Elevation Wealth Management

Elevation Wealth Management as of June 30, 2026

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