Institutional Fund
Elevation Advisory Partners LLC
Orlando, FLCIK 21243541 filings on record
Portfolio Value
$107.14M
Q1 2026
Holdings
97
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation21.9%
- Vanguard Whitehall Fds11.8%
- Apple Inc6.1%
- Amazon Com Inc4.3%
- Microsoft Corp3.0%
- Arm Holdings PLC2.2%
- Other50.7%
Portfolio Holdings
97 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 124.3K | $23.44M | 21.9% | +124.3K | First Filing |
| 2 | Vanguard Whitehall Fds | 85.0K | $12.63M | 11.8% | +85.0K | First Filing |
| 3 | Apple Inc | 25.4K | $6.55M | 6.1% | +25.4K | First Filing |
| 4 | Amazon Com Inc | 18.7K | $4.59M | 4.3% | +18.7K | First Filing |
| 5 | Microsoft Corp | 6.8K | $3.27M | 3.0% | +6.8K | First Filing |
| 6 | Arm Holdings PLC | 20.9K | $2.40M | 2.2% | +20.9K | First Filing |
| 7 | Alphabet Inc | 7.0K | $2.33M | 2.2% | +7.0K | First Filing |
| 8 | First Tr Exchange-Traded Fd | 82.1K | $2.23M | 2.1% | +82.1K | First Filing |
| 9 | Tesla Inc | 5.1K | $2.18M | 2.0% | +5.1K | First Filing |
| 10 | Invesco Qqq Tr | 3.4K | $2.15M | 2.0% | +3.4K | First Filing |
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