13F Filings History of ELEVATION WEALTH PARTNERS, LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$282,379,500
Signature - Title
Andrew Kirchner - Chief Compliance Officer
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by ELEVATION WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ELEVATION WEALTH PARTNERS, LLC reported 955 stock holdings with total value $282,379,500 as of Q4 2025. Top holdings included IUSB, FNDX, IUSG, AVDE, and SCHX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 955 $282,379,500 +$12,193,381 -$13,658,875 -$1,465,494 IUSB, FNDX, IUSG, AVDE, SCHX 13F-HR 08 Jan 2026, 18:06
Q3 2025 866 $277,681,920 +$11,209,845 -$6,148,682 +$5,061,163 IUSB, IUSG, FNDX, AVDE, SCHX Restatement 14 Oct 2025, 12:06
Q2 2025 474 $253,192,642 +$13,894,170 -$8,778,068 +$5,116,102 IUSB, IUSG, FNDX, AVDE, SCHX 13F-HR 08 Jul 2025, 17:18
Q1 2025 483 $231,325,664 +$20,737,795 -$14,581,703 +$6,156,092 IUSB, FNDX, IUSG, AVDE, SCHX 13F-HR 09 Apr 2025, 15:17
Q4 2024 491 $233,559,211 +$54,341,561 -$30,057,354 +$24,284,207 IUSB, FNDX, IUSG, AVEM, VO 13F-HR 28 Jan 2025, 18:34
Q3 2024 466 $232,972,042 +$16,997,650 -$7,568,891 +$9,428,759 IUSB, FNDX, IUSG, SCHWAB CHARLES FAMILY FD, AVDE 13F-HR 04 Oct 2024, 11:33
Q2 2024 500 $211,140,517 +$12,997,558 -$4,240,222 +$8,757,336 IUSB, FNDX, IUSG, AVDE, SCHX 13F-HR 08 Jul 2024, 18:30
Q1 2024 464 $200,179,230 +$19,141,882 -$11,094,302 +$8,047,580 IUSB, FNDX, IUSG, AVDE, SCHX 13F-HR 19 Apr 2024, 16:36
Q4 2023 430 $163,842,128 +$49,197,146 -$117,711 +$49,079,435 IUSB, FNDX, IUSG, AVDE, SCHX 13F-HR 16 Jan 2024, 17:55
Q3 2023 329 $115,776,212 +$4,079,770 -$1,326,829 +$2,752,941 IUSB, FNDX, IUSG, AVDE, VO 13F-HR 10 Oct 2023, 10:21
Q2 2023 337 $118,705,929 +$7,031,194 -$3,465,384 +$3,565,810 IUSB, FNDX, IUSG, AVDE, VO 13F-HR 06 Jul 2023, 14:58
Q1 2023 337 $109,242,105 $0 $0 $0 IUSB, FNDX, IUSG, AVDE, VO 13F-HR 04 May 2023, 11:59