Elevation Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Elevation Wealth Management Llc disclosed 137 stock positions valued at approximately $133.56M as of quarter-end June 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 137
- Portfolio Value
- $133.56M
Holdings by Sector
Elevation Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | BBUS | Other | 6.44% | 63,807 | -1,094 | -1.69% | $8,596,052 |
| NVIDIA CORPORATION | NVDA | Technology | 4.95% | 33,074 | +375 | +1.15% | $6,617,722 |
| APPLE INC | AAPL | Technology | 4.34% | 20,029 | -249 | -1.23% | $5,795,545 |
| ALPHABET INC | GOOGL | Communication Services | 3.45% | 12,882 | +339 | +2.70% | $4,603,604 |
| MICROSOFT CORP | MSFT | Technology | 3.33% | 11,921 | +1,189 | +11.08% | $4,446,587 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.31% | 18,530 | +291 | +1.60% | $4,416,445 |
| ALPHABET INC | GOOG | Communication Services | 2.98% | 11,273 | +174 | +1.57% | $3,983,264 |
| SPDR SERIES TRUST | SPLG | Other | 2.34% | 35,632 | +2,353 | +7.07% | $3,131,357 |
| BROADCOM INC | AVGO | Technology | 2.13% | 7,513 | +408 | +5.74% | $2,838,193 |
| AIM ETF PRODUCTS TRUST | OCTW | Other | 2.11% | 68,745 | -730 | -1.05% | $2,812,358 |
| META PLATFORMS INC | META | Communication Services | 2.09% | 4,960 | +879 | +21.54% | $2,793,845 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 1.55% | 25,072 | +818 | +3.37% | $2,068,156 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.45% | 3,879 | - | - | $1,941,013 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.44% | 3,305 | +107 | +3.35% | $1,919,995 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 1.43% | 19,377 | -2,352 | -10.82% | $1,910,426 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.31% | 2,296 | +75 | +3.38% | $1,752,097 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 1.29% | 21,695 | -2,354 | -9.79% | $1,722,804 |
| INVESCO QQQ TR | QQQ | Other | 1.26% | 2,291 | +337 | +17.25% | $1,687,137 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.18% | 1,368 | +42 | +3.17% | $1,578,794 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.10% | 40,072 | +1,578 | +4.10% | $1,463,830 |
| ISHARES TR | IVV | Other | 1.00% | 1,788 | +486 | +37.33% | $1,339,120 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 0.97% | 24,314 | +6,053 | +33.15% | $1,300,788 |
| ELI LILLY & CO | LLY | Healthcare | 0.97% | 1,082 | +48 | +4.64% | $1,297,418 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.93% | 26,371 | +764 | +2.98% | $1,237,836 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.91% | 3,572 | -100 | -2.72% | $1,217,976 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.91% | 21,542 | -1,798 | -7.70% | $1,216,703 |
| VANGUARD INDEX FDS | VTI | Other | 0.90% | 3,246 | +278 | +9.37% | $1,201,246 |
| ISHARES SILVER TR | SLV | Other | 0.85% | 21,274 | +191 | +0.91% | $1,137,521 |
| ISHARES TR | ITOT | Other | 0.85% | 6,920 | -50 | -0.72% | $1,136,696 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.83% | 5,851 | -60 | -1.02% | $1,114,746 |
Showing 30 of 137 holdings in the latest reporting period.