Elevation Wealth Management LLC
147 holdingsFiling period: 2026-06-30Current AUM: $127.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BBUS | J P Morgan Exchange Traded F | 63.8K | $8.6M | $8.5M | 6.65% | -1,094 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 33.1K | $6.6M | $6.2M | 4.85% | +375 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 20.0K | $5.8M | $6.9M | 5.39% | -249 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 12.9K | $4.6M | $3.7M | 2.88% | +339 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 11.9K | $4.4M | $6.3M | 4.97% | +1.2K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 18.5K | $4.4M | $4.8M | 3.78% | -709 | 2026-06-30 |
| 7 | GOOG | Alphabet Inc | 11.3K | $4.0M | $3.2M | 2.52% | +174 | 2026-06-30 |
| 8 | FISN | Deep Fission Inc | 298.3K | $3.3M | $552K | 0.43% | -- | 2026-06-30 |
| 9 | SPYM | Spdr Series Trust | 35.6K | $3.1M | $3.1M | 2.42% | +2.4K | 2026-06-30 |
| 10 | AVGO | Broadcom Inc | 7.5K | $2.8M | $2.2M | 1.73% | +408 | 2026-06-30 |
| 11 | OCTW | Aim ETF Products Trust | 68.7K | $2.8M | $2.8M | 2.24% | -730 | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 5.0K | $2.8M | $3.0M | 2.38% | +879 | 2026-06-30 |
| 13 | JIRE | J P Morgan Exchange Traded F | 25.1K | $2.1M | $2.0M | 1.58% | +818 | 2026-06-30 |
| 14 | BRK-B | Berkshire Hathaway Inc Del | 3.9K | $1.9M | $1.9M | 1.53% | -- | 2026-06-30 |
| 15 | AMD | Advanced Micro Devices Inc | 3.3K | $1.9M | $1.5M | 1.17% | +107 | 2026-06-30 |
| 16 | JGRO | J P Morgan Exchange Traded F | 19.4K | $1.9M | $1.7M | 1.32% | -2,352 | 2026-06-30 |
| 17 | CRWD | Crowdstrike Hldgs Inc | 2.3K | $1.8M | $2.0M | 1.57% | +75 | 2026-06-30 |
| 18 | JAVA | J P Morgan Exchange Traded F | 21.7K | $1.7M | $1.8M | 1.41% | -2,354 | 2026-06-30 |
| 19 | QQQ | Invesco Qqq TR | 2.3K | $1.7M | $1.5M | 1.18% | +337 | 2026-06-30 |
| 20 | MU | Micron Technology Inc | 1.4K | $1.6M | $943K | 0.74% | +42 | 2026-06-30 |
| 21 | BUFR | First TR Exchng Traded FD VI | 40.1K | $1.5M | $1.5M | 1.15% | +1.6K | 2026-06-30 |
| 22 | IVV | iShares TR | 1.8K | $1.3M | $1.3M | 1.04% | +486 | 2026-06-30 |
| 23 | JBND | J P Morgan Exchange Traded F | 24.3K | $1.3M | $1.3M | 0.99% | +6.1K | 2026-06-30 |
| 24 | LLY | Eli Lilly & Co | 1.1K | $1.3M | $1.5M | 1.15% | +48 | 2026-06-30 |
| 25 | JCPB | J P Morgan Exchange Traded F | 26.4K | $1.2M | $1.2M | 0.94% | +764 | 2026-06-30 |
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