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13F holdings · Q2 2026

Elevation Advisory Partners

Orlando, FL · files as Elevation Advisory Partners LLC
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 2124354

Elevation Advisory Partners reported 48 stocks worth $97.7M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (22.8%), VYM (13.6%) and AAPL (8.4%). Compared with Q1 2026, the fund opened new positions in SPCX, AKRE and MSTY, added to AMZN, RDVI and SDVD, trimmed NVDA, VYM and AAPL and sold out of AGX, VONG and XLV.

Reported value$97.7M−8.8% vs last quarter
Stocks held484 new · 53 sold out
Top 5 weight54.8%fairly concentrated
Turnover38%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 2 qtrsHeld
1
NVDA
Nvidia Corporation
$22.2M22.8%109K−15K (−12%)2 of 2
2
VYM
Vanguard Whitehall Fds
$13.3M13.6%84K−1,459 (−2%)2 of 2
3
AAPL
Apple Inc
$8.2M8.4%25K−349 (−1%)2 of 2
4
AMZN
Amazon Com Inc
$5M5.2%20K+1,382 (+7%)2 of 2
5
ARM
Arm Hldgs PLC Equity A F
$4.8M4.9%18K−3,095 (−15%)2 of 2
6
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$4.8M4.9%166K+84K (+102%)2 of 2
7
CAT
Caterpillar Inc
$2.6M2.7%3,040−40 (−1%)2 of 2
8
MSFT
Microsoft Corp
$2.4M2.5%6,004−794 (−12%)2 of 2
9
QQQ
Invesco Qqq TR
$2.2M2.2%3,115−296 (−9%)2 of 2
10
GOOGL
Alphabet Inc
$2.2M2.2%6,135−831 (−12%)2 of 2
🔒 38 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
AGX
Argan Inc
$1.9M5,265
VONG
Vanguard Russell 1000
$1.1M8,759
XLV
State Street
$664K4,273
XLC
Select Sector Spdr TR
$567K4,849
MTUM
Ishares Msci USA Momntum
$528K2,029

🔒 Free account: see all 30.

Reported value

last 2 quarters
$107MQ1 '26
$97.7MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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Elevation Advisory Partners 13F FAQ

What does Elevation Advisory Partners own?

Elevation Advisory Partners reported 48 stocks worth $97.7M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (22.8%), VYM (13.6%) and AAPL (8.4%). The table above lists every position in the filing (the top 10 without an account).

What did Elevation Advisory Partners buy and sell in Q2 2026?

Compared with Q1 2026: 4 new positions, 11 added to, 32 trimmed and 53 sold out. New positions include SPCX, AKRE and MSTY. It sold all of AGX, VONG and XLV.

When will Elevation Advisory Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Elevation Advisory Partners's portfolio worth?

The Q2 2026 filing reports $97.7M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.