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CIK: 0002093518
Total reported value
$133.8M
$133.8M
133 檔
17.7%
The Q4 2025 SEC filing reveals that Elevation Wealth Management LLC held a total portfolio value of $133.8M, covering 133 public equity positions.
During Q4 2025, Elevation Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 7.55% | -0.56% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.82% | -0.39% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.73% | -0.28% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.32% | — | |
| 5 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 2.83% | -0.35% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.62% | -0.38% | — | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | — | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.13% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | -0.05% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.19% | +0.10% | — | |
| 11 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.05% | -0.25% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.00% | +0.06% | — | |
| 13 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.75% | -0.29% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | +0.23% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -0.25% | — | |
| 16 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.40% | -0.01% | — | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.29% | -0.30% | — | |
| 18 | SLV | Ishares Silver Trust | ETF-Commodities | 1.29% | -0.47% | — | |
| 19 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.20% | -0.13% | — | |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.16% | -0.10% | — | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.14% | -0.18% | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.06% | -0.21% | — | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.05% | -0.06% | — | |
| 24 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.01% | -0.15% | — | |
| 25 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.99% | -0.07% | — | |
| 26 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.99% | +0.07% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.03% | — | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.91% | +0.51% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.22% | — | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.86% | -0.12% | — | |
| 31 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.81% | -0.31% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.79% | -0.10% | — | |
| 33 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.79% | -0.10% | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.19% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.10% | — | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.07% | — | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | -0.08% | — | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.26% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | -0.02% | — | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.66% | -0.10% | — | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.65% | -0.19% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.02% | — | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +0.84% | — | |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.62% | -0.02% | — | |
| 46 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.62% | -0.04% | — | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.60% | -0.07% | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.19% | — | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | -0.12% | — | |
| 50 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.55% | -0.06% | — |
According to official SEC Form 13F filings, Elevation Wealth Management LLC reported a total U.S. public equity portfolio value of $133.8M across 133 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BBUS, AAPL, NVDA) accounted for 17.7% of total reported equity market value during Q4 2025.
During Q4 2025, Elevation Wealth Management LLC's top holdings by market value included BBUS (7.5%)、AAPL (4.8%)、NVDA (4.7%). The largest single position, BBUS, represented 7.5% of total portfolio value.
In Q4 2025, Elevation Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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