ELEVATION WEALTH PARTNERS, LLC

Position in MSFT — Microsoft Corp

CIK 1976256 WALNUT CREEK, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,477,971

+$120,729 QoQ

Shares Held

6,643

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.77%

of 13F equity value

Holder Rank

#4,194

of 6,179 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $4,986,309 across 41 Software - Infrastructure names. MSFT ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	6,643	$2,477,971
2	PANW	Palo Alto Networks Inc	2,281	$777,866
3	TOST	Toast, Inc.	16,756	$466,151
4	PLTR	Palantir Technologies Inc.	1,822	$212,572
5	TWLO	Twilio Inc	986	$203,441
6	OKTA	Okta, Inc.	852	$116,255
7	IOT	Samsara Inc.	1,985	$64,373
8	CRWV	CoreWeave, Inc.	614	$61,117

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,477,971	6,643	+4.3%	Shares	Sole	2026-07-08
2026-03-31	$2,357,242	6,368	+1.4%	Shares	Sole	2026-04-14
2025-12-31	$3,037,617	6,281	-3.9%	Shares	Sole	2026-01-09
2025-09-30	$3,384,285	6,534	+9.0%	Shares	Sole	2025-10-14
2025-06-30	$2,981,475	5,994	-1.8%	Shares	Sole	2025-07-08
2025-03-31	$2,291,005	6,103	-4.6%	Shares	Sole	2025-04-09
2024-12-31	$2,696,335	6,397	-0.9%	Shares	Sole	2025-01-29
2024-09-30	$2,776,295	6,452	-9.6%	Shares	Sole	2024-10-04
2024-06-30	$3,191,669	7,141	+0.3%	Shares	Sole	2024-07-09
2024-03-31	$2,996,367	7,122	-21.7%	Shares	Sole	2024-04-19
2023-12-31	$3,418,579	9,091	+375.5%	Shares	Sole	2024-01-17
2023-09-30	$603,714	1,912	0.0%	Shares	Sole	2023-10-10
2023-06-30	$651,112	1,912	-14.6%	Shares	Sole	2023-07-06
2023-03-31	$645,215	2,238	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.