Elevation Advisory Partners LLC
ORLANDO, FL · CIK 2124354 · 13F filing filed 2026-05-08
SEC-registered investment adviser since 2021 · limited liability company
- Assets managed$226.0m
- Staff5 · 4 in investment roles
- Main clients (by assets)High net worth individuals 60%, Individuals 40%
- Websiteharrisoncapitalmanagement.com
- Form ADV · 2026-09-09SEC adviser record
$107.1m
reported value
97positions
57.7%in top 10
—no comparable previous quarter
Holdings, Q1 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| NVIDIA CORPORATION NVDA | $23.4m21.88% | First filing |
| VANGUARD WHITEHALL FDS VYM | $12.6m11.79% | First filing |
| APPLE INC AAPL | $6.6m6.11% | First filing |
| AMAZON COM INC AMZN | $4.6m4.28% | First filing |
| MICROSOFT CORP MSFT | $3.3m3.05% | First filing |
| ARM HOLDINGS PLC ARM | $2.4m2.24% | First filing |
| ALPHABET INC GOOGL | $2.3m2.18% | First filing |
| FIRST TR EXCHANGE-TRADED FD RDVI | $2.2m2.08% | First filing |
| TESLA INC TSLA | $2.2m2.04% | First filing |
| INVESCO QQQ TR QQQ | $2.2m2.01% | First filing |
| JPMORGAN CHASE & CO JPM | $2.0m1.87% | First filing |
| CATERPILLAR INC CAT | $2.0m1.84% | First filing |
| SPDR GOLD TR GLD | $1.9m1.80% | First filing |
| ARGAN INC AGX | $1.9m1.78% | First filing |
| FIRST TR EXCH TRADED FD III SDVD | $1.6m1.53% | First filing |
| SPDR S&P 500 ETF TR SPY | $1.5m1.39% | First filing |
| ALPHABET INC GOOG | $1.4m1.31% | First filing |
| COREWEAVE INC CRWV | $1.4m1.28% | First filing |
| WALMART INC WMT | $1.3m1.22% | First filing |
| VANGUARD SCOTTSDALE FDS VONG | $1.1m1.00% | First filing |
| VANGUARD INTL EQUITY INDEX F VEU | $1.0m0.96% | First filing |
| PROCTER AND GAMBLE CO PG | $1.0m0.96% | First filing |
| VANECK ETF TRUST SMH | $977.8k0.91% | First filing |
| SELECT SECTOR SPDR TR XLK | $895.3k0.84% | First filing |
| CASEYS GEN STORES INC CASY | $790.4k0.74% | First filing |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $773.4k0.72% | First filing |
| JANUS DETROIT STR TR VNLA | $771.6k0.72% | First filing |
| SELECT SECTOR SPDR TR XLF | $747.5k0.70% | First filing |
| SELECT SECTOR SPDR TR XLV | $664.2k0.62% | First filing |
| MERCADOLIBRE INC MELI | $582.9k0.54% | First filing |
| SELECT SECTOR SPDR TR XLC | $566.8k0.53% | First filing |
| DATADOG INC DDOG | $533.5k0.50% | First filing |
| ISHARES TR MTUM | $528.0k0.49% | First filing |
| COSTCO WHSL CORP NEW COST | $518.7k0.48% | First filing |
| CROWDSTRIKE HLDGS INC CRWD | $514.3k0.48% | First filing |
| SPDR SERIES TRUST VLU | $509.2k0.48% | First filing |
| ASML HOLDING N V ASML | $509.1k0.48% | First filing |
| ISHARES TR IVV | $502.5k0.47% | First filing |
| ISHARES BITCOIN TRUST ETF IBIT | $471.8k0.44% | First filing |
| ISHARES TR IEI | $467.0k0.44% | First filing |
| UNION PAC CORP UNP | $461.8k0.43% | First filing |
| GOLDMAN SACHS ETF TR GSIE | $460.0k0.43% | First filing |
| VANGUARD INTL EQUITY INDEX F VPL | $409.9k0.38% | First filing |
| ISHARES INC EEMA | $405.3k0.38% | First filing |
| SELECT SECTOR SPDR TR XLP | $397.2k0.37% | First filing |
| PHILIP MORRIS INTL INC PM | $392.0k0.37% | First filing |
| ELI LILLY & CO LLY | $389.0k0.36% | First filing |
| KLARNA GROUP PLC KLAR | $379.9k0.35% | First filing |
| VANGUARD SCOTTSDALE FDS VCSH | $378.3k0.35% | First filing |
| JOHNSON & JOHNSON JNJ | $378.1k0.35% | First filing |
| TEXAS ROADHOUSE INC TXRH | $375.9k0.35% | First filing |
| ADVANCED MICRO DEVICES INC AMD | $373.5k0.35% | First filing |
| SSGA ACTIVE ETF TR TOTL | $369.7k0.35% | First filing |
| LISTED FDS TR OVL | $335.7k0.31% | First filing |
| EXXON MOBIL CORP XOM | $335.1k0.31% | First filing |
| NETFLIX INC NFLX | $326.1k0.30% | First filing |
| ISHARES TR IXG | $318.7k0.30% | First filing |
| BROADCOM INC AVGO | $307.4k0.29% | First filing |
| ISHARES TR TLT | $288.5k0.27% | First filing |
| VANGUARD INDEX FDS VUG | $285.1k0.27% | First filing |
| ISHARES TR IJR | $280.0k0.26% | First filing |
| SPDR SERIES TRUST SPYG | $277.0k0.26% | First filing |
| ABBVIE INC ABBV | $274.0k0.26% | First filing |
| VANGUARD INDEX FDS VTV | $270.1k0.25% | First filing |
| QUALCOMM INC QCOM | $267.2k0.25% | First filing |
| AT&T INC T | $265.6k0.25% | First filing |
| NEXTERA ENERGY INC NEE | $263.4k0.25% | First filing |
| CHEVRON CORP NEW CVX | $262.2k0.24% | First filing |
| SPDR SERIES TRUST XNTK | $259.8k0.24% | First filing |
| MICROSTRATEGY INC MSTR | $258.9k0.24% | First filing |
| VISA INC V | $257.3k0.24% | First filing |
| FIRST TR EXCHANGE-TRADED FD FTSM | $251.2k0.23% | First filing |
| LIBERTY ENERGY INC LBRT | $250.8k0.23% | First filing |
| BANK AMERICA CORP BAC | $250.8k0.23% | First filing |
| PALANTIR TECHNOLOGIES INC PLTR | $247.6k0.23% | First filing |
| ISHARES TR IVW | $247.3k0.23% | First filing |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $247.3k0.23% | First filing |
| ISHARES TR IEF | $245.3k0.23% | First filing |
| SPDR SER TR SPAB | $241.1k0.23% | First filing |
| PRUDENTIAL FINL INC PRU | $239.7k0.22% | First filing |
| VERIZON COMMUNICATIONS INC VZ | $238.0k0.22% | First filing |
| DUKE ENERGY CORP NEW DUK | $235.7k0.22% | First filing |
| COCA COLA CO KO | $233.6k0.22% | First filing |
| VANGUARD WHITEHALL FDS VIGI | $227.5k0.21% | First filing |
| MICRON TECHNOLOGY INC MU | $226.2k0.21% | First filing |
| WELLS FARGO CO NEW WFC | $221.2k0.21% | First filing |
| PIMCO ETF TR PYLD | $219.1k0.20% | First filing |
| SPDR INDEX SHS FDS SPEM | $214.9k0.20% | First filing |
| INVESCO EXCH TRD SLF IDX FD BSCW | $212.3k0.20% | First filing |
| PROGRESSIVE CORP PGR | $211.2k0.20% | First filing |
| DISNEY WALT CO DIS | $208.5k0.19% | First filing |
| ISHARES TR IBTL | $203.4k0.19% | First filing |
| ALTRIA GROUP INC MO | $203.3k0.19% | First filing |
| ISHARES TR IVE | $200.1k0.19% | First filing |
| AKEBIA THERAPEUTICS INC AKBA | $181.2k0.17% | First filing |
| UIPATH INC PATH | $146.3k0.14% | First filing |
| NEXALIN TECHNOLOGY INC COM | $5.9k0.01% | First filing |