2026 Q1 Portfolio Activity
In 2026 Q1, Elevation Advisory Partners LLC maintained a portfolio of 97 distinct positions.
Position History
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Total Positions
97
Quarter
2026 Q1
Top Holding
NVDA (21.9%)
Top 10 Concentration
57.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 97
Elevation Advisory Partners LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 21.88% | — |
#1
Prev: #—
|
9.5 |
—
|
124,329 | — |
NEW
|
124,329 | $23,438,596 |
$174.20
+11.9%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
VYM
VANGUARD WHITEH...
|
ETF | 11.79% | — |
#2
Prev: #—
|
9.0 |
—
|
84,976 | — |
NEW
|
84,976 | $12,627,484 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAPL
APPLE INC
|
Technology | 6.11% | — |
#3
Prev: #—
|
6.9 |
—
|
25,364 | — |
NEW
|
25,364 | $6,550,638 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.28% | — |
#4
Prev: #—
|
5.7 |
—
|
18,746 | — |
NEW
|
18,746 | $4,586,771 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.05% | — |
#5
Prev: #—
|
5.2 |
—
|
6,798 | — |
NEW
|
6,798 | $3,267,214 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 2.24% | — |
#6
Prev: #—
|
4.4 |
—
|
20,877 | — |
NEW
|
20,877 | $2,398,350 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.18% | — |
#7
Prev: #—
|
4.4 |
—
|
6,966 | — |
NEW
|
6,966 | $2,330,343 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
RDVI
FIRST TR EXCHAN...
|
Unknown | 2.08% | — |
#8
Prev: #—
|
4.3 |
—
|
82,064 | — |
NEW
|
82,064 | $2,231,319 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.04% | — |
#9
Prev: #—
|
4.3 |
—
|
5,065 | — |
NEW
|
5,065 | $2,182,509 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.01% | — |
#10
Prev: #—
|
4.3 |
—
|
3,411 | — |
NEW
|
3,411 | $2,152,578 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.87% | — |
#11
Prev: #—
|
4.2 |
—
|
6,656 | — |
NEW
|
6,656 | $1,998,883 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.84% | — |
#12
Prev: #—
|
4.2 |
—
|
3,080 | — |
NEW
|
3,080 | $1,968,048 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.80% | — |
#13
Prev: #—
|
4.2 |
—
|
4,050 | — |
NEW
|
4,050 | $1,928,205 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AGX
ARGAN INC
|
Industrials | 1.78% | — |
#14
Prev: #—
|
4.2 |
—
|
5,265 | — |
NEW
|
5,265 | $1,908,886 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SDVD
FIRST TR EXCH T...
|
Unknown | 1.53% | — |
#15
Prev: #—
|
4.1 |
—
|
73,138 | — |
NEW
|
73,138 | $1,635,358 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.39% | — |
#16
Prev: #—
|
4.1 |
—
|
2,142 | — |
NEW
|
2,142 | $1,489,836 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.31% | — |
#17
Prev: #—
|
4.0 |
—
|
4,184 | — |
NEW
|
4,184 | $1,401,530 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CRWV
COREWEAVE INC
|
Technology | 1.28% | — |
#18
Prev: #—
|
4.0 |
—
|
12,629 | — |
NEW
|
12,629 | $1,374,793 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.22% | — |
#19
Prev: #—
|
4.0 |
—
|
11,171 | — |
NEW
|
11,171 | $1,306,304 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 1.00% | — |
#20
Prev: #—
|
3.9 |
—
|
8,759 | — |
NEW
|
8,759 | $1,069,124 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.96% | — |
#21
Prev: #—
|
3.9 |
—
|
13,010 | — |
NEW
|
13,010 | $1,027,790 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.96% | — |
#22
Prev: #—
|
3.9 |
—
|
6,905 | — |
NEW
|
6,905 | $1,024,359 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.91% | — |
#23
Prev: #—
|
3.9 |
—
|
2,401 | — |
NEW
|
2,401 | $977,807 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.84% | — |
#24
Prev: #—
|
3.8 |
—
|
6,047 | — |
NEW
|
6,047 | $895,258 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 0.74% | — |
#25
Prev: #—
|
3.8 |
—
|
1,281 | — |
NEW
|
1,281 | $790,397 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.72% | — |
#26
Prev: #—
|
3.8 |
—
|
2,286 | — |
NEW
|
2,286 | $773,445 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VNLA
JANUS DETROIT S...
|
ETF | 0.72% | — |
#27
Prev: #—
|
3.8 |
—
|
15,645 | — |
NEW
|
15,645 | $771,634 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.70% | — |
#28
Prev: #—
|
3.8 |
—
|
14,103 | — |
NEW
|
14,103 | $747,459 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 0.62% | — |
#29
Prev: #—
|
3.7 |
—
|
4,273 | — |
NEW
|
4,273 | $664,238 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.54% | — |
#30
Prev: #—
|
3.7 |
—
|
254 | — |
NEW
|
254 | $582,930 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.53% | — |
#31
Prev: #—
|
3.7 |
—
|
4,849 | — |
NEW
|
4,849 | $566,848 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DDOG
DATADOG INC
|
Technology | 0.50% | — |
#32
Prev: #—
|
3.7 |
—
|
3,860 | — |
NEW
|
3,860 | $533,491 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.49% | — |
#33
Prev: #—
|
3.7 |
—
|
2,029 | — |
NEW
|
2,029 | $528,017 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.48% | — |
#34
Prev: #—
|
3.7 |
—
|
535 | — |
NEW
|
535 | $518,719 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.48% | — |
#35
Prev: #—
|
3.7 |
—
|
1,079 | — |
NEW
|
1,079 | $514,316 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VLU
SPDR SERIES TRU...
|
ETF | 0.48% | — |
#36
Prev: #—
|
3.7 |
—
|
2,330 | — |
NEW
|
2,330 | $509,202 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.48% | — |
#37
Prev: #—
|
3.7 |
—
|
350 | — |
NEW
|
350 | $509,107 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IVV
ISHARES TR
|
ETF | 0.47% | — |
#38
Prev: #—
|
3.7 |
—
|
719 | — |
NEW
|
719 | $502,498 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.44% | — |
#39
Prev: #—
|
3.7 |
—
|
9,319 | — |
NEW
|
9,319 | $471,821 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IEI
ISHARES TR
|
ETF | 0.44% | — |
#40
Prev: #—
|
3.7 |
—
|
3,918 | — |
NEW
|
3,918 | $466,986 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.43% | — |
#41
Prev: #—
|
3.7 |
—
|
1,986 | — |
NEW
|
1,986 | $461,752 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 0.43% | — |
#42
Prev: #—
|
3.7 |
—
|
10,166 | — |
NEW
|
10,166 | $460,029 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VPL
VANGUARD INTL E...
|
ETF | 0.38% | — |
#43
Prev: #—
|
3.7 |
—
|
4,121 | — |
NEW
|
4,121 | $409,916 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EEMA
ISHARES INC
|
ETF | 0.38% | — |
#44
Prev: #—
|
3.7 |
—
|
3,959 | — |
NEW
|
3,959 | $405,283 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 0.37% | — |
#45
Prev: #—
|
3.6 |
—
|
4,776 | — |
NEW
|
4,776 | $397,172 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.37% | — |
#46
Prev: #—
|
3.6 |
—
|
2,192 | — |
NEW
|
2,192 | $392,030 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.36% | — |
#47
Prev: #—
|
3.6 |
—
|
374 | — |
NEW
|
374 | $388,961 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
N/A
KLARNA GROUP PL...
|
|
Unknown | 0.35% | — |
#48
Prev: #—
|
3.6 |
—
|
14,685 | — |
NEW
|
14,685 | $379,901 | — | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.35% | — |
#49
Prev: #—
|
3.6 |
—
|
4,734 | — |
NEW
|
4,734 | $378,341 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.35% | — |
#50
Prev: #—
|
3.6 |
—
|
1,685 | — |
NEW
|
1,685 | $378,131 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 97 holdings