ZRC WEALTH MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsanta rosa, CA
- CIK0001976256
- Alternate namesELEVATION WEALTH PARTNERS, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
508 | $236.68M | IUSB, FNDX, IUSG, AVEM | 13F-HR | Jan 28, 2025 | 000197625625000001 | ||
479 | $232.97M | IUSB, FNDX, IUSG, SCTXX | 13F-HR | Oct 4, 2024 | 000197625624000004 | ||
512 | $211.14M | IUSB, FNDX, IUSG, AVDE | 13F-HR | Jul 9, 2024 | 000197625624000003 | ||
480 | $200.18M | IUSB, FNDX, IUSG, AVDE | 13F-HR | Apr 19, 2024 | 000197625624000002 | ||
446 | $166.74M | IUSB, FNDX, IUSG, AVDE | 13F-HR | Jan 17, 2024 | 000197625624000001 | ||
349 | $115.78M | IUSB, FNDX, IUSG, AVDE | 13F-HR | Oct 10, 2023 | 000197625623000003 | ||
356 | $118.71M | IUSB, FNDX, IUSG, AVDE | 13F-HR | Jul 6, 2023 | 000197625623000002 | ||
352 | $109.24M | IUSB, FNDX, IUSG, AVDE | 13F-HR | May 4, 2023 | 000197625623000001 |