CIK 1744349
ELEVATION POINT WEALTH PARTNERS, LLC
Institutional 13F holdings & portfolio
Holdings
719
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
8
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 129K | $1M+ | SH |
| GLD | SPDR GOLD TR | 199K | $1M+ | SH |
| AAPL | APPLE INC | 249K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 123K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 222K | $1M+ | SH |
| AMZN | AMAZON COM INC | 155K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 1.0M | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 268K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 87K | $1M+ | SH |
| IEFA | ISHARES TR | 314K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 937K | $1M+ | SH |
| AVGO | BROADCOM INC | 79K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 324K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 84K | $1M+ | SH |
| GOOGL | ALPHABET INC | 77K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 354K | $1M+ | SH |
| LLY | ELI LILLY & CO | 20K | $1M+ | SH |
| IJR | ISHARES TR | 177K | $1M+ | SH |
| IJH | ISHARES TR | 315K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 30K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 787K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 867K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 255K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 207K | $1M+ | SH |
| IEMG | ISHARES INC | 277K | $1M+ | SH |
| USFR | WISDOMTREE TR | 367K | $1M+ | SH |
| META | META PLATFORMS INC | 27K | $1M+ | SH |
| BOND | PIMCO ETF TR | 186K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 336K | $1M+ | SH |
| DXJ | WISDOMTREE TR | 102K | $1M+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 112K | $1M+ | SH |
| GOVT | ISHARES TR | 607K | $1M+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 202K | $1M+ | SH |
| NOBL | PROSHARES TR | 124K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 61K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 453K | $1M+ | SH |
| TLT | ISHARES TR | 128K | $1M+ | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 264K | $1M+ | SH |
| HEDJ | WISDOMTREE TR | 204K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 193K | $1M+ | SH |
| EMXC | ISHARES INC | 143K | $1M+ | SH |
| MTUM | ISHARES TR | 42K | $1M+ | SH |
| MS | MORGAN STANLEY | 58K | $1M+ | SH |
| TFLO | ISHARES TR | 203K | $1M+ | SH |
| IMCG | ISHARES TR | 128K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 126K | $1M+ | SH |
| IVV | ISHARES TR | 15K | $1M+ | SH |
| GOOG | ALPHABET INC | 31K | $1M+ | SH |
| QUAL | ISHARES TR | 49K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 65K | $1M+ | SH |