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Andrew Kirchner

Elevation Wealth Partners, Llc

Assets Managed
$333.794M
Holdings
1305
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
19.59%(2Q avg: 9.22%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevation Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1305 positions.

Assets under management

The assets under management (AUM) of Elevation Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 333.794M in assets, with a quarterly growth rate of 19.59% and a 2-quarter average growth rate of 9.22%. The portfolio is managed by Andrew Kirchner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 12.45%
10.75%
$35.865M
777,144 shares@ $46.15 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 0.92%
6.97%
$23.261M
747,950 shares@ $31.1 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 0.33%
6.67%
$22.237M
118,225 shares@ $188.09 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 4.94%
4.83%
$16.107M
180,570 shares@ $89.2 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -2.75%
3.47%
$11.565M
392,965 shares@ $29.43 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 3.12%
3.17%
$10.553M
109,366 shares@ $96.5 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 302.35%
3.14%
$10.452M
129,724 shares@ $80.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.23%
2.44%
$8.122M
28,069 shares@ $289.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.04%
2.35%
$7.832M
21,915 shares@ $357.37 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.28%
2.21%
$7.363M
49,644 shares@ $148.31 avg price

1-10 of 1305