SEC Form 13F

ELEVATION WEALTH PARTNERS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-09
Reported value$333,794,208
Positions1,305

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIUSBCORE UNIVRSL USD$35,865,185777,144
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$23,261,239747,950
ISHARES TRIUSGCORE S&P US GWT$22,236,925118,225
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$16,106,834180,570
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$11,564,951392,965
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$10,552,774109,366
VANGUARD INDEX FDSVOMID CAP ETF$10,451,875129,724
APPLE INCAAPLCOM$8,122,15128,069
ALPHABET INCGOOGLCAP STK CL A$7,831,65121,915
ISHARES TRIJRCORE S&P SCP ETF$7,362,69749,644

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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