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 301–350 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BN | BROOKFIELD CORP | 23K | $1M+ | SH |
| PFE | PFIZER INC | 43K | $1M+ | SH |
| ROL | ROLLINS INC | 18K | $1M+ | SH |
| NOW | SERVICENOW INC | 7K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $1M+ | SH |
| VRTS | VIRTUS INVT PARTNERS INC | 6K | $1M+ | SH |
| IBB | ISHARES TR | 6K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 3K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 20K | $1M+ | SH |
| AEIS | ADVANCED ENERGY INDS | 5K | $1M+ | SH |
| CMA | COMERICA INC | 12K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| NDAQ | NASDAQ INC | 10K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 5K | $500K+ | SH |
| COR | CENCORA INC | 3K | $500K+ | SH |
| SHEL | SHELL PLC | 14K | $500K+ | SH |
| FDX | FEDEX CORP | 3K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 5K | $500K+ | SH |
| HDB | HDFC BANK LTD | 27K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 18K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $500K+ | SH |
| IP | INTERNATIONAL PAPER CO | 25K | $500K+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 21K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 2K | $500K+ | SH |
| AA | ALCOA CORP | 18K | $500K+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 6K | $500K+ | SH |
| IWR | ISHARES TR | 10K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 690 | $500K+ | SH |
| TTE | TOTALENERGIES SE | 14K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| HBCP | HOME BANCORP INC | 16K | $500K+ | SH |
| SUSA | ISHARES TR | 6K | $500K+ | SH |
| C | CITIGROUP INC | 8K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 8K | $500K+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 3K | $500K+ | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 82K | $500K+ | SH |
| MEAR | ISHARES U S ETF TR | 17K | $500K+ | SH |
| SAP | SAP SE | 4K | $500K+ | SH |
| CSX | CSX CORP | 24K | $500K+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 3K | $500K+ | SH |
| MCK | MCKESSON CORP | 1K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 7K | $500K+ | SH |
| SPSM | SPDR SERIES TRUST | 18K | $500K+ | SH |
| GJUL | FIRST TR EXCHNG TRADED FD VI | 21K | $500K+ | SH |
| ROST | ROSS STORES INC | 5K | $500K+ | SH |
| NWG | NATWEST GROUP PLC | 48K | $500K+ | SH |
| UL | UNILEVER PLC | 13K | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 33K | $500K+ | SH |