Elevation Advisory Partners LLC
Filing Date
Mar 31, 2026
Global Rank
#6,348
/ 8,603
· as of Mar 2026
Top Industry
Semiconductors
41.6%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.8%
SPY
+0.7%
Annualised alpha
—
Max drawdown
−8.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
56 positions · as of Mar 31, 2026Top Position
31.3%
of portfolio value
Top 5
54.8%
of portfolio value
Top 10
70.2%
of portfolio value
HHI
1,216
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 54.9% | $38,099,004 |
| Consumer Cyclical | 10.8% | $7,494,265 |
| Industrials | 8.0% | $5,531,481 |
| Unclassified | 7.9% | $5,462,497 |
| Consumer Defensive | 5.4% | $3,733,576 |
| Financial Services | 5.0% | $3,490,984 |
| Communication Services | 4.6% | $3,189,706 |
| Healthcare | 1.7% | $1,192,144 |
| Energy | 0.9% | $646,485 |
| Utilities | 0.8% | $537,194 |
56 positions ·
$69,377,336 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 56 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 124,329 | $21,682,977 | 31.25% | |
| AAPL |
Apple Inc.
Technology
|
First | 25,364 | $6,437,129 | 9.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 18,746 | $3,904,229 | 5.63% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
First | 20,877 | $3,158,272 | 4.55% | |
| AGX |
Argan Inc
Industrials
|
First | 5,265 | $2,867,582 | 4.13% | |
| MSFT |
Microsoft Corp
Technology
|
First | 6,798 | $2,516,415 | 3.63% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 3,080 | $2,182,056 | 3.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 6,966 | $2,003,142 | 2.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 3,411 | $1,968,760 | 2.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 6,656 | $1,957,928 | 2.82% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 5,065 | $1,882,913 | 2.71% | |
| GLD |
Spdr Gold Trust
|
First | 4,050 | $1,742,674 | 2.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 2,142 | $1,393,028 | 2.01% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 11,171 | $1,388,331 | 2.00% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 6,905 | $997,358 | 1.44% | |
| CRWV |
CoreWeave, Inc.
Technology
|
First | 12,629 | $978,368 | 1.41% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
First | 1,281 | $932,388 | 1.34% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 2,286 | $772,553 | 1.11% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 535 | $533,090 | 0.77% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 1,986 | $481,843 | 0.69% | |
| ASML |
Asml Holding NV
Technology
|
First | 350 | $462,290 | 0.67% | |
| DDOG |
Datadog, Inc.
Technology
|
First | 3,860 | $455,673 | 0.66% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
First | 254 | $439,171 | 0.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 1,685 | $411,881 | 0.59% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 3,810 | $366,331 | 0.53% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 2,192 | $362,425 | 0.52% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 9,319 | $358,035 | 0.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 374 | $343,993 | 0.50% | |
| TXRH |
Texas Roadhouse, Inc.
Consumer Cyclical
|
First | 2,032 | $335,564 | 0.48% | |
| T |
At&T Inc.
Communication Services
|
First | 11,547 | $334,747 | 0.48% | |
| LBRT |
Liberty Energy Inc.
Energy
|
First | 11,305 | $325,584 | 0.47% | |
| CVX |
Chevron Corp
Energy
|
First | 1,551 | $320,901 | 0.46% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 6,052 | $303,810 | 0.44% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,482 | $301,483 | 0.43% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 924 | $285,987 | 0.41% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 3,022 | $280,683 | 0.40% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 1,223 | $265,990 | 0.38% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 1,959 | $256,511 | 0.37% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 521 | $249,663 | 0.36% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 3,176 | $241,534 | 0.35% | |
| V |
Visa Inc.
Financial Services
|
First | 791 | $239,071 | 0.34% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 4,806 | $234,292 | 0.34% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 1,746 | $224,849 | 0.32% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 1,494 | $218,542 | 0.32% | |
| 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 | 0.29% | |
| MSTR |
Strategy Inc
Technology
|
First | 1,602 | $199,929 | 0.29% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 2,494 | $198,547 | 0.29% | |
| KLAR |
Klarna Group plc
Financial Services
|
First | 14,685 | $192,226 | 0.28% |