Elevation Wealth Management LLC

Est. AUM

$22.4M

13F long equity, this entity only

Positions

137

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$2.3M	59280	10.17%	SOLE
2	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$1.2M	10507	5.49%	SOLE
3	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$724K	21431	3.23%	OTR
4	APPLE INC	COM	$711K	2801	3.17%	OTR
5	J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$684K	5251	3.05%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$561K	7328	2.50%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$541K	7139	2.41%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$446K	747	1.99%	SOLE
9	ISHARES TR	RUS 1000 VAL ETF	$419K	1959	1.87%	OTR
10	J P MORGAN EXCHANGE TRADED F	BETABUILDERS I	$415K	5679	1.85%	SOLE
11	MICROSOFT CORP	COM	$376K	1016	1.68%	OTR
12	VANGUARD INDEX FDS	SMALL CP ETF	$368K	1406	1.64%	SOLE
13	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$347K	6118	1.55%	SOLE
14	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$338K	10107	1.51%	SOLE
15	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$336K	3981	1.50%	SOLE
16	SCHWAB STRATEGIC TR	US LCAP GR ETF	$335K	11514	1.49%	OTR
17	TESLA INC	COM	$329K	886	1.47%	SOLE
18	PROCTER & GAMBLE CO	COM	$328K	2270	1.46%	SOLE
19	NVIDIA CORPORATION	COM	$319K	1828	1.42%	OTR
20	ISHARES TR	CORE UNIVRSL USD	$318K	6892	1.42%	SOLE
21	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$312K	4352	1.39%	SOLE
22	ISHARES TR	MSCI INTL VLU FT	$311K	7847	1.39%	OTR
23	ISHARES TR	CORE S&P TTL STK	$302K	2117	1.35%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$297K	1514	1.32%	OTR
25	SELECT SECTOR SPDR TR	STATE STREET TEC	$280K	2104	1.25%	OTR
26	ISHARES TR	MORNINGSTAR GRWT	$264K	2762	1.18%	OTR
27	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$260K	4063	1.16%	SOLE
28	COCA COLA CONS INC	COM	$255K	1330	1.14%	SOLE
29	ISHARES TR	RUS MD CP GR ETF	$243K	1893	1.08%	OTR
30	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$243K	5650	1.08%	OTR
31	ISHARES TR	RUS 1000 GRW ETF	$224K	526	1.00%	SOLE
32	ISHARES TR	EAFE GRWTH ETF	$221K	1983	0.99%	SOLE
33	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$216K	529	0.96%	SOLE
34	BLACKROCK ETF TRUST	DISCIPLINED VOLA	$214K	8671	0.95%	OTR
35	ISHARES TR	CORE DIV GRWTH	$213K	3038	0.95%	SOLE
36	AMAZON COM INCPUT	COM	$208K	1000	0.93%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$207K	4282	0.92%	SOLE
38	ISHARES SILVER TR	ISHARES	$207K	3040	0.92%	OTR
39	MARVELL TECHNOLOGY INC	COM	$203K	2050	0.90%	SOLE
40	ALPHABET INC	CAP STK CL C	$198K	691	0.88%	OTR
41	AMAZON COM INC	COM	$193K	929	0.86%	OTR
42	J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$193K	4186	0.86%	SOLE
43	ISHARES TR	U.S. TECH ETF	$191K	1055	0.85%	SOLE
44	REDDIT INC	CL A	$171K	1269	0.76%	OTR
45	SPDR GOLD TR	GOLD SHS	$166K	385	0.74%	OTR
46	J P MORGAN EXCHANGE TRADED F	ACTIVEBLDRS EMER	$164K	3152	0.73%	SOLE
47	J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$164K	1512	0.73%	SOLE
48	META PLATFORMS INC	CL A	$162K	283	0.72%	OTR
49	ISHARES TR	CORE S&P500 ETF	$159K	243	0.71%	SOLE
50	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$158K	2145	0.70%	SOLE

1–50 of 137

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.