ELEVATION WEALTH PARTNERS, LLC - Portfolio Stock Holdings
ELEVATION WEALTH PARTNERS, LLC disclosed 1411 stock positions in a recent SEC 13F filing. $355,778,739 of stock holdings were filed, with the largest holdings including IUSB, FNDX, and IUSG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $670,748,146 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1411Est. Stock Holding Value:
$355,778,739Top Stock Holdings By Sector
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Portfolio Stock Holdings - ELEVATION WEALTH PARTNERS, LLC
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