Sign In
test

Derek Beiningen

Elevation Wealth Management Llc

Assets Managed
$109.026M
Holdings
136
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
4.59%(2Q avg: 2.3%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevation Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

Assets under management

The assets under management (AUM) of Elevation Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 109.026M in assets, with a quarterly growth rate of 4.59% and a 2-quarter average growth rate of 2.3%. The portfolio is managed by Derek Beiningen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Increased 1.74%
6.98%
$7.605M
64,901 shares@ $117.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 23.74%
5.24%
$5.703M
32,699 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.72%
4.73%
$5.146M
20,278 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 62.4%
3.68%
$4.007M
19,239 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 75.62%
3.65%
$3.972M
10,732 shares@ $370.16 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 58.14%
3.31%
$3.607M
12,543 shares@ $287.56 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 67.11%
2.93%
$3.184M
11,099 shares@ $286.88 avg price
OCTW
Allianzim Us Lc Buffer20 Oct
Recent Activity
Decreased -8.09%
2.46%
$2.673M
69,475 shares@ $38.48 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 6.11%
2.34%
$2.547M
33,279 shares@ $76.55 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 12.37%
2.15%
$2.335M
4,081 shares@ $572.16 avg price

1-10 of 136