ELEVATION WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, ELEVATION WEALTH PARTNERS, LLC held in its portfolio 500 assets valued at $282,379,544 (i.e. $282.38M).
The most valuable assets in the portfolio included: ISHARES TR ($31.23M), SCHWAB STRATEGIC TR ($20.07M), and ISHARES TR ($19.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ELEVATION WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 671055 | 31230908 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 737497 | 20067285 | FUNDAMENTAL US L |
| ISHARES TR | 117210 | 19684363 | CORE S&P US GWT |
| AMERICAN CENTY ETF TR | 173772 | 14304943 | INTL EQT ETF |
| SCHWAB STRATEGIC TR | 420588 | 11318025 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 32446 | 9416586 | MID CAP ETF |
| APPLE INC | 30461 | 8281201 | COM |
| AMERICAN CENTY ETF TR | 103201 | 7948553 | AVANTIS EMGMKT |
| ALPHABET INC | 22470 | 7033240 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 143765 | 6243708 | US SUSTAINABILTY |
| ISHARES TR | 49012 | 5890291 | CORE S&P SCP ETF |
| FIRST TR EXCHANGE TRADED FD | 200090 | 4726122 | BUYWRIT INCM ETF |
| SCHWAB STRATEGIC TR | 222637 | 4650879 | US REIT ETF |
| ALPHABET INC | 14622 | 4588406 | CAP STK CL C |
| ISHARES TR | 44628 | 4457424 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 93689 | 4384622 | US CORE EQT MKT |
| SPDR S&P 500 ETF TR | 6251 | 4262911 | TR UNIT |
| ISHARES TR | 24546 | 3656900 | ESG AWR MSCI USA |
| TESLA INC | 8028 | 3610353 | COM |
| SCHWAB STRATEGIC TR | 131526 | 3607771 | US DIVIDEND EQ |
| ISHARES TR | 7284 | 3447624 | RUS 1000 GRW ETF |
| VANGUARD TAX-MANAGED FDS | 53182 | 3322293 | VAN FTSE DEV MKT |
| NVIDIA CORPORATION | 17644 | 3290698 | COM |
| AMERICAN CENTY ETF TR | 29165 | 3260048 | US EQT ETF |
| SCHWAB STRATEGIC TR | 117819 | 3090391 | US BRD MKT ETF |
| MICROSOFT CORP | 6281 | 3037639 | COM |
| VANGUARD CHARLOTTE FDS | 60779 | 2936830 | TOTAL INT BD ETF |
| VANGUARD INDEX FDS | 7240 | 2427305 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 40189 | 2392824 | US TARGETED VLU |
| BERKSHIRE HATHAWAY INC DEL | 4223 | 2122763 | CL B NEW |
| DIMENSIONAL ETF TRUST | 26829 | 1869156 | US SMALL CAP ETF |
| INVESCO QQQ TR | 2921 | 1794127 | UNIT SER 1 |
| JOHN HANCOCK EXCHANGE TRADED | 27312 | 1788393 | MULTIFACTOR MI |
| ISHARES TR | 17460 | 1660269 | ESG AW MSCI EAFE |
| AMAZON COM INC | 7082 | 1634655 | COM |
| SCHWAB STRATEGIC TR | 32863 | 1485635 | FUNDAMENTAL INTL |
| SCHWAB STRATEGIC TR | 30852 | 1404675 | INTL SCEQT ETF |
| ISHARES TR | 12058 | 1371192 | SP SMCP600VL ETF |
| VANGUARD SCOTTSDALE FDS | 11196 | 1363094 | VNG RUS1000GRW |
| ABBVIE INC | 5337 | 1219452 | COM |
| AMERICAN CENTY ETF TR | 15671 | 1187418 | US LARGE CAP VLU |
| SCHWAB STRATEGIC TR | 37419 | 1065683 | US SML CAP ETF |
| JPMORGAN CHASE & CO. | 3178 | 1024120 | COM |
| SCHWAB STRATEGIC TR | 33612 | 1010708 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 30262 | 992594 | 1000 INDEX ETF |
| FIRST TR EXCH TRADED FD III | 48560 | 941574 | INSTL PFD SECS |
| EQUITY LIFESTYLE PPTYS INC | 15496 | 939213 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1499 | 904351 | UTSER1 S&PDCRP |
| FAIR ISAAC CORP | 517 | 874051 | COM |
| INVESCO EXCHANGE TRADED FD T | 4080 | 781621 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 19415 | 768649 | US CORE EQUITY 2 |
| SCHWAB STRATEGIC TR | 31852 | 765716 | INTL EQTY ETF |
| STERLING INFRASTRUCTURE INC | 2452 | 750876 | COM |
| BROADCOM INC | 2156 | 746184 | COM |
| ISHARES TR | 7681 | 737625 | MSCI EAFE ETF |
| COSTCO WHSL CORP NEW | 845 | 728834 | COM |
| ISHARES TR | 3876 | 702391 | RUS 2000 VAL ETF |
| MCDONALDS CORP | 2114 | 646096 | COM |
| ISHARES TR | 4296 | 638830 | CORE S&P TTL STK |
| ISHARES TR | 6790 | 637481 | U.S. REAL ES ETF |
| PUBLIC STORAGE OPER CO | 2437 | 632402 | COM |
| JOHNSON & JOHNSON | 3041 | 629293 | COM |
| ISHARES TR | 6858 | 613447 | CORE MSCI EAFE |
| ELI LILLY & CO | 563 | 605179 | COM |
| VANGUARD INDEX FDS | 6675 | 590639 | REAL ESTATE ETF |
| AGILENT TECHNOLOGIES INC | 4219 | 574080 | COM |
| CHEVRON CORP NEW | 3704 | 564522 | COM |
| SCHWAB STRATEGIC TR | 21059 | 559525 | FUNDAMENTAL US B |
| META PLATFORMS INC | 839 | 553578 | CL A |
| HEWLETT PACKARD ENTERPRISE C | 22518 | 540883 | COM |
| ISHARES TR | 9831 | 537855 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 1995 | 514495 | SMALL CP ETF |
| PALO ALTO NETWORKS INC | 2736 | 503972 | COM |
| ISHARES INC | 11297 | 498969 | ESG AWR MSCI EM |
| PROLOGIS INC. | 3852 | 491747 | COM |
| EATON CORP PLC | 1479 | 471077 | SHS |
| DIMENSIONAL ETF TRUST | 10988 | 470781 | INTERNATIONAL |
| VANGUARD INDEX FDS | 2553 | 452826 | MCAP VL IDXVIP |
| HP INC | 19999 | 445578 | COM |
| VANGUARD INDEX FDS | 2071 | 438545 | SM CP VAL ETF |
| KEYSIGHT TECHNOLOGIES INC | 2101 | 426903 | COM |
| QUANTA SVCS INC | 988 | 416996 | COM |
| AMERICAN CENTY ETF TR | 3905 | 398186 | US SML CP VALU |
| SPDR SERIES TRUST | 5103 | 386584 | STATE STREET SPD |
| PALANTIR TECHNOLOGIES INC | 2135 | 379497 | CL A |
| AVALONBAY CMNTYS INC | 2085 | 378032 | COM |
| KKR & CO INC | 2943 | 375174 | COM |
| KLA CORP | 301 | 366139 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 7794 | 354716 | S&P500 EQL TEC |
| ISHARES TR | 1435 | 353240 | RUSSELL 2000 ETF |
| CAPITAL GRP FIXED INCM ETF T | 15484 | 350565 | CORE PLUS INCM |
| VANGUARD INTL EQUITY INDEX F | 7501 | 343846 | GLB EX US ETF |
| SIMON PPTY GROUP INC NEW | 1852 | 342824 | COM |
| VANGUARD INTL EQUITY INDEX F | 2397 | 338087 | TT WRLD ST ETF |
| ISHARES TR | 4640 | 331374 | EAFE VALUE ETF |
| WISDOMTREE TR | 6750 | 315271 | EMER MKT HIGH FD |
| VISA INC | 889 | 311782 | COM CL A |
| DIMENSIONAL ETF TRUST | 8167 | 311232 | INTL CORE EQT MK |
| RTX CORPORATION | 1654 | 303383 | COM |
| DISNEY WALT CO | 2660 | 302631 | COM |
| HOME DEPOT INC | 858 | 295238 | COM |
| DIMENSIONAL ETF TRUST | 3862 | 286437 | US EQUITY MARKET |
| EXXON MOBIL CORP | 2288 | 275309 | COM |
| ABBOTT LABS | 2191 | 274511 | COM |
| ISHARES TR | 1215 | 255631 | RUS 1000 VAL ETF |
| SCHWAB STRATEGIC TR | 7706 | 251358 | US LCAP GR ETF |
| SCHWAB CHARLES CORP | 2498 | 249532 | COM |
| PROCTER AND GAMBLE CO | 1676 | 240259 | COM |
| GOLDMAN SACHS GROUP INC | 273 | 240028 | COM |
| VANGUARD INDEX FDS | 1204 | 229952 | VALUE ETF |
| TORTOISE CAPITAL SERIES TRUS | 23950 | 216507 | ENERGY FD |
| ISHARES TR | 1007 | 213460 | S&P 500 VAL ETF |
| RHYTHM PHARMACEUTICALS INC | 1971 | 210976 | COM |
| SPDR GOLD TR | 528 | 209252 | GOLD SHS |
| DUKE ENERGY CORP NEW | 1762 | 206525 | COM NEW |
| PEPSICO INC | 1414 | 202890 | COM |
| BANK AMERICA CORP | 3558 | 195676 | COM |
| VANECK ETF TRUST | 533 | 191916 | SEMICONDUCTR ETF |
| SPDR DOW JONES INDL AVERAGE | 394 | 189345 | UT SER 1 |
| ISHARES TR | 1815 | 185838 | 0-5 YR TIPS ETF |
| DIMENSIONAL ETF TRUST | 4861 | 184701 | INTL SMALL CAP V |
| TARGET CORP | 1842 | 180101 | COM |
| INVESCO EXCHANGE TRADED FD T | 1135 | 177775 | AEROSPACE DEFN |
| ISHARES TR | 536 | 173134 | RUS 2000 GRW ETF |
| VANGUARD INDEX FDS | 615 | 171792 | MCAP GR IDXVIP |
| LABCORP HOLDINGS INC | 683 | 171352 | COM SHS |
| COLGATE PALMOLIVE CO | 2157 | 170447 | COM |
| NEXTERA ENERGY INC | 2110 | 169391 | COM |
| INTERNATIONAL BUSINESS MACHS | 555 | 164405 | COM |
| GLOBAL X FDS | 3177 | 161560 | ARTIFICIAL ETF |
| ARES MANAGEMENT CORPORATION | 982 | 158659 | CL A COM STK |
| GILEAD SCIENCES INC | 1253 | 153794 | COM |
| VEEVA SYS INC | 678 | 151350 | CL A COM |
| VANGUARD INDEX FDS | 239 | 149988 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 2035 | 149726 | ALLWRLD EX US |
| MASTERCARD INCORPORATED | 257 | 146908 | CL A |
| DOVER CORP | 750 | 146430 | COM |
| J P MORGAN EXCHANGE TRADED F | 2790 | 142123 | ULTRA SHT MUNCPL |
| DIMENSIONAL ETF TRUST | 4111 | 141650 | INTL CORE EQUITY |
| CITIGROUP INC | 1191 | 138978 | COM NEW |
| ADVANCED MICRO DEVICES INC | 647 | 138562 | COM |
| SELECT SECTOR SPDR TR | 890 | 137762 | STATE STREET HEA |
| ISHARES TR | 1062 | 137168 | EXPND TEC SC ETF |
| FIRST TR EXCH TRADED FD III | 7482 | 136318 | PFD SECS INC ETF |
| DIMENSIONAL ETF TRUST | 4094 | 135441 | EMERGING MKTS CO |
| SCHWAB STRATEGIC TR | 3720 | 134147 | FUNDAMENTAL EMER |
| REINSURANCE GRP OF AMERICA I | 638 | 129756 | COM NEW |
| CSX CORP | 3549 | 128652 | COM |
| MERCK & CO INC | 1196 | 125895 | COM |
| PROSHARES TR | 2852 | 124515 | ULTR 7-10 TREA |
| NETFLIX INC | 1326 | 124360 | COM |
| ONTO INNOVATION INC | 786 | 124078 | COM |
| VANGUARD WORLD FD | 163 | 123001 | INF TECH ETF |
| GLOBAL X FDS | 1892 | 122568 | DEFENSE TECH ETF |
| WASTE MGMT INC DEL | 554 | 121720 | COM |
| ANALOG DEVICES INC | 445 | 120684 | COM |
| ISHARES TR | 843 | 118915 | RUS MDCP VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 2339 | 118330 | ULTRA SHRT INC |
| ASML HOLDING N V | 108 | 115545 | N Y REGISTRY SHS |
| ISHARES TR | 1157 | 111385 | RUS MID CAP ETF |
| ENTERPRISE PRODS PARTNERS L | 3442 | 110337 | COM |
| SELECT SECTOR SPDR TR | 1997 | 109394 | STATE STREET FIN |
| ISHARES TR | 1203 | 107774 | CORE 80/20 AGGRE |
| EQUITY RESIDENTIAL | 1708 | 107664 | SH BEN INT |
| J P MORGAN EXCHANGE TRADED F | 1868 | 106916 | EQUITY PREMIUM |
| 3M CO | 665 | 106467 | COM |
| MARVELL TECHNOLOGY INC | 1183 | 100532 | COM |
| WALMART INC | 899 | 100158 | COM |
| ISHARES TR | 1512 | 99792 | CORE S&P MCP ETF |
| CISCO SYS INC | 1294 | 99678 | COM |
| AMGEN INC | 302 | 98848 | COM |
| VANGUARD BD INDEX FDS | 1249 | 98438 | SHORT TRM BOND |
| VANGUARD WORLD FD | 326 | 97242 | INDUSTRIAL ETF |
| ALPS ETF TR | 1983 | 93260 | ALERIAN MLP |
| THE CIGNA GROUP | 334 | 91927 | COM |
| ISHARES TR | 1378 | 89602 | CORE 60/40 BALAN |
| ISHARES TR | 909 | 89539 | CONV BD ETF |
| ISHARES TR | 3512 | 87617 | GLOBAL REIT ETF |
| MONDELEZ INTL INC | 1608 | 86559 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 275 | 83570 | SPONSORED ADS |
| VERIZON COMMUNICATIONS INC | 2021 | 82336 | COM |
| TJX COS INC NEW | 534 | 82029 | COM |
| BXP INC | 1207 | 81449 | COM |
| INVESCO EXCHANGE TRADED FD T | 1695 | 79507 | RAFI US 1000 ETF |
| ISHARES TR | 574 | 78669 | RUS MD CP GR ETF |
| AMERICAN CENTY ETF TR | 1009 | 76988 | AVANTIS RESPON U |
| GLOBAL X FDS | 2105 | 76265 | RBTCS ARTFL INTE |
| ISHARES TR | 716 | 75675 | EXPANDED TECH |
| CATERPILLAR INC | 130 | 74720 | COM |
| ISHARES TR | 963 | 74665 | EAFE SML CP ETF |
| INVESCO EXCH TRADED FD TR II | 3072 | 74217 | CALIF AMT MUN |
| PIMCO ETF TR | 788 | 73390 | ACTIVE BD ETF |
| BOEING CO | 335 | 72756 | COM |
| METTLER TOLEDO INTERNATIONAL | 52 | 72498 | COM |
| LOWES COS INC | 297 | 71625 | COM |
| CROWDSTRIKE HLDGS INC | 151 | 70783 | CL A |
| MARTIN MARIETTA MATLS INC | 113 | 70361 | COM |
| SALESFORCE INC | 264 | 69950 | COM |
| INVESCO EXCH TRADED FD TR II | 1429 | 69621 | S&P SMALLCAP 600 |
| VANGUARD SCOTTSDALE FDS | 699 | 69565 | VNG RUS2000IDX |
| AMERICAN CENTY ETF TR | 988 | 68632 | AVANTIS RESPONSI |
| UNITEDHEALTH GROUP INC | 206 | 68003 | COM |
| BLACKROCK INC | 63 | 67432 | COM |
| ISHARES TR | 475 | 67088 | SELECT DIVID ETF |
| COCA-COLA EUROPACIFIC PARTNE | 733 | 66484 | SHS |
| ALEXANDRIA REAL ESTATE EQ IN | 1345 | 65825 | COM |
| SPDR INDEX SHS FDS | 855 | 65588 | PORTFLI MSCI GBL |
| EXCHANGE TRADED CONCEPTS TRU | 4390 | 64628 | INQQ THE INDIA I |
| AT&T INC | 2583 | 64173 | COM |
| FIRST TR EXCHANGE-TRADED FD | 232 | 62450 | DJ INTERNT IDX |
| FIRST TR EXCHANGE TRADED FD | 1376 | 61934 | UTILITIES ALPH |
| PFIZER INC | 2436 | 60668 | COM |
| BRISTOL-MYERS SQUIBB CO | 1117 | 60251 | COM |
| HERCULES CAPITAL INC | 3181 | 59874 | COM |
| STARWOOD PPTY TR INC | 3314 | 59686 | COM |
| ISHARES TR | 1588 | 59384 | BROAD USD HIGH |
| DANAHER CORPORATION | 259 | 59291 | COM |
| INTEL CORP | 1606 | 59257 | COM |
| VANGUARD ADMIRAL FDS INC | 133 | 59166 | 500 GRTH IDX F |
| T-MOBILE US INC | 284 | 57664 | COM |
| VANGUARD WHITEHALL FDS | 637 | 57305 | INTL HIGH ETF |
| GLOBAL X FDS | 1197 | 57202 | US INFR DEV ETF |
| MOTOROLA SOLUTIONS INC | 149 | 57115 | COM NEW |
| UBER TECHNOLOGIES INC | 692 | 56506 | COM |
| ISHARES TR | 1066 | 56115 | US INFRASTRUC |
| S&P GLOBAL INC | 107 | 55918 | COM |
| GALLAGHER ARTHUR J & CO | 215 | 55514 | COM |
| AON PLC | 157 | 55403 | SHS CL A |
| ISHARES TR | 789 | 54762 | CORE DIV GRWTH |
| RITHM CAPITAL CORP | 5000 | 54500 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 2053 | 53871 | FT VEST RIS |
| FIRST TR EXCHANGE TRADED FD | 553 | 53586 | NASD TECH DIV |
| DIMENSIONAL ETF TRUST | 1626 | 53220 | WORLD EX US CORE |
| GE AEROSPACE | 172 | 52982 | COM NEW |
| ISHARES TR | 614 | 52958 | MSCI EAFE MIN VL |
| TOAST INC | 1486 | 52768 | CL A |
| CNA FINL CORP | 1102 | 52610 | COM |
| CHUBB LIMITED | 168 | 52437 | COM |
| ISHARES BITCOIN TRUST ETF | 1055 | 52381 | SHS BEN INT |
| ISHARES INC | 1944 | 50921 | MSCI AUST ETF |
| GRAYSCALE ETHEREUM MINI TR E | 1786 | 50116 | SHS NEW |
| CONSOLIDATED EDISON INC | 503 | 49958 | COM |
| ORACLE CORP | 249 | 48616 | COM |
| TFS FINL CORP | 3628 | 48543 | COM |
| NOVARTIS AG | 350 | 48255 | SPONSORED ADR |
| VERISK ANALYTICS INC | 213 | 47646 | COM |
| NIKE INC | 746 | 47522 | CL B |
| TWILIO INC | 331 | 47082 | CL A |
| MARSH & MCLENNAN COS INC | 252 | 46782 | COM |
| RLI CORP | 726 | 46450 | COM |
| VANGUARD SCOTTSDALE FDS | 784 | 46068 | SHORT TERM TREAS |
| NUSHARES ETF TR | 1028 | 45922 | NUVEEN ESG SMLCP |
| ALBERTSONS COS INC | 2662 | 45707 | COMMON STOCK |
| DIMENSIONAL ETF TRUST | 877 | 45450 | GLOBAL SUSTAINA |
| THERMO FISHER SCIENTIFIC INC | 78 | 45198 | COM |
| DARDEN RESTAURANTS INC | 242 | 44570 | COM |
| SELECT SECTOR SPDR TR | 306 | 44055 | STATE STREET TEC |
| KROGER CO | 700 | 43736 | COM |
| WISDOMTREE TR | 484 | 43295 | US QTLY DIV GRT |
| LOCKHEED MARTIN CORP | 89 | 43047 | COM |
| EBAY INC. | 493 | 42941 | COM |
| AMEREN CORP | 427 | 42641 | COM |
| COMCAST CORP NEW | 1421 | 42469 | CL A |
| ISHARES TR | 62 | 42467 | CORE S&P500 ETF |
| XCEL ENERGY INC | 572 | 42248 | COM |
| VANGUARD STAR FDS | 555 | 41870 | VG TL INTL STK F |
| GE VERNOVA INC | 63 | 41218 | COM |
| AMERICAN WTR WKS CO INC NEW | 308 | 40194 | COM |
| ISHARES TR | 304 | 40004 | S&P MC 400VL ETF |
| NORTHROP GRUMMAN CORP | 70 | 39915 | COM |
| STARBUCKS CORP | 472 | 39729 | COM |
| ISHARES TR | 384 | 39376 | CORE S&P US VLU |
| EASTGROUP PPTYS INC | 221 | 39369 | COM |
| KINDER MORGAN INC DEL | 1427 | 39239 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 1731 | 38706 | COM NEW |
| FLEXSHARES TR | 656 | 38617 | GLB QLT R/E IDX |
| ALTRIA GROUP INC | 630 | 36326 | COM |
| UNION PAC CORP | 157 | 36318 | COM |
| AIR PRODS & CHEMS INC | 147 | 36312 | COM |
| CAPITAL ONE FINL CORP | 148 | 35870 | COM |
| EQT CORP | 669 | 35859 | COM |
| SERVICETITAN INC | 334 | 35571 | SHS CL A |
| BIOGEN INC | 200 | 35198 | COM |
| ISHARES TR | 656 | 33343 | FLTG RATE NT ETF |
| BLOCK H & R INC | 765 | 33339 | COM |
| CHECK POINT SOFTWARE TECH LT | 178 | 33030 | ORD |
| VANGUARD SCOTTSDALE FDS | 409 | 32618 | SHRT TRM CORP BD |
| OTIS WORLDWIDE CORP | 371 | 32407 | COM |
| GATX CORP | 190 | 32224 | COM |
| LITMAN GREGORY FDS TR | 1145 | 32129 | IMGP DBI MANAGED |
| ISHARES TR | 536 | 31961 | SELECT US REIT |
| TRANSDIGM GROUP INC | 24 | 31917 | COM |
| SYNCHRONY FINANCIAL | 382 | 31871 | COM |
| PROFESIONALLY MANAGED PORTFO | 484 | 31707 | AKRE FOCUS ETF |
| ACCENTURE PLC IRELAND | 118 | 31660 | SHS CLASS A |
| ARK ETF TR | 664 | 31607 | BLOCKCHAIN & FIN |
| CONCENTRIX CORP | 758 | 31533 | COM |
| DAVITA INC | 277 | 31470 | COM |
| FS SPECIALTY LENDING FD | 2212 | 31278 | COM SH BEN INT |
| CNH INDL N V | 3386 | 31219 | SHS |
| CAPITAL GROUP GBL GROWTH EQT | 894 | 30978 | SHS CREATION UNI |
| GLOBAL X FDS | 368 | 30235 | S&P 500 CATHOLIC |
| FIRST TR EXCHANGE-TRADED FD | 788 | 30197 | SMID RISNG ETF |
| FIRST TR EXCHANGE TRADED FD | 378 | 30191 | INDLS PROD DUR |
| UNITED THERAPEUTICS CORP DEL | 61 | 29723 | COM |
| ECOLAB INC | 109 | 28615 | COM |
| RELIANCE INC | 98 | 28310 | COM |
| THE BALDWIN INSURANCE GRP IN | 1167 | 28044 | COM CL A |
| FORTINET INC | 351 | 27873 | COM |
| THE TRADE DESK INC | 720 | 27332 | COM CL A |
| WELLS FARGO CO NEW | 291 | 27122 | COM |
| MICRON TECHNOLOGY INC | 95 | 27114 | COM |
| ANTERO MIDSTREAM CORP | 1511 | 26881 | COM |
| GENERAL MTRS CO | 330 | 26836 | COM |
| FIRST TR EXCHANGE TRADED FD | 507 | 26297 | NASDQ ARTFCIAL |
| INVESCO EXCH TRADED FD TR II | 1311 | 26071 | CEF INM COMPSI |
| CADENCE DESIGN SYSTEM INC | 83 | 25945 | COM |
| OKTA INC | 296 | 25596 | CL A |
| IAC INC | 652 | 25494 | COM NEW |
| SBA COMMUNICATIONS CORP NEW | 131 | 25340 | CL A |
| VANGUARD WORLD FD | 60 | 24767 | MEGA GRWTH IND |
| DIMENSIONAL ETF TRUST | 1081 | 24761 | US REAL ESTATE E |
| FASTENAL CO | 611 | 24520 | COM |
| LAM RESEARCH CORP | 143 | 24479 | COM NEW |
| PAYPAL HLDGS INC | 419 | 24433 | COM |
| PROCORE TECHNOLOGIES INC | 333 | 24223 | COM |
| ADOBE INC | 69 | 24150 | COM |
| CBOE GLOBAL MKTS INC | 96 | 24096 | COM |
| FORD MTR CO | 1821 | 23892 | COM |
| BIOMARIN PHARMACEUTICAL INC | 400 | 23772 | COM |
| AUTOZONE INC | 7 | 23741 | COM |
| AFLAC INC | 215 | 23726 | COM |
| ASSURED GUARANTY LTD | 259 | 23277 | COM |
| JABIL INC | 102 | 23259 | COM |
| INTUITIVE SURGICAL INC | 41 | 23221 | COM NEW |
| AVNET INC | 481 | 23127 | COM |
| BLUE OWL CAPITAL CORPORATION | 1858 | 23099 | COM |
| VANGUARD WHITEHALL FDS | 250 | 22863 | INTL DVD ETF |
| VANGUARD INTL EQUITY INDEX F | 414 | 22257 | FTSE EMR MKT ETF |
| VANGUARD WORLD FD | 105 | 22254 | CONSUM STP ETF |
| YUM BRANDS INC | 147 | 22239 | COM |
| GLOBE LIFE INC | 159 | 22203 | COM |
| MORGAN STANLEY | 125 | 22192 | COM NEW |
| COINBASE GLOBAL INC | 98 | 22162 | COM CL A |
| ARK ETF TR | 288 | 22153 | INNOVATION ETF |
| VICOR CORP | 200 | 21920 | COM |
| COCA COLA CO | 313 | 21910 | COM |
| OVINTIV INC | 558 | 21869 | COM |
| SOUTHWEST GAS HLDGS INC | 272 | 21766 | COM |
| DIGITALOCEAN HLDGS INC | 449 | 21606 | COM |
| QUALCOMM INC | 126 | 21553 | COM |
| AMPHENOL CORP NEW | 159 | 21488 | CL A |
| ISHARES TR | 155 | 21152 | U.S. INSRNCE ETF |
| THOR INDS INC | 206 | 21151 | COM |
| ADVISORS INNER CIRCLE FD III | 682 | 21148 | DEMOCRACY INTERN |
| GRAPHIC PACKAGING HLDG CO | 1399 | 21069 | COM |
| AMPLIFY ETF TR | 260 | 20912 | AMPLIFY CYBERSEC |
| ISHARES TR | 150 | 20902 | ESG OPTIMIZED |
| TAYLOR MORRISON HOME CORP | 354 | 20840 | COM |
| ISHARES TR | 670 | 20744 | PFD AND INCM SEC |
| ONEOK INC NEW | 281 | 20654 | COM |
| CHENIERE ENERGY INC | 105 | 20411 | COM NEW |
| ISHARES TR | 254 | 20245 | MRGSTR MD CP GRW |
| CVS HEALTH CORP | 251 | 19920 | COM |
| AIR LEASE CORP | 310 | 19912 | CL A |
| INTUIT | 30 | 19873 | COM |
| GEN DIGITAL INC | 724 | 19686 | COM |
| PHILIP MORRIS INTL INC | 122 | 19586 | COM |
| CGI INC | 212 | 19568 | CL A SUB VTG |
| ILLUMINA INC | 149 | 19543 | COM |
| CONOCOPHILLIPS | 207 | 19378 | COM |
| LIBERTY GLOBAL LTD | 1754 | 19365 | COM CL C |
| ISHARES TR | 150 | 19325 | ESG MSCI KLD 400 |
| DIMENSIONAL ETF TRUST | 465 | 19287 | EMERGING MARKETS |
| CF INDS HLDGS INC | 249 | 19258 | COM |
| NUSHARES ETF TR | 425 | 19147 | NUVEEN ESG LRGVL |
| NXP SEMICONDUCTORS N V | 88 | 19102 | COM |
| CME GROUP INC | 69 | 18843 | COM |
| CIRRUS LOGIC INC | 159 | 18842 | COM |
| NNN REIT INC | 475 | 18825 | COM |
| ROYALTY PHARMA PLC | 486 | 18780 | SHS CLASS A |
| NEXSTAR MEDIA GROUP INC | 92 | 18681 | COMMON STOCK |
| VANGUARD SCOTTSDALE FDS | 60 | 18678 | VNG RUS1000IDX |
| DEERE & CO | 40 | 18623 | COM |
| HONEYWELL INTL INC | 95 | 18534 | COM |
| ROYAL GOLD INC | 83 | 18451 | COM |
| NATIONAL STORAGE AFFILIATES | 643 | 18140 | COM SHS BEN IN |
| ZIMMER BIOMET HOLDINGS INC | 201 | 18074 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 80 | 17854 | COM |
| APPLIED MATLS INC | 69 | 17733 | COM |
| AECOM | 186 | 17732 | COM |
| MARRIOTT INTL INC NEW | 57 | 17702 | CL A |
| TEXAS INSTRS INC | 102 | 17696 | COM |
| VANGUARD INDEX FDS | 36 | 17563 | GROWTH ETF |
| ISHARES TR | 47 | 17552 | RUS 1000 ETF |
| SOLVENTUM CORP | 221 | 17513 | COM SHS |
| WISDOMTREE TR | 304 | 17415 | EMG MKTS SMCAP |
| PROSPERITY BANCSHARES INC | 249 | 17209 | COM |
| OCCIDENTAL PETE CORP | 409 | 16819 | COM |
| SAMSARA INC | 474 | 16804 | COM CL A |
| ISHARES TR | 360 | 16553 | ESG AWARE MSCI |
| LKQ CORP | 547 | 16520 | COM |
| AUTODESK INC | 55 | 16281 | COM |
| CUBESMART | 450 | 16223 | COM |
| AIRBNB INC | 119 | 16204 | COM CL A |
| APPLOVIN CORP | 24 | 16172 | COM CL A |
| MURPHY USA INC | 40 | 16141 | COM |
| MOLSON COORS BEVERAGE CO | 345 | 16105 | CL B |
| BOOKING HOLDINGS INC | 3 | 16066 | COM |
| ZOETIS INC | 126 | 15891 | CL A |
| AMERICAN EXPRESS CO | 42 | 15538 | COM |
| SELECT SECTOR SPDR TR | 100 | 15512 | STATE STREET IND |
| WARNER BROS DISCOVERY INC | 532 | 15333 | COM SER A |
| U HAUL HOLDING COMPANY | 304 | 15325 | COM |
| DIGITAL RLTY TR INC | 99 | 15263 | COM |
| BECTON DICKINSON & CO | 79 | 15255 | COM |
| WENDYS CO | 1823 | 15186 | COM |
| MOSAIC CO NEW | 630 | 15177 | COM |
| QNITY ELECTRONICS INC | 183 | 14942 | COMMON STOCK |
| DROPBOX INC | 536 | 14901 | CL A |
| BAXTER INTL INC | 774 | 14792 | COM |
| QUEST DIAGNOSTICS INC | 85 | 14751 | COM |
| FISERV INC | 219 | 14711 | COM |
| ISHARES TR | 210 | 14658 | FUTURE EXPONENTI |
| GAMING & LEISURE PPTYS INC | 327 | 14614 | COM |
| EATON VANCE TAX-MANAGED GLOB | 1500 | 14295 | COM |
| RENAISSANCERE HLDGS LTD | 50 | 14058 | COM |
| HOWMET AEROSPACE INC | 68 | 13942 | COM |
| ISHARES TR | 291 | 13881 | CORE 40/60 MODER |
| FEDEX CORP | 48 | 13866 | COM |
| FTI CONSULTING INC | 81 | 13838 | COM |
| BOSTON SCIENTIFIC CORP | 145 | 13826 | COM |
| MORNINGSTAR INC | 63 | 13691 | COM |
| SABRA HEALTH CARE REIT INC | 718 | 13599 | COM |
| VIRTU FINL INC | 407 | 13562 | CL A |
| FIDELITY NATL INFORMATION SV | 202 | 13425 | COM |
| ARISTA NETWORKS INC | 102 | 13366 | COM SHS |
| RIVIAN AUTOMOTIVE INC | 664 | 13088 | COM CL A |
| MGIC INVT CORP WIS | 447 | 13062 | COM |
| PENSKE AUTOMOTIVE GRP INC | 82 | 12980 | COM |
| MONSTER BEVERAGE CORP NEW | 168 | 12881 | COM |
| LINDE PLC | 30 | 12792 | SHS |
| CONSTELLATION ENERGY CORP | 36 | 12718 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 49 | 12546 | COM |
| BANK NEW YORK MELLON CORP | 108 | 12538 | COM |
| SKYWORKS SOLUTIONS INC | 196 | 12429 | COM |
| MOLINA HEALTHCARE INC | 71 | 12322 | COM |
| KIMCO RLTY CORP | 600 | 12162 | COM |
| FACTSET RESH SYS INC | 41 | 11898 | COM |
| AGREE RLTY CORP | 165 | 11885 | COM |
| PREFERRED BK LOS ANGELES CA | 125 | 11804 | COM NEW |
| VERTEX PHARMACEUTICALS INC | 26 | 11788 | COM |
| MEDTRONIC PLC | 122 | 11720 | SHS |
| ARROW ELECTRS INC | 106 | 11680 | COM |
| BRIGHTHOUSE FINL INC | 178 | 11533 | COM |
| VICI PPTYS INC | 408 | 11473 | COM |
| INVESCO EXCH TRADED FD TR II | 174 | 11415 | RAFI DVLPD MRKTS |
| CROWN CASTLE INC | 128 | 11376 | COM |
| GLOBALFOUNDRIES INC | 324 | 11315 | ORDINARY SHARES |
| CENTENE CORP DEL | 272 | 11193 | COM |
| ROPER TECHNOLOGIES INC | 25 | 11129 | COM |
| ICON PLC | 60 | 10934 | SHS |
| CLOROX CO DEL | 108 | 10928 | COM |
| L3HARRIS TECHNOLOGIES INC | 37 | 10863 | COM |
| UNITED PARCEL SERVICE INC | 109 | 10812 | CL B |
| UFP INDUSTRIES INC | 118 | 10744 | COM |
| SONOCO PRODS CO | 242 | 10561 | COM |
| BJS WHSL CLUB HLDGS INC | 117 | 10534 | COM |
| EMERSON ELEC CO | 79 | 10485 | COM |
| ZOOM COMMUNICATIONS INC | 120 | 10355 | CL A |
| AMERICAN ELEC PWR CO INC | 89 | 10263 | COM |
| LAUDER ESTEE COS INC | 98 | 10218 | CL A |
| CUMMINS INC | 20 | 10209 | COM |
| BLACKBAUD INC | 160 | 10132 | COM |
| GENERAL DYNAMICS CORP | 30 | 10100 | COM |
| COTERRA ENERGY INC | 381 | 10028 | COM |
| NEWMONT CORP | 100 | 9985 | COM |
| LIVE NATION ENTERTAINMENT IN | 70 | 9975 | COM |
| KIMBERLY-CLARK CORP | 97 | 9787 | COM |
| BOOZ ALLEN HAMILTON HLDG COR | 116 | 9786 | CL A |
| DATADOG INC | 71 | 9656 | CL A COM |
| ENPHASE ENERGY INC | 300 | 9615 | COM |
| CHIPOTLE MEXICAN GRILL INC | 259 | 9584 | COM |
| US FOODS HLDG CORP | 126 | 9491 | COM |
| WELLTOWER INC | 51 | 9467 | COM |
| CURTISS WRIGHT CORP | 17 | 9372 | COM |
| SPROTT FDS TR | 170 | 9332 | URANIUM MINERS E |
| ESSENTIAL UTILS INC | 243 | 9322 | COM |
| VIATRIS INC | 746 | 9288 | COM |
| EXPEDIA GROUP INC | 33 | 9273 | COM NEW |
| LIBERTY MEDIA CORP DEL | 94 | 9260 | COM LBTY ONE S C |
| CARNIVAL CORP | 303 | 9254 | UNIT 99/99/9999 |
| INVESCO EXCH TRADED FD TR II | 36 | 9207 | NASDAQ 100 ETF |
| RALPH LAUREN CORP | 26 | 9194 | CL A |
| DOMINOS PIZZA INC | 22 | 9171 | COM |
| WYNN RESORTS LTD | 76 | 9146 | COM |
| ELASTIC N V | 121 | 9129 | ORD SHS |
| PAYLOCITY HLDG CORP | 59 | 8998 | COM |
| ISHARES TR | 45 | 8986 | U.S. TECH ETF |
| SCIENCE APPLICATIONS INTL CO | 89 | 8959 | COM |
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