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 Q3	$9.02K	Buy	794 +482	+154%	+$5.93K	﹤0.01%	924
2026 Q2	$3.66K	Buy	+312	New	+$5.12K	﹤0.01%	1087

Other funds holding LI

PCM

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

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

Elevation Wealth Partners increased its Li Auto (LI) stake by 154% in Q3 2026, buying an estimated $5.93K and bringing the position to 794 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Elevation Wealth Partners first reported a position in LI in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold LI as of Q3 2026.

Elevation Wealth Partners held 794 shares of Li Auto worth $9.02K as of Q3 2026.
Elevation Wealth Partners bought 482 Li Auto shares in Q3 2026, an estimated $5.93K.
Li Auto made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #924 holding.
Elevation Wealth Partners first reported a position in Li Auto in Q2 2026 and has held it in 2 quarters since.
12 funds tracked by Wall St. Rank held Li Auto as of Q3 2026.

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