Titelia

Holdings of ELEVATION WEALTH PARTNERS, LLC

974 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.7 % of the equity sleeve

Sector breakdown

  • Technology 6.7 %
  • Communication 4.5 %
  • Funds 2.8 %
  • Consumer discretionary 2.2 %
  • Financials 1.9 %
  • Industrials 1.6 %
  • Health care 1.6 %
  • Consumer staples 0.8 %
  • Real estate 0.5 %
  • Energy 0.3 %
  • Utilities 0.3 %
  • Materials 0.1 %
  • Unattributed 76.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • NL 0.1 %
  • TW 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US971262.7M $99.91 %
2NL1142.7K $0.05 %
3TW192.9K $0.04 %
4DK12.2K $0.00 %

Positions

RankCompanySharesValueWeight
201Vanguard Whitehall Funds 63960.2K $
202iShares Broad USD High Yield Corporate Bond ETF 1,60659.2K $
203Samsara Inc 1,83158K $
204GE Vernova Inc 6556.8K $
205iShares MSCI EAFE Min Vol Factor ETF 61456.1K $
206iShares Core Dividend Growth ETF 79355.6K $
207Lockheed Martin Corp 9255.6K $
208Vanguard S&P 500 Growth ETF 13655.5K $
209SPDR SERIES TRUST 51355.4K $
210Gaming and Leisure Properties Inc 1,22354.3K $
211Marsh & McLennan Cos Inc 31153.9K $
212Blackrock Inc 5653.9K $
213EOG Resources Inc 36652.9K $
214WisdomTree Inc 3,62452.8K $
215First Trust Exchange-Traded Fund IV 2,05352.5K $
216Procore Technologies Inc 90251.4K $
217Guidewire Software Inc 33950.7K $
218eBay Inc 55750.7K $
219General Electric Co 17850.5K $
220Northrop Grumman Corp 7349.8K $
221T-Mobile US Inc 23749.8K $
222Ameren Corp 45149.6K $
223Danaher Corp 25548.3K $
224Hercules Capital Inc 3,26748.3K $
225Darden Restaurants Inc 24447.8K $
226CoreWeave Inc 61447.6K $
227Ishares Inc 1,69447K $
228Comcast Corp 1,62446.6K $
229Okta Inc 58646.1K $
230Starbucks Corp 51546.1K $
231Vanguard Scottsdale Funds 78646K $
232Verizon Communications Inc 91445.9K $
233ServiceTitan Inc 71945.6K $
234Xcel Energy Inc 57245.4K $
235Sysco Corp 62644.7K $
236Crowdstrike Holdings Inc 11444.5K $
237Air Products and Chemicals Inc 15244.2K $
238EQT Corp 69043.9K $
239EastGroup Properties Inc 23543.5K $
240Vanguard Total International S 55542.8K $
241WisdomTree Trust 48542.6K $
242Salesforce Inc 22842.6K $
243iShares Bitcoin Trust ETF 1,10142.3K $
244S&P Global Inc 9942.1K $
245DaVita Inc 27141.7K $
246SELECT SECTOR SPDR TRUST (THE) 30640.7K $
247Micron Technology Inc 12040.5K $
248iShares S&P Mid-Cap 400 Value ETF 30440.3K $
249CF Industries Holdings Inc 30840K $
250Oracle Corp 26939.6K $
251Union Pacific Corp 16339.5K $
252iShares Trust 38439.3K $
253NIKE Inc 73538.8K $
254Starwood Property Trust Inc 2,22638.3K $
255CubeSmart 1,02637.6K $
256Biogen Inc 20437.4K $
257Grayscale Ethereum Staking Min 1,86837.1K $
258Applied Digital Corp 1,54036.6K $
259FactSet Research Systems Inc 16636K $
260Oklo Inc 70434.9K $
261Fidelity National Information Services Inc 74334.9K $
262Philip Morris International Inc. 20934.6K $
263iMGP DBi Managed Futures Strat 1,14534.5K $
264Altria Group, Inc. 51634.1K $
265iShares Trust 66033.6K $
266iShares Select U.S. REIT ETF 53733.3K $
267VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 41232.7K $
268GATX Corp 19032.4K $
269Thermo Fisher Scientific Inc 6632.4K $
270SPDR Series Trust 67032.4K $
271Texas Instruments Inc 16632.2K $
272IAC Inc 80532.2K $
273Fastenal Co 67531.3K $
274First Trust SMID Cap Rising Dividend Achievers ETF 78831.1K $
275Boston Scientific Corp 48630.5K $
276ConocoPhillips 22930.2K $
277Capital Group Global Growth Equity ETF 89429.8K $
278Reliance Inc 9829.8K $
279Lam Research Corp 13929.7K $
280Avnet Inc 48129.6K $
281Coca-Cola Co/The 38629.4K $
282Wells Fargo & Co 36929.4K $
283Ecolab Inc 10929K $
284Ares Management Corp 26528.9K $
285Global X Funds 36928.9K $
286United Therapeutics Corp 4828.5K $
287Synchrony Financial 41828.4K $
288Truist Financial Corp 61728.4K $
289SPDR Series Trust 36427.8K $
290Jabil Inc 10227.1K $
291Dimensional ETF Trust 1,08325.6K $
292Globe Life Inc 18425.6K $
293Morningstar Inc 15125.5K $
294Paychex Inc 27525.3K $
295Landstar System Inc 15825.3K $
296FNB Corp/PA 1,51025.2K $
297Toro Co/The 27025.2K $
298Cadence Design Systems Inc 9025K $
299Cirrus Logic Inc 17124.7K $
300Invesco Exchange Traded Fund Trust II 1,31124.7K $