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 151–200 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | 25K | $1M+ | SH |
| UNP | UNION PAC CORP | 12K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 29K | $1M+ | SH |
| BCI | ABRDN ETFS | 144K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 6K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 102K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 23K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 42K | $1M+ | SH |
| T | AT&T INC | 108K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 53K | $1M+ | SH |
| GCOR | GOLDMAN SACHS ETF TR | 62K | $1M+ | SH |
| BA | BOEING CO | 12K | $1M+ | SH |
| RWR | SPDR SERIES TRUST | 26K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 62K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 9K | $1M+ | SH |
| EMB | ISHARES TR | 26K | $1M+ | SH |
| FTAI | FTAI AVIATION LTD | 13K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 13K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 33K | $1M+ | SH |
| USMV | ISHARES TR | 26K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| INTC | INTEL CORP | 63K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 10K | $1M+ | SH |
| SSUS | STRATEGY SHS | 46K | $1M+ | SH |
| LIN | LINDE PLC | 5K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 13K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| INTU | INTUIT | 3K | $1M+ | SH |
| CBZ | CBIZ INC | 43K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 65K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 13K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 21K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 78K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 11K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC | 113K | $1M+ | SH |
| SSB | SOUTHSTATE BK CORP | 22K | $1M+ | SH |
| ADC | AGREE RLTY CORP | 28K | $1M+ | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC | 13K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 13K | $1M+ | SH |
| LOW | LOWES COS INC | 8K | $1M+ | SH |
| PFF | ISHARES TR | 65K | $1M+ | SH |
| IWF | ISHARES TR | 4K | $1M+ | SH |
| DHI | D R HORTON INC | 14K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 21K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 30K | $1M+ | SH |
| IXJ | ISHARES TR | 20K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 42K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 36K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 8K | $1M+ | SH |