Elevation Advisory Partners LLC

Q3 2026 13F-HR Holdings

Location
Orlando, FL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$103,121
Net value change ($000)
+5,438 (5.6%)
New positions
6
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
NVDA 1,365 6.1%
RDVI 1,191 24.8%
SPACE EXPLORATION TECHN CORP 862 50.6%
MSFT 739 30.6%
VNLA 528 43.6%
MSTR 366 NEW
CRWD 362 34.3%
DGRO 330 NEW
AMZN 318 6.3%
BE 312 NEW
Top Reduces (Value $000, Stocks/ETFs)
ARM -964 -20.1%
CAT -445 -16.9%
XLK -313 -100.0%
XLF -220 -100.0%
VEU -206 -100.0%
CRWV -148 -10.3%
GOOGL -121 -5.6%
GOOG -97 -6.9%
TXRH -54 -13.4%
CASY -52 -3.7%
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