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 401–450 of 719
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 14K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| GSK | GSK PLC | 13K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 3K | $500K+ | SH |
| NI | NISOURCE INC | 15K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4K | $500K+ | SH |
| VMC | VULCAN MATLS CO | 2K | $500K+ | SH |
| CBRE | CBRE GROUP INC | 4K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 1K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 63K | $500K+ | SH |
| TNGY | TORTOISE CAPITAL SERIES TRUS | 67K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 3K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| GLW | CORNING INC | 7K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 52K | $500K+ | SH |
| NDSN | NORDSON CORP | 2K | $500K+ | SH |
| CHE | CHEMED CORP NEW | 1K | $500K+ | SH |
| ALLE | ALLEGION PLC | 4K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 868 | $500K+ | SH |
| WSO | WATSCO INC | 2K | $500K+ | SH |
| ULS | UL SOLUTIONS INC | 7K | $500K+ | SH |
| LVS | LAS VEGAS SANDS CORP | 9K | $500K+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| WCN | WASTE CONNECTIONS INC | 3K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 1K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 2K | $500K+ | SH |
| CW | CURTISS WRIGHT CORP | 1K | $500K+ | SH |
| MKL | MARKEL GROUP INC | 267 | $500K+ | SH |
| COO | COOPER COS INC | 7K | $500K+ | SH |
| KKR | KKR & CO INC | 4K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 12K | $500K+ | SH |
| CIEN | CIENA CORP | 2K | $500K+ | SH |
| AVB | AVALONBAY CMNTYS INC | 3K | $500K+ | SH |
| ADSK | AUTODESK INC | 2K | $500K+ | SH |
| MIY | BLACKROCK MUNIYIELD MICH QU | 47K | $500K+ | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 3K | $500K+ | SH |
| DELL | DELL TECHNOLOGIES INC | 4K | $500K+ | SH |
| BCAT | BLACKROCK CAP ALLOCATION TER | 38K | $500K+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 9K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 267 | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 4K | $500K+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 2K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 5K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 4K | $500K+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 35K | $500K+ | SH |