SEC 13F Intelligence

Elevation Wealth Management LLC / MSFT

Elevation Wealth Management LLC’s Microsoft Corp Position

Does Elevation Wealth Management LLC own Microsoft Corp (MSFT)? Yes — 10.7K shares worth $4M (+3.64% of its 13F portfolio) as of Q1 2026, up from 6.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.7K
% of Portfolio
+3.64%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.7K$4M+3.64%
Q4 20256.1K$3M+2.84%

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 MSFT.