Elevation Wealth Partners, LLC

Elevation Wealth Partners, LLC reported 1,305 holdings worth US$334M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 8, 2026

Elevation Wealth Partners, LLC reported 1,305 holdings worth US$334M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Jul 8, 2026 (Form 13F).

Holdings
1,305
Value as reported
US$334M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C36,026US$12.9M3.9%
Apple Inc28,069US$8.12M2.4%
Nvidia Corporation19,767US$3.96M1.2%
Tesla, Inc.6,167US$2.59M0.78%
Microsoft Corp.6,643US$2.48M0.74%
Berkshire Hathaway Inc.4,499US$2.25M0.67%
Amazon.com, Inc.7,937US$1.89M0.57%
Eli Lilly And Company1,388US$1.67M0.50%
Sterling Infrastructure, Inc.1,928US$1.62M0.48%
Johnson & Johnson6,348US$1.61M0.48%
Abbvie Inc.5,109US$1.29M0.39%
Jp Morgan Chase & Co.3,409US$1.12M0.33%
Hewlett Packard Enterprise Company22,494US$1.01M0.30%
Equity Lifestyle Properties, Inc.15,340US$989K0.30%
Broadcom Inc.2,456US$928K0.28%
Kla Corporation3,040US$917K0.27%
Public Storage2,505US$797K0.24%
Palo Alto Networks, Inc.2,281US$778K0.23%
Costco Wholesale Corporation829US$776K0.23%
Keysight Technologies Inc.2,208US$773K0.23%
Intel Corporation5,295US$739K0.22%
Quanta Services, Inc.911US$656K0.20%
Chevron Corporation3,872US$642K0.19%
Agilent Technologies, Inc.4,536US$603K0.18%
Fair Isaac Corporation449US$536K0.16%
Mcdonald's Corporation1,936US$523K0.16%
Prologis, Inc.3,861US$523K0.16%
Meta Platforms, Inc.883US$498K0.15%
Advanced Micro Devices Inc844US$490K0.15%
Hp Inc.21,938US$481K0.14%
Micron Technology, Inc.414US$478K0.14%
Toast, Inc.16,756US$466K0.14%
Cisco Systems, Inc.3,365US$395K0.12%
Simon Property Group, Inc.1,719US$384K0.12%
Visa Inc.1,068US$366K0.11%
International Business Machines Corporation1,294US$364K0.11%
Rtx Corporation1,868US$354K0.11%
Marvell Technology, Inc.1,156US$344K0.10%
Servicenow, Inc.3,424US$340K0.10%
Pepsico, Inc.2,408US$326K0.10%
Goldman Sachs Group, Inc. (the)300US$303K0.09%
Procter & Gamble Company (the)2,058US$302K0.09%
Onto Innovation Inc.786US$297K0.09%
Home Depot, Inc. (the)840US$296K0.09%
Merck & Company, Inc.2,212US$284K0.09%
Boeing Company (the)1,249US$270K0.08%
Avalonbay Communities, Inc.1,426US$269K0.08%
Walt Disney Company (the)2,723US$262K0.08%
Asml Holding Nv127US$253K0.08%
Duke Energy Corporation (holding Company)1,934US$245K0.07%
Target Corporation1,858US$243K0.07%
Bank Of America Corporation4,129US$235K0.07%
Charles Schwab Corporation (the)2,531US$233K0.07%
Taiwan Semiconductor Manufacturing Co., Ltd.470US$224K0.07%
Colgate-palmolive Company2,448US$224K0.07%
Rhythm Pharmaceuticals, Inc.1,971US$219K0.07%
Citigroup, Inc.1,550US$217K0.06%
Palantir Technologies Inc.1,822US$213K0.06%
Analog Devices, Inc.521US$207K0.06%
Abbott Laboratories2,258US$205K0.06%
Twilio Inc.986US$203K0.06%
Nextera Energy, Inc.2,263US$199K0.06%
Labcorp Holdings Inc.668US$187K0.06%
Caterpillar, Inc.167US$178K0.05%
Dover Corporation762US$171K0.05%
Csx Corporation3,549US$169K0.05%
Veeva Systems Inc.899US$160K0.05%
Mastercard Incorporated310US$159K0.05%
Gilead Sciences, Inc.1,235US$156K0.05%
Unitedhealth Group Incorporated368US$153K0.05%
Space Exploration Technologies Corp895US$153K0.05%
Reinsurance Group Of America, Incorporated702US$149K0.04%
Enterprise Products Partners L.p.3,543US$130K0.04%
Walmart Inc.1,090US$123K0.04%
Tjx Companies, Inc. (the)797US$121K0.04%
Equity Residential1,774US$121K0.04%
Consolidated Edison, Inc.1,072US$119K0.04%
Okta, Inc.852US$116K0.03%
Amgen Inc.315US$114K0.03%
3m Company694US$112K0.03%
Philip Morris International Inc562US$102K0.03%
Corning Incorporated394US$101K0.03%
The Cigna Group365US$101K0.03%
Bxp, Inc.1,509US$100K0.03%
Mondelez International, Inc.1,710US$98,9070.03%
Lam Research Corporation228US$98,8000.03%
Ge Aerospace264US$98,6650.03%
Lockheed Martin Corporation193US$98,3260.03%
Ameren Corporation854US$96,5370.03%
Crowdstrike Holdings, Inc.124US$94,6300.03%
Ebay Inc.834US$93,2000.03%
Eastgroup Properties, Inc.458US$92,7590.03%
Starbucks Corporation890US$90,9280.03%
Coca-cola Company (the)1,111US$90,3250.03%
Danaher Corporation464US$88,3830.03%
Ge Vernova Inc.75US$88,2330.03%
Bristol-myers Squibb Company1,417US$81,6480.02%
At&t Inc.3,890US$80,5250.02%
Marsh476US$79,3880.02%
Darden Restaurants, Inc.382US$78,6680.02%

Every holding of Elevation Wealth Partners, LLC

Source

View original at SEC

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