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13F - Institutional holdings explorer

Snapshot holdings

5 / 5 loaded

#		Instrument	quantity
1	Mid-American Wealth Advisory Group, Inc.	Shares	41.1KSH	$1.0M
2	B.O.S.S. Retirement Advisors, LLC	Shares	18.1KSH	$446.8K
3	Networth Advisors, LLC	Shares	937SH	$23.1K
4	Decker Retirement Planning Inc.	Shares	369SH	$9.1K
5	Quest 10 Wealth Builders, Inc.	Shares	232SH	$5.7K

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

5 / 5 loaded

#		Instrument
1	Mid-American Wealth Advisory Group, Inc. new	Shares	+41.1K	+$1.0M	$1.0M
2	Decker Retirement Planning Inc. new	Shares	+369	+$9.1K	$9.1K
3	Networth Advisors, LLC added	Shares	+39	+$1.5K	$23.1K
4	B.O.S.S. Retirement Advisors, LLC trimmed	Shares	-424	+$15	$446.8K
5	Quest 10 Wealth Builders, Inc. trimmed	Shares	-592	-$14.1K	$5.7K

Filing Research | ELEVATION SERIES TRUST Institutional Holdings