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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 971 | 262.7M $ | 99.91 % |
| 2 | NL | 1 | 142.7K $ | 0.05 % |
| 3 | TW | 1 | 92.9K $ | 0.04 % |
| 4 | DK | 1 | 2.2K $ | 0.00 % |