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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Wellment Financial	Shares	334.4KSH	$9.2M
2	B.O.S.S. Retirement Advisors, LLC	Shares	196.3KSH	$5.4M
3	Mid-American Wealth Advisory Group, Inc.	Shares	125.4KSH	$3.5M
4	LifeWealth Investments, LLC	Shares	77.2KSH	$2.1M
5	Networth Advisors, LLC	Shares	76.3KSH	$2.1M
6	Mosley Wealth Management	Shares	65.8KSH	$1.8M
7	Quest 10 Wealth Builders, Inc.	Shares	56.3KSH	$1.6M
8	Aegis Wealth Management, Inc.	Shares	33.0KSH	$910.4K
9	Decker Retirement Planning Inc.	Shares	6.1KSH	$169.3K
10	EVOLUTION WEALTH MANAGEMENT INC.	Shares	3.0KSH	$82.0K
11	CoreCap Advisors, LLC	Shares	256SH	$7.1K

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

12 / 12 loaded

#		Instrument
1	Wellment Financial added	Shares	+195.7K	+$5.8M	$9.2M
2	B.O.S.S. Retirement Advisors, LLC added	Shares	+122.1K	+$3.6M	$5.4M
3	Mosley Wealth Management added	Shares	+62.0K	+$1.7M	$1.8M
4	Networth Advisors, LLC added	Shares	+57.4K	+$1.6M	$2.1M
5	LifeWealth Investments, LLC added	Shares	+39.6K	+$1.2M	$2.1M
6	Quest 10 Wealth Builders, Inc. added	Shares	+27.5K	+$833.1K	$1.6M
7	Decker Retirement Planning Inc. added	Shares	+5.4K	+$151.8K	$169.3K
8	Aegis Wealth Management, Inc. added	Shares	+2.6K	+$150.6K	$910.4K
9	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+555	+$21.5K	$82.0K
10	CoreCap Advisors, LLC new	Shares	+256	+$7.1K	$7.1K
11	Triumph Capital Management exited	Shares	-50	-$1.3K	$0
12	Mid-American Wealth Advisory Group, Inc. trimmed	Shares	-29.3K	-$558.1K	$3.5M

Filing Research | ELEVATION SERIES TRUST Institutional Holdings