Elevation Wealth Partners, LLC ETF holdings
Walnut Creek, CA
Reported $248.5M in 216 ETFs in its Form 13F for June 30, 2026.
ETF value
$248.5M
ETFs held
216
Change from prior quarter
+14.3%
With price moves
ETFs as a share of its 13F
74.4%
of $333.8M
Top 10 of 216 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IUSB | iShares Core Universal USD Bond ETF | $35.9M | 777,144 | +86,015 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $23.3M | 747,950 | +6,748 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $22.2M | 118,225 | +380 shares |
| AVDE | Avantis International Equity ETF | $16.1M | 180,570 | +8,498 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $11.6M | 392,965 | −11,143 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $10.6M | 109,366 | +3,307 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $10.5M | 129,724 | +97,482 shares |
| IJR | iShares Core S&P Small-Cap ETF | $7.4M | 49,644 | +627 shares |
| DFSU | Dimensional US Sustainability Core 1 ETF | $6.7M | 143,443 | −677 shares |
| SCHH | Schwab U.S. REIT ETF | $5.6M | 235,300 | +4,193 shares |
206 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001976256. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Elevation Wealth Partners, LLC own?
Elevation Wealth Partners, LLC reported 216 ETF positions worth $248.5M in its Form 13F for June 30, 2026. The largest was IUSB, at $35.9M.
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.