Elevation Wealth Management LLC

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Institutional

CIK 0002093518

$133.8M

Reported AUM

146

Positions

Q2 2026

Period

2026-07-29

Filed

Editorial summary

Summary for Elevation Wealth Management LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	BBUS	J P MORGAN EXCHANGE TRADED F	$131.40	-1.51%	18.74%	70.51%	$8.6M	6.42%	—	HELD
2	NVDA	NVIDIA CORPORATION	$190.01	-3.55%	13.56%	782.99%	$6.6M	4.95%	—	HELD
3	AAPL	APPLE INC	$338.19	-0.56%	67.77%	128.17%	$5.8M	4.33%	—	HELD
4	GOOGL	ALPHABET INC	$336.71	0.90%	76.51%	132.04%	$4.6M	3.44%	—	HELD
5	MSFT	MICROSOFT CORP	$390.54	-0.71%	-24.89%	34.54%	$4.4M	3.32%	—	HELD
6	AMZN	AMAZON COM INC	$226.65	-1.82%	5.54%	30.60%	$4.4M	3.30%	—	HELD
7	GOOG	ALPHABET INC	$335.76	0.95%	75.60%	130.67%	$4.0M	2.98%	—	HELD
8	FISN	DEEP FISSION INC	$9.72	-1.72%	-33.24%	—	$3.3M	2.46%	—	HELD
9	SPYM	SPDR SERIES TRUST	$85.93	-1.45%	20.54%	76.10%	$3.1M	2.34%	—	HELD
10	AVGO	BROADCOM INC	$370.32	-2.78%	31.81%	734.42%	$2.8M	2.12%	—	HELD
11	OCTW	AIM ETF PRODUCTS TRUST	$40.86	-0.56%	9.88%	52.04%	$2.8M	2.10%	—	HELD
12	META	META PLATFORMS INC	$585.61	-1.31%	-20.62%	57.79%	$2.8M	2.09%	—	HELD
13	JIRE	J P MORGAN EXCHANGE TRADED F	$81.67	-0.54%	21.86%	79.36%	$2.1M	1.55%	—	HELD
14	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$1.9M	1.45%	—	HELD
15	AMD	ADVANCED MICRO DEVICES INC	$429.56	-5.51%	153.16%	292.58%	$1.9M	1.44%	—	HELD
16	JGRO	J P MORGAN EXCHANGE TRADED F	$88.18	-2.42%	4.67%	110.40%	$1.9M	1.43%	—	HELD
17	CRWD	CROWDSTRIKE HLDGS INC	$179.38	-1.33%	60.64%	155.35%	$1.8M	1.31%	—	HELD
18	JAVA	J P MORGAN EXCHANGE TRADED F	$80.37	-1.12%	25.78%	74.67%	$1.7M	1.29%	—	HELD
19	QQQ	INVESCO QQQ TR	$661.73	-2.04%	22.54%	83.19%	$1.7M	1.26%	—	HELD
20	MU	MICRON TECHNOLOGY INC	$739.00	-9.94%	683.61%	1041.72%	$1.6M	1.18%	—	HELD
21	BUFR	FIRST TR EXCHNG TRADED FD VI	$36.27	-0.79%	14.18%	56.57%	$1.5M	1.09%	—	HELD
22	IVV	ISHARES TR	$733.12	-1.49%	20.42%	75.78%	$1.3M	1.00%	—	HELD
23	JBND	J P MORGAN EXCHANGE TRADED F	$52.79	-0.30%	2.59%	15.67%	$1.3M	0.97%	—	HELD
24	LLY	ELI LILLY & CO	$1210.02	-0.87%	61.25%	393.83%	$1.3M	0.97%	—	HELD
25	JCPB	J P MORGAN EXCHANGE TRADED F	$46.26	-0.37%	3.01%	3.51%	$1.2M	0.93%	—	HELD
26	PANW	PALO ALTO NETWORKS INC	$314.15	-1.52%	84.52%	315.15%	$1.2M	0.91%	—	HELD
27	JEPI	J P MORGAN EXCHANGE TRADED F	$56.92	-0.97%	10.17%	39.22%	$1.2M	0.91%	—	HELD
28	VTI	VANGUARD INDEX FDS	$360.42	-1.52%	21.10%	68.36%	$1.2M	0.90%	—	HELD
29	SLV	ISHARES SILVER TR	$51.77	0.14%	53.91%	133.51%	$1.1M	0.85%	—	HELD
30	ITOT	ISHARES TR	$160.03	-1.53%	20.99%	68.32%	$1.1M	0.85%	—	HELD
31	XLK	SELECT SECTOR SPDR TR	$166.57	-2.64%	—	—	$1.1M	0.83%	—	HELD
32	FTHI	FIRST TR EXCHANGE TRADED FD	$23.22	-1.44%	—	—	$1.1M	0.81%	—	HELD
33	COST	COSTCO WHOLESALE CORPORATION	$974.03	0.77%	—	—	$1.1M	0.79%	—	HELD
34	ACWX	ISHARES TR	$73.17	-1.04%	—	—	$1.0M	0.76%	—	HELD
35	JPM	JPMORGAN CHASE & CO	$344.71	-3.53%	—	—	$1.0M	0.75%	—	HELD
36	UNH	UNITEDHEALTH GROUP INC	$420.57	-1.92%	—	—	$981K	0.73%	—	HELD
37	SCHG	SCHWAB STRATEGIC TR	$33.24	-1.48%	—	—	$977K	0.73%	—	HELD
38	JPUS	J P MORGAN EXCHANGE TRADED F	$142.39	-0.85%	—	—	$935K	0.70%	—	HELD
39	IUSB	ISHARES TR	$45.51	-0.31%	—	—	$933K	0.70%	—	HELD
40	IVW	ISHARES TR	$129.28	-1.93%	—	—	$906K	0.68%	—	HELD
41	FENI	FIDELITY COVINGTON TRUST	$39.62	-0.60%	—	—	$856K	0.64%	—	HELD
42	IWF	ISHARES TR	$114.05	-2.09%	—	—	$820K	0.61%	—	HELD
43	FBCG	FIDELITY COVINGTON TRUST	$57.42	-1.86%	—	—	$808K	0.60%	—	HELD
44	IEMG	ISHARES INC	$74.15	-2.18%	—	—	$806K	0.60%	—	HELD
45	LRCX	LAM RESEARCH CORP	$252.35	-6.40%	—	—	$805K	0.60%	—	HELD
46	VOO	VANGUARD INDEX FDS	$670.63	-1.52%	—	—	$791K	0.59%	—	HELD
47	FENY	FIDELITY COVINGTON TRUST	$32.48	1.85%	—	—	$788K	0.59%	—	HELD
48	FELC	FIDELITY COVINGTON TRUST	$41.51	-1.45%	—	—	$788K	0.59%	—	HELD
49	RDDT	REDDIT INC	$177.99	-0.25%	—	—	$757K	0.57%	—	HELD
50	GOVT	ISHARES TR	$22.50	-0.35%	—	—	$711K	0.53%	—	HELD
51	JEPQ	J P MORGAN EXCHANGE TRADED F	$56.14	-1.85%	—	—	$685K	0.51%	—	HELD
52	DYNF	BLACKROCK ETF TRUST	$65.64	-1.81%	—	—	$672K	0.50%	—	HELD
53	JUSA	J P MORGAN EXCHANGE TRADED F	$65.82	-1.42%	—	—	$670K	0.50%	—	HELD
54	JEMA	J P MORGAN EXCHANGE TRADED F	$56.55	-2.20%	—	—	$643K	0.48%	—	HELD
55	NFLX	NETFLIX INC.	$73.63	1.71%	—	—	$641K	0.48%	—	HELD
56	BBMC	J P MORGAN EXCHANGE TRADED F	$123.34	-1.59%	—	—	$621K	0.46%	—	HELD
57	FBND	FIDELITY MERRIMACK STR TR	$44.98	-0.40%	—	—	$613K	0.46%	—	HELD
58	MRVL	MARVELL TECHNOLOGY INC	$163.40	-6.34%	—	—	$611K	0.46%	—	HELD
59	JGLO	J P MORGAN EXCHANGE TRADED F	$70.10	-1.17%	—	—	$594K	0.44%	—	HELD
60	BBIN	J P MORGAN EXCHANGE TRADED F	$77.70	-0.33%	—	—	$588K	0.44%	—	HELD
61	IEFA	ISHARES TR	$96.23	-0.54%	—	—	$579K	0.43%	—	HELD
62	BAC	BANK OF AMER CORP	$61.07	-2.48%	—	—	$575K	0.43%	—	HELD
63	IYW	ISHARES TR	$227.34	-2.09%	—	—	$567K	0.42%	—	HELD
64	AVEM	AMERICAN CENTY ETF TR	$85.87	-2.14%	—	—	$539K	0.40%	—	HELD
65	AMAT	APPLIED MATLS INC	$436.45	-8.40%	—	—	$538K	0.40%	—	HELD
66	FUTY	FIDELITY COVINGTON TRUST	$57.77	-1.37%	—	—	$527K	0.39%	—	HELD
67	EFG	ISHARES TR	$118.55	-0.65%	—	—	$518K	0.39%	—	HELD
68	FHLC	FIDELITY COVINGTON TRUST	$80.50	-0.62%	—	—	$513K	0.38%	—	HELD
69	IVE	ISHARES TR	$232.36	-0.88%	—	—	$510K	0.38%	—	HELD
70	TSLA	TESLA INC	$298.32	-2.97%	—	—	$509K	0.38%	—	HELD
71	TXN	TEXAS INSTRS INC	$271.30	-2.08%	—	—	$508K	0.38%	—	HELD
72	PVAL	PUTNAM ETF TRUST	$52.48	-0.98%	—	—	$498K	0.37%	—	HELD
73	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$374.67	-4.50%	—	—	$486K	0.36%	—	HELD
74	VUG	VANGUARD INDEX FDS	$82.07	-1.51%	—	—	$477K	0.36%	—	HELD
75	BDYN	BLACKROCK ETF TRUST	$26.69	-1.89%	—	—	$467K	0.35%	—	HELD
76	BBAG	J P MORGAN EXCHANGE TRADED F	$45.25	-0.26%	—	—	$454K	0.34%	—	HELD
77	VTV	VANGUARD INDEX FDS	$219.80	-1.43%	—	—	$450K	0.34%	—	HELD
78	ILCG	ISHARES TR	$107.77	-2.20%	—	—	$443K	0.33%	—	HELD
79	GSLC	GOLDMAN SACHS ETF TR	$140.23	-1.30%	—	—	$442K	0.33%	—	HELD
80	VICR	VICOR CORP	$182.77	-4.87%	—	—	$437K	0.33%	—	HELD
81	DECW	AIM ETF PRODUCTS TRUST	$35.54	-0.58%	—	—	$434K	0.32%	—	HELD
82	IVLU	ISHARES TR	$42.57	-0.35%	—	—	$429K	0.32%	—	HELD
83	QUAL	ISHARES TR	$215.98	-1.14%	—	—	$419K	0.31%	—	HELD
84	VEA	VANGUARD TAX-MANAGED FDS	$68.95	-0.93%	—	—	$412K	0.31%	—	HELD
85	VB	VANGUARD INDEX FDS	$293.00	-1.66%	—	—	$411K	0.31%	—	HELD
86	ESGU	ISHARES TR	$159.87	-1.58%	—	—	$401K	0.30%	—	HELD
87	IWD	ISHARES TR	$249.52	-1.00%	—	—	$397K	0.30%	—	HELD
88	XLC	SELECT SECTOR SPDR TR	$109.51	-0.15%	—	—	$395K	0.30%	—	HELD
89	JIVE	J P MORGAN EXCHANGE TRADED F	$93.51	-0.53%	—	—	$393K	0.29%	—	HELD
90	JULW	AIM ETF PRODUCTS TRUST	$40.47	-0.73%	—	—	$391K	0.29%	—	HELD
91	EFV	ISHARES TR	$79.38	-0.40%	—	—	$388K	0.29%	—	HELD
92	HD	HOME DEPOT INC	$338.27	-1.80%	—	—	$387K	0.29%	—	HELD
93	DGRO	ISHARES TR	$78.27	-1.02%	—	—	$381K	0.28%	—	HELD
94	NVBW	AIM ETF PRODUCTS TRUST	$35.45	-0.68%	—	—	$371K	0.28%	—	HELD
95	IWS	ISHARES TR	$167.97	-0.85%	—	—	$343K	0.26%	—	HELD
96	GE	GE AEROSPACE	$350.63	-3.56%	—	—	$341K	0.26%	—	HELD
97	PG	PROCTER & GAMBLE CO	$146.10	-1.87%	—	—	$336K	0.25%	—	HELD
98	FMAT	FIDELITY COVINGTON TRUST	$58.11	-1.32%	—	—	$328K	0.25%	—	HELD
99	JPST	J P MORGAN EXCHANGE TRADED F	$50.54	0.04%	—	—	$321K	0.24%	—	HELD
100	FIGB	FIDELITY MERRIMACK STR TR	$42.42	-0.27%	—	—	$315K	0.24%	—	HELD
101	SPY	STATE STR SPDR S&P 500 ETF T	—	—	—	—	$309K	0.23%	—	HELD
102	GS	GOLDMAN SACHS GROUP INC	—	—	—	—	$306K	0.23%	—	HELD
103	IUSG	ISHARES TR	—	—	—	—	$306K	0.23%	—	HELD
104	CSCO	CISCO SYS INC	—	—	—	—	$306K	0.23%	—	HELD
105	JQUA	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$304K	0.23%	—	HELD
106	XOM	EXXON MOBIL CORP	—	—	—	—	$303K	0.23%	—	HELD
107	JIG	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$292K	0.22%	—	HELD
108	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$285K	0.21%	—	HELD
109	IUSV	ISHARES TR	—	—	—	—	$281K	0.21%	—	HELD
110	VIG	VANGUARD SPECIALIZED FUNDS	—	—	—	—	$279K	0.21%	—	HELD
111	JVAL	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$277K	0.21%	—	HELD
112	BAI	BLACKROCK ETF TRUST	—	—	—	—	$277K	0.21%	—	HELD
113	ADI	ANALOG DEVICES INC	—	—	—	—	$264K	0.20%	—	HELD
114	BBSC	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$263K	0.20%	—	HELD
115	VOOG	VANGUARD ADMIRAL FDS INC	—	—	—	—	$262K	0.20%	—	HELD
116	JPIE	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$262K	0.20%	—	HELD
117	PSEP	INNOVATOR ETFS TRUST	—	—	—	—	$260K	0.19%	—	HELD
118	ANET	ARISTA NETWORKS INC	—	—	—	—	$256K	0.19%	—	HELD
119	JULT	AIM ETF PRODUCTS TRUST	—	—	—	—	$254K	0.19%	—	HELD
120	COKE	COCA COLA CONS INC	—	—	—	—	$254K	0.19%	—	HELD
121	BINC	BLACKROCK ETF TRUST II	—	—	—	—	$246K	0.18%	—	HELD
122	FNDF	SCHWAB STRATEGIC TR	—	—	—	—	$245K	0.18%	—	HELD
123	LIN	LINDE PLC	—	—	—	—	$244K	0.18%	—	HELD
124	MBB	ISHARES TR	—	—	—	—	$244K	0.18%	—	HELD
125	PCAR	PACCAR INC	—	—	—	—	$242K	0.18%	—	HELD
126	VRT	VERTIV HOLDINGS CO	—	—	—	—	$242K	0.18%	—	HELD
127	—	AMAZON COM INC	—	—	—	—	$238K	0.18%	—	HELD
128	GLD	SPDR GOLD TR	—	—	—	—	$235K	0.18%	—	HELD
129	SPSM	SPDR SERIES TRUST	—	—	—	—	$230K	0.17%	—	HELD
130	SCHZ	SCHWAB STRATEGIC TR	—	—	—	—	$227K	0.17%	—	HELD
131	ABBV	ABBVIE INC	—	—	—	—	$225K	0.17%	—	HELD
132	SFLR	INNOVATOR ETFS TRUST	—	—	—	—	$224K	0.17%	—	HELD
133	COWZ	PACER FDS TR	—	—	—	—	$219K	0.16%	—	HELD
134	BA	BOEING CO	—	—	—	—	$219K	0.16%	—	HELD
135	SPMO	INVESCO EXCH TRADED FD TR II	—	—	—	—	$219K	0.16%	—	HELD
136	BDVL	BLACKROCK ETF TRUST	—	—	—	—	$218K	0.16%	—	HELD
137	JANT	AIM ETF PRODUCTS TRUST	—	—	—	—	$217K	0.16%	—	HELD
138	SCHX	SCHWAB STRATEGIC TR	—	—	—	—	$216K	0.16%	—	HELD
139	CORO	BLACKROCK ETF TRUST	—	—	—	—	$215K	0.16%	—	HELD
140	TBIL	RBB FD INC	—	—	—	—	$213K	0.16%	—	HELD
141	THRO	BLACKROCK ETF TRUST	—	—	—	—	$212K	0.16%	—	HELD
142	IGRO	ISHARES TR	—	—	—	—	$212K	0.16%	—	HELD
143	FFSM	FIDELITY COVINGTON TRUST	—	—	—	—	$208K	0.16%	—	HELD
144	V	VISA INC	—	—	—	—	$207K	0.15%	—	HELD
145	FV	FIRST TR EXCHANGE TRADED FD	—	—	—	—	$206K	0.15%	—	HELD
146	AGG	ISHARES TR	—	—	—	—	$205K	0.15%	—	HELD

Source: SEC EDGAR · accession 0002093518-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.