Lindsay Marie Rider

Elevation Advisory Partners Llc

Assets Managed

$107.135M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 3d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevation Advisory Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Elevation Advisory Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 107.135M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity New Position	21.88%	$23.439M 124,329 shares@ $188.53 avg price	New Position
VYM Vanguard High Dvd Yield Etf Recent Activity New Position	11.79%	$12.627M 84,976 shares@ $148.61 avg price	New Position
AAPL Apple Inc Recent Activity New Position	6.12%	$6.551M 25,364 shares@ $258.27 avg price	New Position
AMZN Amazon.com Inc Recent Activity New Position	4.29%	$4.587M 18,746 shares@ $244.68 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	3.05%	$3.267M 6,798 shares@ $480.62 avg price	New Position
ARM Arm Holdings Plc-adr Recent Activity New Position	2.24%	$2.398M 20,877 shares@ $114.89 avg price	New Position
GOOGL Alphabet Inc-cl A Recent Activity New Position	2.18%	$2.33M 6,966 shares@ $334.54 avg price	New Position
RDVI Ft Vest Rising Dividend Achi Recent Activity New Position	2.09%	$2.231M 82,064 shares@ $27.19 avg price	New Position
TSLA Tesla Inc Recent Activity New Position	2.04%	$2.183M 5,065 shares@ $430.91 avg price	New Position
QQQ Invesco Qqq Trust Series 1 Recent Activity New Position	2.01%	$2.153M 3,411 shares@ $631.07 avg price	New Position

1-10 of 97