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 (465 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +2.2% · 6 months +14.9% · 1 year n/a · all +8.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46434V613 · 10.2% · long · since 2025-09-30
- 808524771 · 6.7% · long · since 2025-09-30
- 464287671 · 6.5% · long · since 2025-09-30
- 025072703 · 4.8% · long · since 2025-09-30
- 808524201 · 3.3% · long · since 2025-09-30
- 922908629 · 2.9% · long · since 2025-09-30
- 025072604 · 2.9% · long · since 2025-09-30
- AAPL · 2.6% · long · since 2025-09-30
- GOOGL · 2.0% · long · since 2025-09-30
- 464287804 · 2.0% · long · since 2025-09-30
- 25434V716 · 1.7% · long · since 2025-09-30
- 46434V878 · 1.7% · long · since 2026-09-30