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Manager record

Elevation Wealth Partners, Llc

Walnut Creek, CA · CIK 1976256 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$355.81MReported 13F valueQ3 2026 · as filed
1,342Holdings listed
+6.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $253.2M$253.2MQ2 2025489 holdingsQ3 2025: $277.7M$277.7MQ3 2025870 holdingsQ4 2025: $282.4M$282.4MQ4 2025959 holdingsQ1 2026: $279.1M$279.1MQ1 20261,076 holdingsQ2 2026: $333.8M$333.8MQ2 20261,305 holdingsQ3 2026: $355.8M$355.8MQ3 20261,342 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 07 2026 13F-HR · period Q3 2026

$355.81M · 1,342 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$333.79M · 1,305 holdings listed · View original SEC filing ↗
Apr 14 2026 13F-HR · period Q1 2026

$279.13M · 1,076 holdings listed · View original SEC filing ↗
Jan 09 2026 13F-HR · period Q4 2025

$282.38M · 959 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR/A · period Q3 2025

$277.68M · 870 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 06 2025 13F-HR · period Q3 2025

$253.25M · 487 holdings listed · View original SEC filing ↗
Jul 08 2025 13F-HR · period Q2 2025

$253.19M · 489 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 07, 2026 · Change methodology