Elevation Wealth Management LLC

Q4 2025 13F Holdings

Location
Eden Prairie, MN
Holdings as of
12/31/2025
Value ($000)
$104,242
Num holdings
133
Date filed
2/12/2026
Form type
13F-HR
Prev filing
Next filing
5/11/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type