Long-term investor

Elevation Wealth Partners, LLC @elevationwealthpartnersl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001976256).

Record

  • Tracked since 2025-06-30 (431 days), 15 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.9% · 6 months +18.0% · 1 year +18.0% · all +18.0%
  • Max drawdown -1.7% · Sharpe 0.98 · win rate 10% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46434V613 · 10.7% · long · since 2025-06-30
  • 808524771 · 7.0% · long · since 2025-06-30
  • 464287671 · 6.7% · long · since 2025-06-30
  • 025072703 · 4.8% · long · since 2025-06-30
  • 808524201 · 3.5% · long · since 2025-06-30
  • 025072604 · 3.2% · long · since 2025-06-30
  • 922908629 · 3.1% · long · since 2025-06-30
  • AAPL · 2.4% · long · since 2025-06-30
  • GOOGL · 2.3% · long · since 2025-06-30
  • 464287804 · 2.2% · long · since 2025-06-30
  • 25434V716 · 2.0% · long · since 2025-06-30
  • 808524847 · 1.7% · long · since 2025-06-30

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