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
101Coca-Cola Consolidated Inc 1,330255K $
102iShares Core S&P U.S. Growth ETF 1,637253.9K $
103Salesforce Inc 1,359253.7K $
104PACCAR Inc 2,196253.6K $
105J.P. MORGAN EXCHANGE-TRADED FUND TRUST 3,413253.4K $
106BlackRock ETF Trust II 4,876253.2K $
107Applied Materials Inc 738252.4K $
108VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,166250.9K $
109Innovator U.S. Equity Power Bu 5,650243.3K $
110iShares Trust 1,893242.5K $
111BlackRock ETF Trust 6,391231.5K $
112Schwab Fundamental International Equity Etf 4,696229.8K $
113Schwab U.S. Large-Cap ETF 8,789225.3K $
114Vanguard Total Bond Market ETF 3,027222.9K $
115Pacer Funds Trust 3,534221.1K $
116Palantir Technologies Inc 1,510220.9K $
117iShares Trust 2,228216.6K $
118Vanguard S&P 500 Growth ETF 529215.7K $
119SPDR Gold MiniShares Trust 2,319214.9K $
120F/m US Treasury 3 Month Bill F 4,291213.9K $
121Blackrock Inc 218210K $
122Analog Devices Inc 652207.3K $
123Ishares Gold Trust 2,350207.2K $
124SPDR Series Trust 4,282206.9K $
125Innovator Equity Man 5,795205.4K $
126Marvell Technology Inc 2,050203.1K $