Elevation Advisory Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$114.0M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
97
reported holdings
Largest positions
All 97 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $23.4M | 124K |
| Vanguard Whitehall Fds | VYM | Shares | $12.6M | 85K |
| Apple Inc | AAPL | Shares | $6.6M | 25K |
| Amazon Com Inc | AMZN | Shares | $4.6M | 19K |
| Microsoft Corp | MSFT | Shares | $3.3M | 7K |
| Arm Holdings Plc | ARM | Shares | $2.4M | 21K |
| Alphabet Inc | GOOGL | Shares | $2.3M | 7K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $2.2M | 82K |
| Tesla Inc | TSLA | Shares | $2.2M | 5K |
| Invesco Qqq Tr | QQQ | Shares | $2.2M | 3K |
| Jpmorgan Chase & Co. | JPM | Shares | $2.0M | 7K |
| Caterpillar Inc | CAT | Shares | $2.0M | 3K |
| Spdr Gold Tr | GLD | Shares | $1.9M | 4K |
| Argan Inc | AGX | Shares | $1.9M | 5K |
| First Tr Exch Traded Fd Iii | SDVD | Shares | $1.6M | 73K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $1.5M | 2K |
| Alphabet Inc | GOOG | Shares | $1.4M | 4K |
| Coreweave Inc | CRWV | Shares | $1.4M | 13K |
| Walmart Inc | WMT | Shares | $1.3M | 11K |
| Vanguard Scottsdale Fds | VONG | Shares | $1.1M | 9K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.0M | 13K |
| Procter And Gamble Co | PG | Shares | $1.0M | 7K |
| Vaneck Etf Trust | SMH | Shares | $978K | 2K |
| Select Sector Spdr Tr | XLK | Shares | $895K | 6K |
| Caseys Gen Stores Inc | CASY | Shares | $790K | 1K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $773K | 2K |
| Janus Detroit Str Tr | VNLA | Shares | $772K | 16K |
| Select Sector Spdr Tr | XLF | Shares | $747K | 14K |
| Select Sector Spdr Tr | XLV | Shares | $664K | 4K |
| Mercadolibre Inc | MELI | Shares | $583K | 254 |
| Select Sector Spdr Tr | XLC | Shares | $567K | 5K |
| Datadog Inc | DDOG | Shares | $533K | 4K |
| Ishares Tr | MTUM | Shares | $528K | 2K |
| Costco Whsl Corp New | COST | Shares | $519K | 535 |
| Crowdstrike Hldgs Inc | CRWD | Shares | $514K | 1K |
| Spdr Series Trust | VLU | Shares | $509K | 2K |
| Asml Holding N V | Shares | $509K | 350 | |
| Ishares Tr | IVV | Shares | $502K | 719 |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $472K | 9K |
| Ishares Tr | IEI | Shares | $467K | 4K |
| Union Pac Corp | UNP | Shares | $462K | 2K |
| Goldman Sachs Etf Tr | GSIE | Shares | $460K | 10K |
| Vanguard Intl Equity Index F | VPL | Shares | $410K | 4K |
| Ishares Inc | EEMA | Shares | $405K | 4K |
| Select Sector Spdr Tr | XLP | Shares | $397K | 5K |
| Philip Morris Intl Inc | PM | Shares | $392K | 2K |
| Eli Lilly & Co | LLY | Shares | $389K | 374 |
| Klarna Group Plc | Shares | $380K | 15K | |
| Vanguard Scottsdale Fds | VCSH | Shares | $378K | 5K |
| Johnson & Johnson | JNJ | Shares | $378K | 2K |
| Texas Roadhouse Inc | TXRH | Shares | $376K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $374K | 1K |
| Ssga Active Etf Tr | TOTL | Shares | $370K | 9K |
| Listed Fds Tr | OVL | Shares | $336K | 6K |
| Exxon Mobil Corp | XOM | Shares | $335K | 2K |
| Netflix Inc | NFLX | Shares | $326K | 4K |
| Ishares Tr | IXG | Shares | $319K | 3K |
| Broadcom Inc | AVGO | Shares | $307K | 924 |
| Ishares Tr | TLT | Shares | $288K | 3K |
| Vanguard Index Fds | VUG | Shares | $285K | 582 |
| Ishares Tr | IJR | Shares | $280K | 2K |
| Spdr Series Trust | SPYG | Shares | $277K | 3K |
| Abbvie Inc | ABBV | Shares | $274K | 1K |
| Vanguard Index Fds | VTV | Shares | $270K | 1K |
| Qualcomm Inc | QCOM | Shares | $267K | 2K |
| At&T Inc | T | Shares | $266K | 12K |
| Nextera Energy Inc | NEE | Shares | $263K | 3K |
| Chevron Corp New | CVX | Shares | $262K | 2K |
| Spdr Series Trust | XNTK | Shares | $260K | 898 |
| Strategy Inc | MSTR | Shares | $259K | 2K |
| Visa Inc | V | Shares | $257K | 791 |
| First Tr Exchange-Traded Fd | FTSM | Shares | $251K | 4K |
| Liberty Energy Inc | LBRT | Shares | $251K | 11K |
| Bank America Corp | BAC | Shares | $251K | 5K |
| Palantir Technologies Inc | PLTR | Shares | $248K | 1K |
| Ishares Tr | IVW | Shares | $247K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $247K | 521 |
| Ishares Tr | IEF | Shares | $245K | 3K |
| Spdr Series Trust | SPAB | Shares | $241K | 9K |
| Prudential Finl Inc | PRU | Shares | $240K | 2K |
| Verizon Communications Inc | VZ | Shares | $238K | 6K |
| Duke Energy Corp New | DUK | Shares | $236K | 2K |
| Coca Cola Co | KO | Shares | $234K | 3K |
| Vanguard Whitehall Fds | VIGI | Shares | $227K | 2K |
| Micron Technology Inc | MU | Shares | $226K | 551 |
| Wells Fargo Co New | WFC | Shares | $221K | 2K |
| Pimco Etf Tr | PYLD | Shares | $219K | 8K |
| Spdr Index Shs Fds | SPEM | Shares | $215K | 4K |
| Invesco Exch Trd Slf Idx Fd | BSCW | Shares | $212K | 10K |
| Progressive Corp | PGR | Shares | $211K | 1K |
| Disney Walt Co | DIS | Shares | $209K | 2K |
| Ishares Tr | IBTL | Shares | $203K | 10K |
| Altria Group Inc | MO | Shares | $203K | 3K |
| Ishares Tr | IVE | Shares | $200K | 923 |
| Akebia Therapeutics Inc | AKBA | Shares | $181K | 120K |
| Uipath Inc | PATH | Shares | $146K | 10K |
| Nexalin Technology Inc | NXL | Shares | $6K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.