ELEVATION WEALTH PARTNERS, LLC
Top Portfolio Positions
864 positions ·
$62,805,673 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,135 | $7,140,381 | 11.37% |
| GOOGL |
Alphabet Inc.
Communication Services
|
22,372 | $6,433,292 | 10.24% |
| SPY |
Spdr S&P 500 Etf Trust
|
6,231 | $4,052,268 | 6.45% |
| NVDA |
Nvidia Corp
Technology
|
18,342 | $3,198,844 | 5.09% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,572 | $2,443,141 | 3.89% |
| MSFT |
Microsoft Corp
Technology
|
6,368 | $2,357,242 | 3.75% |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,599 | $2,077,270 | 3.31% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,459 | $1,553,485 | 2.47% |
| ABBV |
AbbVie Inc.
Healthcare
|
4,987 | $1,084,622 | 1.73% |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
2,342 | $953,826 | 1.52% |
Holdings in TPG
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,396 | 306 | Shares | Sole | 2026-04-14 | |
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