Elevation Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Elevation Wealth Partners, LLC reported 1,075 stock positions worth $279.1 million. Its top holding was Ishr CR Unvrse Usd BD ETF-Ui (IUSB) at 11.4% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 7.4%) and iShares Core S&P U.S. Growth (IUSG, 6.5%). Compared with Q4 2025, it opened 187 new positions, sold out of 71, added to 486 and reduced 202. The biggest buy was Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares +3%) and the biggest sale Tesla (TSLA, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- WALNUT CREEK, CA
- CIK
- 0001976256
- Portfolio Value
- $279.1M (Q1 2026)
- SEC Filing
- 0001976256-26-000002 ↗ filed Apr 14, 2026
Holdings Value
Holdings 1,075 stocks · $279.1M
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 11.44% | 691,129 | $31.9M | Add +3.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 7.40% | 741,202 | $20.6M | Add +0.5% |
| IUSG iShares Core S&P U.S. Growth | 6.55% | 117,845 | $18.3M | Add +0.5% |
| AVDE Avantis International Equity | 5.23% | 172,072 | $14.6M | Reduce -1.0% |
| SCHX Schwab US Large-Cap ETF | 3.71% | 404,108 | $10.4M | Reduce -3.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.32% | 32,242 | $9.3M | Reduce -0.6% |
| AVEM Avantis Emerging Markets Eq | 3.06% | 106,059 | $8.5M | Add +2.8% |
| AAPL Apple Inc. | 2.56% | 28,135 | $7.1M | Reduce -7.6% |
| GOOGL Alphabet Inc. Class A | 2.30% | 22,372 | $6.4M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 2.18% | 49,017 | $6.1M | Add +0.0% |
| DFSU Dimensional US Sus CORE1 ETF | 2.12% | 144,120 | $5.9M | Add +0.3% |
| SCHH Schwab US REIT ETF | 1.78% | 231,107 | $5.0M | Add +3.8% |
| FTHI Fthi/First Trust Exchange-TR | 1.70% | 206,225 | $4.7M | Add +3.1% |
| AGG iShares Core U.S. Aggregate | 1.56% | 43,954 | $4.4M | Reduce -1.5% |
| DFAU Dimensional US Core Equity M | 1.56% | 96,630 | $4.4M | Add +3.1% |
| SCHD Schwab US DVD Equity ETF | 1.50% | 136,572 | $4.2M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 1.50% | 14,547 | $4.2M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.45% | 6,231 | $4.1M | Reduce -0.3% |
| ESGU iShares ESG Aware MSCI USA | 1.25% | 24,619 | $3.5M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 1.23% | 53,507 | $3.4M | Add +0.6% |
| NVDA Nvidia Corp. | 1.15% | 18,342 | $3.2M | Add +4.0% |
| AVUS Avantis U.S. Equity ETF | 1.13% | 28,335 | $3.2M | Reduce -2.9% |
| IWF iShares Russell 1000 Growth | 1.10% | 7,173 | $3.1M | Reduce -1.5% |
| SCHB Schwab US Broad Market ETF | 1.06% | 117,825 | $3.0M | Add +0.0% |
| BNDX Vanguard Total Intl Bond ETF | 1.05% | 60,987 | $2.9M | Add +0.3% |
| DFAT Dimensional US Target Value | 0.91% | 40,843 | $2.6M | Add +1.6% |
| TSLA Tesla Inc. | 0.88% | 6,572 | $2.4M | Reduce -18.1% |
| MSFT Microsoft Corp. | 0.84% | 6,368 | $2.4M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.79% | 6,878 | $2.2M | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 4,464 | $2.1M | Add +5.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 3,599 | $2.1M | Add +23.2% |
| JHMM John Hancock Multi Fact Mid | 0.66% | 27,254 | $1.8M | Reduce -0.2% |
| DFAS Dimensional US Small Cap ETF | 0.65% | 25,608 | $1.8M | Reduce -4.5% |
| ESGD iShares Trust iShares ESG Aw | 0.60% | 17,506 | $1.7M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.56% | 7,459 | $1.6M | Add +5.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.55% | 31,445 | $1.5M | Reduce -3.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.51% | 12,078 | $1.4M | Add +0.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.45% | 26,798 | $1.3M | Reduce -13.1% |
| AVLV Avantis US Large Cap Value | 0.45% | 15,511 | $1.3M | Reduce -1.0% |
| VONG Vanguard Russell 1000 Growth | 0.44% | 11,189 | $1.2M | Reduce -0.1% |
| SCHA Schwab US Small-Cap ETF | 0.39% | 37,896 | $1.1M | Add +1.3% |
| ABBV Abbvie Inc. | 0.39% | 4,987 | $1.1M | Reduce -6.6% |
| RSP Invesco S&P 500 Equal Weight | 0.38% | 5,483 | $1.1M | Add +34.4% |
| SCHM Schwab US Mid Cap ETF | 0.37% | 33,630 | $1.0M | Add +0.1% |
| STRL Sterling Infrastructure Inc. | 0.34% | 2,342 | $954K | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 0.34% | 3,228 | $950K | Add +1.6% |
| SCHK Schwab 1000 Index ETF | 0.34% | 30,262 | $948K | No change |
| ELS Equity Lifestyle Properties | 0.33% | 14,919 | $931K | Reduce -3.7% |
| MDY State Street SPDR S&P Midcap | 0.32% | 1,429 | $881K | Reduce -4.7% |
| SCHF Schwab Intl Equity ETF | 0.30% | 34,004 | $842K | Add +6.8% |
| COST Costco Wholesale Corp. | 0.29% | 805 | $802K | Reduce -4.7% |
| CVX Chevron Corp. | 0.28% | 3,729 | $772K | Add +0.7% |
| DFAC Dimensional US Core Equity 2 | 0.27% | 19,463 | $756K | Add +0.3% |
| IWN iShares Russell 2000 Value E | 0.26% | 3,881 | $736K | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.26% | 7,494 | $728K | Reduce -2.4% |
| JNJ Johnson & Johnson | 0.25% | 2,905 | $710K | Reduce -4.5% |
| AVGO Broadcom Inc. | 0.25% | 2,255 | $698K | Add +4.6% |
| FICO Fair Isaac Corp. | 0.24% | 629 | $671K | Add +21.7% |
| PSA Public Storage | 0.24% | 2,452 | $664K | Add +0.6% |
| IYR iShares US Real Estate ETF | 0.23% | 6,790 | $642K | No change |
| FPEI First Trust Institutional PR | 0.23% | 33,303 | $633K | Reduce -31.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.22% | 6,765 | $612K | Reduce -1.4% |
| MCD McDonald's Corp. | 0.22% | 1,958 | $609K | Reduce -7.4% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 4,225 | $602K | Reduce -1.6% |
| KEYS Keysight Technologies Inc. | 0.21% | 2,109 | $596K | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 0.21% | 6,709 | $595K | Add +0.5% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.21% | 21,072 | $573K | Add +0.1% |
| EEM iShares MSCI Emerging Market | 0.20% | 9,831 | $558K | No change |
| PWR Quanta Services Inc. | 0.19% | 989 | $543K | Add +0.1% |
| HPE Hewlett Packard Enterprise | 0.19% | 22,494 | $536K | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.19% | 1,494 | $534K | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 1,996 | $523K | Add +0.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.19% | 11,395 | $518K | Add +0.9% |
| PLD Prologis Inc. | 0.18% | 3,858 | $510K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.18% | 878 | $502K | Add +4.7% |
| LLY Eli Lilly & Co. | 0.18% | 544 | $501K | Reduce -3.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.18% | 11,707 | $496K | Add +6.5% |
| A Agilent Technologies Inc. | 0.17% | 4,221 | $481K | Add +0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.16% | 2,466 | $454K | Reduce -3.4% |
| KLAC KLA Corp. | 0.16% | 302 | $444K | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 2,040 | $443K | Reduce -1.5% |
| AVUV Avantis US Small Cap Value | 0.15% | 3,915 | $432K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.14% | 2,344 | $398K | Add +2.5% |
| TOST Toast Inc. Class A | 0.14% | 14,643 | $388K | Add +885.4% |
| PANW Palo Alto Networks Inc. | 0.14% | 2,392 | $383K | Reduce -12.6% |
| HPQ HP Inc. | 0.14% | 19,887 | $382K | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 2,584 | $378K | Add +21.0% |
| IWM iShares Russell 2000 ETF | 0.13% | 1,420 | $352K | Reduce -1.1% |
| CGCP Cap Group Core Plus Income | 0.12% | 15,600 | $348K | Add +0.8% |
| EFV iShares MSCI Eafe Value ETF | 0.12% | 4,640 | $345K | No change |
| DEM Wisdomtree Emerging Markets | 0.12% | 6,754 | $336K | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.12% | 2,397 | $332K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.12% | 7,446 | $331K | Reduce -0.7% |
| RTX RTX Corp. | 0.12% | 1,671 | $322K | Add +1.0% |
| AVB Avalonbay Communities Inc. | 0.11% | 1,961 | $320K | Reduce -6.0% |
| SPG Simon Property Group Inc. | 0.11% | 1,716 | $320K | Reduce -7.3% |
| DFAI Dimensional International Co. | 0.11% | 8,188 | $319K | Add +0.3% |
| HD Home Depot Inc. | 0.10% | 877 | $288K | Add +2.2% |
| DFUS Dimensional US Eq MKT ETF | 0.10% | 3,871 | $275K | Add +0.2% |
| V Visa Inc. Class A | 0.10% | 897 | $271K | Add +0.9% |
Lines left out (1) · $6 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| GIS General Mills Inc. | COM | 0 | $6 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $279.1M.
Portfolio Sells Q4 2025 → Q1 2026
| TSLA Tesla Inc. | Reduce -18.1% | 0.88% | −0.40 |
| AAPL Apple Inc. | Reduce -7.6% | 2.56% | −0.37 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.9% | 3.71% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 2.30% | −0.19 |
| KKR KKR & Co. Inc. | Reduce -99.6% | 0.00% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 1.50% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -1.5% | 1.10% | −0.13 |
| FPEI First Trust Institutional PR | Reduce -31.4% | 0.23% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.0% | 0.79% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 1.45% | −0.06 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -13.1% | 0.45% | −0.05 |
| ARES Ares Management Corp. Class A | Reduce -73.0% | 0.01% | −0.05 |
| ABBV Abbvie Inc. | Reduce -6.6% | 0.39% | −0.04 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.1% | 0.44% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -12.6% | 0.14% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -3.4% | 0.18% | −0.04 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -26.8% | 0.09% | −0.03 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.03 |
| AVUS Avantis U.S. Equity ETF | Reduce -2.9% | 1.13% | −0.03 |
| RWJ Invesco S&P Smallcap 600 | Sold out | 0.00% | −0.02 |
| INQQ Inqq the India Internet ETF | Sold out | 0.00% | −0.02 |
| HPQ HP Inc. | Reduce -0.6% | 0.14% | −0.02 |
| RITM Rithm Capital Corp. | Sold out | 0.00% | −0.02 |
| AVB Avalonbay Communities Inc. | Reduce -6.0% | 0.11% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.6% | 3.32% | −0.02 |
| TFSL TFS Financial Corp. | Sold out | 0.00% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -80.9% | 0.00% | −0.02 |
| RLI Rli Corp. | Sold out | 0.00% | −0.02 |
| ACI Albertsons Cos Inc. Class A | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -1.5% | 1.56% | −0.02 |
| NLY Annaly Capital Management Inc. | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -67.5% | 0.01% | −0.01 |
| AWK American Water Works Co. Inc. | Reduce -89.6% | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -54.8% | 0.02% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -4.5% | 0.05% | −0.01 |
| CNA Cna Financial Corp. | Reduce -63.2% | 0.01% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -94.6% | 0.00% | −0.01 |
| CI The Cigna Group | Reduce -31.7% | 0.02% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.6% | 0.22% | −0.01 |
| MCD McDonald's Corp. | Reduce -7.4% | 0.22% | −0.01 |
| KR Kroger Co. | Reduce -68.1% | 0.01% | −0.01 |
| VRSK Verisk Analytics Inc. | Reduce -50.2% | 0.01% | −0.01 |
| CRM Salesforce Inc. | Reduce -13.6% | 0.02% | −0.01 |
| DFAS Dimensional US Small Cap ETF | Reduce -4.5% | 0.65% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -24.5% | 0.02% | −0.01 |
| WM Waste Management Inc. | Reduce -23.8% | 0.03% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -13.6% | 0.07% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -51.6% | 0.01% | −0.01 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +3.0% | 11.44% | +0.38 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.5% | 7.40% | +0.29 |
| AVEM Avantis Emerging Markets Eq | Add +2.8% | 3.06% | +0.25 |
| SCHD Schwab US DVD Equity ETF | Add +3.8% | 1.50% | +0.22 |
| SCHH Schwab US REIT ETF | Add +3.8% | 1.78% | +0.13 |
| TOST Toast Inc. Class A | Add +885.4% | 0.14% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +23.2% | 0.74% | +0.11 |
| RSP Invesco S&P 500 Equal Weight | Add +34.4% | 0.38% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Add +0.0% | 2.18% | +0.10 |
| CVX Chevron Corp. | Add +0.7% | 0.28% | +0.08 |
| DFAT Dimensional US Target Value | Add +1.6% | 0.91% | +0.07 |
| KEYS Keysight Technologies Inc. | Add +0.4% | 0.21% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +0.6% | 1.23% | +0.05 |
| PWR Quanta Services Inc. | Add +0.1% | 0.19% | +0.05 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.14% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +6.8% | 0.30% | +0.03 |
| KLAC KLA Corp. | Add +0.3% | 0.16% | +0.03 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.2% | 0.51% | +0.03 |
| OXY Occidental Petroleum Corp. | Add +241.1% | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | Add +1.0% | 0.19% | +0.02 |
| NBIS Nebius Group NV | New | 0.02% | +0.02 |
| NJR New Jersey Resources Corp. | Add +3186.5% | 0.02% | +0.02 |
| RAAX Vaneck Real Assets ETF | New | 0.02% | +0.02 |
| FTHI Fthi/First Trust Exchange-TR | Add +3.1% | 1.70% | +0.02 |
| XME SS SPDR S&P Metals Mining | New | 0.02% | +0.02 |
| COIN Coinbase Global Inc. Class A | Add +346.9% | 0.03% | +0.02 |
| EOG EOG Resources Inc. | Add +18200.0% | 0.02% | +0.02 |
| WT Wisdomtree Inc. | New | 0.02% | +0.02 |
| PAAS Pan American Silver Corp. | New | 0.02% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +48.5% | 0.06% | +0.02 |
| GWRE Guidewire Software Inc. | Add +16850.0% | 0.02% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +1.3% | 0.39% | +0.02 |
| CRWV Coreweave Inc. Class A | New | 0.02% | +0.02 |
| TGT Target Corp. | Add +0.5% | 0.08% | +0.02 |
| TWLO Twilio Inc. Class A | Add +114.5% | 0.03% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Add +0.1% | 0.37% | +0.02 |
| IWN iShares Russell 2000 Value E | Add +0.1% | 0.26% | +0.01 |
| IOT Samsara Inc. Class A | Add +286.3% | 0.02% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.7% | 0.77% | +0.01 |
| GLPI Gaming and Leisure Propertie | Add +274.0% | 0.02% | +0.01 |
| PSA Public Storage | Add +0.6% | 0.24% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +0.3% | 0.15% | +0.01 |
| APLD Applied Digital Corp. | New | 0.01% | +0.01 |
| SYY Sysco Corp. | Add +464.0% | 0.02% | +0.01 |
| OKLO Oklo Inc. | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +3.2% | 0.07% | +0.01 |
| DFAW Dimensional World Eqty ETF | Add +563.8% | 0.01% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +0.3% | 0.60% | +0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Add +6.5% | 0.18% | +0.01 |
| T AT&T Inc. | Add +22.3% | 0.03% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| GIS General Mills Inc. | COM | Reduce -100.0% | 0 | $6 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,305 | $333.8M | IUSB, FNDX, IUSG, AVDE, SCHX |
| Q1 2026 | 1,075 | $279.1M | IUSB, FNDX, IUSG, AVDE, SCHX |
| Q4 2025 | 955 | $282.4M | IUSB, FNDX, IUSG, AVDE, SCHX |
| Q3 2025Amended | 866 | $277.7M | IUSB, IUSG, FNDX, AVDE, SCHX |
| Q2 2025 | 474 | $253.2M | IUSB, IUSG, FNDX, AVDE, SCHX |
| Q1 2025 | 483 | $231.3M | IUSB, FNDX, IUSG, AVDE, SCHX |
| Q4 2024 | 488 | $236.7M | IUSB, AVEM, FNDX, IUSG, VO |
| Q3 2024 | 466 | $233.0M | IUSB, FNDX, IUSG, SCTXX, AVDE |
| Q2 2024 | 500 | $211.1M | IUSB, FNDX, IUSG, AVDE, SCHX |
| Q1 2024 | 463 | $200.2M | IUSB, FNDX, IUSG, AVDE, SCHX |