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 651–700 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 761 | $100K–$500K | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 111 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 393 | $100K–$500K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| IWY | ISHARES TR | 846 | $100K–$500K | SH |
| EXPO | EXPONENT INC | 3K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 2K | $100K–$500K | SH |
| SYY | SYSCO CORP | 3K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 1K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 1K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 3K | $100K–$500K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 252 | $100K–$500K | SH |
| NEXN | NEXXEN INTL LTD | 34K | $100K–$500K | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 17K | $100K–$500K | SH |
| STE | STERIS PLC | 878 | $100K–$500K | SH |
| MSCI | MSCI INC | 385 | $100K–$500K | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 25K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 12K | $100K–$500K | SH |
| KVUE | KENVUE INC | 13K | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 987 | $100K–$500K | SH |
| VTWV | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| USHY | ISHARES TR | 6K | $100K–$500K | SH |
| GTLB | GITLAB INC | 6K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 1K | $100K–$500K | SH |
| COHR | COHERENT CORP | 1K | $100K–$500K | SH |
| NEU | NEWMARKET CORP | 314 | $100K–$500K | SH |
| DOV | DOVER CORP | 1K | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP | 577 | $100K–$500K | SH |
| WPC | WP CAREY INC | 3K | $100K–$500K | SH |
| AME | AMETEK INC | 1K | $100K–$500K | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 9K | $100K–$500K | SH |
| MC | MOELIS & CO | 3K | $100K–$500K | SH |
| EEMA | ISHARES INC | 2K | $100K–$500K | SH |
| RELX | RELX PLC | 5K | $100K–$500K | SH |
| IMCB | ISHARES TR | 3K | $100K–$500K | SH |
| AXS | AXIS CAP HLDGS LTD | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 1K | $100K–$500K | SH |
| PLUS | EPLUS INC | 2K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA | 18K | $100K–$500K | SH |
| IX | ORIX CORP | 7K | $100K–$500K | SH |
| RTO | RENTOKIL INITIAL PLC | 7K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 4K | $100K–$500K | SH |
| GSWO | GOLDMAN SACHS ETF TR | 4K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 10K | $100K–$500K | SH |
| WIA | WESTERN ASST INFLTN LKD INM | 22K | $100K–$500K | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 37K | $100K–$500K | SH |