Elevation Wealth Management LLC has filed its latest 13F-HR report, revealing a total value of $148.24 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions in various securities, which may influence the competitive landscape within the investment advisory industry.

Elevation Wealth Management, based in Eden Prairie, Minnesota, operates under the Central Index Key (CIK) number 0002093518. The firm is categorized as an investment advisory entity, and its recent filings include multiple 13F-HR reports, the latest being submitted on November 2, 2026, with a previous report dated July 29, 2026.

According to the filing, the report covers the period ending September 30, 2026, and includes a total of 357 individual securities. The filing states, "The total value of securities reported is $148,240,608," indicating the firm's active management of a diverse portfolio.

This update may affect various stakeholders, including clients, competitors, and market analysts. Clients may gain insights into the firm’s investment approach, while competitors might view these disclosures as a benchmark for their own performance and strategies. The filing also includes information about other managers involved, specifically 55I, LLC, which is noted as managing assets alongside Elevation Wealth Management.

Looking ahead, the filing does not specify what actions or changes may occur as a result of this report. However, it is expected that the firm will continue to monitor its investments and adjust its strategies in response to market conditions.