Elevation Wealth Management
Elevation Wealth Management reported 148 stocks worth $148M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are BBUS (6.2%), AAPL (6.0%) and NVDA (5.2%). Compared with Q2 2026, the fund opened new positions in SPCX, AVDE and XOM, added to BBUS, AAPL and NVDA, trimmed GOOG, AVGO and BUFR and sold out of FMAT, XOM and BINC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BBUS Jpmorgan Betabuilders U.s. Equity ETF | $9.1M | 6.2% | 66K | +2,583 (+4%) | 4 of 4 | |
| 2 |  AAPL Apple Inc | $8.9M | 6.0% | 27K | +6,640 (+33%) | 4 of 4 | |
| 3 |  NVDA Nvidia Corporation | $7.6M | 5.2% | 33K | +288 (+1%) | 4 of 4 | |
| 4 |  MSFT Microsoft Corp | $6.8M | 4.6% | 13K | +1,428 (+12%) | 4 of 4 | |
| 5 |  AMZN Amazon Com Inc | $4.7M | 3.2% | 19K | +381 (+2%) | 4 of 4 | |
| 6 |  GOOGL Alphabet Inc | $4.4M | 3.0% | 13K | +34 (+0%) | 4 of 4 | |
| 7 |  META Meta Platforms Inc | $4.2M | 2.8% | 5,778 | +818 (+16%) | 4 of 4 | |
| 8 |  GOOG Alphabet Inc | $3.8M | 2.6% | 11K | −59 (−1%) | 4 of 4 | |
| 9 |  SPYM Spdr Series Trust | $3.2M | 2.2% | 36K | +288 (+1%) | 4 of 4 | |
| 10 |  OCTW Aim ETF Products Trust | $2.9M | 1.9% | 69K | No change | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FMAT Fidelity Msci Materials Index ETF | $328K | 5,612 |
 XOM Exxon Mobil Corp | $303K | 2,215 |
 BINC Blackrock ETF Trust II | $246K | 4,699 |
 MBB Ishares TR | $244K | 2,579 |
 BA Boeing Co | $219K | 1,011 |
🔒 Free account: see all 9.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
AMZN Amazon Com Inc | Put | $249K | 1,000 | 0 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elevation Wealth Management 13F FAQ
What does Elevation Wealth Management own?
Elevation Wealth Management reported 148 stocks worth $148M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are BBUS (6.2%), AAPL (6.0%) and NVDA (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Elevation Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 66 added to, 50 trimmed and 9 sold out. New positions include SPCX, AVDE and XOM. It sold all of FMAT, XOM and BINC.
When will Elevation Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Elevation Wealth Management's portfolio worth?
The Q3 2026 filing reports $148M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.