Elevation Wealth Management LLC
All 13F Filings
- Location
- Eden Prairie, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 109,026
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 137 | 109,026 | 13F-HR | Elevation Wealth Management LLC |
| Q4 2025 | 2/12/2026 | 133 | 104,242 | 13F-HR | Elevation Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
208
(0.2% of total reported value)
· QoQ Δ:
+208
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.29 K | 46.2% | 0 | 33.18 K | -33.18 K |
| ETFs | 57.55 K | 52.9% | 38.71 K | 0 | 38.71 K |
| Debt | 982 | 0.9% | 0 | 47 | -47 |
| Other | 0 | 0.0% | 0 | 897 | -897 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
109,026
Holdings
137
QoQ value change ($000)
4,784
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.