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 |
|---|---|---|---|---|---|
| 501 | FWONALIBERTY MEDIA CORP DEL | 94 | $9.0M | 0.00% | |
| 502 | KMBKIMBERLY-CLARK CORP | 97 | $9.0M | 0.00% | |
| 503 | EXPEEXPEDIA GROUP INC | 33 | $9.0M | 0.00% | |
| 504 | LYVLIVE NATION ENTERTAINMENT IN | 70 | $9.0M | 0.00% | |
| 505 | HALOHALOZYME THERAPEUTICS INC | 119 | $8.0M | 0.00% | |
| 506 | REGNREGENERON PHARMACEUTICALS | 11 | $8.0M | 0.00% | |
| 507 | TPRTAPESTRY INC | 68 | $8.0M | 0.00% | |
| 508 | VMBSVANGUARD SCOTTSDALE FDS | 173 | $8.0M | 0.00% | |
| 509 | ROKUROKU INC | 75 | $8.0M | 0.00% | |
| 510 | KDPKEURIG DR PEPPER INC | 290 | $8.0M | 0.00% | |
| 511 | AOSSMITH A O CORP | 127 | $8.0M | 0.00% | |
| 512 | SYYSYSCO CORP | 111 | $8.0M | 0.00% | |
| 513 | PEGPUBLIC SVC ENTERPRISE GRP IN | 101 | $8.0M | 0.00% | |
| 514 | TTTRANE TECHNOLOGIES PLC | 23 | $8.0M | 0.00% | |
| 515 | EXREXTRA SPACE STORAGE INC | 65 | $8.0M | 0.00% | |
| 516 | VLTOVERALTO CORP | 83 | $8.0M | 0.00% | |
| 517 | SAICSCIENCE APPLICATIONS INTL CO | 89 | $8.0M | 0.00% | |
| 518 | PCTYPAYLOCITY HLDG CORP | 59 | $8.0M | 0.00% | |
| 519 | IYWISHARES TR | 45 | $8.0M | 0.00% | |
| 520 | SOXXISHARES TR | 28 | $8.0M | 0.00% | |
| 521 | SYKSTRYKER CORPORATION | 23 | $8.0M | 0.00% | |
| 522 | JCIJOHNSON CTLS INTL PLC | 72 | $8.0M | 0.00% | |
| 523 | PIDINVESCO EXCHANGE TRADED FD T | 380 | $8.0M | 0.00% | |
| 524 | MOATVANECK ETF TRUST | 85 | $8.0M | 0.00% | |
| 525 | OGNORGANON & CO | 1,195 | $8.0M | 0.00% | |
| 526 | ITGARTNER INC | 32 | $8.0M | 0.00% | |
| 527 | THCTENET HEALTHCARE CORP | 41 | $8.0M | 0.00% | |
| 528 | QRVOQORVO INC | 90 | $7.0M | 0.00% | |
| 529 | DOCUDOCUSIGN INC | 115 | $7.0M | 0.00% | |
| 530 | GGENPACT LIMITED | 168 | $7.0M | 0.00% | |
| 531 | TSNTYSON FOODS INC | 120 | $7.0M | 0.00% | |
| 532 | DASHDOORDASH INC | 31 | $7.0M | 0.00% | |
| 533 | MCOMOODYS CORP | 15 | $7.0M | 0.00% | |
| 534 | ULTAULTA BEAUTY INC | 12 | $7.0M | 0.00% | |
| 535 | OLEDUNIVERSAL DISPLAY CORP | 64 | $7.0M | 0.00% | |
| 536 | ROKROCKWELL AUTOMATION INC | 20 | $7.0M | 0.00% | |
| 537 | DALDELTA AIR LINES INC DEL | 102 | $7.0M | 0.00% | |
| 538 | HEIHEICO CORP NEW | 24 | $7.0M | 0.00% | |
| 539 | SRESEMPRA | 89 | $7.0M | 0.00% | |
| 540 | REGREGENCY CTRS CORP | 102 | $7.0M | 0.00% | |
| 541 | WMBWILLIAMS COS INC | 128 | $7.0M | 0.00% | |
| 542 | CARRCARRIER GLOBAL CORPORATION | 136 | $7.0M | 0.00% | |
| 543 | FYBRFRONTIER COMMUNICATIONS PARE | 186 | $7.0M | 0.00% | |
| 544 | DTDYNATRACE INC | 164 | $7.0M | 0.00% | |
| 545 | CASYCASEYS GEN STORES INC | 13 | $7.0M | 0.00% | |
| 546 | IBKRINTERACTIVE BROKERS GROUP IN | 115 | $7.0M | 0.00% | |
| 547 | IDXXIDEXX LABS INC | 11 | $7.0M | 0.00% | |
| 548 | EX9EXELIXIS INC | 161 | $7.0M | 0.00% | |
| 549 | HCAHCA HEALTHCARE INC | 17 | $7.0M | 0.00% | |
| 550 | WTWWILLIS TOWERS WATSON PLC LTD | 23 | $7.0M | 0.00% | |
| 551 | EAELECTRONIC ARTS INC | 37 | $7.0M | 0.00% | |
| 552 | MPWRMONOLITHIC PWR SYS INC | 8 | $7.0M | 0.00% | |
| 553 | OHIOMEGA HEALTHCARE INVS INC | 174 | $7.0M | 0.00% | |
| 554 | VTIPVANGUARD MALVERN FDS | 149 | $7.0M | 0.00% | |
| 555 | PRGOPERRIGO CO PLC | 508 | $7.0M | 0.00% | |
| 556 | CHTRCHARTER COMMUNICATIONS INC N | 33 | $6.0M | 0.00% | |
| 557 | CAGCONAGRA BRANDS INC | 370 | $6.0M | 0.00% | |
| 558 | NWSNEWS CORP NEW | 231 | $6.0M | 0.00% | |
| 559 | EWEDWARDS LIFESCIENCES CORP | 71 | $6.0M | 0.00% | |
| 560 | TTCTORO CO | 85 | $6.0M | 0.00% | |
| 561 | SOLSSOLSTICE ADVANCED MATLS INC | 125 | $6.0M | 0.00% | |
| 562 | STTSTATE STR CORP | 49 | $6.0M | 0.00% | |
| 563 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 73 | $6.0M | 0.00% | |
| 564 | FCNCAFIRST CTZNS BANCSHARES INC D | 3 | $6.0M | 0.00% | |
| 565 | XYLXYLEM INC | 46 | $6.0M | 0.00% | |
| 566 | DGDOLLAR GEN CORP NEW | 46 | $6.0M | 0.00% | |
| 567 | CCKCROWN HLDGS INC | 66 | $6.0M | 0.00% | |
| 568 | TYLTYLER TECHNOLOGIES INC | 15 | $6.0M | 0.00% | |
| 569 | HODLVANECK BITCOIN ETF | 267 | $6.0M | 0.00% | |
| 570 | EPAMEPAM SYS INC | 30 | $6.0M | 0.00% | |
| 571 | VLOVALERO ENERGY CORP | 40 | $6.0M | 0.00% | |
| 572 | XLFISELECT SECTOR SPDR TR | 85 | $6.0M | 0.00% | |
| 573 | SMGSCOTTS MIRACLE-GRO CO | 118 | $6.0M | 0.00% | |
| 574 | ERIEERIE INDTY CO | 21 | $6.0M | 0.00% | |
| 575 | TSCOTRACTOR SUPPLY CO | 127 | $6.0M | 0.00% | |
| 576 | ALSALLSTATE CORP | 32 | $6.0M | 0.00% | |
| 577 | AMTAMERICAN TOWER CORP NEW | 38 | $6.0M | 0.00% | |
| 578 | PGRPROGRESSIVE CORP | 28 | $6.0M | 0.00% | |
| 579 | PAYCPAYCOM SOFTWARE INC | 42 | $6.0M | 0.00% | |
| 580 | KBHKB HOME | 109 | $6.0M | 0.00% | |
| 581 | HOLXHOLOGIC INC | 87 | $6.0M | 0.00% | |
| 582 | FOXFOX CORP | 102 | $6.0M | 0.00% | |
| 583 | MSGSMADISON SQUARE GRDN SPRT COR | 25 | $6.0M | 0.00% | |
| 584 | FNDCSCHWAB STRATEGIC TR | 137 | $6.0M | 0.00% | |
| 585 | BALLBALL CORP | 123 | $6.0M | 0.00% | |
| 586 | EXEEXPAND ENERGY CORPORATION | 55 | $6.0M | 0.00% | |
| 587 | KRCKILROY RLTY CORP | 165 | $6.0M | 0.00% | |
| 588 | UUNITY SOFTWARE INC | 147 | $6.0M | 0.00% | |
| 589 | TRUTRANSUNION | 70 | $6.0M | 0.00% | |
| 590 | UI2KEMPER CORP | 158 | $6.0M | 0.00% | |
| 591 | MCHPMICROCHIP TECHNOLOGY INC. | 96 | $6.0M | 0.00% | |
| 592 | ELVELEVANCE HEALTH INC FORMERLY | 19 | $6.0M | 0.00% | |
| 593 | CAHCARDINAL HEALTH INC | 25 | $5.0M | 0.00% | |
| 594 | ALSNALLISON TRANSMISSION HLDGS I | 52 | $5.0M | 0.00% | |
| 595 | GSLCGOLDMAN SACHS ETF TR | 40 | $5.0M | 0.00% | |
| 596 | DFAWDIMENSIONAL ETF TRUST | 80 | $5.0M | 0.00% | |
| 597 | AMEAMETEK INC | 28 | $5.0M | 0.00% | |
| 598 | GWWWW GRAINGER INC | 5 | $5.0M | 0.00% | |
| 599 | NYTNEW YORK TIMES CO | 78 | $5.0M | 0.00% | |
| 600 | BFAMBRIGHT HORIZONS FAM SOL IN D | 51 | $5.0M | 0.00% |