SEC 13F Intelligence

Elevation Wealth Management LLC / AAPL

Elevation Wealth Management LLC’s Apple Inc Position

Does Elevation Wealth Management LLC own Apple Inc (AAPL)? Yes — 20.3K shares worth $5M (+4.72% of its 13F portfolio) as of Q1 2026, up from 18.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
20.3K
% of Portfolio
+4.72%
Quarters Held
2
currently held

Position History AAPL

Reported value by quarter
Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.3K$5M+4.72%
Q4 202518.5K$5M+4.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elevation Wealth Management LLC’s full portfolio or all institutional holders of AAPL.