Elevation Wealth Management LLC
•CIK: 2093518•Filing: Q4 2025
**Elevation Wealth Management LLC** is a sophisticated investment manager overseeing $104M across a diversified portfolio of 133 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including BBUS at $7.9M and AAPL at $5.0M. Notable allocations also include NVDA ($4.9M), MSFT ($3.0M), and AMZN ($2.7M), signaling a focus on high-growth, technology-driven sectors. This concentrated approach reflects a tactical allocation strategy within the large-cap growth space.
Total AUM
$104.2M
QoQ Performance
N/A
Positions
61
Top 10 Concentration
34.7%
Latest Filing
Q4 2025
Top Holdings Allocation
BBUS
BBUS7.5%
AAPL4.8%
NVDA4.7%
MSFT2.8%
OCTW2.8%
AMZN2.6%
SPYM2.4%
GOOGL2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other65.7%
Technology22.7%
Consumer4.1%
Financial3.1%
ETF2.0%
Healthcare1.3%
Communication0.7%
Industrial0.2%