ELEVATION WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 282,380
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/9/2026 | 959 | 282,380 | 13F-HR | ELEVATION WEALTH PARTNERS, LLC |
| Q3 2025 | 10/14/2025 | 870 | 277,682 | 13F-HR/A - RESTATEMENT | ELEVATION WEALTH PARTNERS, LLC |
| Q3 2025 | 10/6/2025 | 487 | 253,253 | 13F-HR | ELEVATION WEALTH PARTNERS, LLC |
| Q2 2025 | 7/8/2025 | 489 | 253,193 | 13F-HR | ELEVATION WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170.1 K | 60.2% | 2.486 K | 0 | 2.486 K |
| ETFs | 80.86 K | 28.6% | 0 | 307 | -307 |
| Debt | 131 | 0.0% | 33 | 0 | 33 |
| Other | 31.3 K | 11.1% | 2.478 K | 0 | 2.478 K |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
282,380
Holdings
959
QoQ value change ($000)
4,698
(1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.