Elevation Wealth Partners’s Li Auto LI Stock Holding History

Elevation Wealth Partners’s Portfolio LI Stock Details LI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.66K	Buy	+312	New	+$5.12K	﹤0.01%	1087

Other funds holding LI

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

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

Elevation Wealth Partners opened a new position in Li Auto (LI) in Q2 2026: 312 shares worth $3.66K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings.

11 funds tracked by Wall St. Rank hold LI as of Q2 2026.

Elevation Wealth Partners held 312 shares of Li Auto worth $3.66K as of Q2 2026.
Li Auto was a new Elevation Wealth Partners position in Q2 2026.
Li Auto made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1087 holding.
11 funds tracked by Wall St. Rank held Li Auto as of Q2 2026.

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