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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, NVDA, AAPL, GOOGL, MSFT, and represent 22.47% of Elevation Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Deep Fission Ord, JUSA, IWF, META, MSFT, VICR, VUG, IVV, FENY, FMAT.
Started 17 new stock positions in CSCO, FMAT, JUSA, FFSM, ABBV, Amazon Com Inc option, BA, SPMO, VICR, Deep Fission Ord. GS, VRT, V, FV, CORO, ANET, JANT.
Reduced shares in these 10 stocks: JGLO, , IWP, JGRO, AGG, BND, IWR, GLDM, BLK, IAU.
Sold out of its positions in BLK, IAU, IWP, IWR, CRM, BND, GLDM.
Elevation Wealth Management was a net buyer of stock by $9.1M.
Elevation Wealth Management has $134M in assets under management (AUM), dropping by 22.72%.
Central Index Key (CIK): 0002093518

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Portfolio Holdings for Elevation Wealth Management

Elevation Wealth Management holds 146 positions in its portfolio as reported in the June 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)	6.4	$8.6M		64k	134.72	View chart
NVIDIA Corporation (NVDA)	4.9	$6.6M		33k	200.09	View chart
Apple (AAPL)	4.3	$5.8M		20k	289.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.4	$4.6M	+2%	13k	357.37	View chart
Microsoft Corporation (MSFT)	3.3	$4.4M	+11%	12k	373.02	View chart
Amazon (AMZN)	3.3	$4.4M	-3%	19k	238.34	View chart
Alphabet Cap Stk Cl C (GOOG)	3.0	$4.0M		11k	353.35	View chart
Deep Fission Ord	2.5	$3.3M	NEW	298k	11.04	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.3	$3.1M	+7%	36k	87.88	View chart
Broadcom (AVGO)	2.1	$2.8M	+5%	7.5k	377.77	View chart
Aim Etf Products Trust Allia Us Oct Etf (OCTW)	2.1	$2.8M		69k	40.91	View chart
Meta Platforms Cl A (META)	2.1	$2.8M	+21%	5.0k	563.27	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.5	$2.1M	+3%	25k	82.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$1.9M		3.9k	500.39	View chart
Advanced Micro Devices (AMD)	1.4	$1.9M	+3%	3.3k	580.94	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.4	$1.9M	-10%	19k	98.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.3	$1.8M	+3%	2.3k	763.11	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.3	$1.7M	-9%	22k	79.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$1.7M	+17%	2.3k	736.40	View chart
Micron Technology (MU)	1.2	$1.6M	+3%	1.4k	1154.09	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.1	$1.5M	+4%	40k	36.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$1.3M	+37%	1.8k	748.96	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.0	$1.3M	+33%	24k	53.50	View chart
Eli Lilly & Co. (LLY)	1.0	$1.3M	+4%	1.1k	1199.07	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$1.2M	+2%	26k	46.94	View chart
Palo Alto Networks (PANW)	0.9	$1.2M	-2%	3.6k	340.98	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$1.2M	-7%	22k	56.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.2M	+9%	3.2k	370.07	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$1.1M		21k	53.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$1.1M		6.9k	164.26	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.8	$1.1M		5.9k	190.51	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.8	$1.1M		46k	23.85	View chart
Costco Wholesale Corporation (COST)	0.8	$1.1M	+4%	1.1k	935.29	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.8	$1.0M	-3%	13k	76.11	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.0M		3.1k	327.37	View chart
UnitedHealth (UNH)	0.7	$981k	+8%	2.4k	415.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$977k	-2%	29k	33.84	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.7	$935k		6.7k	140.23	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$933k	+4%	20k	46.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$906k		6.6k	137.54	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.6	$856k	+7%	21k	40.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$820k	+214%	6.6k	124.18	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.6	$808k	+10%	13k	62.11	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$806k	-10%	9.7k	82.84	View chart
Lam Research Corp Com New (LRCX)	0.6	$805k	+4%	1.9k	433.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$791k	+7%	1.2k	686.42	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.6	$788k	+82%	27k	29.56	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.6	$788k	-3%	19k	41.91	View chart
Reddit Cl A (RDDT)	0.6	$757k	-6%	4.4k	173.58	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$711k	+9%	31k	22.78	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$685k	-2%	11k	61.46	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$672k		9.9k	68.01	View chart
J P Morgan Exchange Traded F Us Research Enhn (JUSA)	0.5	$670k	NEW	10k	67.18	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.5	$643k	-7%	10k	63.88	View chart
Netflix (NFLX)	0.5	$641k	+6%	9.0k	71.40	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.5	$621k	-3%	4.9k	127.15	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$613k	+2%	13k	45.66	View chart
Marvell Technology (MRVL)	0.5	$611k		2.1k	297.87	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.4	$594k	-33%	8.3k	71.22	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.4	$588k		7.5k	78.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$579k	-4%	6.0k	96.58	View chart
Bank of America Corporation (BAC)	0.4	$575k	+12%	10k	56.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$567k		2.2k	252.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$539k	-5%	5.6k	96.49	View chart
Applied Materials (AMAT)	0.4	$538k		744.00	722.85	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.4	$527k	+68%	9.0k	58.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$518k		4.2k	124.44	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$513k	+15%	6.6k	77.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$510k	-12%	2.2k	227.09	View chart
Tesla Motors (TSLA)	0.4	$509k	+9%	1.2k	420.60	View chart
Texas Instruments Incorporated (TXN)	0.4	$508k	+5%	1.7k	298.15	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$498k	+7%	9.8k	50.95	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$487k		1.0k	477.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$477k	+485%	5.5k	86.13	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.3	$467k	-9%	17k	27.74	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.3	$454k	-2%	9.9k	45.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$450k		2.1k	217.88	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$443k	+37%	3.8k	117.02	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$442k		3.1k	141.89	View chart
Vicor Corporation (VICR)	0.3	$437k	NEW	1.2k	379.78	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.3	$434k		12k	35.65	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.3	$429k	-3%	10k	41.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$419k	-32%	1.9k	219.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$412k		5.8k	71.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$411k	-3%	1.4k	303.12	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$401k		2.4k	163.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$397k	-16%	1.6k	242.40	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.3	$395k	+2%	3.7k	107.14	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.3	$393k	+27%	4.3k	91.96	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.3	$391k		9.6k	40.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$388k	-25%	5.1k	76.55	View chart
Home Depot (HD)	0.3	$387k	+8%	1.1k	352.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$381k		5.0k	75.79	View chart
Aim Etf Products Trust Allianzim Us Eqt (NVBW)	0.3	$371k		10k	35.62	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$343k	-10%	2.1k	164.57	View chart
Ge Aerospace Com New (GE)	0.3	$341k		913.00	373.73	View chart
Procter & Gamble Company (PG)	0.3	$336k	-2%	2.3k	146.65	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.2	$328k	NEW	5.6k	58.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$322k	-7%	6.4k	50.57	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.2	$315k	+4%	7.3k	42.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$309k	-2%	413.00	748.17	View chart
Goldman Sachs (GS)	0.2	$306k	NEW	303.00	1011.33	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$306k		1.6k	188.11	View chart
Cisco Systems (CSCO)	0.2	$306k	NEW	2.6k	117.47	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$305k		4.2k	72.27	View chart
Exxon Mobil Corporation (XOM)	0.2	$303k	+2%	2.2k	136.72	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.2	$292k		3.4k	87.17	View chart
Palantir Technologies Cl A (PLTR)	0.2	$285k	+61%	2.4k	116.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$281k		2.6k	110.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$279k		1.2k	236.59	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$277k		4.7k	58.65	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$277k	-16%	5.3k	52.72	View chart
Analog Devices (ADI)	0.2	$264k		665.00	397.13	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.2	$263k	-4%	2.9k	91.85	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$262k	+500%	3.2k	82.62	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$262k		5.7k	46.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$260k		5.7k	46.05	View chart
Arista Networks Com Shs (ANET)	0.2	$256k	NEW	1.5k	169.88	View chart
Aim Etf Products Trust Allianzim Us Eq (JULT)	0.2	$254k		5.3k	47.77	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.2	$254k		1.3k	190.92	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$246k	-3%	4.7k	52.34	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$245k		4.6k	52.76	View chart
Linde SHS (LIN)	0.2	$244k	+12%	471.00	518.94	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$244k	-12%	2.6k	94.53	View chart
Paccar (PCAR)	0.2	$242k	-8%	2.0k	120.12	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$242k	NEW	722.00	334.82	View chart
Amazon Put Put Option	0.2	$238k	NEW	1.0k	238.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$235k	+3%	638.00	368.38	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$230k	-6%	4.0k	57.66	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$227k	-38%	9.8k	23.13	View chart
Abbvie (ABBV)	0.2	$225k	NEW	893.00	251.64	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$224k		5.8k	38.60	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$219k		3.5k	62.20	View chart
Boeing Company (BA)	0.2	$219k	NEW	1.0k	216.47	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$219k	NEW	1.4k	161.54	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.2	$218k	-3%	8.4k	25.98	View chart
Aim Etf Products Trust Allianzim Us Eqt (JANT)	0.2	$217k	NEW	4.9k	44.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$217k	-16%	7.4k	29.43	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$215k	NEW	5.9k	36.60	View chart
RBB F/m Us Treasury (TBIL)	0.2	$213k		4.3k	49.86	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$212k	-22%	4.9k	43.11	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$212k		2.4k	87.93	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	0.2	$208k	NEW	5.4k	38.21	View chart
Visa Com Cl A (V)	0.2	$207k	NEW	603.00	343.08	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$206k	NEW	2.7k	75.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$205k	-52%	2.1k	99.02	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 Q2 filed July 29, 2026
Elevation Wealth Management 2026 Q1 filed May 11, 2026

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