EWP
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Elevation Wealth Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

Elevation Wealth Partners’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.3K Buy
+881
New +$84.8K 0.03% 208

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
NRW
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Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Elevation Wealth Partners's AVGE Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 881 shares worth $87.3K. The stake represents 0.03% of the portfolio and ranks #208 among its holdings.

77 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Elevation Wealth Partners held 881 shares of Avantis All Equity Markets ETF worth $87.3K as of Q2 2026.
  • Avantis All Equity Markets ETF was a new Elevation Wealth Partners position in Q2 2026.
  • Avantis All Equity Markets ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #208 holding.
  • 77 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.