ELEVATION WEALTH PARTNERS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1976256
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$333.8M
Holdings
1,305
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ELEVATION WEALTH PARTNERS, LLC disclosed 1,305 positions worth $333.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 283 new positions and exited 61 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (73.3% of disclosed assets). All figures are sourced directly from ELEVATION WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1976256.
AI Fund Analysis
DiversifyingISHARES TR - CORE UNIVRSL
10.7% weight
Held 7 quarters
SCHWAB STRATEGIC TR - FUND
7.0% weight
Held 7 quarters
ISHARES TR - CORE S&P US G
6.7% weight
Held 7 quarters
AMERICAN CENTY ETF TR - IN
4.8% weight
Held 6 quarters
SCHWAB STRATEGIC TR - US L
3.5% weight
Held 7 quarters
$QQQ4 quarters accumulating
$AMD4 quarters accumulating
$GS4 quarters accumulating
$PM4 quarters accumulating
$MSI4 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE UNIVRSL USD
—Quality
$35.9M777,144 shSCHWAB STRATEGIC TR - FUNDAMENTAL US L
—Quality
$23.3M747,950 shISHARES TR - CORE S&P US GWT
—Quality
$22.2M118,225 shAMERICAN CENTY ETF TR - INTL EQT ETF
—Quality
$16.1M180,570 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$11.6M392,965 shAMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$10.6M109,366 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$10.5M129,724 sh- 76.4
Quality
$8.1M28,069 sh - 78.2
Quality
$7.8M21,915 sh ISHARES TR - CORE S&P SCP ETF
—Quality
$7.4M49,644 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE UNIVRSL USD | — | $35.9M | 777,144 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $23.3M | 747,950 |
| ISHARES TR - CORE S&P US GWT | — | $22.2M | 118,225 |
| AMERICAN CENTY ETF TR - INTL EQT ETF | — | $16.1M | 180,570 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $11.6M | 392,965 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $10.6M | 109,366 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $10.5M | 129,724 |
 Apple Inc.$AAPL | 76.4 | $8.1M | 28,069 |
 Alphabet Inc.$GOOG | 78.2 | $7.8M | 21,915 |
| ISHARES TR - CORE S&P SCP ETF | — | $7.4M | 49,644 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ELEVATION WEALTH PARTNERS, LLC's 1,305 positions.
Showing top 10 of 1,305 holdings.
Sector Allocation
Other
$244.7M
Technology
$42.5M
Industrials
$11.6M
Financials
$10.8M
Healthcare
$7.5M
Consumer Discretionary
$5.9M
Real Estate
$4.3M
Consumer Staples
$1.9M
Top Holdings — ELEVATION WEALTH PARTNERS, LLC (Q2 2026)
Top 150 of 1,305 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE UNIVRSL USD | $35.9M | 10.7% | +12% | — |
| 2 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $23.3M | 7.0% | +1% | — |
| 3 | — | ISHARES TR - CORE S&P US GWT | $22.2M | 6.7% | +0% | — |
| 4 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $16.1M | 4.8% | +5% | — |
| 5 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $11.6M | 3.5% | -3% | — |
| 6 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $10.6M | 3.2% | +3% | — |
| 7 | — | VANGUARD INDEX FDS - MID CAP ETF | $10.5M | 3.1% | +302% | — |
| 8 | $AAPL | Apple Inc. | $8.1M | 2.4% | -0% | 76.4 |
| 9 | $GOOG | Alphabet Inc. | $7.8M | 2.4% | -2% | 78.2 |
| 10 | — | ISHARES TR - CORE S&P SCP ETF | $7.4M | 2.2% | +1% | — |
| 11 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $6.7M | 2.0% | -0% | — |
| 12 | — | SCHWAB STRATEGIC TR - US REIT ETF | $5.6M | 1.7% | +2% | — |
| 13 |  $GOOGL | Alphabet Inc. | $5.0M | 1.5% | -2% | 78.2 |
| 14 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $5.0M | 1.5% | -1% | — |
| 15 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $4.9M | 1.5% | +0% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $4.6M | 1.4% | -0% | — |
| 17 | — | ISHARES TR - CORE US AGGBD ET | $4.4M | 1.3% | +1% | — |
| 18 | — | AMERICAN CENTY ETF TR - US EQT ETF | $4.4M | 1.3% | +20% | — |
| 19 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $4.3M | 1.3% | +0% | — |
| 20 | — | ISHARES TR - ESG AWR MSCI USA | $4.1M | 1.2% | +2% | — |
| 21 |  $NVDA | NVIDIA CORP | $4.0M | 1.2% | +8% | 85.9 |
| 22 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.8M | 1.1% | +0% | — |
| 23 | — | ISHARES TR - RUS 1000 GRW ETF | $3.6M | 1.1% | +301% | — |
| 24 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.4M | 1.0% | +28% | — |
| 25 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.4M | 1.0% | -2% | — |
| 26 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $3.2M | 1.0% | +10% | — |
| 27 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $2.8M | 0.8% | -3% | — |
| 28 |  $TSLA | Tesla, Inc. | $2.6M | 0.8% | -6% | 53.9 |
| 29 |  $MSFT | MICROSOFT CORP | $2.5M | 0.7% | +4% | 79.8 |
| 30 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.4M | 0.7% | -8% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 0.7% | +1% | 73.8 |
| 32 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.1M | 0.6% | +1% | — |
| 33 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $2.1M | 0.6% | +0% | — |
| 34 |  $AMZN | AMAZON COM INC | $1.9M | 0.6% | +6% | 68.7 |
| 35 | — | ISHARES TR - ESG AW MSCI EAFE | $1.8M | 0.6% | +2% | — |
| 36 |  $LLY | ELI LILLY & Co | $1.7M | 0.5% | +155% | 87.5 |
| 37 | — | ISHARES TR - SP SMCP600VL ETF | $1.7M | 0.5% | +0% | — |
| 38 |  $STRL | STERLING INFRASTRUCTURE, INC. | $1.6M | 0.5% | -18% | 70.6 |
| 39 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.5% | +119% | 69 |
| 40 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $1.6M | 0.5% | -6% | — |
| 41 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $1.4M | 0.4% | -2% | — |
| 42 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.4M | 0.4% | +0% | — |
| 43 |  $ABBV | AbbVie Inc. | $1.3M | 0.4% | +2% | 72.6 |
| 44 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $1.3M | 0.4% | -1% | — |
| 45 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $1.2M | 0.4% | -13% | — |
| 46 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.2M | 0.4% | -2% | — |
| 47 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.3% | +6% | 70.7 |
| 48 |  $HPE | Hewlett Packard Enterprise Co | $1.0M | 0.3% | +0% | 70.5 |
| 49 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $1.0M | 0.3% | -7% | — |
| 50 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $988,663 | 0.3% | +3% | 64.2 |
| 51 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $988,338 | 0.3% | -2% | — |
| 52 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $933,605 | 0.3% | -1% | — |
| 53 |  $AVGO | Broadcom Inc. | $927,799 | 0.3% | +9% | 84.5 |
| 54 |  $KLAC | KLA CORP | $917,210 | 0.3% | +907% | 78.6 |
| 55 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $865,477 | 0.3% | +0% | — |
| 56 | — | ISHARES TR - RUS 2000 VAL ETF | $859,889 | 0.3% | +0% | — |
| 57 |  $PSA | Public Storage | $797,367 | 0.2% | +2% | 69.1 |
| 58 | — | ISHARES TR - MSCI EAFE ETF | $783,100 | 0.2% | +1% | — |
| 59 |  $PANW | Palo Alto Networks Inc | $777,867 | 0.2% | -5% | 65.5 |
| 60 |  $COST | COSTCO WHOLESALE CORP /NEW | $775,855 | 0.2% | +3% | 66.2 |
| 61 |  $KEYS | Keysight Technologies, Inc. | $772,955 | 0.2% | +5% | 71.4 |
| 62 |  $IVZ | Invesco Ltd. | $760,878 | 0.2% | -35% | — |
| 63 |  $INTC | INTEL CORP | $739,322 | 0.2% | +211% | 45.6 |
| 64 |  $META | Meta Platforms, Inc. | $695,212 | 0.2% | +610% | 79.6 |
| 65 | — | ISHARES TR - U.S. REAL ES ETF | $694,242 | 0.2% | +0% | — |
| 66 | — | ISHARES TR - CORE S&P TTL STK | $691,403 | 0.2% | -0% | — |
| 67 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $674,675 | 0.2% | +4% | — |
| 68 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | $664,289 | 0.2% | +3% | — |
| 69 |  $PWR | QUANTA SERVICES, INC. | $655,957 | 0.2% | -8% | 72.1 |
| 70 | — | ISHARES TR - MSCI EMG MKT ETF | $655,779 | 0.2% | -2% | — |
| 71 |  $ETN | Eaton Corp plc | $644,720 | 0.2% | +1% | — |
| 72 |  $CVX | CHEVRON CORP | $641,766 | 0.2% | +4% | 62.8 |
| 73 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $624,339 | 0.2% | +0% | — |
| 74 | — | ISHARES TR - CORE MSCI EAFE | $617,717 | 0.2% | -5% | — |
| 75 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $605,864 | 0.2% | -6% | — |
| 76 |  $A | AGILENT TECHNOLOGIES, INC. | $602,517 | 0.2% | +7% | 67.1 |
| 77 | — | VANGUARD INDEX FDS - SMALL CP ETF | $589,478 | 0.2% | -3% | — |
| 78 |  $FICO | FAIR ISAAC CORP | $536,457 | 0.2% | -29% | 77.7 |
| 79 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $534,281 | 0.2% | +1% | — |
| 80 |  $MCD | MCDONALDS CORP | $523,300 | 0.2% | -1% | 69 |
| 81 |  $PLD | Prologis, Inc. | $523,050 | 0.2% | +0% | 68.3 |
| 82 | $META | Meta Platforms, Inc. | $497,586 | 0.1% | +1% | 79.6 |
| 83 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $490,695 | 0.1% | -1% | — |
| 84 | $AMD | ADVANCED MICRO DEVICES INC | $490,289 | 0.1% | +10% | 79.8 |
| 85 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $490,185 | 0.1% | +0% | — |
| 86 |  $HPQ | HP INC | $481,320 | 0.1% | +10% | 59.3 |
| 87 |  $MU | MICRON TECHNOLOGY INC | $477,877 | 0.1% | +245% | 86.2 |
| 88 |  $TOST | Toast, Inc. | $466,152 | 0.1% | +14% | 69.5 |
| 89 | — | ISHARES TR - RUSSELL 2000 ETF | $444,666 | 0.1% | +4% | — |
| 90 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $432,152 | 0.1% | -11% | — |
| 91 | $IVZ | Invesco Ltd. | $408,695 | 0.1% | +11% | — |
| 92 |  $CSCO | CISCO SYSTEMS, INC. | $395,256 | 0.1% | +154% | 70.3 |
| 93 |  $SPG | SIMON PROPERTY GROUP INC. | $384,455 | 0.1% | +0% | 76.7 |
| 94 |  $DOV | DOVER Corp | $376,172 | 0.1% | +0% | 58.1 |
| 95 |  $V | VISA INC. | $366,421 | 0.1% | +19% | 82.9 |
| 96 | — | ISHARES TR - EAFE VALUE ETF | $364,681 | 0.1% | +3% | — |
| 97 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $363,986 | 0.1% | +144% | 70 |
| 98 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $354,485 | 0.1% | +6% | — |
| 99 |  $RTX | RTX Corp | $354,426 | 0.1% | +12% | 73.2 |
| 100 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $350,517 | 0.1% | +1% | — |
| 101 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $349,528 | 0.1% | +0% | — |
| 102 |  $WT | WisdomTree, Inc. | $348,574 | 0.1% | -4% | 59.9 |
| 103 |  $MRVL | Marvell Technology, Inc. | $344,408 | 0.1% | -8% | 76.5 |
| 104 |  $NOW | ServiceNow, Inc. | $339,935 | 0.1% | +8251% | 72.9 |
| 105 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $336,232 | 0.1% | -0% | — |
| 106 |  $PEP | PEPSICO INC | $326,074 | 0.1% | +65% | 63.4 |
| 107 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $317,981 | 0.1% | +0% | — |
| 108 | $GS | GOLDMAN SACHS GROUP INC | $303,482 | 0.1% | +9% | 73.5 |
| 109 |  $PG | PROCTER & GAMBLE Co | $301,717 | 0.1% | +22% | 64.6 |
| 110 |  $ONTO | ONTO INNOVATION INC. | $297,462 | 0.1% | +0% | 61.9 |
| 111 |  $HD | HOME DEPOT, INC. | $296,252 | 0.1% | -4% | 60.3 |
| 112 | — | ISHARES TR - RUS 1000 VAL ETF | $291,055 | 0.1% | -2% | — |
| 113 |  $MRK | Merck & Co., Inc. | $284,242 | 0.1% | +81% | 59.9 |
| 114 |  $BA | BOEING CO | $270,392 | 0.1% | +238% | 61.6 |
| 115 |  $AVB | AVALONBAY COMMUNITIES INC | $269,072 | 0.1% | -27% | 65.5 |
| 116 |  $DIS | Walt Disney Co | $262,100 | 0.1% | +1% | 60.1 |
| 117 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $254,750 | 0.1% | -2% | — |
| 118 |  $ASML | ASML HOLDING NV | $252,659 | 0.1% | +18% | — |
| 119 |  $DUK | Duke Energy CORP | $244,806 | 0.1% | +10% | 56.4 |
| 120 |  $TGT | TARGET CORP | $242,684 | 0.1% | +0% | 60.7 |
| 121 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $241,392 | 0.1% | +0% | — |
| 122 |  $BAC | BANK OF AMERICA CORP /DE/ | $235,271 | 0.1% | +12% | 67.6 |
| 123 |  $SCHW | SCHWAB CHARLES CORP | $233,496 | 0.1% | -2% | 79.4 |
| 124 | — | ISHARES TR - S&P 500 VAL ETF | $230,314 | 0.1% | +0% | — |
| 125 | — | VANGUARD INDEX FDS - VALUE ETF | $226,648 | 0.1% | +0% | — |
| 126 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $224,458 | 0.1% | +71% | — |
| 127 |  $CL | COLGATE PALMOLIVE CO | $224,433 | 0.1% | +23% | 61.3 |
| 128 |  $RYTM | RHYTHM PHARMACEUTICALS, INC. | $218,841 | 0.1% | +0% | 33.9 |
| 129 |  $C | CITIGROUP INC | $216,938 | 0.1% | +29% | 65 |
| 130 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $215,225 | 0.1% | +5% | — |
| 131 |  $PLTR | Palantir Technologies Inc. | $212,573 | 0.1% | -29% | 84.6 |
| 132 | — | ISHARES TR - RUS 2000 GRW ETF | $211,163 | 0.1% | +0% | — |
| 133 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $210,360 | 0.1% | +251% | — |
| 134 | — | GLOBAL X FDS - ARTIFICIAL ETF | $208,592 | 0.1% | +0% | — |
| 135 |  $ADI | ANALOG DEVICES INC | $206,926 | 0.1% | +17% | 79.2 |
| 136 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $205,747 | 0.1% | +1% | — |
| 137 |  $ABT | ABBOTT LABORATORIES | $204,891 | 0.1% | -1% | 65.5 |
| 138 |  $TWLO | TWILIO INC | $203,442 | 0.1% | +39% | 70.4 |
| 139 | $IVZ | Invesco Ltd. | $200,712 | 0.1% | +0% | — |
| 140 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $198,980 | 0.1% | +21% | — |
| 141 |  $NEE | NEXTERA ENERGY INC | $198,624 | 0.1% | +4% | 64.6 |
| 142 | — | TORTOISE CAPITAL SERIES TRUS - ENERGY ETF | $195,052 | 0.1% | -11% | — |
| 143 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $188,508 | 0.1% | +0% | — |
| 144 |  $LH | LABCORP HOLDINGS INC. | $187,040 | 0.1% | -2% | 65 |
| 145 |  $CAT | CATERPILLAR INC | $177,612 | 0.1% | +27% | 66.5 |
| 146 |  $NBIS | Nebius Group N.V. | $177,302 | 0.1% | +0% | — |
| 147 |  $GLD | SPDR GOLD TRUST | $176,086 | 0.1% | +0% | — |
| 148 | — | ISHARES TR - EXPND TEC SC ETF | $173,722 | 0.1% | +0% | — |
| 149 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $171,534 | 0.1% | +0% | — |
| 150 | $DOV | DOVER Corp | $170,902 | 0.1% | +0% | 58.1 |
New Positions (283)
FIDELITY COVINGTON TRUST - ENHANCED LARGE$153,290
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$152,920 VANGUARD BD INDEX FDS - INTERMED TERM$110,444
AMERICAN CENTY ETF TR - AVANTIS ALL EQT$87,339
$VICR VICOR CORP$75,956 VANGUARD BD INDEX FDS - VANGUARD ULTRA$75,274
ROUNDHILL ETF TRUST - MEMORY ETF$69,346
$CPB CAMPBELL'S Co$61,777
$SWKS SKYWORKS SOLUTIONS, INC.$50,105
$CLBT Cellebrite DI Ltd.$44,049
$TEAM Atlassian Corp$39,051
$BB BLACKBERRY Ltd$31,625
$NTRA Natera, Inc.$29,589
$PTA Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund$28,770
$MTB M&T BANK CORP$25,944Exited Positions (61)
$XOM.R34088 EXXON MOBIL CORP
$MLM MARTIN MARIETTA MATERIALS INC
$PAAS PAN AMERICAN SILVER CORP
$NOC NORTHROP GRUMMAN CORP /DE/
$FIS Fidelity National Information Services, Inc.
$KMPB KEMPER Corp
$CCC CCC Intelligent Solutions Holdings Inc.
$LYB LyondellBasell Industries N.V.
$THO THOR INDUSTRIES INC
$AL AIR LEASE CORP
$KBH KB HOME
$LULU lululemon athletica inc.
$CLVT CLARIVATE PLC
$CXT Crane NXT, Co.
$EMN EASTMAN CHEMICAL COBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for ELEVATION WEALTH PARTNERS, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track ELEVATION WEALTH PARTNERS, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for ELEVATION WEALTH PARTNERS, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: ELEVATION WEALTH PARTNERS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For ELEVATION WEALTH PARTNERS, LLC (SEC CIK: 1976256), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in ELEVATION WEALTH PARTNERS, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.