account_balance
Investment manager · 13F filer · SEC CIK 1976256
Elevation Wealth Partners, LLC
Reported value$356Mas of Sep 30, 2026
Positions1,342 118 new, 81 sold out
Top 10 weight43.8%IUSB alone is 10%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IUSBiShares Tr
10.2%Added +6%
FNDXSchwab Strategic Tr
6.7%
IUSGiShares Tr
6.5%
AVDEAmerican Centy ETF Tr
4.8%Added +5%
SCHXSchwab Strategic Tr
3.3%
VOVanguard Index FDS
2.9%Added +3%
AVEMAmerican Centy ETF Tr
2.9%
AAPLApple Inc.
2.6%
GOOGLAlphabet Inc.
2.0%
IJRiShares Tr
2.0%
DFSUDimensional ETF Trust
1.7%
ICSHiShares Tr
1.7%
IUSBiShares Tr
10.2%Added +6%
FNDXSchwab Strategic Tr
6.7%
IUSGiShares Tr
6.5%
AVDEAmerican Centy ETF Tr
4.8%+5%
SCHXSchwab Strategic Tr
3.3%
VOVanguard Index FDS
2.9%
AVEMAmerican Centy ETF Tr
2.9%
AAPLApple Inc.
2.6%
GOOGLIJR2.0%
DFSU
ICSH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IUSB iShares Tr 10.2% Added +6%
FNDX Schwab Strategic Tr 6.7% Held
IUSG iShares Tr 6.5% Held
AVDE American Centy ETF Tr 4.8% Added +5%
SCHX Schwab Strategic Tr 3.3% Held
VO Vanguard Index FDS 2.9% Added +3%
AVEM American Centy ETF Tr 2.9% Held
AAPL Apple Inc. 2.6% HeldGOOGL Alphabet Inc. 2.0% Trimmed −6%IJR iShares Tr 2.0% Added +4%
DFSU Dimensional ETF Trust 1.7% Trimmed −10%
ICSH iShares Tr 1.7% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.