ELEVATION WEALTH PARTNERS, LLC
Q3 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
870
- Value ($000)
$277,682
- Date Filed10/14/2025
- Form typerestatement
- CIK0001976256
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $28.76 M | 10 % | 615,627 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $20.03 M | 7 % | 121,754 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $19.58 M | 7 % | 744,484 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $13.01 M | 5 % | 164,944 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $11.52 M | 4 % | 437,507 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $10.17 M | 4 % | 34,633 | ||
AAPL APPLE INC | COM | 037833100 | $8.41 M | 3 % | 33,044 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $7.39 M | 3 % | 98,392 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $6.21 M | 2 % | 146,249 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.06 M | 2 % | 51,029 |
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