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Elevation Wealth Management LLC

Q2 2026 13F Holdings

  • Location
    eden prairie, MN
  • Num holdings

    146

  • Value ($000)

    $133,796

  • Date Filed
    07/29/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BBUS

J P MORGAN EXCHANGE TRADED F

BETABUILDRS US
46641Q399
$8.6M
6 %

63,807

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.62M
5 %

33,074

A
AAPL

APPLE INC

COM
037833100
$5.8M
4 %

20,029

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.6M
3 %

12,882

M
MSFT

MICROSOFT CORP

COM
594918104
$4.45M
3 %

11,921

A
AMZN

AMAZON COM INC

COM
023135106
$4.42M
3 %

18,530

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.98M
3 %

11,273

---

DEEP FISSION INC

COM
243927100
$3.29M
3 %

298,335

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$3.13M
2 %

35,632

A
AVGO

BROADCOM INC

COM
11135F101
$2.84M
2 %

7,513

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