ELEVATION WEALTH PARTNERS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EW ELEVATION WEALTH PARTNERS, LLC | Institutional Filer | ▼ 1.15% | $279.1M | 1076 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1076)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | — | 691K | $31.9M | 11.44% |
| 2 | FNDX | SCHWAB STRATEGIC TR | — | 741K | $20.6M | 7.40% |
| 3 | IUSG | ISHARES TR | — | 118K | $18.3M | 6.55% |
| 4 | AVDE | AMERICAN CENTY ETF TR | — | 172K | $14.6M | 5.23% |
| 5 | SCHX | SCHWAB STRATEGIC TR | — | 404K | $10.4M | 3.71% |
| 6 | VO | VANGUARD INDEX FDS | — | 32K | $9.3M | 3.32% |
| 7 | AVEM | AMERICAN CENTY ETF TR | — | 106K | $8.5M | 3.06% |
| 8 | AAPL | Apple Inc. | Technology | 28K | $7.1M | 2.56% |
| 9 | GOOGL | Alphabet Inc. | Technology | 22K | $6.4M | 2.30% |
| 10 | IJR | ISHARES TR | — | 49K | $6.1M | 2.18% |
| 11 | DFSU | DIMENSIONAL ETF TRUST | — | 144K | $5.9M | 2.12% |
| 12 | SCHH | SCHWAB STRATEGIC TR | — | 231K | $5.0M | 1.78% |
| 13 | FTHI | FIRST TR EXCHANGE TRADED FD | — | 206K | $4.7M | 1.70% |
| 14 | AGG | ISHARES TR | — | 44K | $4.4M | 1.56% |
| 15 | DFAU | DIMENSIONAL ETF TRUST | — | 97K | $4.4M | 1.56% |
Showing 1 to 15 of 1000 holdings