elevation Series Trust (ONEZ) shares owned by Decker Retirement Planning from 13F filings

Historical chart of Decker Retirement Planning investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Decker Retirement Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elevation Series Trust by Decker Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 552 26.51
2025-06-30 $7.0k 277 25.27

More positions owned by Decker Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Palantir Technologies Cl A (PLTR)
Applovin Corp Com Cl A (APP)
Coinbase Global Com Cl A (COIN)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Esg Msci Usa Etf (USXF)
Spdr Series Trust S&p Metals Mng (XME)
Vaneck Etf Trust Semiconductr Etf (SMH)
Advanced Micro Devices (AMD)
Primoris Services (PRIM)
Broadcom (AVGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Composecure Com Cl A (CMPO)
Biosante Pharmaceuticals (ANIP)

View all positions for Decker Retirement Planning

Top funds holding Elevation Series Trust

AE Wealth Management
Lloyd Advisory Services
Mid-American Wealth Advisory Group
B.O.S.S. Retirement Advisors
FSR Wealth Management
SMART Wealth
Family Wealth Group
Howard Bailey Securities
LifeWealth Investments
Great Lakes Retirement
FSA Advisors
Csenge Advisory Group
Quest 10 Wealth Builders
Outlook Wealth Advisors
Kingdom Financial Group

View all funds holding Elevation Series Trust