Elevation Wealth Management LLC
- SEC CIK
- 0002093518
- Latest filing
- Jul 29, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only.
- Positions
- 133
- No filing for Q3 2025
- Portfolio value
- $104.2M
- No filing for Q3 2025
Elevation Wealth Management LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 6,658 | $825.2K | 0.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,306 | $827.2K | 0.8% | – | – | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 12,464 | $844.5K | 0.8% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 19,266 | $896.6K | 0.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,318 | $902.8K | 0.9% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,015 | $944.7K | 0.9% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,968 | $995.2K | 1.0% | – | – | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 18,965 | $1.03M | 1.0% | – | – | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 14,341 | $1.04M | 1.0% | – | – | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 44,504 | $1.05M | 1.0% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,336 | $1.09M | 1.0% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,344 | $1.11M | 1.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 24,945 | $1.19M | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 35,415 | $1.21M | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 16,646 | $1.25M | 1.2% | – | – | – |
| SLViShares Silver Trust | ETF | 20,850 | $1.34M | 1.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,381 | $1.35M | 1.3% | – | – | – |
| RDDTReddit, Inc. | Stock | 6,328 | $1.45M | 1.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,921 | $1.47M | 1.4% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,906 | $1.79M | 1.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 25,444 | $1.82M | 1.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,642 | $2.08M | 2.0% | – | – | History |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 22,992 | $2.13M | 2.0% | – | – | – |
| AVGOBroadcom Inc. | Stock | 6,594 | $2.28M | 2.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 3,632 | $2.40M | 2.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 7,932 | $2.48M | 2.4% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 31,365 | $2.52M | 2.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 11,847 | $2.73M | 2.6% | – | – | History |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 75,595 | $2.95M | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,111 | $2.96M | 2.8% | – | – | History |
| NVDANVIDIA Corp | Stock | 26,426 | $4.93M | 4.7% | – | – | History |
| AAPLApple Inc. | Stock | 18,482 | $5.02M | 4.8% | – | – | History |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 63,796 | $7.87M | 7.5% | – | – | – |