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 201–250 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| YOU | CLEAR SECURE INC | 54K | $1M+ | SH |
| L | LOEWS CORP | 18K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC | 32K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 5K | $1M+ | SH |
| MMM | 3M CO | 11K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 36K | $1M+ | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 52K | $1M+ | SH |
| BAR | GRANITESHARES GOLD TR | 42K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 42K | $1M+ | SH |
| GBND | GOLDMAN SACHS ETF TR | 35K | $1M+ | SH |
| GIGB | GOLDMAN SACHS ETF TR | 39K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 46K | $1M+ | SH |
| ALL | ALLSTATE CORP | 8K | $1M+ | SH |
| SRE | SEMPRA | 19K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 38K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 7K | $1M+ | SH |
| APP | APPLOVIN CORP | 3K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 20K | $1M+ | SH |
| PDX | PIMCO DYNAMIC INCOME STRATEG | 76K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 10K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| IXC | ISHARES TR | 39K | $1M+ | SH |
| EPR | EPR PPTYS | 32K | $1M+ | SH |
| AFL | AFLAC INC | 15K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 80K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 37K | $1M+ | SH |
| OKE | ONEOK INC NEW | 22K | $1M+ | SH |
| GGUS | GOLDMAN SACHS ETF TR | 25K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 27K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 12K | $1M+ | SH |
| TJX | TJX COS INC NEW | 10K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 31K | $1M+ | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 11K | $1M+ | SH |
| TIP | ISHARES TR | 14K | $1M+ | SH |
| PLD | PROLOGIS INC. | 12K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 31K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 92K | $1M+ | SH |
| DIS | DISNEY WALT CO | 13K | $1M+ | SH |
| KLAC | KLA CORP | 1K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 5K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 16K | $1M+ | SH |
| BX | BLACKSTONE INC | 9K | $1M+ | SH |
| CLOI | VANECK ETF TRUST | 27K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 15K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 7K | $1M+ | SH |
| F | FORD MTR CO | 108K | $1M+ | SH |
| SHY | ISHARES TR | 17K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 18K | $1M+ | SH |
| GTIP | GOLDMAN SACHS ETF TR | 29K | $1M+ | SH |