ELEVATION WEALTH PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
1,076
Total value ($000)
$279,134
Net value change ($000)
-3,246 (-1.1%)
New positions
189
Sold out positions
72
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IUSB 692 2.2%
AVEM 597 7.5%
SCHD 582 16.1%
FNDX 575 2.9%
TOST 335 632.1%
SCHH 315 6.8%
AVDE 294 2.1%
QQQ 283 15.8%
RSP 270 34.5%
CVX 207 36.6%
Top Reduces (Value $000, Stocks/ETFs)
IUSG -1,405 -7.1%
TSLA -1,167 -32.3%
AAPL -1,141 -13.8%
SCHX -957 -8.5%
MSFT -681 -22.4%
GOOGL -600 -8.5%
GOOGL -415 -9.0%
IWF -389 -11.3%
KKR -374 -99.7%
DFSU -322 -5.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type