Elevation Wealth Partners, LLC filed a Form 13F-HR with the Securities and Exchange Commission on September 30, 2026, disclosing its equity holdings as of the end of the third quarter. The filing lists a total of 1,342 separate positions held by the firm.
The portfolio includes a mix of large-cap technology companies, healthcare firms, and energy providers. Apple Inc. is listed as the largest holding with 28,012 shares. Alphabet Inc. Class A and Class C shares follow with 20,590 and 13,871 shares, respectively. Other notable positions include Amazon.com Inc. with 7,692 shares, Broadcom Inc. with 2,478 shares, and Bank of America Corp. with 4,504 shares.
The filing also includes several exchange-traded funds (ETFs) within the portfolio. American Century Investments ETF Trust is listed as a top holder, with the International Equity ETF holding 190,450 shares and the US Equity ETF holding 38,679 shares. Additionally, the firm holds shares in BlackRock Inc., Blackstone Inc., and the iShares Core S&P 500 ETF.
The report was signed by Andrew Kirchner, the Chief Compliance Officer for Elevation Wealth Partners, located in Walnut Creek, California.
