Elevation Wealth Management LLC portfolio

Latest available portfolio: Q2 2026 · Holdings as of 30 Jun 2026 · Filed 29 Jul 2026 ·

$133.56M

Full value: $133,557,756 · USD · 30 Jun 2026

in Form 13F holdings

Quarterly portfolio filings

Choose a quarter to see holdings and changes. Newer portfolio dates appear first.

Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.

Quarter	Holdings	SEC-reported value	Est. additions	Est. reductions	Est. 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

Showing 1-3 of 3 filings.

Manager details and filing context

Latest 13F filing: Q2 2026 - 29 Jul 2026
Latest reported 13F value: $133,557,756
Largest 13F holdings: 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: 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

Name	Holdings Value	Location	File Number
55I, LLC		Boston, MA	028-19649

Holdings Value