—

Elevation Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    eden prairie, MN
  • Num holdings

    137

  • Value ($000)

    $109,026

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002093518
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BBUS

J P MORGAN EXCHANGE TRADED F

BETABUILDRS US
46641Q399
$7.61M
7 %

64,901

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.7M
5 %

32,699

A
AAPL

APPLE INC

COM
037833100
$5.15M
5 %

20,278

M
MSFT

MICROSOFT CORP

COM
594918104
$3.97M
4 %

10,732

A
AMZN

AMAZON COM INC

COM
023135106
$3.8M
4 %

18,239

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.61M
3 %

12,543

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.18M
3 %

11,099

O
OCTW

AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU
00888H505
$2.67M
3 %

69,475

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$2.55M
2 %

33,279

M
META

META PLATFORMS INC

CL A
30303M102
$2.33M
2 %

4,081

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 137