Elevation Wealth Management
$148M 13F equity value
156 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Elevation Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 66,390 | $9M | 6.2% |
| AAPL | APPLE INC | 26,669 | $9M | 6.0% |
| NVDA | NVIDIA CORPORATION | 33,362 | $8M | 5.1% |
| MSFT | MICROSOFT CORP | 13,349 | $7M | 4.6% |
| AMZN | AMAZON COM INC | 18,911 | $5M | 3.2% |
| GOOGL | ALPHABET INC | 12,916 | $4M | 3.0% |
| META | META PLATFORMS INC | 5,778 | $4M | 2.8% |
| GOOG | ALPHABET INC | 11,214 | $4M | 2.6% |
| SPYM | SPDR SERIES TRUST | 35,920 | $3M | 2.2% |
| OCTW | AIM ETF PRODUCTS TRUST | 68,745 | $3M | 2.0% |
Track Elevation Wealth Management's 13F portfolio: $148M in reported holdings, 156 positions. Top holdings and quarterly changes on SentiSense.
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