Elevation Wealth Management LLC ETF holdings
Eden Prairie, MN
Reported $71.7M in 101 ETFs in its Form 13F for June 30, 2026.
ETF value
$71.7M
ETFs held
101
Change from prior quarter
+11.6%
With price moves
ETFs as a share of its 13F
53.7%
of $133.6M
Top 10 of 101 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BBUS | JPMorgan BetaBuilders U.S. Equity ETF | $8.6M | 63,807 | −1,094 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $3.1M | 35,632 | +2,353 shares |
| OCTW | AllianzIM U.S. Equity Buffer20 ETF - Oct | $2.8M | 68,745 | −730 shares |
| JIRE | JPMorgan International Research Enhanced Equity ETF | $2.1M | 25,072 | +818 shares |
| JGRO | JPMorgan Active Growth ETF | $1.9M | 19,377 | −2,352 shares |
| JAVA | JPMorgan Active Value ETF | $1.7M | 21,695 | −2,354 shares |
| QQQ | Invesco QQQ Trust | $1.7M | 2,291 | +337 shares |
| BUFR | FT Vest Laddered Buffer ETF | $1.5M | 40,072 | +1,578 shares |
| IVV | iShares Core S&P 500 ETF | $1.3M | 1,788 | +486 shares |
| JBND | Jpmorgan Active Bond ETF | $1.3M | 24,314 | +6,053 shares |
91 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002093518. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Elevation Wealth Management LLC own?
Elevation Wealth Management LLC reported 101 ETF positions worth $71.7M in its Form 13F for June 30, 2026. The largest was BBUS, at $8.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.