EWP
SMCI icon

Elevation Wealth Partners’s Super Micro Computer SMCI Stock Holding History

Elevation Wealth Partners’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.6K Buy
355
+258
+266% +$8.77K ﹤0.01% 765
2026
Q2 		$2.85K Sell
97
-45
-32% -$1.43K ﹤0.01% 1139
2026
Q1 		$3.23K Buy
+142
New +$4.26K ﹤0.01% 815
2025
Q4 		– Sell
-9
Closed -$432 – 1016
2025
Q3 		$432 Buy
+9
New +$430 ﹤0.01% 824

Other funds holding SMCI

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Elevation Wealth Partners increased its Super Micro Computer (SMCI) stake by 266% in Q3 2026, buying an estimated $8.77K and bringing the position to 355 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Elevation Wealth Partners first reported a position in SMCI in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Elevation Wealth Partners held 355 shares of Super Micro Computer worth $14.6K as of Q3 2026.
  • Elevation Wealth Partners bought 258 Super Micro Computer shares in Q3 2026, an estimated $8.77K.
  • Super Micro Computer made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #765 holding.
  • Elevation Wealth Partners first reported a position in Super Micro Computer in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

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