Elevation Point Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| 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% |
| WISDOMTREE TR | $18.46M | 0.9% |
| Meta Platforms Inc | $18.07M | 0.9% |
| PIMCO ETF TR | $17.43M | 0.8% |
| FIRST TR EXCHANGE-TRADED FD | $16.80M | 0.8% |
| WISDOMTREE TR | $14.65M | 0.7% |
| Extra Space Storage Inc | $14.65M | 0.7% |
| iShares MSCI UAE ETF | $13.97M | 0.7% |
| ABRDN SILVER ETF TRUST | $13.69M | 0.7% |
| PROSHARES TR | $12.94M | 0.6% |
| JOHNSON & JOHNSON | $12.53M | 0.6% |
| SPDR SERIES TRUST | $11.99M | 0.6% |
| iShares MSCI UAE ETF | $11.14M | 0.5% |
| FIRST TR EXCHANGE-TRADED FD | $11.05M | 0.5% |
| WISDOMTREE TR | $10.80M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $10.79M | 0.5% |
| ISHARES INC | $10.43M | 0.5% |
| iShares MSCI UAE ETF | $10.42M | 0.5% |
| Morgan Stanley | $10.34M | 0.5% |
| ISHARES TR | $10.23M | 0.5% |
| ISHARES TR | $10.19M | 0.5% |
| NEXTERA ENERGY INC | $10.15M | 0.5% |
| ISHARES TR | $10.11M | 0.5% |
| Alphabet Inc. | $9.74M | 0.5% |
| iShares MSCI UAE ETF | $9.64M | 0.5% |
| SELECT SECTOR SPDR TR | $9.36M | 0.5% |