Titelia

Holdings of Elevation Wealth Management LLC

126 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.4 % of the equity sleeve

Sector breakdown

  • Technology 20.6 %
  • Communication 9.4 %
  • Funds 5.8 %
  • Consumer discretionary 4.3 %
  • Financials 3.2 %
  • Health care 1.5 %
  • Consumer staples 1.3 %
  • Industrials 0.5 %
  • Energy 0.3 %
  • Unattributed 53.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US125105.4M $99.67 %
2TW1346.7K $0.33 %

Positions

RankCompanySharesValueWeight
1J.P. MORGAN EXCHANGE-TRADED FUND TRUST 64,9017.6M $
2NVIDIA Corp 32,6995.7M $
3Apple Inc 20,2785.1M $
4Microsoft Corp 10,7324M $
5Amazon.com Inc 18,2393.8M $
6Alphabet Inc 12,5433.6M $
7Alphabet Inc 11,0993.2M $
8ALLIANZIM US EQ BUFFER20 OCT 69,4752.7M $
9SPDR Series Trust 33,2792.5M $
10Meta Platforms Inc 4,0812.3M $
11Broadcom Inc 7,1052.2M $
12Berkshire Hathaway Inc 3,8791.9M $
13JPMorgan International Research Enhanced Equity ETF 24,2541.8M $
14JPMorgan Active Growth ETF 21,7291.8M $
15J.P. MORGAN EXCHANGE-TRADED FUND TRUST 24,0491.7M $
16iShares Silver Trust 21,0831.4M $
17J P Morgan Exchange Traded Fund Trust 23,3401.3M $
18FT Vest Laddered Buffer ETF 38,4941.3M $
19Jpmorgan Core Plus Bond Etf 25,6071.2M $
20Invesco QQQ Trust Series 1 1,9541.1M $
21Costco Wholesale Corp 1,0781.1M $
22First Trust Exchange Traded Fund VI 45,5731M $
23iShares Core S&P Total U.S. Stock Market ETF 6,970992.7K $
24J P Morgan Exchange Traded Fund Trust 18,261981.9K $
25Vanguard Total Stock Market ETF 2,968952.2K $
26Eli Lilly & Co 1,034950.7K $
27iShares Trust 13,760942.2K $
28JPMorgan Chase & Co 3,045895.8K $
29iShares Trust 19,363894.4K $
30iShares Russell 1000 Growth ETF 2,096893.7K $
31Crowdstrike Holdings Inc 2,221867.3K $
32Schwab Strategic Trust 29,638863.4K $
33iShares Core S&P 500 ETF 1,302850.6K $
34J.P. MORGAN EXCHANGE-TRADED FUND TRUST 12,460813.2K $
35Netflix Inc 8,418809.4K $
36SELECT SECTOR SPDR TRUST (THE) 5,911785.6K $
37iShares Core MSCI Emerging Markets ETF 10,921761.7K $
38iShares Trust 6,599746.4K $
39Fidelity Covington Trust 19,796736.4K $
40Fidelity Covington Trust 19,553709.2K $
41Advanced Micro Devices Inc 3,198650.6K $
42iShares Trust 28,359649.7K $
43Vanguard S&P 500 ETF 1,073640.9K $
44J P Morgan Exchange Traded Fund Trust 11,479637.3K $
45Reddit Inc 4,679630K $
46Fidelity Total Bond ETF 13,072598.7K $
47UnitedHealth Group Inc 2,184590.9K $
48Palo Alto Networks Inc 3,672588.7K $
49Fidelity Covington Trust 11,735588.2K $
50BlackRock ETF Trust 9,818571.2K $
51iShares Core MSCI EAFE ETF 6,283568.8K $
52JPMorgan ActiveBuilders Emerging Markets Equity ETF 10,859565K $
53JPMorgan BetaBuilders International Equity ETF 7,638558.5K $
54JPMorgan BetaBuilders US Mid Cap Equity ETF 5,039546.3K $
55iShares Trust 2,826542K $
56iShares Trust 2,561540.8K $
57iShares Trust 6,808506.2K $
58FIDELITY COVINGTON TRUST 14,646498.3K $
59Avantis Emerging Markets Equity ETF 5,924477.4K $
60J.P. MORGAN EXCHANGE-TRADED FUND TRUST 10,097466.1K $
61iShares MSCI EAFE Growth ETF 4,140461.1K $
62Micron Technology Inc 1,326447.9K $
63Bank of America Corp 9,013439.4K $
64iShares Core U.S. Aggregate Bond ETF 4,371433.9K $
65iShares MSCI International Value Factor ETF 10,663423.1K $
66Putnam Focused Large Cap Value ETF 9,115422.9K $
67iShares Trust 1,959418.5K $
68Vanguard Growth ETF 945412.8K $
69Vanguard Value ETF 2,095411K $
70Tesla Inc 1,103410K $
71iShares U.S. Technology ETF 2,259409.9K $
72ALLIANZIM US EQ BUFFER20 DEC 12,176406.8K $
73FIDELITY COVINGTON TRUST 5,745404.2K $
74SELECT SECTOR SPDR TRUST (THE) 3,603399.5K $
75Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3,159395.3K $
76Lam Research Corp 1,771378.4K $
77ALLIANZIM US EQ BUFFER20 JUL 9,660374.9K $
78Vanguard FTSE Developed Markets ETF 5,764369.3K $
79Schwab U.S. Aggregate Bond ETF 15,900369.2K $
80Vanguard Small-Cap ETF 1,406368.3K $
81Exxon Mobil Corp 2,161366.6K $
82iShares Core Dividend Growth ETF 4,991350.3K $
83JPMorgan Ultra-Short Income ETF 6,872347.8K $
84ALLIANZIM US EQ BUFFER20 NOV 10,420346.8K $
85Taiwan Semiconductor Manufacturing Co Ltd 1,024346.7K $
86iShares ESG Aware MSCI USA ETF 2,451346.6K $
87iShares Russell Mid-Cap Value 2,318337.9K $
88Procter & Gamble Co/The 2,338337.7K $
89Home Depot Inc/The 1,011332.7K $
90FIDELITY COVINGTON TRUST 5,339315.4K $
91Texas Instruments Inc 1,614313.3K $
92Fidelity Investment Grade Bond 6,989301.8K $
93J.P. MORGAN EXCHANGE-TRADED FUND TRUST 3,354287.3K $
94iShares MBS ETF 2,934278.6K $
95State Street SPDR S&P 500 ETF Trust 425277K $
96SPDR Gold Shares 615264.6K $
97iShares Morningstar Growth ETF 2,762263.7K $
98iShares Trust 2,551260.9K $
99JPMorgan Income ETF 5,655260.5K $
100General Electric Co 916260.2K $