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Elevation Wealth Management LLC
Updated 3 days agoManaged by Elevation Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$148.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.8%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $104.2M |
| Q1 2026 | $109M |
| Q2 2026 | $133.8M |
| Q3 2026 | $148.2M |
Top holdings
357 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $8M | 24.0K | 5.38% | — | |
| 2 | $7.2M | 31.4K | 4.84% | — | |
| 3 | ? N/A J P MORGAN EXCHANGE TRADED F | $7.1M | 51.7K | 4.80% | — |
| 4 | $6.3M | 12.3K | 4.24% | — | |
| 5 | $4.5M | 17.9K | 3.02% | — | |
| 6 | $4.4M | 12.8K | 2.96% | — | |
| 7 | $4M | 5.5K | 2.68% | — | |
| 8 | $3.6M | 10.4K | 2.40% | — | |
| 9 | $2.5M | 7.2K | 1.70% | — | |
| 10 | ? N/A AIM ETF PRODUCTS TRUST | $2.5M | 58.5K | 1.66% | — |
| 11 | $2.4M | 27.3K | 1.65% | — | |
| 12 | $2.3M | 8.8K | 1.57% | — | |
| 13 | $2.1M | 3.4K | 1.41% | — | |
| 14 | $1.9M | 3.8K | 1.28% | — | |
| 15 | $1.7M | 11.3K | 1.15% | — | |
| 16 | ? N/A DEEP FISSION INC | $1.7M | 326.0K | 1.13% | — |
| 17 | $1.5M | 15.3K | 1.00% | — | |
| 18 | $1.4M | 1.9K | 0.96% | — | |
| 19 | $1.4M | 1.3K | 0.91% | — | |
| 20 | $1.3M | 3.4K | 0.90% | — |