ELEVATION POINT WEALTH PARTNERS, LLC

Est. AUM

$4.30B

13F long equity, this entity only

Positions

1,090

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$149.7M	590038	3.49%	SOLE
2	SPDR GOLD TR	GOLD SHS	$132.1M	306968	3.07%	SOLE
3	NVIDIA CORPORATION	COM	$87.2M	499727	2.03%	SOLE
4	MICROSOFT CORP	COM	$85.5M	230977	1.99%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$83.2M	139259	1.94%	SOLE
6	ALPHABET INC	CAP STK CL A	$69.7M	242209	1.62%	SOLE
7	EXXON MOBIL CORP	COM	$65.8M	387890	1.53%	SOLE
8	AMAZON COM INC	COM	$63.0M	302481	1.47%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$58.2M	89076	1.35%	SOLE
10	BROADCOM INC	COM	$51.3M	165864	1.20%	SOLE
11	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$51.0M	83233	1.19%	SOLE
12	JPMORGAN CHASE & CO	COM	$50.5M	171511	1.17%	SOLE
13	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$49.4M	722842	1.15%	SOLE
14	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$41.0M	1039862	0.95%	SOLE
15	HOME DEPOT INC	COM	$40.4M	122947	0.94%	SOLE
16	ENTERPRISE PRODS PARTNERS L	COM	$39.1M	1032176	0.91%	SOLE
17	ELI LILLY & CO	COM	$38.8M	42234	0.90%	SOLE
18	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$35.6M	495706	0.83%	SOLE
19	ALPHABET INC	CAP STK CL C	$33.9M	118345	0.79%	SOLE
20	ISHARES TR	MSCI USA QLT FCT	$33.9M	176633	0.79%	SOLE
21	META PLATFORMS INCCALL	CL A	$33.9M	59269	0.79%	SOLE
22	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$33.5M	405333	0.78%	SOLE
23	ISHARES TR	CORE MSCI EAFE	$33.4M	368941	0.78%	SOLE
24	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$32.2M	232912	0.75%	SOLE
25	ISHARES TR	CORE S&P MCP ETF	$28.9M	428500	0.67%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET TEC	$28.8M	216534	0.67%	SOLE
27	VANGUARD INDEX FDS	GROWTH ETF	$28.4M	65117	0.66%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$28.4M	228153	0.66%	SOLE
29	COMCAST CORP NEW	CL A	$28.4M	987693	0.66%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$27.7M	302098	0.64%	SOLE
31	VANGUARD BD INDEX FDS	SHORT TRM BOND	$26.9M	343535	0.63%	SOLE
32	ISHARES INC	MSCI EMRG CHN	$26.5M	336708	0.62%	SOLE
33	VANGUARD INDEX FDS	MID CAP ETF	$25.8M	89910	0.60%	SOLE
34	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$25.4M	395812	0.59%	SOLE
35	WISDOMTREE TR	FLOATNG RAT TREA	$25.0M	495884	0.58%	SOLE
36	SCHWAB STRATEGIC TR	US AGGREGATE B	$24.7M	1064646	0.58%	SOLE
37	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$24.7M	434984	0.57%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$24.5M	956842	0.57%	SOLE
39	ISHARES INC	CORE MSCI EMKT	$24.1M	344818	0.56%	SOLE
40	VANGUARD INDEX FDS	EXTEND MKT ETF	$23.8M	115749	0.55%	SOLE
41	WALMART INC	COM	$23.2M	186399	0.54%	SOLE
42	COCA COLA CO	COM	$23.1M	302522	0.54%	SOLE
43	JOHNSON & JOHNSON	COM	$23.1M	94655	0.54%	SOLE
44	ISHARES TR	HDG MSCI EAFE	$22.3M	524043	0.52%	SOLE
45	ISHARES TR	US TREAS BD ETF	$22.0M	960565	0.51%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$19.3M	60216	0.45%	SOLE
47	ABBVIE INC	COM	$19.0M	87277	0.44%	SOLE
48	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$18.5M	124693	0.43%	SOLE
49	TESLA INC	COM	$18.0M	48502	0.42%	SOLE
50	PIMCO ETF TR	ACTIVE BD ETF	$18.0M	194918	0.42%	SOLE

1–50 of 1,090

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.