Position in WEX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,551
-$5,335 QoQ
Shares Held
11
-75.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 410 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $4,986,309 across 41 Software - Infrastructure names. WEX ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
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 |
All Filings in WEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551 | 11 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,886 | 45 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||