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 101–150 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7K | $1M+ | SH |
| V | VISA INC | 13K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 38K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 82K | $1M+ | SH |
| KO | COCA COLA CO | 64K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 8K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 54K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 298K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 32K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 15K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 5K | $1M+ | SH |
| EWJ | ISHARES INC | 52K | $1M+ | SH |
| TLH | ISHARES TR | 41K | $1M+ | SH |
| EFV | ISHARES TR | 57K | $1M+ | SH |
| BLK | BLACKROCK INC | 4K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 13K | $1M+ | SH |
| EOI | EATON VANCE ENHANCED EQUITY | 190K | $1M+ | SH |
| OEF | ISHARES TR | 11K | $1M+ | SH |
| EMLC | VANECK ETF TRUST | 147K | $1M+ | SH |
| DBND | DOUBLELINE ETF TRUST | 82K | $1M+ | SH |
| MBB | ISHARES TR | 40K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 207K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 126K | $1M+ | SH |
| NFLX | NETFLIX INC | 39K | $1M+ | SH |
| GM | GENERAL MTRS CO | 45K | $1M+ | SH |
| QCOM | QUALCOMM INC | 21K | $1M+ | SH |
| AMGN | AMGEN INC | 11K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 44K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| PEP | PEPSICO INC | 24K | $1M+ | SH |
| GEV | GE VERNOVA INC | 5K | $1M+ | SH |
| ABT | ABBOTT LABS | 27K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 57K | $1M+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 29K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 10K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 21K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 71K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 60K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| CRM | SALESFORCE INC | 12K | $1M+ | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 247K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 78K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 34K | $1M+ | SH |
| AMLP | ALPS ETF TR | 66K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 7K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 45K | $1M+ | SH |
| IUSB | ISHARES TR | 65K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 9K | $1M+ | SH |
| BGB | BLACKSTONE STRATEGIC CRED 20 | 253K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 110K | $1M+ | SH |