SEC Form 13F

Elevation Wealth Management LLC 13F Holdings

Inspect Elevation Wealth Management LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-30T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-30
Reported value
$133,796,096
Positions
146

Read this manager's filing book

Step 1 of 3

Disclosed positions

Elevation Wealth Management LLC: source evidence dated 2026-07-30T03:59:59.999Z.

Issuer
J P MORGAN EXCHANGE TRADED F
Ticker
BBUS
Class
BETABUILDRS US
Reported value
$8,596,052
Reported amount
63,807
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002093518-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
J P MORGAN EXCHANGE TRADED FBBUSBETABUILDRS US$8,596,05263,807SHNone
NVIDIA CORPORATIONNVDACOM$6,617,72233,074SHNone
APPLE INCAAPLCOM$5,795,54520,029SHNone
ALPHABET INCGOOGLCAP STK CL A$4,603,60412,882SHNone
MICROSOFT CORPMSFTCOM$4,446,58711,921SHNone
AMAZON COM INCAMZNCOM$4,416,44518,530SHNone
ALPHABET INCGOOGCAP STK CL C$3,983,26411,273SHNone
DEEP FISSION INCFISNCOM$3,293,619298,335SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$3,131,35735,632SHNone
BROADCOM INCAVGOCOM$2,838,1937,513SHNone
AIM ETF PRODUCTS TRUSTOCTWALLIA US OCT ETF$2,812,35868,745SHNone
META PLATFORMS INCMETACL A$2,793,8454,960SHNone
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$2,068,15625,072SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$1,941,0133,879SHNone
ADVANCED MICRO DEVICES INCAMDCOM$1,919,9953,305SHNone
J P MORGAN EXCHANGE TRADED FJGROACTIVE GROWTH$1,910,42619,377SHNone
CROWDSTRIKE HLDGS INCCRWDCL A$1,752,0972,296SHNone
J P MORGAN EXCHANGE TRADED FJAVAACTIVE VALUE ETF$1,722,80421,695SHNone
INVESCO QQQ TRQQQUNIT SER 1$1,687,1372,291SHNone
MICRON TECHNOLOGY INCMUCOM$1,578,7941,368SHNone
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$1,463,83040,072SHNone
ISHARES TRIVVCORE S&P500 ETF$1,339,1201,788SHNone
J P MORGAN EXCHANGE TRADED FJBNDACTIVE BOND ETF$1,300,78824,314SHNone
ELI LILLY & COLLYCOM$1,297,4181,082SHNone
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$1,237,83626,371SHNone
PALO ALTO NETWORKS INCPANWCOM$1,217,9763,572SHNone
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$1,216,70321,542SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$1,201,2463,246SHNone
ISHARES SILVER TRSLVISHARES$1,137,52121,274SHNone
ISHARES TRITOTCORE S&P TTL STK$1,136,6966,920SHNone
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$1,114,7465,851SHNone
FIRST TR EXCHANGE TRADED FDFTHIBUYWRIT INCM ETF$1,087,07045,579SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$1,056,8951,130SHNone
ISHARES TRACWXMSCI ACWI EX US$1,014,49013,329SHNone
JPMORGAN CHASE & COJPMCOM$1,006,3353,074SHNone
UNITEDHEALTH GROUP INCUNHCOM$981,2392,361SHNone
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$976,75728,864SHNone
J P MORGAN EXCHANGE TRADED FJPUSJPMORGAN DIVER$935,2916,670SHNone
ISHARES TRIUSBCORE UNIVRSL USD$933,01920,217SHNone
ISHARES TRIVWS&P 500 GRWT ETF$905,8156,586SHNone
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$855,61221,321SHNone
ISHARES TRIWFRUS 1000 GRW ETF$819,8146,602SHNone
FIDELITY COVINGTON TRUSTFBCGBLUE CHIP GRWTH$808,05113,010SHNone
ISHARES INCIEMGCORE MSCI EMKT$806,3659,734SHNone
LAM RESEARCH CORPLRCXCOM NEW$805,3091,858SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$790,8751,152SHNone
FIDELITY COVINGTON TRUSTFENYMSCI ENERGY IDX$788,19326,664SHNone
FIDELITY COVINGTON TRUSTFELCENHANCED LARGE$787,57318,792SHNone
REDDIT INCRDDTCL A$756,8094,360SHNone
ISHARES TRGOVTUS TREAS BD ETF$710,53631,191SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 1 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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