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Elevation Wealth Management LLC

Q3 2026 13F filing

Updated 3 days ago

357 disclosed positions worth $148.2M

Portfolio value
$148.2M
Total holdings
357
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-02

Full holdings

Every line item disclosed in Q3 2026

A

APPLE INC

Value
$8M
Shares
24.0K
% Port
5.38%
N

NVIDIA CORPORATION

Value
$7.2M
Shares
31.4K
% Port
4.84%
?
3.N/A

J P MORGAN EXCHANGE TRADED F

Value
$7.1M
Shares
51.7K
% Port
4.80%
M

MICROSOFT CORP

Value
$6.3M
Shares
12.3K
% Port
4.24%
A

AMAZON COM INC

Value
$4.5M
Shares
17.9K
% Port
3.02%
G

ALPHABET INC

Value
$4.4M
Shares
12.8K
% Port
2.96%
M

META PLATFORMS INC

Value
$4M
Shares
5.5K
% Port
2.68%
G

ALPHABET INC

Value
$3.6M
Shares
10.4K
% Port
2.40%
A

BROADCOM INC

Value
$2.5M
Shares
7.2K
% Port
1.70%
?
10.N/A

AIM ETF PRODUCTS TRUST

Value
$2.5M
Shares
58.5K
% Port
1.66%
S

SPDR SERIES TRUST

Value
$2.4M
Shares
27.3K
% Port
1.65%
C
12.CRWD

CROWDSTRIKE HLDGS INC

Value
$2.3M
Shares
8.8K
% Port
1.57%
A
13.AMD

ADVANCED MICRO DEVICES INC

Value
$2.1M
Shares
3.4K
% Port
1.41%
B

BERKSHIRE HATHAWAY INC DEL

Value
$1.9M
Shares
3.8K
% Port
1.28%
S
15.SPCX

SPACE EXPLORATION TECHN CORP

Value
$1.7M
Shares
11.3K
% Port
1.15%
?
16.N/A

DEEP FISSION INC

Value
$1.7M
Shares
326.0K
% Port
1.13%
J

J P MORGAN EXCHANGE TRADED F

Value
$1.5M
Shares
15.3K
% Port
1.00%
Q
18.QQQ

INVESCO QQQ TR

Value
$1.4M
Shares
1.9K
% Port
0.96%
M
19.MU

MICRON TECHNOLOGY INC

Value
$1.4M
Shares
1.3K
% Port
0.91%
P
20.PANW

PALO ALTO NETWORKS INC

Value
$1.3M
Shares
3.4K
% Port
0.90%
?
21.N/A

J P MORGAN EXCHANGE TRADED F

Value
$1.3M
Shares
16.7K
% Port
0.90%
J

J P MORGAN EXCHANGE TRADED F

Value
$1.2M
Shares
15.1K
% Port
0.84%
A
23.AMAT

APPLIED MATLS INC

Value
$1.2M
Shares
2.4K
% Port
0.81%
E
24.ETHA

ISHARES TR

Value
$1.2M
Shares
15.9K
% Port
0.81%
?
25.N/A

J P MORGAN EXCHANGE TRADED F

Value
$1.2M
Shares
8.5K
% Port
0.79%
L
26.LLY

ELI LILLY & CO

Value
$1.2M
Shares
1.0K
% Port
0.78%
J

J P MORGAN EXCHANGE TRADED F

Value
$1.2M
Shares
25.7K
% Port
0.78%
T
28.TTEK

FIDELITY COVINGTON TRUST

Value
$1.1M
Shares
33.8K
% Port
0.77%
V
29.VGES

VANGUARD INDEX FDS

Value
$1.1M
Shares
2.9K
% Port
0.74%
G

J P MORGAN EXCHANGE TRADED F

Value
$1.1M
Shares
21.3K
% Port
0.73%
E
31.ETHA

ISHARES TR

Value
$1M
Shares
1.4K
% Port
0.70%
S
32.SLV

ISHARES SILVER TR

Value
$1M
Shares
18.6K
% Port
0.68%
J

JPMORGAN CHASE & CO

Value
$970K
Shares
2.9K
% Port
0.65%
F
34.FPF

FIRST TR EXCHANGE TRADED FD

Value
$933K
Shares
39.6K
% Port
0.63%
S

SCHWAB STRATEGIC TR

Value
$922K
Shares
25.7K
% Port
0.62%
C
36.COST

COSTCO WHOLESALE CORPORATION

Value
$886K
Shares
973
% Port
0.60%
?
37.N/A

J P MORGAN EXCHANGE TRADED F

Value
$874K
Shares
12.8K
% Port
0.59%
A
38.AAPL

APPLE INC

Value
$873K
Shares
2.6K
% Port
0.59%
J

J P MORGAN EXCHANGE TRADED F

Value
$868K
Shares
15.4K
% Port
0.59%
?
40.N/A

J P MORGAN EXCHANGE TRADED F

Value
$848K
Shares
6.2K
% Port
0.57%
E
41.ETHA

ISHARES TR

Value
$824K
Shares
5.8K
% Port
0.56%
U
42.UNH

UNITEDHEALTH GROUP INC

Value
$810K
Shares
2.2K
% Port
0.55%
F
43.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$801K
Shares
21.4K
% Port
0.54%
E
44.ETHA

ISHARES TR

Value
$779K
Shares
4.7K
% Port
0.53%
F
45.FIS

FIDELITY COVINGTON TRUST

Value
$773K
Shares
17.8K
% Port
0.52%
F
46.FIS

FIDELITY COVINGTON TRUST

Value
$762K
Shares
19.1K
% Port
0.51%
S

SELECT SECTOR SPDR TR

Value
$741K
Shares
3.8K
% Port
0.50%
F
48.FIS

FIDELITY COVINGTON TRUST

Value
$734K
Shares
9.0K
% Port
0.50%
E
49.ETHA

ISHARES TR

Value
$730K
Shares
33.4K
% Port
0.49%
J

J P MORGAN EXCHANGE TRADED F

Value
$715K
Shares
5.3K
% Port
0.48%