Institutions / Elevation Point Wealth Partners, LLC
Elevation Point Wealth Partners, LLC
CIK 1744349 · Institution · as of Dec 31, 2025
Portfolio value
$2.08B
Positions
719
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$2.08B+62.1%Positions
719-51.8%Top holdings
Dec 31, 2025View all 719 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $80.95M | 3.9% |
| SPDR Gold Tr | $78.93M | 3.8% |
| Apple Inc. | $67.72M | 3.3% |
| Microsoft Corp | $59.42M | 2.9% |
| NVIDIA Corp | $41.37M | 2.0% |
| Amazon.com Inc | $35.83M | 1.7% |
| Enterprise Products Partners L.P.EPD | $32.67M | 1.6% |
| Exxon Mobil Corp | $32.26M | 1.6% |
| JPMorgan Chase & Co | $28.19M | 1.4% |
| iShares Tr | $28.08M | 1.4% |
| Comcast Corp. | $28.01M | 1.3% |
| Broadcom Inc. | $27.32M | 1.3% |
| Vanguard Scottsdale Fds | $27.13M | 1.3% |
| Vanguard Index Fds | $24.47M | 1.2% |
| Alphabet Inc. | $24.09M | 1.2% |
| Vanguard Tax-Managed Fds | $22.08M | 1.1% |
| ELI LILLY & Co | $22.01M | 1.1% |
| iShares Tr | $21.25M | 1.0% |
| iShares Tr | $20.78M | 1.0% |
| SPDR S&P 500 ETF Tr | $20.53M | 1.0% |
| SPDR Series Trust | $20.26M | 1.0% |
| Schwab Strategic Tr | $20.25M | 1.0% |
| Vanguard Bd Index Fds | $20.07M | 1.0% |
| SPDR Series Trust | $18.93M | 0.9% |
| iShares Inc | $18.64M | 0.9% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Trim | Apple Inc. Common stock | $-121.99M | -449K -64.31% | 249,088 3.26% of portfolio | high |
| Q4 2025 as of | Add | 922908363 Common stock | $80.09M | +128K +9335.16% | 129,073 3.90% of portfolio | high |
| Q4 2025 as of | Add | 78463V107 Common stock | $70.33M | +177K +817.03% | 199,169 3.80% of portfolio | high |
| Q4 2024 as of | New | 78464A508 Common stock | $69.90M | +1.4M | 1,366,875 3.36% of portfolio | high |
| Q3 2024 as of | Exit | 78464A508 Common stock | $-66.96M | -1.4M -100.00% | 0 | high |
| Q4 2024 as of | New | 78464A409 Common stock | $52.90M | +602K | 601,776 2.55% of portfolio | high |
| Q3 2024 as of | Exit | 78464A409 Common stock | $-46.18M | -576K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | 78464A508 Common stock | $-42.69M | -816K -100.00% | 0 | medium |
| Q4 2025 as of | Add | Microsoft Corp Common stock | $39.09M | +81K +192.21% | 122,875 2.86% of portfolio | medium |
| Q4 2025 as of | Exit | 78468R812 Common stock | $-38.86M | -238K -100.00% | 0 | medium |