EW
| |
ELEVATION WEALTH PARTNERS, LLC13F | |
| ELEVATION WEALTH PARTNERS, LLC | |
| Last update 2025-07-09 | 487 Stocks (8 new) |
| Value $253.00 Mil | Turnover 5 % |
ELEVATION WEALTH PARTNERS, LLC... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 601,013 | 27,784.8 | +2.86% | 10.970 | +0.31% | 0.080 | +1.34% | +1.73% | 32,914.3 | ||
IUSG | ISHARES TRUST | 120,719 | 18,156.1 | +1.01% | 7.170 | +0.07% | 0.080 | +26.36% | +9.82% | 23,728.0 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 731,430 | 17,949.3 | +0.44% | 7.090 | +0.03% | 0.100 | +13.08% | +5.49% | 18,958.6 | ||
AVDE | Avantis International Equity ETF | 159,546 | 11,808.0 | +0.51% | 4.660 | +0.02% | 0.160 | +11.09% | +21.64% | 7,539.6 | ||
SCHX | Schwab U.S. Large-Cap ETF | 430,989 | 10,533.4 | +0.19% | 4.160 | +0.01% | 0.020 | +19.76% | +7.46% | 57,122.4 | ||
VO | Vanguard Mid-Cap ETF | 34,527 | 9,661.6 | -2.37% | 3.820 | -0.09% | 0.010 | +15.94% | +8.25% | 80,183.8 | ||
AVEM | Avantis Emerging Markets Equity ETF | 92,720 | 6,355.0 | +31.32% | 2.510 | +0.60% | 0.060 | +19.23% | +19.70% | 11,048.1 | ||
AAPL | Apple Inc | 29,121 | 5,974.8 | -1.72% | 2.360 | -0.05% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
DFSU |
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
| 145,904 | 5,726.7 | +2,698.31% | 2.260 | +2.18% | 0.380 | +19.06% | +5.80% | 1,531.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 51,997 | 5,682.8 | -7.14% | 2.240 | -0.18% | 0.010 | +16.73% | -2.07% | 82,221.5 |
ELEVATION WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns
ELEVATION WEALTH PARTNERS, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFSU |
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
| 2025-06-30 | Add Add | +2.18% | 31.75 ($36.45) 39.25 | $40.10 | 10.01% | Add 2698.31% | 145,904 | 140,690 | |
ESGU | iShares MSCI USA ESG Optimized ETF | 2025-06-30 | Reduce Reduce | -0.96% | 108.06 ($124.79) 135.3 | $137.36 | 10.07% | Reduce -43.36% | 23,738 | -18,170 | |
AVEM | Avantis Emerging Markets Equity ETF | 2025-06-30 | Add Add | +0.60% | 53.08 ($62.94) 68.54 | $70.37 | 11.80% | Add 31.32% | 92,720 | 22,113 | |
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 2025-06-30 | Reduce Reduce | -0.37% | 22.87 ($26.82) 28.95 | $29.68 | 10.66% | Reduce -89.46% | 3,909 | -33,164 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-06-30 | Add Add | +0.31% | 45.12 ($45.64) 46.23 | $45.98 | 0.74% | Add 2.86% | 601,013 | 16,711 | |
SCHK | Schwab 1000 Index ETF | 2025-06-30 | Add Add | +0.28% | 23.87 ($27.55) 29.82 | $30.37 | 10.24% | Add 361.54% | 30,757 | 24,093 | |
IJS | iShares S&P Small-Cap 600 Value ETF | 2025-06-30 | Add Add | +0.24% | 83.54 ($94.48) 100.04 | $103.97 | 10.04% | Add 108.37% | 11,952 | 6,216 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Reduce Reduce | -0.23% | 152.93 ($172.62) 181.74 | $185.89 | 7.69% | Reduce -43.05% | 4,040 | -3,054 | |
JHMM |
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
| 2025-06-30 | Add Add | +0.19% | 50.32 ($57.64) 61.13 | $62.52 | 8.47% | Add 34% | 30,834 | 7,823 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Reduce Reduce | -0.18% | 90.56 ($103.39) 109.49 | $112.83 | 9.13% | Reduce -7.14% | 51,997 | -4,000 |
ELEVATION WEALTH PARTNERS, LLC Total Holding History ($B)
ELEVATION WEALTH PARTNERS, LLC's Asset Allocation
ELEVATION WEALTH PARTNERS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
ELEVATION WEALTH PARTNERS, LLC's Hypothetical Growth since 2025-06-30
ELEVATION WEALTH PARTNERS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ELEVATION WEALTH PARTNERS, LLC's Holdings Heat Map
Size field:
ELEVATION WEALTH PARTNERS, LLC's Holdings Bubble Chart
ELEVATION WEALTH PARTNERS, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers