Elevation Wealth Management LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$104.2M
Holdings
133
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (133 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | QLTAISHARES TR | 5,539 | $265K | 0.25% | |
| 102 | IUSVISHARES TR | 2,551 | $260K | 0.25% | |
| 103 | GEGE AEROSPACE | 842 | $259K | 0.25% | |
| 104 | VIGVANGUARD SPECIALIZED FUNDS | 1,169 | $256K | 0.25% | |
| 105 | JIVEJ P MORGAN EXCHANGE TRADED F | 3,169 | $253K | 0.24% | |
| 106 | FIGBFIDELITY MERRIMACK STR TR | 5,812 | $253K | 0.24% | |
| 107 | SPYGSPDR SERIES TRUST | 2,352 | $250K | 0.24% | |
| 108 | TXNTEXAS INSTRS INC | 1,443 | $249K | 0.24% | |
| 109 | BINCBLACKROCK ETF TRUST II | 4,687 | $247K | 0.24% | |
| 110 | PSEPINNOVATOR ETFS TRUST | 5,650 | $247K | 0.24% | |
| 111 | JIGJ P MORGAN EXCHANGE TRADED F | 3,340 | $244K | 0.23% | |
| 112 | XLCSELECT SECTOR SPDR TR | 2,057 | $242K | 0.23% | |
| 113 | JULTAIM ETF PRODUCTS TRUST | 5,320 | $238K | 0.23% | |
| 114 | THROBLACKROCK ETF TRUST | 6,131 | $236K | 0.23% | |
| 115 | BDVLBLACKROCK ETF TRUST | 9,231 | $228K | 0.22% | |
| 116 | PLTRPALANTIR TECHNOLOGIES INC | 1,271 | $225K | 0.22% | |
| 117 | SCHWSCHWAB CHARLES CORP | 2,257 | $225K | 0.22% | |
| 118 | BBSCJ P MORGAN EXCHANGE TRADED F | 3,047 | $225K | 0.22% | |
| 119 | IAU*ISHARES GOLD TR | 2,765 | $224K | 0.21% | |
| 120 | GLDMWORLD GOLD TR | 2,621 | $223K | 0.21% | |
| 121 | PCARPACCAR INC | 2,017 | $223K | 0.21% | |
| 122 | XLFSELECT SECTOR SPDR TR | 4,022 | $219K | 0.21% | |
| 123 | IWPISHARES TR | 1,599 | $218K | 0.21% | |
| 124 | FTSMFIRST TR EXCHANGE-TRADED FD | 3,659 | $218K | 0.21% | |
| 125 | IWRISHARES TR | 2,252 | $216K | 0.21% | |
| 126 | TBILRBB FD INC | 4,295 | $214K | 0.21% | |
| 127 | VVISA INC | 612 | $213K | 0.20% | |
| 128 | FNDFSCHWAB STRATEGIC TR | 4,743 | $213K | 0.20% | |
| 129 | GQ9SPDR GOLD TR | 520 | $205K | 0.20% | |
| 130 | COKECOCA COLA CONS INC | 1,330 | $203K | 0.19% | |
| 131 | JANTAIM ETF PRODUCTS TRUST | 4,920 | $202K | 0.19% | |
| 132 | SPSMSPDR SERIES TRUST | 4,282 | $200K | 0.19% | |
| 133 | BBEUJ P MORGAN EXCHANGE TRADED F | 2,742 | $200K | 0.19% |
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