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 351–400 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PHM | PULTE GROUP INC | 7K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 4K | $500K+ | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 6K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 4K | $500K+ | SH |
| CB | CHUBB LIMITED | 3K | $500K+ | SH |
| GDV | GABELLI DIVID & INCOME TR | 29K | $500K+ | SH |
| IAGG | ISHARES TR | 16K | $500K+ | SH |
| KRE | SPDR SERIES TRUST | 12K | $500K+ | SH |
| CLOA | BLACKROCK ETF TRUST II | 16K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| TRGP | TARGA RES CORP | 4K | $500K+ | SH |
| ACM | AECOM | 8K | $500K+ | SH |
| SOXX | ISHARES TR | 3K | $500K+ | SH |
| NTLA | INTELLIA THERAPEUTICS INC | 87K | $500K+ | SH |
| TRMB | TRIMBLE INC | 10K | $500K+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 8K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 3K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 143 | $500K+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 4K | $500K+ | SH |
| DOW | DOW INC | 33K | $500K+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 12K | $500K+ | SH |
| NKE | NIKE INC | 12K | $500K+ | SH |
| COWZ | PACER FDS TR | 12K | $500K+ | SH |
| WRB | BERKLEY W R CORP | 11K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 6K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 9K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 3K | $500K+ | SH |
| COLD | AMERICOLD REALTY TRUST INC | 56K | $500K+ | SH |
| EOG | EOG RES INC | 7K | $500K+ | SH |
| USB | US BANCORP DEL | 13K | $500K+ | SH |
| SONY | SONY GROUP CORP | 27K | $500K+ | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 26K | $500K+ | SH |
| HUBS | HUBSPOT INC | 2K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 8K | $500K+ | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 7K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 8K | $500K+ | SH |
| MET | METLIFE INC | 9K | $500K+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 4K | $500K+ | SH |
| O | REALTY INCOME CORP | 12K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 5K | $500K+ | SH |
| ETR | ENTERGY CORP NEW | 7K | $500K+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 3K | $500K+ | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 8K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| B | BARRICK MNG CORP | 15K | $500K+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| HAL | HALLIBURTON CO | 23K | $500K+ | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 23K | $500K+ | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 7K | $500K+ | SH |