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Elevation Wealth Management

Latest statistics and disclosures from Elevation Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BBUS, AAPL, NVDA, MSFT, AMZN, and represent 25.09% of Elevation Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL, CRWD, SPCX, AMAT, MSFT, FELC, AVDE, FENI, META, XOM.
Started 12 new stock positions in BLK, XOM, INTC, SPCX, AVDE, BND, CRM, BFLX, VYMI, ACYN. BBJP, AGGM.
Reduced shares in these 10 stocks: FMAT, JGLO, , IEFA, IWF, BINC, MBB, BA, SPMO, SCHX.
Sold out of its positions in BINC, BA, Exxon Mobil Corporation, FMAT, FV, SPMO, AGG, MBB, SCHX.
Elevation Wealth Management was a net buyer of stock by $14M.
Elevation Wealth Management has $148M in assets under management (AUM), dropping by 10.80%.
Central Index Key (CIK): 0002093518

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Portfolio Holdings for Elevation Wealth Management

Elevation Wealth Management holds 149 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	6.2	$9.1M	+4%	66k	137.58	View chart
Apple (AAPL)	6.0	$8.9M	+33%	27k	333.02	View chart
NVIDIA Corporation (NVDA)	5.1	$7.6M		33k	228.43	View chart
Microsoft Corporation (MSFT)	4.6	$6.8M	+11%	13k	512.89	View chart
Amazon (AMZN)	3.2	$4.7M	+2%	19k	249.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.0	$4.4M		13k	344.08	View chart
Meta Platforms Cl A (META)	2.8	$4.2M	+16%	5.8k	725.15	View chart
Alphabet Cap Stk Cl C (GOOG)	2.6	$3.8M		11k	340.74	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.2	$3.2M		36k	89.76	View chart
Aim Etf Products Trust Allia Us Oct Etf (OCTW)	1.9	$2.9M		69k	42.01	View chart
Broadcom (AVGO)	1.8	$2.6M		7.5k	351.17	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.6	$2.4M	+295%	9.1k	264.74	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.6	$2.4M	+14%	29k	82.16	View chart
Advanced Micro Devices (AMD)	1.4	$2.1M	+5%	3.5k	611.74	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.4	$2.1M	+10%	22k	96.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$2.0M	+3%	4.0k	497.91	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.2	$1.8M	+4%	23k	79.72	View chart
Deep Fission Ord (FISN)	1.2	$1.8M	+17%	349k	5.13	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	1.2	$1.8M	NEW	12k	150.86	View chart
Fidelity Covington Trust Enhanced Large (FELC)	1.0	$1.5M	+84%	35k	43.32	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.0	$1.5M		40k	37.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.5M	-11%	2.0k	739.75	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.0	$1.5M	+70%	36k	39.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$1.4M	+3%	1.8k	765.85	View chart
Micron Technology (MU)	0.9	$1.4M	-5%	1.3k	1064.99	View chart
Palo Alto Networks (PANW)	0.9	$1.4M	-3%	3.5k	397.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$1.3M	+27%	37k	35.93	View chart
Eli Lilly & Co. (LLY)	0.8	$1.2M	-2%	1.1k	1156.84	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.8	$1.2M	+48%	19k	63.21	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.8	$1.2M		3.2k	374.27	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.8	$1.2M	+20%	16k	75.62	View chart
Applied Materials (AMAT)	0.8	$1.2M	+218%	2.4k	511.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$1.2M		22k	56.22	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$1.2M		27k	44.78	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$1.2M		22k	54.51	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.8	$1.2M	+27%	34k	33.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$1.2M		6.9k	166.28	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.8	$1.1M	-9%	22k	51.12	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.7	$1.1M		46k	23.59	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.0M		3.1k	330.84	View chart
J P Morgan Exchange Traded F Us Research Enhn (JUSA)	0.7	$1.0M	+46%	15k	68.49	View chart
Costco Wholesale Corporation (COST)	0.7	$987k	-4%	1.1k	910.77	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.7	$975k	-14%	5.0k	195.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$918k	-2%	6.4k	142.27	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.6	$906k		6.7k	135.72	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.6	$849k	+65%	16k	52.62	View chart
UnitedHealth (UNH)	0.6	$844k	-2%	2.3k	367.07	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$843k	-5%	19k	44.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$800k		1.1k	700.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$781k	+48%	8.3k	94.02	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$742k	-6%	9.1k	81.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$741k	+8%	34k	21.87	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.5	$739k	+36%	9.0k	81.70	View chart
Netflix (NFLX)	0.5	$720k	+15%	10k	69.58	View chart
Bank of America Corporation (BAC)	0.5	$714k	+29%	13k	54.43	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$706k	+21%	16k	43.47	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$680k		9.8k	69.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$677k		11k	61.26	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$676k	+52%	5.8k	116.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$673k	NEW	7.5k	90.11	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.4	$666k	+6%	11k	61.89	View chart
Vicor Corporation (VICR)	0.4	$621k	+86%	2.2k	288.94	View chart
Lam Research Corp Com New (LRCX)	0.4	$610k		1.9k	328.54	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$600k		2.3k	265.14	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.4	$584k		7.5k	77.99	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.4	$575k	-2%	4.8k	120.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$556k	-32%	4.4k	125.25	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$541k	+15%	19k	27.84	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.4	$522k	+13%	10k	51.05	View chart
Palantir Technologies Cl A (PLTR)	0.3	$511k	+11%	2.7k	187.03	View chart
Texas Instruments Incorporated (TXN)	0.3	$497k	+4%	1.8k	280.11	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$496k		5.5k	90.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$477k	-6%	2.1k	228.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$477k	+2%	1.0k	456.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$476k	-4%	4.0k	119.85	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.3	$467k	+55%	11k	40.85	View chart
Marvell Technology (MRVL)	0.3	$464k	-14%	1.8k	264.14	View chart
Reddit Cl A (RDDT)	0.3	$448k	-27%	3.1k	142.42	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.3	$445k		12k	36.53	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.3	$443k		2.1k	216.03	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$440k	-2%	3.0k	145.04	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.3	$434k		10k	42.89	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.3	$428k	+4%	3.9k	110.98	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$416k		2.5k	166.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$407k		5.8k	70.61	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.3	$406k	-6%	9.3k	43.83	View chart
Tesla Motors (TSLA)	0.3	$405k	-5%	1.1k	354.81	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.3	$400k		4.2k	95.23	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$399k	NEW	2.5k	162.78	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.3	$398k		9.6k	41.51	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.3	$397k	+44%	6.8k	57.93	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$393k		5.0k	79.14	View chart
Blackrock Etf Trust Isha Flex Eq Etf (BFLX)	0.3	$384k	NEW	15k	25.68	View chart
Aim Etf Products Trust Allianzim Us Eqt (NVBW)	0.3	$381k		10k	36.52	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$379k		5.0k	75.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$373k	-12%	1.7k	222.24	View chart
Intel Corporation (INTC)	0.2	$363k	NEW	3.0k	120.24	View chart
Ge Aerospace Com New (GE)	0.2	$359k	+25%	1.1k	312.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$342k	-15%	1.4k	247.89	View chart
Cisco Systems (CSCO)	0.2	$338k	+20%	3.1k	107.64	View chart
Procter & Gamble Company (PG)	0.2	$333k		2.3k	145.28	View chart
Arista Networks Com Shs (ANET)	0.2	$325k	+5%	1.6k	203.56	View chart
Goldman Sachs (GS)	0.2	$320k	+17%	355.00	900.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$316k		6.3k	50.37	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$314k		1.6k	193.77	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	0.2	$312k	+69%	9.2k	33.83	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$311k		4.2k	73.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$307k	-2%	402.00	764.03	View chart
Home Depot (HD)	0.2	$286k	-8%	1.0k	284.45	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$281k		2.6k	110.28	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.2	$281k		3.4k	83.82	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.2	$281k	-53%	3.9k	72.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$281k	-51%	2.9k	96.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$279k	NEW	4.0k	70.15	View chart
Analog Devices (ADI)	0.2	$279k	+5%	703.00	396.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$271k		1.2k	233.39	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$271k		3.2k	85.48	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$271k	+6%	6.0k	44.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$265k		5.7k	46.86	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$263k	-31%	925.00	284.49	View chart
Aim Etf Products Trust Allianzim Us Eq (JULT)	0.2	$260k		5.3k	48.80	View chart
salesforce (CRM)	0.2	$260k	NEW	1.1k	229.73	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.2	$259k	NEW	12k	20.86	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.2	$258k	+17%	9.9k	26.12	View chart
Abbvie (ABBV)	0.2	$258k	+10%	984.00	261.64	View chart
Amazon Put Put Option	0.2	$249k		1.0k	249.15	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$249k	+16%	6.8k	36.35	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$246k		4.6k	53.75	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.2	$245k		2.9k	84.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$243k		638.00	380.84	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$243k	-2%	5.1k	47.19	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$242k	+11%	11k	22.10	View chart
Linde SHS (LIN)	0.2	$241k	+7%	508.00	475.03	View chart
Visa Com Cl A (V)	0.2	$238k	+9%	663.00	359.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$235k		3.5k	66.76	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$233k	-30%	1.5k	160.80	View chart
Ishares Tr 1-10 Year U.s. A (AGGM)	0.2	$231k	NEW	2.3k	99.46	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$226k		5.8k	38.97	View chart
Aim Etf Products Trust Allianzim Us Eqt (JANT)	0.2	$223k		4.9k	45.21	View chart
Paccar (PCAR)	0.1	$222k		2.0k	109.81	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$221k	NEW	2.8k	78.50	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$218k		5.0k	43.98	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$214k		2.4k	88.75	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$214k	-15%	1.1k	189.27	View chart
RBB F/m Us Treasury (TBIL)	0.1	$213k		4.3k	49.85	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$211k		4.0k	52.86	View chart
Blackrock (BLK)	0.1	$208k	NEW	196.00	1060.31	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$208k	+19%	860.00	241.39	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$201k	NEW	2.0k	101.11	View chart

Past Filings by Elevation Wealth Management

SEC 13F filings are viewable for Elevation Wealth Management going back to 2026

Elevation Wealth Management 2026 Q3 filed Nov. 2, 2026
Elevation Wealth Management 2026 Q2 filed July 29, 2026
Elevation Wealth Management 2026 Q1 filed May 11, 2026

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