Elevation Wealth Management LLC holds a diversified book of 145 stocks worth $133.6M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Deep Fission Inc and trimmed JPMorgan Betabuilders US Equ. Their largest long position is JPMorgan Betabuilders US Equ at 6% of the equity book. They also disclosed $238K in put options (a bearish bet), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2093518/holdings"
Use Arkolith to show Elevation Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Elevation Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 79 / 80 | $501.3B |
| MORGAN STANLEY | 78 / 80 | $549.3B |
| LPL Financial LLC | 78 / 80 | $105.4B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $20.2B |
| ASSETMARK, INC | 78 / 80 | $12.6B |
| IFP Advisors, Inc | 78 / 80 | $1.5B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $168.4B |
| ROYAL BANK OF CANADA | 77 / 80 | $150.0B |
Ranked by how many of Elevation Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F BETABUILDRS US | $8.6M | 63.8K | 6.4% | ▼−1.7% Reduced · −1K sh | |
| 2 | Nvidia Corporation COM | $6.6M | 33.1K | 5.0% | ▲+1.1% Added · +375 sh | |
| 3 | Apple Inc COM | $5.8M | 20.0K | 4.3% | ▼−1.2% Reduced · −249 sh | |
| 4 | Alphabet Inc CAP STK CL A | $4.6M | 12.9K | 3.4% | ▲+2.7% Added · +339 sh | |
| 5 | Microsoft Corp COM | $4.4M | 11.9K | 3.3% | ▲+11% Added · +1K sh | |
| 6 | Amazon Com Inc COM | $4.4M | 18.5K | 3.3% | ▲+1.6% Added · +291 sh | |
| 7 | Alphabet Inc CAP STK CL C | $4.0M | 11.3K | 3.0% | ▲+1.6% Added · +174 sh | |
| 8 | Deep Fission Inc COM | $3.3M | 298.3K | 2.5% | ▲New New position | |
| 9 | SPDR Series Trust ST STR P500ETF | $3.1M | 35.6K | 2.3% | ▲+7.1% Added · +2K sh | |
| 10 | Broadcom Inc COM | $2.8M | 7.5K | 2.1% | ▲+5.7% Added · +408 sh | |
| 11 | Aim ETF Products Trust ALLIA US OCT ETF | $2.8M | 68.7K | 2.1% | ▼−1.1% Reduced · −730 sh | |
| 12 | Meta Platforms Inc CL A | $2.8M | 5.0K | 2.1% | ▲+22% Added · +879 sh | |
| 13 | J P Morgan Exchange Traded F INTRNL RES EQT | $2.1M | 25.1K | 1.5% | ▲+3.4% Added · +818 sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.9K | 1.5% | —Held | |
| 15 | Advanced Micro Devices Inc COM | $1.9M | 3.3K | 1.4% | ▲+3.3% Added · +107 sh | |
| 16 | J P Morgan Exchange Traded F ACTIVE GROWTH | $1.9M | 19.4K | 1.4% | ▼−11% Reduced · −2K sh | |
| 17 | Crowdstrike Hldgs Inc CL A | $1.8M | 2.3K | 1.3% | ▲+3.4% Added · +75 sh | |
| 18 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $1.7M | 21.7K | 1.3% | ▼−9.8% Reduced · −2K sh | |
| 19 | Invesco QQQ TR UNIT SER 1 | $1.7M | 2.3K | 1.3% | ▲+17% Added · +337 sh | |
| 20 | Micron Technology Inc COM | $1.6M | 1.4K | 1.2% | ▲+3.2% Added · +42 sh | |
| 21 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.5M | 40.1K | 1.1% | ▲+4.1% Added · +2K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $1.3M | 1.8K | 1.0% | ▲+37% Added · +486 sh | |
| 23 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $1.3M | 24.3K | 1.0% | ▲+33% Added · +6K sh | |
| 24 | Eli Lilly & Co COM | $1.3M | 1.1K | 1.0% | ▲+4.6% Added · +48 sh | |
| 25 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $1.2M | 26.4K | 0.9% | ▲+3.0% Added · +764 sh | |
| 26 | Palo Alto Networks Inc COM | $1.2M | 3.6K | 0.9% | ▼−2.7% Reduced · −100 sh | |
| 27 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.2M | 21.5K | 0.9% | ▼−7.7% Reduced · −2K sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.2K | 0.9% | ▲+9.4% Added · +278 sh | |
| 29 | Ishares Silver TR ISHARES | $1.1M | 21.3K | 0.9% | ▲+0.9% Added · +191 sh | |
| 30 | Ishares TR CORE S&P TTL STK | $1.1M | 6.9K | 0.9% | ▼−0.7% Reduced · −50 sh | |
| 31 | Select Sector SPDR TR ST STR TECHN ETF | $1.1M | 5.9K | 0.8% | ▼−1.0% Reduced · −60 sh | |
| 32 | First TR Exchange Traded FD BUYWRIT INCM ETF | $1.1M | 45.6K | 0.8% | ▲~0% Added · +6 sh | |
| 33 | Costco Wholesale Corporation COM | $1.1M | 1.1K | 0.8% | ▲+4.8% Added · +52 sh | |
| 34 | Ishares TR MSCI ACWI EX US | $1.0M | 13.3K | 0.8% | ▼−3.1% Reduced · −431 sh | |
| 35 | JPMorgan Chase & Co COM | $1.0M | 3.1K | 0.8% | ▲+0.9% Added · +29 sh | |
| 36 | Unitedhealth Group Inc COM | $981K | 2.4K | 0.7% | ▲+8.1% Added · +177 sh | |
| 37 | Schwab Strategic TR US LCAP GR ETF | $977K | 28.9K | 0.7% | ▼−2.6% Reduced · −774 sh | |
| 38 | J P Morgan Exchange Traded F JPMORGAN DIVER | $935K | 6.7K | 0.7% | ▲+0.1% Added · +7 sh | |
| 39 | Ishares TR CORE UNIVRSL USD | $933K | 20.2K | 0.7% | ▲+4.4% Added · +854 sh | |
| 40 | Ishares TR S&P 500 GRWT ETF | $906K | 6.6K | 0.7% | ▼−0.2% Reduced · −13 sh | |
| 41 | Fidelity Covington Trust ENHANCED INTL | $856K | 21.3K | 0.6% | ▲+7.7% Added · +2K sh | |
| 42 | Ishares TR RUS 1000 GRW ETF | $820K | 6.6K | 0.6% | ▲+215% Added · +5K sh | |
| 43 | Fidelity Covington Trust BLUE CHIP GRWTH | $808K | 13.0K | 0.6% | ▲+11% Added · +1K sh | |
| 44 | Ishares Inc CORE MSCI EMKT | $806K | 9.7K | 0.6% | ▼−11% Reduced · −1K sh | |
| 45 | Lam Research Corp COM NEW | $805K | 1.9K | 0.6% | ▲+4.9% Added · +87 sh | |
| 46 | Vanguard Index FDS S&P 500 ETF SHS | $791K | 1.2K | 0.6% | ▲+7.4% Added · +79 sh | |
| 47 | Fidelity Covington Trust MSCI ENERGY IDX | $788K | 26.7K | 0.6% | ▲+82% Added · +12K sh | |
| 48 | Fidelity Covington Trust ENHANCED LARGE | $788K | 18.8K | 0.6% | ▼−3.9% Reduced · −761 sh | |
| 49 | Reddit Inc CL A | $757K | 4.4K | 0.6% | ▼−6.8% Reduced · −319 sh | |
| 50 | Ishares TR US TREAS BD ETF | $711K | 31.2K | 0.5% | ▲+10.0% Added · +3K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | AMAZON COM INC | $238K | 1K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.