Elevation Wealth Management LLC
All 13F Filings
- Location
- Eden Prairie, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 133,796
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 146 | 133,796 | 13F-HR | Elevation Wealth Management LLC |
| 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):
238
(0.2% of total reported value)
· QoQ Δ:
+30
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.66 K | 50.7% | 17.37 K | 0 | 17.37 K |
| ETFs | 64.59 K | 48.4% | 7.047 K | 0 | 7.047 K |
| Debt | 1.301 K | 1.0% | 319 | 0 | 319 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
133,796
Holdings
146
QoQ value change ($000)
24,770
(22.7%)
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.