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 251–300 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MUB | ISHARES TR | 13K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 5K | $1M+ | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 68K | $1M+ | SH |
| PSX | PHILLIPS 66 | 11K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 5K | $1M+ | SH |
| ARM | ARM HOLDINGS PLC | 12K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 14K | $1M+ | SH |
| IWD | ISHARES TR | 6K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 14K | $1M+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 57K | $1M+ | SH |
| NVS | NOVARTIS AG | 10K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| XHB | SPDR SERIES TRUST | 13K | $1M+ | SH |
| SHOP | SHOPIFY INC | 8K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 27K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 4K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 3K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 17K | $1M+ | SH |
| ITA | ISHARES TR | 6K | $1M+ | SH |
| DTE | DTE ENERGY CO | 10K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 23K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 18K | $1M+ | SH |
| JBL | JABIL INC | 6K | $1M+ | SH |
| MTB | M & T BK CORP | 6K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 6K | $1M+ | SH |
| IEF | ISHARES TR | 13K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 25K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 3K | $1M+ | SH |
| MAA | MID-AMER APT CMNTYS INC | 9K | $1M+ | SH |
| AEE | AMEREN CORP | 12K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 7K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 3K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 2K | $1M+ | SH |
| SMIG | ETF SER SOLUTIONS | 42K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 4K | $1M+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 52K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 13K | $1M+ | SH |
| SBCF | SEACOAST BKG CORP FLA | 37K | $1M+ | SH |
| FHN | FIRST HORIZON CORPORATION | 48K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 7K | $1M+ | SH |
| NRG | NRG ENERGY INC | 7K | $1M+ | SH |
| CTRA | COTERRA ENERGY INC | 43K | $1M+ | SH |
| ING | ING GROEP N.V. | 40K | $1M+ | SH |
| INGR | INGREDION INC | 10K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 13K | $1M+ | SH |
| ASML | ASML HOLDING N V | 1K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 12K | $1M+ | SH |