Elevation Wealth Management LLC
Filing Date
Global Rank
#6,703
/ 8,517
▲ 570
Top Industry
Semiconductors
25.6%
3Y Alpha vs SPY
+38.5%
Period ended 46 days ago
Filed Jul 29, 2026 · 17d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+28.4%
SPY
+13.9%
Annualised alpha
+35.5%
Max drawdown
−10.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
47 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.8%
−2.6 pts
Top 5
42.3%
−8.4 pts
Top 10
63.2%
−5.2 pts
HHI
515
Diversified−122
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.1% | $30,663,333 |
| Communication Services | 14.4% | $8,794,964 |
| Consumer Cyclical | 8.7% | $5,311,900 |
| Industrials | 7.1% | $4,337,702 |
| Financial Services | 6.6% | $4,035,820 |
| Unclassified | 5.5% | $3,368,052 |
| Healthcare | 4.1% | $2,503,797 |
| Consumer Defensive | 2.7% | $1,646,954 |
| Energy | 0.5% | $302,833 |
| Basic Materials | 0.4% | $244,420 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +1,189 | 11,921 | $4,446,771 | |
| BAC | Bank Of America Corp /De/ | +1,083 | 10,096 | $575,269 | |
| PLTR | Palantir Technologies Inc. | +936 | 2,446 | $285,374 | |
| META | Meta Platforms, Inc. | +879 | 4,960 | $2,793,917 | |
| NFLX | Netflix Inc | +554 | 8,972 | $640,600 | |
| AVGO | Broadcom Inc. | +408 | 7,513 | $2,838,035 | |
| NVDA | Nvidia Corp | +375 | 33,074 | $6,617,775 | |
| QQQ | Invesco Qqq Trust, Series 1 | +337 | 2,291 | $1,687,092 | |
| SLV | iShares Silver Trust | +191 | 21,274 | $1,137,519 | |
| UNH | Unitedhealth Group Inc | +177 | 2,361 | $981,301 | |
| AMD | Advanced Micro Devices Inc | +107 | 3,305 | $1,919,906 | |
| TSLA | Tesla, Inc. | +107 | 1,210 | $508,925 | |
| TXN | Texas Instruments Inc | +89 | 1,703 | $507,612 | |
| LRCX | Lam Research Corp | +87 | 1,858 | $805,126 | |
| HD | Home Depot, Inc. | +85 | 1,096 | $386,536 | |
| CRWD | CrowdStrike Holdings, Inc. | +75 | 2,296 | $1,752,168 | |
| LIN | Linde PLC | +54 | 471 | $244,420 | |
| XOM | ExxonMobil Holdings Corp | +54 | 2,215 | $302,833 | |
| COST | Costco Wholesale Corp /New | +52 | 1,130 | $1,057,080 | |
| LLY | ELI LILLY & Co | +48 | 1,082 | $1,297,782 | |
| MU | Micron Technology Inc | +42 | 1,368 | $1,579,068 | |
| JPM | Jpmorgan Chase & Co | +29 | 3,074 | $1,006,211 | |
| GLD | Spdr Gold Trust | +23 | 638 | $235,026 | |
| ADI | Analog Devices Inc | +13 | 665 | $264,117 | |
| AMAT | Applied Materials Inc /De | +6 | 744 | $537,912 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −10,760 | 12,882 | $4,603,639 | |
| AMZN | Amazon Com Inc | −709 | 18,530 | $4,416,439 | |
| RDDT | Reddit, Inc. | −319 | 4,360 | $756,808 | |
| AAPL | Apple Inc. | −249 | 20,029 | $5,795,590 | |
| PCAR | Paccar Inc | −179 | 2,017 | $242,281 | |
| PANW | Palo Alto Networks Inc | −100 | 3,572 | $1,218,122 | |
| PG | PROCTER & GAMBLE Co | −47 | 2,291 | $335,951 | |
| SPY | Spdr S&P 500 ETF Trust | −12 | 413 | $308,415 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −6 | 1,018 | $486,165 | |
| GE | General Electric Co | −3 | 913 | $341,215 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FISN | Deep Fission, Inc. | 298,335 | $3,293,617 | |
| VICR | Vicor Corp | 1,150 | $436,747 | |
| GS | Goldman Sachs Group Inc | 303 | $306,445 | |
| CSCO | Cisco Systems, Inc. | 2,604 | $305,865 | |
| ANET | Arista Networks, Inc. | 1,507 | $256,008 | |
| VRT | Vertiv Holdings Co | 722 | $241,739 | |
| ABBV | AbbVie Inc. | 893 | $224,714 | |
| BA | Boeing Co | 1,011 | $218,850 | |
| V | Visa Inc. | 603 | $206,883 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FBCG | Fidelity Blue Chip Growth ETF | 11,735 | $588,158 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 10,097 | $466,076 | |
| VEA | Vanguard FTSE Developed Markets ETF | 5,764 | $369,357 | |
| VB | Vanguard Morningstar Small-Cap ETF | 1,406 | $368,259 | |
| CRM | Salesforce, Inc. | 1,359 | $253,684 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,166 | $250,759 | |
| GLDM | World Gold Trust | 2,319 | $214,947 | |
| BLK | BlackRock, Inc. | 218 | $209,652 | |
| IAU | Ishares Gold Trust | 2,350 | $207,175 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 6,270 | $206,595 | |
| No positions match the current search. | ||||
47 tracked positions ·
$61,209,775 total
· filing declares
280 positions · $133,796,096
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 33,074 | $6,617,775 | 10.81% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,029 | $5,795,590 | 9.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 12,882 | $4,603,639 | 7.52% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 11,921 | $4,446,771 | 7.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 18,530 | $4,416,439 | 7.22% | |
| FISN |
Deep Fission, Inc.
Industrials
|
NEW | 298,335 | $3,293,617 | 5.38% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,513 | $2,838,035 | 4.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,960 | $2,793,917 | 4.56% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 3,879 | $1,941,012 | 3.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 3,305 | $1,919,906 | 3.14% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 2,296 | $1,752,168 | 2.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,291 | $1,687,092 | 2.76% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,368 | $1,579,068 | 2.58% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,082 | $1,297,782 | 2.12% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 3,572 | $1,218,122 | 1.99% | |
| SLV |
iShares Silver Trust
|
Added | 21,274 | $1,137,519 | 1.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,130 | $1,057,080 | 1.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,074 | $1,006,211 | 1.64% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,361 | $981,301 | 1.60% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,858 | $805,126 | 1.32% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Reduced | 4,360 | $756,808 | 1.24% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 8,972 | $640,600 | 1.05% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 2,051 | $610,972 | 1.00% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 10,096 | $575,269 | 0.94% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 744 | $537,912 | 0.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,210 | $508,925 | 0.83% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 1,703 | $507,612 | 0.83% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,018 | $486,165 | 0.79% | |
| VICR |
Vicor Corp
Technology
|
NEW | 1,150 | $436,747 | 0.71% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,096 | $386,536 | 0.63% | |
| GE |
General Electric Co
Industrials
|
Reduced | 913 | $341,215 | 0.56% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,291 | $335,951 | 0.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 413 | $308,415 | 0.50% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 303 | $306,445 | 0.50% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,604 | $305,865 | 0.50% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,215 | $302,833 | 0.49% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,446 | $285,374 | 0.47% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 665 | $264,117 | 0.43% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 1,507 | $256,008 | 0.42% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Held | 1,330 | $253,923 | 0.41% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 471 | $244,420 | 0.40% | |
| PCAR |
Paccar Inc
Industrials
|
Reduced | 2,017 | $242,281 | 0.40% | |
| VRT |
Vertiv Holdings Co
Industrials
|
NEW | 722 | $241,739 | 0.39% | |
| GLD |
Spdr Gold Trust
|
Added | 638 | $235,026 | 0.38% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 893 | $224,714 | 0.37% | |
| BA |
Boeing Co
Industrials
|
NEW | 1,011 | $218,850 | 0.36% | |
| V |
Visa Inc.
Financial Services
|
NEW | 603 | $206,883 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.