ELEVATION WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 355,814
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 1,342 | 355,814 | 13F-HR | ELEVATION WEALTH PARTNERS, LLC |
| Q2 2026 | 7/7/2026 | 1,305 | 333,794 | 13F-HR | ELEVATION WEALTH PARTNERS, LLC |
| Q1 2026 | 4/14/2026 | 1,076 | 279,134 | 13F-HR | ELEVATION WEALTH PARTNERS, LLC |
| 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 | 94.58 K | 26.6% | 7.797 K | 0 | 7.797 K |
| ETFs | 260.4 K | 73.2% | 14.18 K | 0 | 14.18 K |
| Debt | 723 | 0.2% | 0 | 6 | -6 |
| Other | 103 | 0.0% | 53 | 0 | 53 |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
355,814
Holdings
1342
QoQ value change ($000)
22,020
(6.6%)
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.