§ 13F · FUND PROFILE
Elevation Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 255Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$104.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | 54K | $6.7T | 6.4% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 24K | $4.6T | 4.4% | NEW |
| 3 | AAPL | APPLE INC | 16K | $4.3T | 4.1% | NEW |
| 4 | OCTW | AIM ETF PRODUCTS TRUST | 76K | $2.9T | 2.8% | NEW |
| 5 | AMZN | AMAZON COM INC | 11K | $2.5T | 2.4% | NEW |
| 6 | MSFT | MICROSOFT CORP | 5K | $2.5T | 2.4% | NEW |
| 7 | GOOGL | ALPHABET INC | 8K | $2.4T | 2.3% | NEW |
| 8 | META | META PLATFORMS INC | 3K | $2.2T | 2.1% | NEW |
| 9 | AVGO | BROADCOM INC | 6K | $2.2T | 2.1% | NEW |
| 10 | SPYM | SPDR SERIES TRUST | 24K | $1.9T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEVATION SIGNAL
AC read
Elevation Wealth Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed