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 51–100 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGG | ISHARES TR | 92K | $1M+ | SH |
| IQLT | ISHARES TR | 190K | $1M+ | SH |
| SGOV | ISHARES TR | 81K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 171K | $1M+ | SH |
| ABBV | ABBVIE INC | 34K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 27K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 31K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 246K | $1M+ | SH |
| GSID | GOLDMAN SACHS ETF TR | 106K | $1M+ | SH |
| HD | HOME DEPOT INC | 21K | $1M+ | SH |
| TSLA | TESLA INC | 16K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 149K | $1M+ | SH |
| UBS | UBS GROUP AG | 149K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 14K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC | 452K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 44K | $1M+ | SH |
| GEM | GOLDMAN SACHS ETF TR | 152K | $1M+ | SH |
| CSCO | CISCO SYS INC | 82K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 21K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 139K | $1M+ | SH |
| MCD | MCDONALDS CORP | 20K | $1M+ | SH |
| ORCL | ORACLE CORP | 31K | $1M+ | SH |
| MRK | MERCK & CO INC | 56K | $1M+ | SH |
| IVE | ISHARES TR | 27K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 453K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 37K | $1M+ | SH |
| RTX | RTX CORPORATION | 31K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 67K | $1M+ | SH |
| FOLD | AMICUS THERAPEUTICS INC | 368K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 9K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| IVW | ISHARES TR | 41K | $1M+ | SH |
| GE | GE AEROSPACE | 16K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 84K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 58K | $1M+ | SH |
| GSSC | GOLDMAN SACHS ETF TR | 66K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 180K | $1M+ | SH |
| WMT | WALMART INC | 44K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 27K | $1M+ | SH |
| EFA | ISHARES TR | 51K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 19K | $1M+ | SH |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 60K | $1M+ | SH |
| TUSI | TOUCHSTONE ETF TRUST | 188K | $1M+ | SH |
| EEM | ISHARES TR | 87K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 22K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 21K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 164K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 76K | $1M+ | SH |