Elevation Wealth Partners
Elevation Wealth Partners reported 1,342 stocks worth $356M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are IUSB (10.2%), FNDX (6.7%) and IUSG (6.5%). Compared with Q2 2026, the fund opened new positions in ICSH, WDI and XOM, added to IUSB, FNDX and IUSG, trimmed SCHX, AAPL and GOOGL and sold out of DBMF, TXT and BB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IUSB Ishares Core | $36.2M | 10.2% | 820K | +43K (+6%) | 8 of 8 | |
| 2 |  FNDX Schwab Fundamental U.s. Large Company ETF | $23.7M | 6.7% | 754K | +6,427 (+1%) | 8 of 8 | |
| 3 |  IUSG Ishares TR | $23M | 6.5% | 119K | +397 (+0%) | 8 of 8 | |
| 4 |  AVDE American Centy ETF TR | $17.2M | 4.8% | 190K | +9,880 (+5%) | 7 of 8 | |
| 5 |  SCHX Schwab US Large Cap ETF | $11.6M | 3.3% | 388K | −4,793 (−1%) | 8 of 8 | |
| 6 |  VO Vanguard Index Fds | $10.5M | 3.0% | 134K | +4,070 (+3%) | 8 of 8 | |
| 7 |  AVEM American Centy ETF TR | $10.3M | 2.9% | 109K | No change | 8 of 8 | |
| 8 |  AAPL Apple Inc | $9.3M | 2.6% | 28K | −57 (−0%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $7.1M | 2.0% | 21K | −1,325 (−6%) | 8 of 8 | |
| 10 |  IJR Ishares TR | $7M | 2.0% | 52K | +2,074 (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
AVALONBAY CMNTYS INC | $269K | 1,426 |
 DBMF Litman Gregory Fds TR | $35K | 1,145 |
 TXT Textron Inc | $33K | 361 |
 BB Blackberry Ltd | $32K | 2,500 |
JANUS HENDERSON GROUP PLC | $29K | 561 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elevation Wealth Partners 13F FAQ
What does Elevation Wealth Partners own?
Elevation Wealth Partners reported 1,342 stocks worth $356M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are IUSB (10.2%), FNDX (6.7%) and IUSG (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Elevation Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 122 new positions, 634 added to, 248 trimmed and 85 sold out. New positions include ICSH, WDI and XOM. It sold all of DBMF, TXT and BB.
When will Elevation Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Elevation Wealth Partners's portfolio worth?
The Q3 2026 filing reports $356M 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.