ELEVATION WEALTH PARTNERS, LLC
Top Portfolio Positions
865 positions ·
$64,944,821 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,135 | $7,140,381 | 10.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
22,372 | $6,433,292 | 9.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,231 | $4,052,268 | 6.24% | |
| NVDA |
Nvidia Corp
Technology
|
18,342 | $3,198,844 | 4.93% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,572 | $2,443,141 | 3.76% | |
| MSFT |
Microsoft Corp
Technology
|
6,368 | $2,357,242 | 3.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,464 | $2,139,148 | 3.29% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,599 | $2,077,270 | 3.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,459 | $1,553,485 | 2.39% | |
| ABBV |
AbbVie Inc.
Healthcare
|
4,987 | $1,084,622 | 1.67% |
Portfolio Trend
13 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,520 | 14 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,556 | 21 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,078 | 12 | Shares | Sole | 2025-10-14 | |
| No 13F history on record for this holder in this stock. | ||||||