Elevation Advisory Partners LLC

CIK

2124354

Location

ORLANDO, FL

Portfolio Value

Micro $3,733,576

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#6,342 / 8,588

Top Industry

Semiconductors 41.2%

Period ended 3 months ago

Filed May 8, 2026 · 40d

Clone Performance

May 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+0.8%

SPY

+1.4%

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

57 positions · as of Mar 31, 2026

Top Position

30.9%

of portfolio value

Top 5

54.3%

of portfolio value

Top 10

69.4%

of portfolio value

HHI

1,191

Diversified

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	54.8%	$38,414,943	16
Consumer Cyclical	10.7%	$7,494,265	5
Industrials	7.9%	$5,531,481	3
Unclassified	7.8%	$5,462,497	4
Consumer Defensive	5.3%	$3,733,576	6
Financial Services	5.0%	$3,490,984	8
Communication Services	4.5%	$3,189,706	5
Healthcare	1.7%	$1,192,144	5
Energy	1.5%	$1,061,982	3
Utilities	0.8%	$537,194	2

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $3,733,576 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MO	Altria Group, Inc. Consumer Defensive	First	3,195	—	$210,838	—	5.65%
KO	Coca Cola Co Consumer Defensive	First	3,176	—	$241,534	—	6.47%
PM	Philip Morris International Inc. Consumer Defensive	First	2,192	—	$362,425	—	9.71%
COST	Costco Wholesale Corp /New Consumer Defensive	First	535	—	$533,090	—	14.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	6,905	—	$997,358	—	26.71%
WMT	Walmart Inc. Consumer Defensive	First	11,171	—	$1,388,331	—	37.19%