Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BBUSJ P Morgan Exchange Traded F | $8.6M | 6.4% | −1.7% |
| NVDANvidia Corporation | $6.6M | 5.0% | +1.1% |
| AAPLApple Inc | $5.8M | 4.3% | −1.2% |
| GOOGLAlphabet Inc | $4.6M | 3.4% | +2.7% |
| MSFTMicrosoft Corp | $4.4M | 3.3% | +11.1% |
| AMZNAmazon Com Inc | $4.4M | 3.3% | +1.6% |
| GOOGAlphabet Inc | $4.0M | 3.0% | +1.6% |
| FISNDeep Fission Inc | $3.3M | 2.5% | New |
| SPYMSpdr Series Trust | $3.1M | 2.3% | +7.1% |
| AVGOBroadcom Inc | $2.8M | 2.1% | +5.7% |
| OCTWAim Etf Products Trust | $2.8M | 2.1% | −1.1% |
| METAMeta Platforms Inc | $2.8M | 2.1% | +21.5% |
| JIREJ P Morgan Exchange Traded F | $2.1M | 1.5% | +3.4% |
| BRK/BBerkshire Hathaway Inc Del | $1.9M | 1.5% | |
| AMDAdvanced Micro Devices Inc | $1.9M | 1.4% | +3.3% |
| JGROJ P Morgan Exchange Traded F | $1.9M | 1.4% | −10.8% |
| CRWDCrowdstrike Hldgs Inc | $1.8M | 1.3% | +3.4% |
| JAVAJ P Morgan Exchange Traded F | $1.7M | 1.3% | −9.8% |
| QQQInvesco Qqq Tr | $1.7M | 1.3% | +17.2% |
| MUMicron Technology Inc | $1.6M | 1.2% | +3.2% |
| BUFRFirst Tr Exchng Traded Fd Vi | $1.5M | 1.1% | +4.1% |
| IVVIshares Tr | $1.3M | 1.0% | +37.3% |
| JBNDJ P Morgan Exchange Traded F | $1.3M | 1.0% | +33.1% |
| LLYEli Lilly & Co | $1.3M | 1.0% | +4.6% |
| JCPBJ P Morgan Exchange Traded F | $1.2M | 0.9% | +3.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $1.9M |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $1.2M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2025 | +62.8% | $1.8M |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $1.1M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $981K |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $1.7M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $4.6M |
| ACWXIshares Tr | December 31, 2025 | +13.4% | $1.0M |
| JPUSJ P Morgan Exchange Traded F | December 31, 2025 | +13.1% | $935K |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $4.0M |
Sold off last quarter
- CRMSalesforce Inc was $254K
- IWPIshares Tr was $243K
- BNDVanguard Bd Index Fds was $223K
- IWRIshares Tr was $217K
- GLDMWorld Gold Tr was $215K
- BLKBlackrock Inc was $210K
- IAUIshares Gold Tr was $207K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.3% | +14.8% |
| March 31, 2026 | −4.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Elevation Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2093518&type=13F-HR&dateb=&owner=include&count=40CIK 2093518
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2093518/000209351826000003/Filed July 29, 2026 · accession 0002093518-26-000003