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Elevation Wealth Management

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

Central Index Key (CIK): 0002093518

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Positions held by Elevation Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elevation Wealth Management

Elevation Wealth Management holds 136 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	7.0	$7.6M	65k	117.18	View chart
NVIDIA Corporation (NVDA)	5.2	$5.7M	33k	174.40	View chart
Apple (AAPL)	4.7	$5.1M	20k	253.79	View chart
Amazon (AMZN)	3.7	$4.0M	19k	208.27	View chart
Microsoft Corporation (MSFT)	3.6	$4.0M	11k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.3	$3.6M	13k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	2.9	$3.2M	11k	286.87	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	2.5	$2.7M	70k	38.47	View chart
Spdr Series Trust State Street Spd (SPYM)	2.3	$2.5M	33k	76.54	View chart
Meta Platforms Cl A (META)	2.1	$2.3M	4.1k	572.15	View chart
Broadcom (AVGO)	2.0	$2.2M	7.1k	309.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$1.9M	3.9k	479.20	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.7	$1.8M	24k	75.74	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.7	$1.8M	22k	84.52	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.6	$1.7M	24k	71.75	View chart
Ishares Silver Tr Ishares (SLV)	1.3	$1.4M	21k	68.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$1.3M	23k	56.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.2	$1.3M	39k	33.77	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.1	$1.2M	26k	47.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.1M	2.0k	577.26	View chart
Costco Wholesale Corporation (COST)	1.0	$1.1M	1.1k	996.07	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.0	$1.0M	46k	22.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$993k	7.0k	142.42	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.9	$982k	18k	53.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$952k	3.0k	320.84	View chart
Eli Lilly & Co. (LLY)	0.9	$951k	1.0k	919.43	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.9	$942k	14k	68.47	View chart
JPMorgan Chase & Co. (JPM)	0.8	$896k	3.0k	294.19	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$894k	19k	46.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$894k	2.1k	426.38	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.8	$868k	6.7k	130.21	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$867k	2.2k	390.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$863k	30k	29.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$851k	1.3k	653.28	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.7	$813k	13k	65.27	View chart
Netflix (NFLX)	0.7	$809k	8.4k	96.15	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$786k	5.9k	132.89	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$762k	11k	69.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$746k	6.6k	113.11	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$736k	20k	37.20	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.7	$709k	20k	36.27	View chart
Advanced Micro Devices (AMD)	0.6	$651k	3.2k	203.44	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$650k	28k	22.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$641k	1.1k	597.55	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$637k	12k	55.52	View chart
Reddit Cl A (RDDT)	0.6	$630k	4.7k	134.65	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$599k	13k	45.80	View chart
UnitedHealth (UNH)	0.5	$591k	2.2k	270.56	View chart
Palo Alto Networks (PANW)	0.5	$589k	3.7k	160.33	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.5	$588k	12k	50.12	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$571k	9.8k	58.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$569k	6.3k	90.53	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.5	$565k	11k	52.03	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.5	$559k	7.6k	73.13	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.5	$546k	5.0k	108.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$542k	2.8k	191.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$541k	2.6k	211.17	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$506k	6.8k	74.35	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.5	$498k	15k	34.02	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$477k	5.9k	80.58	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.4	$466k	10k	46.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$461k	4.1k	111.38	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$452k	19k	24.31	View chart
Micron Technology (MU)	0.4	$448k	1.3k	337.78	View chart
Bank of America Corporation (BAC)	0.4	$439k	9.0k	48.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$434k	4.4k	99.27	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$423k	11k	39.68	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$423k	9.1k	46.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$419k	2.0k	213.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$413k	945.00	436.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$411k	2.1k	196.15	View chart
Tesla Motors (TSLA)	0.4	$410k	1.1k	371.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$410k	2.3k	181.44	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.4	$407k	12k	33.41	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$404k	5.7k	70.37	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.4	$399k	3.6k	110.86	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$395k	3.2k	125.13	View chart
Lam Research Corp Com New (LRCX)	0.3	$378k	1.8k	213.66	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.3	$375k	9.7k	38.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$369k	5.8k	64.06	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$369k	16k	23.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$368k	1.4k	261.92	View chart
Exxon Mobil Corporation (XOM)	0.3	$367k	2.2k	169.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$350k	5.0k	70.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$348k	6.9k	50.61	View chart
Aim Etf Products Trust Allianzim Us Eqt (NVBW)	0.3	$347k	10k	33.28	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$347k	1.0k	338.56	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$347k	2.5k	141.40	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$338k	2.3k	145.74	View chart
Procter & Gamble Company (PG)	0.3	$338k	2.3k	144.44	View chart
Home Depot (HD)	0.3	$333k	1.0k	329.05	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.3	$315k	5.3k	59.07	View chart
Texas Instruments Incorporated (TXN)	0.3	$313k	1.6k	194.10	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.3	$302k	7.0k	43.18	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.3	$287k	3.4k	85.65	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$279k	2.9k	94.96	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$277k	425.00	651.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$265k	615.00	430.29	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$264k	2.8k	95.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$261k	2.6k	102.27	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$261k	5.7k	46.07	View chart
Ge Aerospace Com New (GE)	0.2	$260k	916.00	284.10	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$258k	4.2k	61.31	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.2	$255k	1.3k	191.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$254k	1.6k	155.12	View chart
salesforce (CRM)	0.2	$254k	1.4k	186.65	View chart
Paccar (PCAR)	0.2	$254k	2.2k	115.50	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.2	$253k	3.4k	74.24	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$253k	4.9k	51.94	View chart
Applied Materials (AMAT)	0.2	$252k	738.00	342.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$251k	1.2k	215.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$243k	5.7k	43.06	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$243k	1.9k	128.12	View chart
Aim Etf Products Trust Allianzim Us Eq (JULT)	0.2	$234k	5.3k	43.96	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$232k	6.4k	36.22	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$231k	4.7k	48.87	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$230k	4.7k	48.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$225k	8.8k	25.64	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.2	$225k	3.0k	75.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$223k	3.0k	73.64	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$221k	3.5k	62.56	View chart
Palantir Technologies Cl A (PLTR)	0.2	$221k	1.5k	146.28	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$217k	2.2k	97.23	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$216k	529.00	407.69	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$215k	2.3k	92.69	View chart
RBB F/m Us Treasury (TBIL)	0.2	$214k	4.3k	49.86	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.2	$214k	8.7k	24.65	View chart
Blackrock (BLK)	0.2	$210k	218.00	963.08	View chart
Analog Devices (ADI)	0.2	$207k	652.00	318.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$207k	2.4k	88.16	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$207k	4.3k	48.32	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$207k	6.3k	32.95	View chart
Linde SHS (LIN)	0.2	$207k	417.00	495.23	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$205k	5.8k	35.44	View chart
Marvell Technology (MRVL)	0.2	$203k	2.1k	99.06	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$202k	2.4k	83.85	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 Q1 filed May 11, 2026

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