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 701–719 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLO | CLOUGH GLOBAL OPPORTUNITIES | 28K | $100K–$500K | SH |
| AVK | ADVENT CONV & INCOME FD | 12K | $100K–$500K | SH |
| BGH | BARINGS GLOBAL SHORT DURATIO | 10K | $100K–$500K | SH |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 19K | $100K–$500K | SH |
| MYD | BLACKROCK MUNIYIELD FD INC | 12K | $100K–$500K | SH |
| FJET | STARFIGHTERS SPACE INC | 10K | $100K–$500K | SH |
| GNW | GENWORTH FINL INC | 11K | $100K–$500K | SH |
| GLV | CLOUGH GLOBAL DIVID & INCOME | 16K | $50K–$100K | SH |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 12K | $50K–$100K | SH |
| PIM | PUTNAM MASTER INTER INCOME T | 28K | $50K–$100K | SH |
| GAB | GABELLI EQUITY TR INC | 13K | $50K–$100K | SH |
| GUT | GABELLI UTIL TR | 14K | $50K–$100K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 16K | $50K–$100K | SH |
| UWMC | UWM HOLDINGS CORPORATION | 13K | $50K–$100K | SH |
| BBD | BANCO BRADESCO S A | 16K | $50K–$100K | SH |
| RIG | TRANSOCEAN LTD | 10K | $15K–$50K | SH |
| ABEV | AMBEV SA | 15K | $15K–$50K | SH |
| INVZ | INNOVIZ TECHNOLOGIES LTD | 22K | $15K–$50K | SH |
| CGC | CANOPY GROWTH CORP | 10K | $1K–$15K | SH |