Elevation Wealth Management LLC
137 holdingsFiling period: 2026-03-31Current AUM: $126.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | 64.9K | $7.6M | $8.7M | 6.93% | +1.1K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 32.7K | $5.7M | $6.6M | 5.21% | +6.3K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 20.3K | $5.1M | $6.3M | 4.97% | +1.8K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 19.2K | $4.0M | $5.2M | 4.15% | +7.4K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 10.7K | $4.0M | $5.0M | 3.96% | +4.6K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 12.5K | $3.6M | $4.5M | 3.54% | +4.6K | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 11.1K | $3.2M | $4.0M | 3.14% | +4.5K | 2026-03-31 |
| 8 | OCTW | AIM ETF PRODUCTS TRUST | 69.5K | $2.7M | $2.9M | 2.27% | -6,120 | 2026-03-31 |
| 9 | SPYM | SPDR SERIES TRUST | 33.3K | $2.5M | $2.9M | 2.32% | +1.9K | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 4.1K | $2.3M | $2.3M | 1.80% | +449 | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 7.1K | $2.2M | $2.8M | 2.19% | +511 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.9K | $1.9M | $1.9M | 1.47% | +958 | 2026-03-31 |
| 13 | JGRO | J P MORGAN EXCHANGE TRADED F | 21.7K | $1.8M | $2.0M | 1.58% | -1,263 | 2026-03-31 |
| 14 | JIRE | J P MORGAN EXCHANGE TRADED F | 24.3K | $1.8M | $2.0M | 1.61% | +7.6K | 2026-03-31 |
| 15 | JAVA | J P MORGAN EXCHANGE TRADED F | 24.0K | $1.7M | $2.0M | 1.56% | -1,395 | 2026-03-31 |
| 16 | SLV | ISHARES SILVER TR | 21.1K | $1.4M | $1.1M | 0.88% | +233 | 2026-03-31 |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | 23.3K | $1.3M | $1.3M | 1.06% | -41 | 2026-03-31 |
| 18 | BUFR | FIRST TR EXCHNG TRADED FD VI | 38.5K | $1.3M | $1.4M | 1.12% | +3.1K | 2026-03-31 |
| 19 | JCPB | J P MORGAN EXCHANGE TRADED F | 25.6K | $1.2M | $1.2M | 0.94% | +662 | 2026-03-31 |
| 20 | QQQ | INVESCO QQQ TR | 2.0K | $1.1M | $1.3M | 1.07% | -952 | 2026-03-31 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 1.1K | $1.1M | $1.0M | 0.81% | +144 | 2026-03-31 |
| 22 | FTHI | FIRST TR EXCHANGE TRADED FD | 45.6K | $1.0M | $1.1M | 0.85% | +1.1K | 2026-03-31 |
| 23 | ITOT | ISHARES TR | 7.0K | $992K | $1.1M | 0.90% | -366 | 2026-03-31 |
| 24 | JBND | J P MORGAN EXCHANGE TRADED F | 18.3K | $981K | $961K | 0.76% | -704 | 2026-03-31 |
| 25 | VTI | VANGUARD INDEX FDS | 3.0K | $952K | $1.1M | 0.87% | -- | 2026-03-31 |
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