Elevation Wealth Management LLC: 13F holdings
CIK 20935182026Q2
| Positions | 146 |
|---|---|
| Reported value | $133.8m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BBUS J P MORGAN EXCHANGE TRADED F | 63,807 | $8.6m | 6.4% |
| NVDA NVIDIA CORPORATION | 33,074 | $6.6m | 4.9% |
| AAPL APPLE INC | 20,029 | $5.8m | 4.3% |
| GOOGL ALPHABET INC | 12,882 | $4.6m | 3.4% |
| MSFT MICROSOFT CORP | 11,921 | $4.4m | 3.3% |
| AMZN AMAZON COM INC | 18,530 | $4.4m | 3.3% |
| GOOG ALPHABET INC | 11,273 | $4.0m | 3.0% |
| DEEP FISSION INC | 298,335 | $3.3m | 2.5% |
| SPYM SPDR SERIES TRUST | 35,632 | $3.1m | 2.3% |
| AVGO BROADCOM INC | 7,513 | $2.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2093518")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.