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Elevation Wealth Management LLC

Q4 2025 13F Holdings

  • Location
    eden prairie, MN
  • Num holdings

    133

  • Value ($000)

    $104,242

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0002093518
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BBUS

J P MORGAN EXCHANGE TRADED F

BETABUILDRS US
46641Q399
$7.87M
8 %

63,796

A
AAPL

APPLE INC

COM
037833100
$5.02M
5 %

18,482

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.93M
5 %

26,426

M
MSFT

MICROSOFT CORP

COM
594918104
$2.96M
3 %

6,111

O
OCTW

AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU
00888H505
$2.95M
3 %

75,595

A
AMZN

AMAZON COM INC

COM
023135106
$2.73M
3 %

11,847

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$2.52M
2 %

31,365

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$2.48M
2 %

7,932

M
META

META PLATFORMS INC

CL A
30303M102
$2.4M
2 %

3,632

A
AVGO

BROADCOM INC

COM
11135F101
$2.28M
2 %

6,594

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