Titelia

Holdings of ELEVATION WEALTH PARTNERS, LLC

974 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.7 % of the equity sleeve

Sector breakdown

  • Technology 6.7 %
  • Communication 4.5 %
  • Funds 2.8 %
  • Consumer discretionary 2.2 %
  • Financials 1.9 %
  • Industrials 1.6 %
  • Health care 1.6 %
  • Consumer staples 0.8 %
  • Real estate 0.5 %
  • Energy 0.3 %
  • Utilities 0.3 %
  • Materials 0.1 %
  • Unattributed 76.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • NL 0.1 %
  • TW 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US971262.7M $99.91 %
2NL1142.7K $0.05 %
3TW192.9K $0.04 %
4DK12.2K $0.00 %

Positions

RankCompanySharesValueWeight
701Houlihan Lokey Inc 273.9K $
702RPM International Inc 393.9K $
703Alliant Energy Corp 543.9K $
704IDACORP Inc 273.9K $
705EPR Properties 773.8K $
706Commerce Bancshares Inc/MO 783.8K $
707ExlService Holdings Inc 1263.8K $
708Hanover Insurance Group Inc/The 223.8K $
709Vulcan Materials Co 143.8K $
710Zions Bancorp NA 663.8K $
711Texas Pacific Land Corp 83.8K $
712Brighthouse Financial Inc 633.8K $
713Etsy Inc 743.7K $
714EMCOR Group Inc 53.7K $
715Coca-Cola Consolidated Inc 193.6K $
716Watsco Inc 103.6K $
717Entegris Inc 313.6K $
718MDU Resources Group Inc 1753.6K $
719Deckers Outdoor Corp 363.6K $
720Align Technology Inc 213.6K $
721Albemarle Corp 203.6K $
722First Industrial Realty Trust Inc 623.6K $
723Insulet Corp 173.6K $
724Mid-America Apartment Communities, Inc. 293.5K $
725Old Republic International Corp 883.5K $
726Corpay Inc 123.5K $
727BWX Technologies Inc 173.5K $
728Middleby Corp/The 263.4K $
729Lincoln National Corp 973.4K $
730Halliburton Co 873.4K $
731Affirm Holdings Inc 743.4K $
732Masimo Corp 193.4K $
733Ramaco Resources Inc 2183.4K $
734Aflac Inc 303.3K $
735WESCO International Inc 123.3K $
736Huntington Bancshares Inc/OH 2093.3K $
737International Flavors & Fragrances Inc 453.3K $
738Marriott Vacations Worldwide Corp 503.3K $
739Centene Corp 993.2K $
740Super Micro Computer Inc 1423.2K $
741Pinnacle Financial Partners Inc 373.2K $
742Cognex Corp 653.2K $
743SoFi Technologies Inc 2003.2K $
744Saia Inc 93.2K $
745Kenvue Inc 1833.2K $
746Toll Brothers Inc 233.1K $
747Park Hotels & Resorts Inc 2963.1K $
748KeyCorp 1553.1K $
749Choice Hotels International Inc 303.1K $
750Akamai Technologies Inc 273.1K $
751Esab Corp 323.1K $
752Cboe Global Markets Inc 113.1K $
753Healthpeak Properties Inc 1883.1K $
754Clearway Energy Inc 783.1K $
755Nucor Corp 183K $
756Huntington Ingalls Industries, Inc. 83K $
757Las Vegas Sands Corp 563K $
758TransUnion 433K $
759Elanco Animal Health Inc 1243K $
760Federated Hermes Inc 522.9K $
761KBR Inc 802.9K $
762Williams-Sonoma Inc 162.9K $
763AptarGroup Inc 232.9K $
764Edison International 392.9K $
765VF Corp 1682.9K $
766Bank of Hawaii Corp 382.8K $
767Invesco RAFI US 1500 Small-Mid ETF 612.8K $
768Chipotle Mexican Grill Inc 872.8K $
769YETI Holdings Inc 762.8K $
770Affiliated Managers Group Inc 102.8K $
771Huntsman Corp 2052.7K $
772Corning Inc 202.7K $
773CMS Energy Corp 352.7K $
774PBF Energy Inc 572.7K $
775Leggett & Platt Inc 2712.7K $
776Highwoods Properties Inc 1252.7K $
777Ally Financial Inc 682.7K $
778IDEX Corp 142.7K $
779FTI Consulting Inc 152.7K $
780Tractor Supply Co 582.6K $
781Church & Dwight Co Inc 282.6K $
782Rollins Inc 482.6K $
783MGM Resorts International 692.6K $
784Equifax Inc 142.5K $
785Advanced Drainage Systems Inc 182.5K $
786Iridium Communications Inc 882.4K $
787CBRE Group Inc 182.4K $
788Teledyne Technologies Inc 42.4K $
789Dominion Energy Inc 392.4K $
790Regions Financial Corp 922.4K $
791Medpace Holdings Inc 52.4K $
792Assurant Inc 112.4K $
793Cooper Cos Inc/The 332.4K $
794PulteGroup Inc 202.4K $
795Columbia Banking System Inc 852.3K $
796Franklin Resources Inc 982.3K $
797A O Smith Corp 352.3K $
798Bio-Techne Corp 442.3K $
799American Financial Group Inc/OH 182.3K $
800Coterra Energy Inc 652.3K $