StockDriftsStockDriftsTop 50 Elevation Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 6.44% | 63.8K | $8.6M | -1.69%(-1.09K) | $121.96(+14.44%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.95% | 33.1K | $6.6M | +1.15%(+375) | $185.34(+18.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.34% | 20.0K | $5.8M | -1.23%(-249) | $263.21(+16.51%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.45% | 12.9K | $4.6M | +2.70%(+339) | $286.99(+22.47%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.33% | 11.9K | $4.4M | +11.08%(+1.19K) | $458.70(+9.61%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.31% | 18.5K | $4.4M | +1.60%(+291) | $223.16(+23.21%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.98% | 11.3K | $4.0M | +1.57%(+174) | $287.77(+21.80%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.34% | 35.6K | $3.1M | +7.07%(+2.35K) | $79.40(+14.66%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.13% | 7.5K | $2.8M | +5.74%(+408) | $343.23(+22.47%) | 2026-06-30 | |
| OCTW | AIM ETF PRODUCTS TRUST | 2.11% | 68.7K | $2.8M | -1.05%(-730) | $38.69(+7.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.63% |
Elevation Wealth Management LLC reports $133.80M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are BBUS (6.4%), NVDA (5.0%) and AAPL (4.3%). The top 20 holdings account for 49.48% of reported assets. Its disclosed equity book has returned +3.31% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elevation Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2093518). View Elevation Wealth Management LLC’s 13F filings on SEC