Elevation Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Elevation Wealth Management LLC held in its portfolio 128 assets valued at $104,241,615 (i.e. $104.24M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($7.87M), APPLE INC ($5.03M), and NVIDIA CORPORATION ($4.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 128 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Elevation Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 63796 | 7866673 | BETABUILDRS US |
| APPLE INC | 18482 | 5024563 | COM |
| NVIDIA CORPORATION | 26426 | 4928518 | COM |
| SPDR SERIES TRUST | 37999 | 2967715 | STATE STREET SPD |
| MICROSOFT CORP | 6111 | 2955417 | COM |
| AIM ETF PRODUCTS TRUST | 75595 | 2948205 | ALLIANZIM US EQU |
| AMAZON COM INC | 11847 | 2733761 | COM |
| ALPHABET INC | 7932 | 2482684 | CAP STK CL A |
| META PLATFORMS INC | 3632 | 2397532 | CL A |
| BROADCOM INC | 6594 | 2282169 | COM |
| J P MORGAN EXCHANGE TRADED F | 22992 | 2133702 | ACTIVE GROWTH |
| ALPHABET INC | 6642 | 2084415 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 25444 | 1824831 | ACTIVE VALUE ETF |
| INVESCO QQQ TR | 2906 | 1785344 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 2921 | 1468241 | CL B NEW |
| REDDIT INC | 6328 | 1454618 | CL A |
| J P MORGAN EXCHANGE TRADED F | 23381 | 1348167 | EQUITY PREMIUM |
| ISHARES SILVER TR | 20850 | 1343157 | ISHARES |
| J P MORGAN EXCHANGE TRADED F | 19014 | 1285710 | BETABUILDERS US |
| J P MORGAN EXCHANGE TRADED F | 16646 | 1246421 | INTRNL RES EQT |
| FIRST TR EXCHNG TRADED FD VI | 35415 | 1213318 | FT VEST LADDERED |
| J P MORGAN EXCHANGE TRADED F | 24945 | 1185769 | CORE PLUS BD ETF |
| ISHARES TR | 2344 | 1109245 | RUS 1000 GRW ETF |
| ISHARES TR | 7336 | 1090742 | CORE S&P TTL STK |
| FIRST TR EXCHANGE TRADED FD | 44504 | 1051191 | BUYWRIT INCM ETF |
| J P MORGAN EXCHANGE TRADED F | 14341 | 1037156 | BETABUILDERS I |
| J P MORGAN EXCHANGE TRADED F | 18965 | 1028865 | ACTIVE BOND ETF |
| VANGUARD INDEX FDS | 2968 | 995168 | TOTAL STK MKT |
| CROWDSTRIKE HLDGS INC | 2015 | 944749 | CL A |
| ISHARES TR | 1318 | 902795 | CORE S&P500 ETF |
| ISHARES TR | 19266 | 896619 | CORE UNIVRSL USD |
| J P MORGAN EXCHANGE TRADED F | 12464 | 844478 | GLOBAL SEL EQUIT |
| ISHARES INC | 12306 | 827185 | CORE MSCI EMKT |
| J P MORGAN EXCHANGE TRADED F | 6658 | 825198 | JPMORGAN DIVER |
| COSTCO WHSL CORP NEW | 934 | 805809 | COM |
| ELI LILLY & CO | 747 | 802393 | COM |
| ISHARES TR | 6502 | 801459 | S&P 500 GRWT ETF |
| AIM ETF PRODUCTS TRUST | 23146 | 784439 | ALLIANZIM US EQT |
| JPMORGAN CHASE & CO. | 2373 | 764744 | COM |
| ISHARES TR | 3582 | 753484 | RUS 1000 VAL ETF |
| NETFLIX INC | 7620 | 714414 | COM |
| VANGUARD INDEX FDS | 1417 | 690979 | GROWTH ETF |
| ISHARES TR | 10207 | 685210 | MSCI ACWI EX US |
| ISHARES TR | 3418 | 678844 | MSCI USA QLT FCT |
| SPDR S&P 500 ETF TR | 992 | 677075 | TR UNIT |
| ADVANCED MICRO DEVICES INC | 3064 | 656218 | COM |
| BLACKROCK ETF TRUST | 10598 | 644480 | ISHARES US EQUIT |
| FIDELITY COVINGTON TRUST | 17585 | 643259 | ENHANCED INTL |
| J P MORGAN EXCHANGE TRADED F | 10584 | 621200 | NASDAQ EQT PREM |
| UNITEDHEALTH GROUP INC | 1809 | 597081 | COM |
| ISHARES TR | 2719 | 576631 | S&P 500 VAL ETF |
| FIDELITY COVINGTON TRUST | 15015 | 573123 | ENHANCED LARGE |
| VANGUARD TAX-MANAGED FDS | 9092 | 567922 | VAN FTSE DEV MKT |
| ISHARES TR | 5683 | 567569 | CORE US AGGBD ET |
| J P MORGAN EXCHANGE TRADED F | 11438 | 560452 | ACTIVEBLDRS EMER |
| BANK AMERICA CORP | 10128 | 557019 | COM |
| VANGUARD INDEX FDS | 886 | 555749 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 16962 | 553300 | US LCAP GR ETF |
| FIDELITY COVINGTON TRUST | 9993 | 548016 | BLUE CHIP GRWTH |
| ISHARES TR | 7426 | 530309 | EAFE VALUE ETF |
| FIDELITY MERRIMACK STR TR | 11388 | 527328 | TOTAL BD ETF |
| ISHARES TR | 5519 | 493730 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 20479 | 478595 | US AGGREGATE B |
| PALO ALTO NETWORKS INC | 2536 | 467180 | COM |
| BLACKROCK ETF TRUST | 18025 | 461620 | DYNAMIC EQTY ACT |
| ISHARES TR | 2277 | 454703 | U.S. TECH ETF |
| HOME DEPOT INC | 1310 | 450861 | COM |
| ISHARES TR | 10816 | 411549 | MSCI INTL VLU FT |
| ISHARES TR | 17609 | 405436 | US TREAS BD ETF |
| SELECT SECTOR SPDR TR | 2796 | 402600 | STATE STREET TEC |
| AIM ETF PRODUCTS TRUST | 10160 | 397460 | US LRGCP B20 JUL |
| ISHARES TR | 3479 | 396339 | EAFE GRWTH ETF |
| FIDELITY COVINGTON TRUST | 8047 | 395834 | CONSMR STAPLES |
| VANGUARD INDEX FDS | 2004 | 382667 | VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 7432 | 377319 | ULTRA SHRT ETF |
| PUTNAM ETF TRUST | 8256 | 376226 | FOCUSED LAR CAP |
| MICRON TECHNOLOGY INC | 1308 | 373251 | COM |
| ISHARES TR | 2462 | 366747 | ESG AWR MSCI USA |
| J P MORGAN EXCHANGE TRADED F | 7526 | 349945 | INCOME ETF |
| ISHARES TR | 4947 | 343436 | CORE DIV GRWTH |
| FIDELITY COVINGTON TRUST | 13854 | 343169 | MSCI ENERGY IDX |
| TAIWAN SEMICONDUCTOR MFG LTD | 1124 | 342381 | SPONSORED ADS |
| ISHARES TR | 2390 | 337161 | RUS MDCP VAL ETF |
| PROCTER AND GAMBLE CO | 2329 | 333769 | COM |
| TESLA INC | 741 | 333242 | COM |
| FIDELITY COVINGTON TRUST | 10495 | 324085 | EMERG MKTS MLTFT |
| SALESFORCE INC | 1216 | 322335 | COM |
| GOLDMAN SACHS ETF TR | 2401 | 317820 | ACTIVEBETA US LG |
| VANGUARD INDEX FDS | 1202 | 310056 | SMALL CP ETF |
| ISHARES TR | 3193 | 304064 | MBS ETF |
| LAM RESEARCH CORP | 1768 | 302656 | COM NEW |
| ISHARES TR | 2906 | 302325 | MORNINGSTAR GRWT |
| ISHARES TR | 862 | 295773 | S&P 100 ETF |
| SCHWAB STRATEGIC TR | 10629 | 286027 | US LRG CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 4783 | 283536 | S&P 500 TOP 50 |
| VANGUARD BD INDEX FDS | 3765 | 278874 | TOTAL BND MRKT |
| ISHARES TR | 1642 | 275773 | CORE S&P US GWT |
| ISHARES TR | 5539 | 266370 | A RATE CP BD ETF |
| J P MORGAN EXCHANGE TRADED F | 4213 | 266158 | US QUALTY FCTR |
| ISHARES TR | 2551 | 261629 | CORE S&P US VLU |
| GE AEROSPACE | 842 | 259592 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 1169 | 256904 | DIV APP ETF |
| J P MORGAN EXCHANGE TRADED F | 3169 | 254431 | JPMORGAN INTL VL |
| FIDELITY MERRIMACK STR TR | 5812 | 253496 | INVESTMENT GR BD |
| TEXAS INSTRS INC | 1443 | 250296 | COM |
| BLACKROCK ETF TRUST II | 4687 | 247341 | ISHARES FLEXIBLE |
| INNOVATOR ETFS TRUST | 5650 | 247009 | US EQTY PWR BUF |
| J P MORGAN EXCHANGE TRADED F | 3340 | 244939 | INTERNL GWT |
| SELECT SECTOR SPDR TR | 2057 | 242150 | STATE STREET COM |
| AIM ETF PRODUCTS TRUST | 5320 | 238745 | US LRGCP B10 JUL |
| BLACKROCK ETF TRUST | 6131 | 236412 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 9231 | 228977 | DISCIPLINED VOLA |
| PALANTIR TECHNOLOGIES INC | 1271 | 225921 | CL A |
| SCHWAB CHARLES CORP | 2257 | 225497 | COM |
| ISHARES GOLD TR | 2765 | 224469 | ISHARES NEW |
| WORLD GOLD TR | 2621 | 223755 | SPDR GLD MINIS |
| PACCAR INC | 2017 | 223705 | COM |
| SELECT SECTOR SPDR TR | 4022 | 220285 | STATE STREET FIN |
| FIRST TR EXCHANGE-TRADED FD | 3659 | 219284 | FIRST TR ENH NEW |
| ISHARES TR | 1599 | 218943 | RUS MD CP GR ETF |
| ISHARES TR | 2252 | 216804 | RUS MID CAP ETF |
| VISA INC | 612 | 214635 | COM CL A |
| SCHWAB STRATEGIC TR | 4743 | 214431 | FUNDAMENTAL INTL |
| RBB FD INC | 4295 | 214232 | US TREAS 3 MNTH |
| SPDR GOLD TR | 520 | 206081 | GOLD SHS |
| COCA COLA CONS INC | 1330 | 203889 | COM |
| AIM ETF PRODUCTS TRUST | 4920 | 202876 | US LRGCP B10 JAN |
| J P MORGAN EXCHANGE TRADED F | 2742 | 200988 | BETABUILDERS EUR |
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