Elevation Advisory Partners LLC
Clone Performance
May 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
57 tracked positions · as of Mar 31, 2026Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.9% | $38,414,943 |
| Consumer Cyclical | 10.5% | $7,494,265 |
| Industrials | 7.8% | $5,531,481 |
| Unclassified | 7.7% | $5,462,497 |
| Communication Services | 6.2% | $4,389,928 |
| Consumer Defensive | 5.2% | $3,733,576 |
| Financial Services | 4.9% | $3,490,984 |
| Healthcare | 1.7% | $1,192,144 |
| Energy | 1.5% | $1,061,982 |
| Utilities | 0.8% | $537,194 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 124,329 | $21,682,977 | 30.41% | |
| AAPL |
Apple Inc.
Technology
|
First | 25,364 | $6,437,129 | 9.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 18,746 | $3,904,229 | 5.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 11,150 | $3,203,364 | 4.49% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
First | 20,877 | $3,158,272 | 4.43% | |
| AGX |
Argan Inc
Industrials
|
First | 5,265 | $2,867,582 | 4.02% | |
| MSFT |
Microsoft Corp
Technology
|
First | 6,798 | $2,516,415 | 3.53% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 3,080 | $2,182,056 | 3.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 3,411 | $1,968,760 | 2.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 6,656 | $1,957,928 | 2.75% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 5,065 | $1,882,913 | 2.64% | |
| GLD |
Spdr Gold Trust
|
First | 4,050 | $1,742,674 | 2.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 2,142 | $1,393,028 | 1.95% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 11,171 | $1,388,331 | 1.95% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 6,905 | $997,358 | 1.40% | |
| CRWV |
CoreWeave, Inc.
Technology
|
First | 12,629 | $978,368 | 1.37% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
First | 1,281 | $932,388 | 1.31% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 2,286 | $772,553 | 1.08% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 535 | $533,090 | 0.75% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 1,986 | $481,843 | 0.68% | |
| ASML |
Asml Holding NV
Technology
|
First | 350 | $462,290 | 0.65% | |
| DDOG |
Datadog, Inc.
Technology
|
First | 3,860 | $455,673 | 0.64% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
First | 254 | $439,171 | 0.62% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
First | 1,079 | $421,252 | 0.59% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 2,449 | $415,497 | 0.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 1,685 | $411,881 | 0.58% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 3,810 | $366,331 | 0.51% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 2,192 | $362,425 | 0.51% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 9,319 | $358,035 | 0.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 374 | $343,993 | 0.48% | |
| TXRH |
Texas Roadhouse, Inc.
Consumer Cyclical
|
First | 2,032 | $335,564 | 0.47% | |
| T |
At&T Inc.
Communication Services
|
First | 11,547 | $334,747 | 0.47% | |
| LBRT |
Liberty Energy Inc.
Energy
|
First | 11,305 | $325,584 | 0.46% | |
| CVX |
Chevron Corp
Energy
|
First | 1,551 | $320,901 | 0.45% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 6,052 | $303,810 | 0.43% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,482 | $301,483 | 0.42% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 924 | $285,987 | 0.40% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 3,022 | $280,683 | 0.39% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 1,223 | $265,990 | 0.37% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 1,959 | $256,511 | 0.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 521 | $249,663 | 0.35% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 3,176 | $241,534 | 0.34% | |
| V |
Visa Inc.
Financial Services
|
First | 791 | $239,071 | 0.34% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 4,806 | $234,292 | 0.33% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 1,746 | $224,849 | 0.32% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 1,494 | $218,542 | 0.31% | |
| PRU |
Prudential Financial Inc
Financial Services
|
First | 2,232 | $218,044 | 0.31% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 3,195 | $210,838 | 0.30% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
First | 1,015 | $201,213 | 0.28% | |
| MSTR |
Strategy Inc
Technology
|
First | 1,602 | $199,929 | 0.28% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.