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ELEVATION POINT WEALTH PARTNERS, LLC 13F holdings

Filed 2026-08-12 · ELEVATION POINT WEALTH PARTNERS, LLC · 1,202 positions · $5.4B

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC587.2K$169.9M3.1%
VOOVANGUARD INDEX FDS200.1K$137.4M2.5%
GLDSPDR GOLD TR295.3K$108.8M2.0%
BOKFBOK FINL CORP770.0K$106.9M2.0%
NVDANVIDIA CORPORATION527.3K$105.5M2.0%
GOOGLALPHABET INC265.6K$94.9M1.8%
MSFTMICROSOFT CORP233.9K$87.2M1.6%
AMZNAMAZON COM INC320.1K$76.3M1.4%
IVVISHARES TR101.0K$75.6M1.4%
VUGVANGUARD INDEX FDS871.2K$75.0M1.4%
JPMJPMORGAN CHASE & CO196.7K$64.4M1.2%
AVGOBROADCOM INC162.7K$61.5M1.1%
SPYSTATE STR SPDR S&P 500 ETF T73.9K$55.3M1.0%
EXMOCEXXON MOBIL CORP392.1K$53.6M1.0%
LLYELI LILLY & CO42.1K$50.4M0.9%
HDHOME DEPOT INC133.5K$47.0M0.9%
SPYVSPDR SERIES TRUST767.1K$46.6M0.9%
GOOGALPHABET INC127.7K$45.1M0.8%
QUALISHARES TR201.2K$44.2M0.8%
RDVYFIRST TR EXCHANGE TRADED FD504.4K$40.9M0.8%
MUMICRON TECHNOLOGY INC35.1K$40.5M0.8%
SPYGSPDR SERIES TRUST326.3K$38.8M0.7%
XLKSELECT SECTOR SPDR TR202.8K$38.6M0.7%
IJRISHARES TR256.3K$38.0M0.7%
EPDENTERPRISE PRODS PARTNERS L1.0M$37.9M0.7%
GARPISHARES TR458.6K$37.9M0.7%
EMXCISHARES INC368.8K$37.7M0.7%
METAMETA PLATFORMS INC66.6K$37.5M0.7%
VEAVANGUARD TAX-MANAGED FDS514.7K$36.7M0.7%
PTRBPGIM ETF TR869.3K$36.2M0.7%
VOVANGUARD INDEX FDS443.6K$35.7M0.7%
IEFAISHARES TR367.6K$35.5M0.7%
VCITVANGUARD SCOTTSDALE FDS416.0K$34.4M0.6%
IJHISHARES TR434.9K$33.5M0.6%
BSVVANGUARD BD INDEX FDS402.7K$31.4M0.6%
INTFISHARES TR741.2K$30.4M0.6%
BILSPDR SERIES TRUST330.4K$30.3M0.6%
USFRWISDOMTREE TR592.5K$29.8M0.6%
ACWIISHARES INC334.4K$27.7M0.5%
WDCWESTERN DIGITAL CORP42.7K$27.3M0.5%
KOCOCA COLA CO321.7K$26.3M0.5%
—GOLDMAN SACHS ETF TR513.4K$26.0M0.5%
FEGERBB FUND TRUST519.1K$25.4M0.5%
DXJWISDOMTREE TR144.2K$25.0M0.5%
GOVTISHARES TR1.1M$24.9M0.5%
CMCSACOMCAST CORP NEW1.0M$24.7M0.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC51.4K$24.5M0.5%
JNJJOHNSON & JOHNSON94.7K$24.0M0.4%
ABBVABBVIE INC92.1K$23.2M0.4%
GTIPGOLDMAN SACHS ETF TR472.0K$23.1M0.4%
TSLATESLA INC52.5K$22.0M0.4%
SPTLSPDR SERIES TRUST834.8K$21.9M0.4%
VTIVANGUARD INDEX FDS58.9K$21.8M0.4%
PANWPALO ALTO NETWORKS INC60.6K$20.7M0.4%
WMTWALMART INC181.6K$20.6M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL39.6K$19.8M0.4%
QQQINVESCO QQQ TR26.9K$19.5M0.4%
IMCGISHARES TR196.1K$19.3M0.4%
NOBLPROSHARES TR342.3K$19.2M0.4%
VYMVANGUARD WHITEHALL FDS121.5K$19.2M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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