Elevation Advisory Partners LLC

ORLANDO, FL · CIK 2124354 · 13F filing filed 2026-08-13

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

$97.7m reported value -8.8% vs Q1 2026

48positions

69.3%in top 10

4 new 11 added 32 reduced 53 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	109,402	$22.2m22.77%	22.77%	Reduced -14.9k	-14,927 -12.0%
2	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	83,517	$13.3m13.63%	13.63%	Reduced -1.5k	-1,459 -1.7%
3	APPLE INC COM AAPL	AAPL	25,015	$8.2m8.36%	8.36%	Reduced -349	-349 -1.4%
4	AMAZON COM INC COM AMZN	AMZN	20,128	$5.0m5.15%	5.15%	Added +1.4k	+1,382 7.4%
5	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	17,782	$4.8m4.91%	4.91%	Reduced -3.1k	-3,095 -14.8%
6	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	165,647	$4.8m4.91%	4.91%	Added +83.6k	+83,583 101.8%
7	CATERPILLAR INC COM CAT	CAT	3,040	$2.6m2.69%	2.69%	Reduced -40	-40 -1.3%
8	MICROSOFT CORP COM MSFT	MSFT	6,004	$2.4m2.47%	2.47%	Reduced -794	-794 -11.7%
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,115	$2.2m2.22%	2.22%	Reduced -296	-296 -8.7%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,135	$2.2m2.21%	2.21%	Reduced -831	-831 -11.9%
11	JPMORGAN CHASE & CO COM JPM	JPM	6,242	$2.1m2.17%	2.17%	Reduced -414	-414 -6.2%
12	FIRST TR EXCH TRADED FD III FT VEST SMID SDVD	SDVD	86,046	$2.0m2.04%	2.04%	Added +12.9k	+12,908 17.6%
13	TESLA INC COM TSLA	TSLA	5,043	$1.9m1.91%	1.91%	Reduced -22	-22 -0.4%
14	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	14,198	$1.7m1.74%	1.74%	New
15	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,947	$1.4m1.48%	1.48%	Reduced -195	-195 -9.1%
16	COREWEAVE INC COM CL A CRWV	CRWV	19,693	$1.4m1.47%	1.47%	Added +7.1k	+7,064 55.9%
17	CASEYS GEN STORES INC COM CASY	CASY	1,615	$1.4m1.43%	1.43%	Added +334	+334 26.1%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	3,981	$1.4m1.43%	1.43%	Reduced -203	-203 -4.8%
19	WALMART INC COM WMT	WMT	10,821	$1.2m1.24%	1.24%	Reduced -350	-350 -3.1%
20	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	24,750	$1.2m1.24%	1.24%	Added +9.1k	+9,105 58.2%
21	MICRON TECHNOLOGY INC COM MU	MU	1,325	$1.1m1.17%	1.17%	Added +774	+774 140.5%
22	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	5,313	$1.1m1.08%	1.08%	Added +4.2k	+4,234 392.4%
23	SPDR GOLD TR GOLD SHS GLD	GLD	2,597	$954.7k0.98%	0.98%	Reduced -1.5k	-1,453 -35.9%
24	DATADOG INC CL A COM DDOG	DDOG	3,615	$951.5k0.97%	0.97%	Reduced -245	-245 -6.3%
25	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,672	$934.4k0.96%	0.96%	Reduced -729	-729 -30.4%
26	PROCTER AND GAMBLE CO COM PG	PG	6,073	$905.7k0.93%	0.93%	Reduced -832	-832 -12.1%
27	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,063	$829.9k0.85%	0.85%	Reduced -223	-223 -9.8%
28	NETFLIX INC COM NFLX	NFLX	10,568	$714.4k0.73%	0.73%	Added +6.8k	+6,758 177.4%
29	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,384	$696.9k0.71%	0.71%	Reduced -98	-98 -6.6%
30	UNION PAC CORP COM UNP	UNP	1,906	$564.5k0.58%	0.58%	Reduced -80	-80 -4.0%
31	MERCADOLIBRE INC COM MELI	MELI	252	$461.8k0.47%	0.47%	Reduced -2	-2 -0.8%
32	TEXAS ROADHOUSE INC COM TXRH	TXRH	2,050	$402.3k0.41%	0.41%	Added +18	+18 0.9%
33	COSTCO WHSL CORP NEW COM COST	COST	401	$375.0k0.38%	0.38%	Reduced -134	-134 -25.1%
34	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	6,583	$368.3k0.38%	0.38%	New
35	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	211	$366.9k0.38%	0.38%	Reduced -139	-139 -39.7%
36	ELI LILLY & CO COM LLY	LLY	296	$339.1k0.35%	0.35%	Reduced -78	-78 -20.9%
37	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,780	$312.8k0.32%	0.32%	Reduced -4.3k	-4,267 -70.6%
38	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,497	$298.4k0.31%	0.31%	Added +5	+5 0.1%
39	ISHARES TR CORE S&P500 ETF IVV	IVV	390	$290.8k0.30%	0.30%	Reduced -329	-329 -45.8%
40	TIDAL TRUST II YIELDMAX MSTR OP MSTY	MSTY	22,155	$290.7k0.30%	0.30%	New
41	QUALCOMM INC COM QCOM	QCOM	1,700	$289.5k0.30%	0.30%	Reduced -46	-46 -2.6%
42	DELL TECHNOLOGIES INC CL C DELL	DELL	658	$251.3k0.26%	0.26%	New
43	PRUDENTIAL FINL INC COM PRU	PRU	2,123	$250.5k0.26%	0.26%	Reduced -109	-109 -4.9%
44	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	4,180	$250.2k0.26%	0.26%	Unchanged
45	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,120	$242.9k0.25%	0.25%	Reduced -243	-243 -17.8%
46	ISHARES TR S&P 500 GRWT ETF IVW	IVW	1,644	$221.5k0.23%	0.23%	Reduced -327	-327 -16.6%
47	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	3,918	$219.6k0.22%	0.22%	Reduced -10.2k	-10,185 -72.2%
48	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	2,541	$206.5k0.21%	0.21%	Reduced -10.5k	-10,469 -80.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ARGAN INC AGX	AGX	5,265	$1.9m5.3k shares
VANGUARD SCOTTSDALE FDS VONG	VONG	8,759	$1.1m8.8k shares
SELECT SECTOR SPDR TR XLV	XLV	4,273	$664.2k4.3k shares
SELECT SECTOR SPDR TR XLC	XLC	4,849	$566.8k4.8k shares
ISHARES TR MTUM	MTUM	2,029	$528.0k2.0k shares
SPDR SERIES TRUST VLU	VLU	2,330	$509.2k2.3k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	9,319	$471.8k9.3k shares
ISHARES TR IEI	IEI	3,918	$467.0k3.9k shares
GOLDMAN SACHS ETF TR GSIE	GSIE	10,166	$460.0k10.2k shares
VANGUARD INTL EQUITY INDEX F VPL	VPL	4,121	$409.9k4.1k shares
ISHARES INC EEMA	EEMA	3,959	$405.3k4.0k shares
SELECT SECTOR SPDR TR XLP	XLP	4,776	$397.2k4.8k shares
PHILIP MORRIS INTL INC PM	PM	2,192	$392.0k2.2k shares
KLARNA GROUP PLC KLAR	KLAR	14,685	$379.9k14.7k shares
VANGUARD SCOTTSDALE FDS VCSH	VCSH	4,734	$378.3k4.7k shares
JOHNSON & JOHNSON JNJ	JNJ	1,685	$378.1k1.7k shares
SSGA ACTIVE ETF TR TOTL	TOTL	9,174	$369.7k9.2k shares
LISTED FDS TR OVL	OVL	6,156	$335.7k6.2k shares
EXXON MOBIL CORP XOM	XOM	2,449	$335.1k2.4k shares
ISHARES TR IXG	IXG	2,618	$318.7k2.6k shares
BROADCOM INC AVGO	AVGO	924	$307.4k924 shares
ISHARES TR TLT	TLT	3,285	$288.5k3.3k shares
ISHARES TR IJR	IJR	2,193	$280.0k2.2k shares
SPDR SERIES TRUST SPYG	SPYG	2,549	$277.0k2.5k shares
ABBVIE INC ABBV	ABBV	1,223	$274.0k1.2k shares