ELEVATION WEALTH PARTNERS, LLC Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$282.4B
Holdings
959
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (959 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | UNHUNITEDHEALTH GROUP INC | 206 | $68.0M | 0.02% | |
| 202 | AQLTISHARES TR | 475 | $67.0M | 0.02% | |
| 203 | BLKBLACKROCK INC | 63 | $67.0M | 0.02% | |
| 204 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 733 | $66.0M | 0.02% | |
| 205 | XBISPDR SERIES TRUST | 536 | $65.0M | 0.02% | |
| 206 | AREALEXANDRIA REAL ESTATE EQ IN | 1,345 | $65.0M | 0.02% | |
| 207 | SPGMSPDR INDEX SHS FDS | 855 | $65.0M | 0.02% | |
| 208 | TAT&T INC | 2,583 | $64.0M | 0.02% | |
| 209 | INQQEXCHANGE TRADED CONCEPTS TRU | 4,390 | $64.0M | 0.02% | |
| 210 | FDNFIRST TR EXCHANGE-TRADED FD | 232 | $62.0M | 0.02% | |
| 211 | FXUFIRST TR EXCHANGE TRADED FD | 1,376 | $61.0M | 0.02% | |
| 212 | PFEPFIZER INC | 2,436 | $60.0M | 0.02% | |
| 213 | BMYBRISTOL-MYERS SQUIBB CO | 1,117 | $60.0M | 0.02% | |
| 214 | DHRDANAHER CORPORATION | 259 | $59.0M | 0.02% | |
| 215 | USHYISHARES TR | 1,588 | $59.0M | 0.02% | |
| 216 | INTCINTEL CORP | 1,606 | $59.0M | 0.02% | |
| 217 | VOOGVANGUARD ADMIRAL FDS INC | 133 | $59.0M | 0.02% | |
| 218 | STWDSTARWOOD PPTY TR INC | 3,314 | $59.0M | 0.02% | |
| 219 | HTGCHERCULES CAPITAL INC | 3,181 | $59.0M | 0.02% | |
| 220 | BCCCGLOBAL X FDS | 1,197 | $57.0M | 0.02% | |
| 221 | TMUST-MOBILE US INC | 284 | $57.0M | 0.02% | |
| 222 | MSIMOTOROLA SOLUTIONS INC | 149 | $57.0M | 0.02% | |
| 223 | VYMIVANGUARD WHITEHALL FDS | 637 | $57.0M | 0.02% | |
| 224 | IFRAISHARES TR | 1,066 | $56.0M | 0.02% | |
| 225 | UBERUBER TECHNOLOGIES INC | 692 | $56.0M | 0.02% | |
| 226 | SPGIS&P GLOBAL INC | 107 | $55.0M | 0.02% | |
| 227 | AONAON PLC | 157 | $55.0M | 0.02% | |
| 228 | AJGGALLAGHER ARTHUR J & CO | 215 | $55.0M | 0.02% | |
| 229 | DGROISHARES TR | 789 | $54.0M | 0.02% | |
| 230 | RITMRITHM CAPITAL CORP | 5,000 | $54.0M | 0.02% | |
| 231 | TDIVFIRST TR EXCHANGE TRADED FD | 553 | $53.0M | 0.02% | |
| 232 | RDVIFIRST TR EXCHANGE-TRADED FD | 2,053 | $53.0M | 0.02% | |
| 233 | DFAXDIMENSIONAL ETF TRUST | 1,626 | $53.0M | 0.02% | |
| 234 | GEGE AEROSPACE | 172 | $52.0M | 0.02% | |
| 235 | CNACNA FINL CORP | 1,102 | $52.0M | 0.02% | |
| 236 | TOSTTOAST INC | 1,486 | $52.0M | 0.02% | |
| 237 | EFAVISHARES TR | 614 | $52.0M | 0.02% | |
| 238 | CBCHUBB LIMITED | 168 | $52.0M | 0.02% | |
| 239 | IBITISHARES BITCOIN TRUST ETF | 1,055 | $52.0M | 0.02% | |
| 240 | EWAISHARES INC | 1,944 | $50.0M | 0.02% | |
| 241 | ETHGRAYSCALE ETHEREUM MINI TR E | 1,786 | $50.0M | 0.02% | |
| 242 | EDCONSOLIDATED EDISON INC | 503 | $49.0M | 0.02% | |
| 243 | TFSLTFS FINL CORP | 3,628 | $48.0M | 0.02% | |
| 244 | ORCLORACLE CORP | 249 | $48.0M | 0.02% | |
| 245 | NVSNNOVARTIS AG | 350 | $48.0M | 0.02% | |
| 246 | VRSKVERISK ANALYTICS INC | 213 | $47.0M | 0.02% | |
| 247 | TWLOTWILIO INC | 331 | $47.0M | 0.02% | |
| 248 | NKENIKE INC | 746 | $47.0M | 0.02% | |
| 249 | RLIRLI CORP | 726 | $46.0M | 0.02% | |
| 250 | VGSHVANGUARD SCOTTSDALE FDS | 784 | $46.0M | 0.02% | |
| 251 | MRSHMARSH & MCLENNAN COS INC | 252 | $46.0M | 0.02% | |
| 252 | DFSBDIMENSIONAL ETF TRUST | 877 | $45.0M | 0.02% | |
| 253 | ACIALBERTSONS COS INC | 2,662 | $45.0M | 0.02% | |
| 254 | TMOTHERMO FISHER SCIENTIFIC INC | 78 | $45.0M | 0.02% | |
| 255 | NUSCNUSHARES ETF TR | 1,028 | $45.0M | 0.02% | |
| 256 | DRIDARDEN RESTAURANTS INC | 242 | $44.0M | 0.02% | |
| 257 | XLKSELECT SECTOR SPDR TR | 306 | $44.0M | 0.02% | |
| 258 | KRKROGER CO | 700 | $43.0M | 0.02% | |
| 259 | LMTLOCKHEED MARTIN CORP | 89 | $43.0M | 0.02% | |
| 260 | DGRWWISDOMTREE TR | 484 | $43.0M | 0.02% | |
| 261 | XELXCEL ENERGY INC | 572 | $42.0M | 0.01% | |
| 262 | EBAEBAY INC. | 493 | $42.0M | 0.01% | |
| 263 | CMCSACOMCAST CORP NEW | 1,421 | $42.0M | 0.01% | |
| 264 | AEEAMEREN CORP | 427 | $42.0M | 0.01% | |
| 265 | IVVISHARES TR | 62 | $42.0M | 0.01% | |
| 266 | GEVGE VERNOVA INC | 63 | $41.0M | 0.01% | |
| 267 | VXUSVANGUARD STAR FDS | 555 | $41.0M | 0.01% | |
| 268 | AWCAMERICAN WTR WKS CO INC NEW | 308 | $40.0M | 0.01% | |
| 269 | IJJISHARES TR | 304 | $40.0M | 0.01% | |
| 270 | SBUXSTARBUCKS CORP | 472 | $39.0M | 0.01% | |
| 271 | NOCNORTHROP GRUMMAN CORP | 70 | $39.0M | 0.01% | |
| 272 | EGPEASTGROUP PPTYS INC | 221 | $39.0M | 0.01% | |
| 273 | KMIKINDER MORGAN INC DEL | 1,427 | $39.0M | 0.01% | |
| 274 | IUSVISHARES TR | 384 | $39.0M | 0.01% | |
| 275 | NLYANNALY CAPITAL MANAGEMENT IN | 1,731 | $38.0M | 0.01% | |
| 276 | GQREFLEXSHARES TR | 656 | $38.0M | 0.01% | |
| 277 | APDAIR PRODS & CHEMS INC | 147 | $36.0M | 0.01% | |
| 278 | UNPUNION PAC CORP | 157 | $36.0M | 0.01% | |
| 279 | MOALTRIA GROUP INC | 630 | $36.0M | 0.01% | |
| 280 | EQTEQT CORP | 669 | $35.0M | 0.01% | |
| 281 | TTANSERVICETITAN INC | 334 | $35.0M | 0.01% | |
| 282 | BIIBBIOGEN INC | 200 | $35.0M | 0.01% | |
| 283 | AVSDAMERICAN CENTY ETF TR | 475 | $35.0M | 0.01% | |
| 284 | COFCAPITAL ONE FINL CORP | 148 | $35.0M | 0.01% | |
| 285 | HRBBLOCK H & R INC | 765 | $33.0M | 0.01% | |
| 286 | FLOTISHARES TR | 656 | $33.0M | 0.01% | |
| 287 | AVSEAMERICAN CENTY ETF TR | 513 | $33.0M | 0.01% | |
| 288 | CHKPCHECK POINT SOFTWARE TECH LT | 178 | $33.0M | 0.01% | |
| 289 | DBMFLITMAN GREGORY FDS TR | 1,145 | $32.0M | 0.01% | |
| 290 | VCSHVANGUARD SCOTTSDALE FDS | 409 | $32.0M | 0.01% | |
| 291 | OTISOTIS WORLDWIDE CORP | 371 | $32.0M | 0.01% | |
| 292 | GATXGATX CORP | 190 | $32.0M | 0.01% | |
| 293 | FSSLFS SPECIALTY LENDING FD | 2,212 | $31.0M | 0.01% | |
| 294 | CNHICNH INDL N V | 3,386 | $31.0M | 0.01% | |
| 295 | CNXCCONCENTRIX CORP | 758 | $31.0M | 0.01% | |
| 296 | T7DTRANSDIGM GROUP INC | 24 | $31.0M | 0.01% | |
| 297 | DVADAVITA INC | 277 | $31.0M | 0.01% | |
| 298 | ARKFARK ETF TR | 664 | $31.0M | 0.01% | |
| 299 | SYFSYNCHRONY FINANCIAL | 382 | $31.0M | 0.01% | |
| 300 | AKREPROFESIONALLY MANAGED PORTFO | 484 | $31.0M | 0.01% |