13F Filings History of Elevation Wealth Management LLC
- Latest 13F filing
- Q2 2026 - 29 Jul 2026
- Latest reported 13F value
- $133,557,756
- Largest 13F holdings
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BBUS NVDA AAPL GOOGL MSFT AMZN GOOG FISN SPYM AVGO OCTW META
+8 more
JIRE BRKB AMD JGRO CRWD JAVA QQQ MU - Form 13F summary
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- Elevation Wealth Management LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Elevation Wealth Management LLC reported 145 equity holdings with a total reported market value of $133,557,756 for Q2 2026. Top reported holdings included BBUS, NVDA, AAPL, GOOGL, and MSFT.
- Manager signature
- Derek Beiningen - Operations Manager
- Manager location
- Eden Prairie, MN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
List of Other Managers Reporting for Elevation Wealth Management LLC:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| 55I, LLC | Boston, MA | 028-19649 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$133,557,756
Quarter delta
+$24,740,474
Accepted
29 Jul 2026, 14:03
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | $133,557,756 | +$13,555,932 | -$4,408,740 | +$9,147,192 | BBUS, NVDA, AAPL, GOOGL, MSFT | 13F-HR | 29 Jul 2026, 14:03 |
| Q1 2026 | 136 | $108,817,282 | +$16,970,487 | -$7,389,823 | +$9,580,664 | BBUS, NVDA, AAPL, MSFT, AMZN | 13F-HR | 11 May 2026, 16:16 |
| Q4 2025 | 133 | $104,241,615 | $0 | $0 | $0 | BBUS, AAPL, NVDA, MSFT, OCTW | 13F-HR | 12 Feb 2026, 17:03 |