EWP
APPF icon

Elevation Wealth Partners’s AppFolio APPF Stock Holding History

Elevation Wealth Partners’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.02K Hold
30
– – ﹤0.01% 1057
2026
Q2 		$4.81K Buy
+30
New +$4.79K ﹤0.01% 1028

Other funds holding APPF

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's APPF Position: Q3 2026 in Review

Elevation Wealth Partners held its AppFolio (APPF) position steady in Q3 2026 at 30 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Elevation Wealth Partners first reported a position in APPF in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Elevation Wealth Partners held 30 shares of AppFolio worth $6.02K as of Q3 2026.
  • Elevation Wealth Partners left its AppFolio share count unchanged in Q3 2026.
  • AppFolio made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1057 holding.
  • Elevation Wealth Partners first reported a position in AppFolio in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.