ELEVATION WEALTH PARTNERS, LLC - Portfolio Stock Holdings
ELEVATION WEALTH PARTNERS, LLC disclosed 1360 stock positions in a recent SEC 13F filing. $333,494,505 of stock holdings were filed, with the largest holdings including IUSB, FNDX, and IUSG. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
1360Est. Stock Holding Value:
$333,494,505Top Stock Holdings By Sector
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Portfolio Stock Holdings - ELEVATION WEALTH PARTNERS, LLC
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