Elevation Wealth Management LLC
CIK: 0002093518SEC EDGAR →
Portfolio Value
$104.2M
Holdings
133
As of
Q4 2025
New Positions
133
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 63,796 | $7.9M | 7.55% |
| 2 | APPLE INC | 18,482 | $5.0M | 4.82% |
| 3 | NVIDIA CORPORATION | 26,426 | $4.9M | 4.73% |
| 4 | MICROSOFT CORP | 6,111 | $3.0M | 2.83% |
| 5 | AIM ETF PRODUCTS TRUST | 75,595 | $2.9M | 2.83% |
| 6 | AMAZON COM INC | 11,847 | $2.7M | 2.62% |
| 7 | SPDR SERIES TRUST | 31,365 | $2.5M | 2.41% |
| 8 | ALPHABET INC | 7,932 | $2.5M | 2.38% |
| 9 | META PLATFORMS INC | 3,632 | $2.4M | 2.30% |
| 10 | BROADCOM INC | 6,594 | $2.3M | 2.19% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 97 | $63.0M | 60.6% |
| Technology | 15 | $20.6M | 19.8% |
| Communication Services | 5 | $9.1M | 8.8% |
| Unknown | 6 | $4.6M | 4.4% |
| Consumer Cyclical | 3 | $3.5M | 3.4% |
| Healthcare | 2 | $1.4M | 1.3% |
| Consumer Defensive | 3 | $1.3M | 1.3% |
| Industrials | 2 | $482K | 0.5% |