Elevation Advisory Partners LLC
99 holdingsFiling period: 2026-03-31Current AUM: $124.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 124.3K | $23.4M | $27.0M | 21.76% | -- | 2026-03-31 |
| 2 | VYM | VANGUARD WHITEHALL FDS | 85.0K | $12.6M | $13.8M | 11.14% | -- | 2026-03-31 |
| 3 | AAPL | APPLE INC | 25.4K | $6.5M | $8.0M | 6.43% | -- | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 18.7K | $4.6M | $6.0M | 4.82% | -- | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 6.8K | $3.3M | $4.1M | 3.31% | -- | 2026-03-31 |
| 6 | ARM | ARM HOLDINGS PLC | 20.9K | $2.4M | $3.8M | 3.06% | -- | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 7.0K | $2.3M | $2.9M | 2.33% | -- | 2026-03-31 |
| 8 | RDVI | FIRST TR EXCHANGE-TRADED FD | 82.1K | $2.2M | $2.5M | 2.06% | -- | 2026-03-31 |
| 9 | TSLA | TESLA INC | 5.1K | $2.2M | $1.8M | 1.47% | -- | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 3.4K | $2.2M | $2.6M | 2.07% | -- | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO. | 6.7K | $2.0M | $2.4M | 1.93% | -- | 2026-03-31 |
| 12 | CAT | CATERPILLAR INC | 3.1K | $2.0M | $2.3M | 1.83% | -- | 2026-03-31 |
| 13 | GLD | SPDR GOLD TR | 4.0K | $1.9M | $1.7M | 1.34% | -- | 2026-03-31 |
| 14 | AGX | ARGAN INC | 5.3K | $1.9M | $2.0M | 1.61% | -- | 2026-03-31 |
| 15 | SDVD | FIRST TR EXCH TRADED FD III | 73.1K | $1.6M | $1.8M | 1.42% | -- | 2026-03-31 |
| 16 | SPY | SPDR S&P 500 ETF TR | 2.1K | $1.5M | $1.7M | 1.38% | -- | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 4.2K | $1.4M | $1.7M | 1.40% | -- | 2026-03-31 |
| 18 | CRWV | COREWEAVE INC | 12.6K | $1.4M | $1.3M | 1.03% | -- | 2026-03-31 |
| 19 | WMT | WALMART INC | 11.2K | $1.3M | $1.2M | 0.94% | -- | 2026-03-31 |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | 8.8K | $1.1M | $1.2M | 0.96% | -- | 2026-03-31 |
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | 13.0K | $1.0M | $1.1M | 0.91% | -- | 2026-03-31 |
| 22 | PG | PROCTER AND GAMBLE CO | 6.9K | $1.0M | $1.0M | 0.83% | -- | 2026-03-31 |
| 23 | SMH | VANECK ETF TRUST | 2.4K | $977K | $1.4M | 1.11% | -- | 2026-03-31 |
| 24 | XLK | SELECT SECTOR SPDR TR | 6.0K | $895K | $1.2M | 0.95% | -- | 2026-03-31 |
| 25 | CASY | CASEYS GEN STORES INC | 1.3K | $790K | $945K | 0.76% | -- | 2026-03-31 |
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