ETF Holders

Elevation Advisory Partners LLC ETF holdings

Orlando, FL

Reported $29.5M in 18 ETFs in its Form 13F for June 30, 2026.

ETF value
$29.5M
ETFs held
18
Change from prior quarter
-22.9%
With price moves
ETFs as a share of its 13F
30.2%
of $97.7M

Top 10 of 18 ETF holdings

TickerFundValueSharesChange
VYMVanguard High Dividend Yield ETF$13.3M83,517−1,459 shares
RDVIFT Vest Rising Dividend Achievers Target Income ETF$4.8M165,647+83,583 shares
QQQInvesco QQQ Trust$2.2M3,115−296 shares
SDVDFT Vest SMID Rising Dividend Achievers Target Income ETF$2.0M86,046+12,908 shares
SPYState Street SPDR S&P 500 ETF Trust$1.4M1,947−195 shares
VNLAJanus Henderson Short Duration Income ETF$1.2M24,750+9,105 shares
GLDSPDR Gold Shares$955K2,597−1,453 shares
SMHVanEck Semiconductor ETF$934K1,672−729 shares
AKREAkre Focus ETF$368K6,583New position
XLKState Street Technology Select Sector SPDR ETF$313K1,780−4,267 shares
8 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002124354. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Elevation Advisory Partners LLC own?

Elevation Advisory Partners LLC reported 18 ETF positions worth $29.5M in its Form 13F for June 30, 2026. The largest was VYM, at $13.3M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.