account_balance
Investment manager · 13F filer · SEC CIK 2093518
Elevation Wealth Management LLC
Reported value$148Mas of Sep 30, 2026
Positions148 11 new, 8 sold out
Top 10 weight37.7%BBUS alone is 6%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BBUSJ P Morgan Exchange Traded F
6.2%Added +4%
AAPLApple Inc
6.0%Added +33%
NVDANvidia Corporation
5.1%
MSFTMicrosoft Corp
4.6%Added +12%
AMZNAmazon Com Inc
3.2%Added +2%
GOOGLAlphabet Inc
3.0%
METAMeta Platforms Inc
2.8%Added +16%
GOOGAlphabet Inc
2.6%
SPYMSPDR Series Trust
2.2%
OCTWAim ETF Products Trust
2.0%
AVGOBroadcom Inc
1.8%
CRWDCrowdstrike Hldgs Inc
1.6%Added +296%
BBUSJ P Morgan Exchange Traded F
6.2%Added +4%
AAPLApple Inc
6.0%Added +33%
NVDA5.1%MSFT4.6%AMZN3.2%GOOGL3.0%META2.8%GOOG2.6%SPYM2.2%
OCTW2.0%
AVGO1.8%CRWD1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BBUS J P Morgan Exchange Traded F 6.2% Added +4%
AAPL Apple Inc 6.0% Added +33%NVDA Nvidia Corporation 5.1% HeldMSFT Microsoft Corp 4.6% Added +12%AMZN Amazon Com Inc 3.2% Added +2%GOOGL Alphabet Inc 3.0% HeldMETA Meta Platforms Inc 2.8% Added +16%GOOG Alphabet Inc 2.6% HeldSPYM SPDR Series Trust 2.2% Held
OCTW Aim ETF Products Trust 2.0% Held
AVGO Broadcom Inc 1.8% HeldCRWD Crowdstrike Hldgs Inc 1.6% Added +296%What changed