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	480.5KSH	$21.8M
2	Capital Investment Advisory Services, LLC	Shares	32.3KSH	$1.5M
3	DHJJ Financial Advisors, Ltd.	Shares	280SH	$12.7K
4	Mosley Wealth Management	Shares	60SH	$2.7K

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

10 / 10 loaded

#		Instrument
1	TrueMark Investments, LLC added	Shares	+259.5K	+$12.8M	$21.8M
2	Capital Investment Advisory Services, LLC trimmed	Shares	-225	+$143.4K	$1.5M
3	Mosley Wealth Management new	Shares	+60	+$2.7K	$2.7K
4	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$1.3K	$12.7K
5	Decker Retirement Planning Inc. exited	Shares	-132	-$5.4K	$0
6	Quest 10 Wealth Builders, Inc. exited	Shares	-5.2K	-$211.5K	$0
7	Networth Advisors, LLC exited	Shares	-5.4K	-$219.6K	$0
8	LifeWealth Investments, LLC exited	Shares	-10.7K	-$434.8K	$0
9	B.O.S.S. Retirement Advisors, LLC exited	Shares	-22.9K	-$932.1K	$0
10	Wellment Financial exited	Shares	-25.7K	-$1.0M	$0

Filing Research | ELEVATION SERIES TRUST Institutional Holdings