Long-term investor
Elevation Wealth Management LLC @elevationwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002093518).
Record
- Tracked since 2025-12-31 (257 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.1%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BBUS · 6.4% · long · since 2025-12-31
- NVDA · 4.9% · long · since 2025-12-31
- AAPL · 4.3% · long · since 2025-12-31
- GOOGL · 3.4% · long · since 2025-12-31
- MSFT · 3.3% · long · since 2025-12-31
- AMZN · 3.3% · long · since 2025-12-31
- GOOG · 3.0% · long · since 2025-12-31
- FISN · 2.5% · long · since 2026-06-30
- SPYM · 2.3% · long · since 2025-12-31
- AVGO · 2.1% · long · since 2025-12-31
- OCTW · 2.1% · long · since 2025-12-31
- META · 2.1% · long · since 2025-12-31