ELEVATION WEALTH PARTNERS, LLC
•CIK: 1976256•Filing: Q4 2025
ELEVATION WEALTH PARTNERS, LLC manages $282M across a diverse portfolio of 955 positions. The fund exhibits significant concentration in technology and sector-specific indices, notably holding IUSB at $31.2M and FNDX at $20.1M. Key allocations also include IUSG ($19.7M) and AVDE ($14.3M), signaling a strategic tilt toward growth and specialized market segments. This positioning suggests a mandate focused on capturing alpha through concentrated, high-conviction sector bets.
Total AUM
$282.4M
QoQ Performance
+0.8%
Positions
794
Top 10 Concentration
49.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IUSB
FNDX
IUSG
AVDE
IUSB11.1%
FNDX7.1%
IUSG7.0%
AVDE5.1%
SCHX4.0%
VO3.3%
AAPL2.9%
AVEM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.6%
Technology10.3%
Consumer2.6%
ETF1.6%
Financial1.6%
Healthcare1.2%
Real Estate0.4%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+681 more exited positions
Changes from Q3 2025
NEW2 new positions
↑88 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023