Elevation Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISN
Deep Fission Inc
FISN
|
+$3.43M |
| 2 |
JUSA
JPMorgan U.S. Research Enhanced Large Cap ETF
JUSA
|
+$652K |
| 3 |
Meta Platforms (Facebook)
META
|
+$537K |
| 4 |
Microsoft
MSFT
|
+$481K |
| 5 |
Fidelity MSCI Energy Index ETF
FENY
|
+$383K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Global Select Equity ETF
JGLO
|
+$288K |
| 2 |
Salesforce
CRM
|
+$254K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$243K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$227K |
| 5 |
Vanguard Total Bond Market
BND
|
+$223K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 53.79% |
| 2 | Technology | 22.92% |
| 3 | Communication Services | 9.55% |
| 4 | Consumer Discretionary | 3.97% |
| 5 | Industrials | 3.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
151
iShares Gold Trust
IAU
$62.2B
| – | – |
-2,350
| Closed | -$207K | – |
|
|
152
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
| – | – |
-1,893
| Closed | -$243K | – |
|
153
iShares Russell Mid-Cap ETF
IWR
$56.6B
| – | – |
-2,228
| Closed | -$217K | – |
|
Similar funds
Elevation Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Elevation Wealth Management held 153 positions worth $134M, up 23% from $109M the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Elevation Wealth Management deployed $7.66M of net new capital in Q2 2026, opening 16 new positions and adding to 59 existing holdings. Its largest new stake was Deep Fission Inc: 298,335 shares worth $3.29M.
By sector, the portfolio is most concentrated in Miscellaneous at 54% of assets, down from 59% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was JPMorgan Global Select Equity ETF, an estimated $288K trimmed.
- Elevation Wealth Management's largest Q2 2026 buy was Deep Fission Inc: 298,335 shares worth $3.29M.
- Elevation Wealth Management added most to Meta Platforms (Facebook) in Q2 2026, an estimated $537K increase.
- Elevation Wealth Management's biggest Q2 2026 reduction was JPMorgan Global Select Equity ETF, cutting an estimated $288K.
- Elevation Wealth Management fully exited Salesforce in Q2 2026, selling an estimated $254K.
- Elevation Wealth Management's ten largest holdings make up 36% of its $134M portfolio in Q2 2026.
- Elevation Wealth Management opened 16 new positions and closed 7 in Q2 2026.
- Elevation Wealth Management's portfolio value rose 23% quarter-over-quarter to $134M.
Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.