Elevation Wealth Management

Elevation Wealth Management as of March 31, 2026

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