Elevation Wealth Management LLC - Portfolio overview

Elevation Wealth Management LLC has 136 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 9.28%
2. AAPL - APPLE INC, 7.64%
3. MSFT - MICROSOFT CORP, 6.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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