Elevation Advisory Partners LLC
Long book
$107.1M
Q1 2026
Positions
97
Top-10 weight
58%
concentration
Last quarter
+16.7%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsElevation Advisory Partners LLC is an institutional manager, specialised in technology (62% of the long book), running a $107.1M US long book across 97 positions.
The portfolio is concentrated: the top 10 names carry 58% of the portfolio. Current anchor positions: NVIDIA CORP, VANGUARD HIGH DVD YIELD ETF, APPLE INC, AMAZON.COM INC, MICROSOFT CORP.
Signal value of individual moves is limited — treat changes as weak evidence.
Sector allocation
Technology 62%
Consumer discretionary 12%
Industrials 11%
Financials 6%
Services media 2%
Healthcare 2%
Other 2%
Energy 1%
Long book by quarter
What does Elevation Advisory own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 124.3K | $23.4M | 21.9% | Held |
| AAPL APPLE INC | Technology | 25.4K | $6.6M | 6.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 18.7K | $4.6M | 4.3% | Held |
| MSFT MICROSOFT CORP | Technology | 6.8K | $3.3M | 3.0% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 7.0K | $2.3M | 2.2% | Held |
| TSLA TESLA INC | Industrials | 5.1K | $2.2M | 2.0% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 6.7K | $2.0M | 1.9% | Held |
| CAT CATERPILLAR INC | Industrials | 3.1K | $2.0M | 1.8% | Held |
| AGX ARGAN INC | Industrials | 5.3K | $1.9M | 1.8% | Held |
| GOOG ALPHABET INC-CL C | Technology | 4.2K | $1.4M | 1.3% | Held |
| CRWV COREWEAVE INC-CL A | Technology | 12.6K | $1.4M | 1.3% | Held |
| WMT WALMART INC | Consumer discretionary | 11.2K | $1.3M | 1.2% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 6.9K | $1.0M | 1.0% | Held |
| CASY CASEY'S GENERAL STORES INC | Consumer discretionary | 1.3K | $790K | 0.7% | Held |
| MELI MERCADOLIBRE INC | Services media | 254 | $583K | 0.5% | Held |
| DDOG DATADOG INC - CLASS A | Technology | 3.9K | $533K | 0.5% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 535 | $519K | 0.5% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 1.1K | $514K | 0.5% | Held |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 350 | $509K | 0.5% | Held |
| UNP UNION PACIFIC CORP | Industrials | 2.0K | $462K | 0.4% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 2.2K | $392K | 0.4% | Held |
| LLY ELI LILLY & CO | Healthcare | 374 | $389K | 0.4% | Held |
| KLAR KLARNA GROUP PLC | Financials | 14.7K | $380K | 0.4% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.7K | $378K | 0.4% | Held |
| TXRH TEXAS ROADHOUSE INC | Consumer discretionary | 2.0K | $376K | 0.4% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 1.5K | $374K | 0.3% | Held |
| XOM EXXON MOBIL CORP | Energy | 2.4K | $335K | 0.3% | Held |
| NFLX NETFLIX INC | Services media | 3.8K | $326K | 0.3% | Held |
| AVGO BROADCOM INC | Technology | 924 | $307K | 0.3% | Held |
| ABBV ABBVIE INC | Healthcare | 1.2K | $274K | 0.3% | Held |
| QCOM QUALCOMM INC | Technology | 1.7K | $267K | 0.2% | Held |
| T AT&T INC | Communications | 11.5K | $266K | 0.2% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 3.0K | $263K | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 1.6K | $262K | 0.2% | Held |
| MSTR STRATEGY INC | Financials | 1.6K | $259K | 0.2% | Held |
| V VISA INC-CLASS A SHARES | Services media | 791 | $257K | 0.2% | Held |
| LBRT LIBERTY ENERGY INC | Energy | 11.3K | $251K | 0.2% | Held |
| BAC BANK OF AMERICA CORP | Financials | 4.8K | $251K | 0.2% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.5K | $248K | 0.2% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 521 | $247K | 0.2% | Held |
| PRU PRUDENTIAL FINANCIAL INC | Financials | 2.2K | $240K | 0.2% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 6.1K | $238K | 0.2% | Held |
| DUK DUKE ENERGY CORP | Utilities | 2.0K | $236K | 0.2% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 3.2K | $234K | 0.2% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 551 | $226K | 0.2% | Held |
| WFC WELLS FARGO & CO | Financials | 2.5K | $221K | 0.2% | Held |
| PGR PROGRESSIVE CORP | Financials | 1.0K | $211K | 0.2% | Held |
| DIS WALT DISNEY CO/THE | Services media | 1.9K | $209K | 0.2% | Held |
| MO ALTRIA GROUP INC | Consumer staples | 3.2K | $203K | 0.2% | Held |
| AKBA AKEBIA THERAPEUTICS INC | Healthcare | 120.0K | $181K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 96 | $114.0M | canonical | SEC ↗ |