Filing Research | ELEVATION SERIES TRUST Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

4 / 4 loaded

#		Instrument	quantity
1	TrueMark Investments, LLC	Shares	592.7KSH	$24.3M
2	Capital Investment Advisory Services, LLC	Shares	3.6KSH	$146.5K
3	Mosley Wealth Management	Shares	468SH	$19.2K
4	DHJJ Financial Advisors, Ltd.	Shares	30SH	$1.2K

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	TrueMark Investments, LLC added	Shares	+329.0K	+$14.6M	$24.3M
2	Mosley Wealth Management new	Shares	+468	+$19.2K	$19.2K
3	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$15.0K	$146.5K
4	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$126	$1.2K
5	Decker Retirement Planning Inc. exited	Shares	-196	-$7.2K	$0
6	Quest 10 Wealth Builders, Inc. exited	Shares	-6.2K	-$226.3K	$0
7	Networth Advisors, LLC exited	Shares	-11.2K	-$410.9K	$0
8	LifeWealth Investments, LLC exited	Shares	-12.8K	-$469.8K	$0
9	B.O.S.S. Retirement Advisors, LLC exited	Shares	-25.5K	-$937.2K	$0
10	Wellment Financial exited	Shares	-40.0K	-$1.5M	$0

Filing Research | ELEVATION SERIES TRUST Institutional Holdings