Elevation Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing reports that the firm held a total of 357 individual equity positions at that time.
The portfolio is heavily weighted toward technology and large-cap growth stocks. The firm's top holdings include Alphabet Inc. Class C shares, with 3,559,703 shares; Apple Inc., with 7,980,103 shares; and Microsoft Corporation, with 6,291,124 shares. Other significant positions include NVIDIA Corporation (7,170,745 shares), Meta Platforms Inc. Class A (3,978,907 shares), and Amazon.com Inc. (4,470,877 shares).
Outside of individual equities, the portfolio includes substantial investments in exchange-traded funds (ETFs). The firm holds shares in the iShares Core S&P 500 ETF, the SPDR S&P 500 ETF Trust, and the Invesco QQQ Trust, among others. The filing also lists positions in various sector-specific ETFs, such as the Select Sector SPDR Technology ETF and the Fidelity Covington Trust MSCI Energy Index ETF.
The filing details specific share counts for each security, with the total number of shares held across the portfolio reaching 14,824,060.
