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Elevation Wealth Management LLC

13F filer · CIK 0002093518
Reported Jul 29, 2026
13F portfolio value$134MU.S. long equity reported on 13F
Positions53Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight30.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 29, 202653 positions
NVDANvidia Corp$6.62M4.95%0.00%Not reportedQ4 2025
AAPLApple Inc.$5.8M4.33%0.00%Not reportedQ4 2025
GOOGLAlphabet Inc.$4.6M3.44%0.00%Not reportedQ4 2025
MSFTMicrosoft Corp$4.45M3.32%0.00%Not reportedQ4 2025
AMZNAmazon Com Inc$4.42M3.30%0.00%Not reportedQ4 2025
GOOGAlphabet Inc.$3.98M2.98%Not reportedNot reportedQ4 2025
FISNDeep Fission, Inc.$3.29M2.46%0.50%NewQ2 2026
AVGOBroadcom Inc.$2.84M2.12%0.00%Not reportedQ4 2025
METAMeta Platforms, Inc.$2.79M2.09%Not reportedNot reportedQ4 2025
BRK.BBerkshire Hathaway Inc$1.94M1.45%Not reportedNot reportedQ4 2025
AMDAdvanced Micro Devices Inc$1.92M1.44%0.00%Not reportedQ4 2025
CRWDCrowdStrike Holdings, Inc.$1.75M1.31%0.00%Not reportedQ4 2025
JAVASun Microsystems, Inc.$1.72M1.29%Not reportedNot reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$1.69M1.26%Not reportedNot reportedQ4 2025
MUMicron Technology Inc$1.58M1.18%0.00%Not reportedQ4 2025
LLYELI LILLY & Co$1.3M0.97%0.00%Not reportedQ4 2025
PANWPalo Alto Networks Inc$1.22M0.91%0.00%Not reportedQ4 2025
SLViShares Silver Trust$1.14M0.85%0.00%Not reportedQ4 2025
COSTCostco Wholesale Corp$1.06M0.79%0.00%Not reportedQ4 2025
JPMJPMorgan Chase & Co$1.01M0.75%0.00%Not reportedQ4 2025
UNHUnitedhealth Group Inc$981K0.73%0.00%Not reportedQ4 2025
LRCXLam Research Corp$805K0.60%0.00%Not reportedQ4 2025
RDDTReddit, Inc.$757K0.57%Not reportedNot reportedQ4 2025
NFLXNetflix Inc$641K0.48%0.00%Not reportedQ4 2025
MRVLMarvell Technology, Inc.$611K0.46%0.00%NewQ2 2026
BACBank of America Corp$575K0.43%0.00%Not reportedQ4 2025
AMATApplied Materials Inc$538K0.40%0.00%NewQ2 2026
TSLATesla, Inc.$509K0.38%0.00%Not reportedQ4 2025
TXNTexas Instruments Inc$508K0.38%0.00%Not reportedQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$486K0.36%0.00%Not reportedQ4 2025
VICRVicor Corp$437K0.33%0.01%NewQ2 2026
JIVEJive Software, Inc.$393K0.29%0.01%Not reportedQ4 2025
HDHome Depot, Inc.$387K0.29%0.00%Not reportedQ4 2025
IWSImageware Systems Inc$343K0.26%Not reportedNot reportedQ4 2025
GEGeneral Electric Co$341K0.26%0.00%Not reportedQ4 2025
PGPROCTER & GAMBLE Co$336K0.25%0.00%Not reportedQ4 2025
SPYSPDR S&P 500 ETF Trust$309K0.23%Not reportedNot reportedQ4 2025
GSGoldman Sachs Group Inc$306K0.23%0.00%NewQ2 2026
CSCOCisco Systems, Inc.$306K0.23%0.00%NewQ2 2026
XOMExxonMobil Holdings Corp$303K0.23%0.00%NewQ2 2026
PLTRPalantir Technologies Inc.$285K0.21%0.00%Not reportedQ4 2025
ADIAnalog Devices Inc$264K0.20%0.00%NewQ2 2026
ANETArista Networks, Inc.$256K0.19%0.00%NewQ2 2026
COKECoca-Cola Consolidated, Inc.$254K0.19%0.00%Not reportedQ4 2025
FNDFSchwab Strategic Trust$245K0.18%Not reportedNot reportedQ4 2025
LINLinde PLC$244K0.18%0.00%NewQ2 2026
PCARPaccar Inc$242K0.18%0.00%Not reportedQ4 2025
VRTVertiv Holdings Co$242K0.18%0.00%NewQ2 2026
GLDSPDR Gold Trust$235K0.18%0.00%Not reportedQ4 2025
ABBVAbbVie Inc.$225K0.17%0.00%NewQ2 2026
Q4 2025Reported Feb 12, 202644 positions
AAPLApple Inc.$5.02M4.82%0.00%NewQ4 2025
NVDANvidia Corp$4.93M4.73%0.00%NewQ4 2025
MSFTMicrosoft Corp$2.96M2.84%0.00%NewQ4 2025
AMZNAmazon Com Inc$2.73M2.62%0.00%NewQ4 2025
GOOGLAlphabet Inc.$2.48M2.38%0.00%NewQ4 2025
METAMeta Platforms, Inc.$2.4M2.30%Not reportedNewQ4 2025
AVGOBroadcom Inc.$2.28M2.19%0.00%NewQ4 2025
GOOGAlphabet Inc.$2.08M2.00%Not reportedNewQ4 2025
JAVASun Microsystems, Inc.$1.82M1.75%Not reportedNewQ4 2025
QQQInvesco QQQ Trust, Series 1$1.79M1.71%Not reportedNewQ4 2025
BRK.BBerkshire Hathaway Inc$1.47M1.41%Not reportedNewQ4 2025
RDDTReddit, Inc.$1.45M1.40%Not reportedNewQ4 2025
SLViShares Silver Trust$1.34M1.29%0.00%NewQ4 2025
CRWDCrowdStrike Holdings, Inc.$945K0.91%0.00%NewQ4 2025
COSTCostco Wholesale Corp$806K0.77%0.00%NewQ4 2025
LLYELI LILLY & Co$802K0.77%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$765K0.73%0.00%NewQ4 2025
NFLXNetflix Inc$714K0.69%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$677K0.65%Not reportedNewQ4 2025
AMDAdvanced Micro Devices Inc$656K0.63%0.00%NewQ4 2025
UNHUnitedhealth Group Inc$597K0.57%0.00%NewQ4 2025
BACBank of America Corp$557K0.53%0.00%NewQ4 2025
PANWPalo Alto Networks Inc$467K0.45%0.00%NewQ4 2025
HDHome Depot, Inc.$451K0.43%0.00%NewQ4 2025
MUMicron Technology Inc$373K0.36%0.00%NewQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$342K0.33%0.00%NewQ4 2025
IWSImageware Systems Inc$337K0.32%Not reportedNewQ4 2025
PGPROCTER & GAMBLE Co$334K0.32%0.00%NewQ4 2025
TSLATesla, Inc.$333K0.32%0.00%NewQ4 2025
CRMSalesforce, Inc.$322K0.31%0.00%NewQ4 2025
LRCXLam Research Corp$303K0.29%0.00%NewQ4 2025
GEGeneral Electric Co$260K0.25%0.00%NewQ4 2025
JIVEJive Software, Inc.$254K0.24%0.00%NewQ4 2025
TXNTexas Instruments Inc$250K0.24%0.00%NewQ4 2025
THROTheron Resource Group$236K0.23%0.08%NewQ4 2025
PLTRPalantir Technologies Inc.$226K0.22%0.00%NewQ4 2025
SCHWSchwab Charles Corp$225K0.22%0.00%NewQ4 2025
IAUIshares Gold Trust$224K0.22%0.00%NewQ4 2025
GLDMWorld Gold Trust$224K0.21%0.00%NewQ4 2025
PCARPaccar Inc$224K0.21%0.00%NewQ4 2025
VVisa Inc.$215K0.21%0.00%NewQ4 2025
FNDFSchwab Strategic Trust$214K0.21%Not reportedNewQ4 2025
GLDSPDR Gold Trust$206K0.20%0.00%NewQ4 2025
COKECoca-Cola Consolidated, Inc.$204K0.20%0.00%NewQ4 2025
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