Elevation Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Eden Prairie, MN
CIK
0002093518
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 146 133,796 BBUS, NVDA, AAPL, GOOGL 13F-HR 7/29/2026 000209351826000003
Q1 2026 137 109,025 BBUS, NVDA, AAPL, MSFT 13F-HR 5/11/2026 000209351826000002
Q4 2025 133 104,241 BBUS, AAPL, NVDA, MSFT 13F-HR 2/12/2026 000209351826000001