Elevation Point Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.31B
Q ending 2026-03-31
Prior quarter
$2.08B
Q ending 2025-12-31
Change
+107.5% QoQ · +269.5% YoY
Positions
1,095
reported holdings
Largest positions
Top 100 of 1,095 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $149.7M | 590K |
| Spdr Gold Tr | GLD | Shares | $132.1M | 307K |
| Nvidia Corporation | NVDA | Shares | $87.2M | 500K |
| Microsoft Corp | MSFT | Shares | $85.5M | 231K |
| Vanguard Index Fds | VOO | Shares | $83.2M | 139K |
| Alphabet Inc | GOOGL | Shares | $69.6M | 242K |
| Exxon Mobil Corp | XOM | Shares | $65.8M | 388K |
| Amazon Com Inc | AMZN | Shares | $63.0M | 302K |
| Ishares Tr | IVV | Shares | $58.2M | 89K |
| Broadcom Inc | AVGO | Shares | $51.3M | 166K |
| State Str Spdr S&P 500 Etf T | SPY | Put | $51.0M | 83K |
| Jpmorgan Chase & Co | JPM | Shares | $50.5M | 172K |
| First Tr Exchange Traded Fd | RDVY | Shares | $49.4M | 723K |
| First Tr Exchange Traded Fd | SDVY | Shares | $41.0M | 1.0M |
| Home Depot Inc | HD | Shares | $40.4M | 123K |
| Enterprise Prods Partners L | EPD | Shares | $39.1M | 1.0M |
| Eli Lilly & Co | LLY | Shares | $38.8M | 42K |
| J P Morgan Exchange Traded F | JAVA | Shares | $35.6M | 496K |
| Alphabet Inc | GOOG | Shares | $33.9M | 118K |
| Ishares Tr | QUAL | Shares | $33.9M | 177K |
| Meta Platforms Inc | META | Call | $33.9M | 59K |
| Vanguard Scottsdale Fds | VCIT | Shares | $33.5M | 405K |
| Ishares Tr | IEFA | Shares | $33.4M | 369K |
| Vanguard Intl Equity Index F | VT | Shares | $32.2M | 233K |
| Ishares Tr | IJH | Shares | $28.9M | 429K |
| Select Sector Spdr Tr | XLK | Shares | $28.8M | 217K |
| Vanguard Index Fds | VUG | Shares | $28.4M | 65K |
| Ishares Tr | IJR | Shares | $28.4M | 228K |
| Comcast Corp New | CMCSA | Shares | $28.4M | 988K |
| Spdr Series Trust | BIL | Shares | $27.7M | 302K |
| Vanguard Bd Index Fds | BSV | Shares | $26.9M | 344K |
| Ishares Inc | EMXC | Shares | $26.5M | 337K |
| Vanguard Index Fds | VO | Shares | $25.8M | 90K |
| Vanguard Tax-Managed Fds | VEA | Shares | $25.4M | 396K |
| Wisdomtree Tr | USFR | Shares | $25.0M | 496K |
| Schwab Strategic Tr | SCHZ | Shares | $24.7M | 1.1M |
| J P Morgan Exchange Traded F | JEPI | Shares | $24.7M | 435K |
| Spdr Series Trust | SPAB | Shares | $24.5M | 957K |
| Ishares Inc | IEMG | Shares | $24.1M | 345K |
| Vanguard Index Fds | VXF | Shares | $23.8M | 116K |
| Walmart Inc | WMT | Shares | $23.2M | 186K |
| Coca Cola Co | KO | Shares | $23.1M | 303K |
| Johnson & Johnson | JNJ | Shares | $23.1M | 95K |
| Ishares Tr | HEFA | Shares | $22.3M | 524K |
| Ishares Tr | GOVT | Shares | $22.0M | 961K |
| Vanguard Index Fds | VTI | Shares | $19.3M | 60K |
| Abbvie Inc | ABBV | Shares | $19.0M | 87K |
| Vanguard Whitehall Fds | VYM | Shares | $18.5M | 125K |
| Tesla Inc | TSLA | Shares | $18.0M | 49K |
| Pimco Etf Tr | BOND | Shares | $18.0M | 195K |
| Taiwan Semiconductor Manufac | TSM | Shares | $17.7M | 52K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $17.6M | 37K |
| J P Morgan Exchange Traded F | JPIE | Shares | $16.8M | 365K |
| Wisdomtree Tr | DXJ | Shares | $16.3M | 103K |
| Etfis Ser Tr I | UTES | Shares | $15.8M | 197K |
| John Hancock Exchange Traded | JHMM | Shares | $15.7M | 233K |
| Costco Wholesale Corporation | COST | Shares | $15.5M | 16K |
| Proshares Tr | NOBL | Shares | $15.4M | 146K |
| Morgan Stanley Etf Trust | EVTR | Shares | $15.3M | 301K |
| Invesco Qqq Tr | QQQ | Shares | $15.2M | 26K |
| Ishares Tr | TLT | Shares | $14.4M | 166K |
| Abrdn Silver Etf Trust | SIVR | Shares | $14.2M | 198K |
| Select Sector Spdr Tr | XLF | Shares | $14.1M | 286K |
| Merck & Co Inc | MRK | Shares | $14.1M | 117K |
| Ishares Tr | IWF | Shares | $13.9M | 33K |
| Western Digital Corp | WDC | Shares | $13.9M | 51K |
| Chevron Corporation | CVX | Shares | $13.8M | 67K |
| Nextera Energy Inc | NEE | Shares | $13.8M | 148K |
| Series Portfolios Tr | HEDG | Shares | $13.4M | 464K |
| Ishares Tr | IVE | Shares | $13.1M | 62K |
| Spdr Series Trust | SPTL | Shares | $12.9M | 491K |
| John Hancock Exchange Traded | JHML | Shares | $12.9M | 165K |
| Goldman Sachs Group Inc | GS | Shares | $12.8M | 15K |
| Morgan Stanley | MS | Shares | $12.8M | 78K |
| Visa Inc | V | Shares | $12.7M | 42K |
| Ishares Tr | MTUM | Shares | $12.5M | 52K |
| Goldman Sachs Etf Tr | GSID | Shares | $12.4M | 177K |
| Wisdomtree Tr | HEDJ | Shares | $12.2M | 234K |
| Micron Technology Inc | MU | Shares | $12.0M | 36K |
| Disney Walt Co | DIS | Shares | $11.9M | 124K |
| Netflix Inc. | NFLX | Call | $11.8M | 124K |
| Ishares Tr | IVW | Shares | $11.7M | 104K |
| Procter & Gamble Co | PG | Shares | $11.3M | 78K |
| American Centy Etf Tr | AVUV | Shares | $11.3M | 102K |
| Vanguard Scottsdale Fds | VGLT | Shares | $11.3M | 204K |
| Extra Space Storage Inc | EXR | Shares | $11.3M | 86K |
| First Tr Exchange-Traded Fd | HYLS | Shares | $11.2M | 275K |
| Ishares Tr | IMCG | Shares | $11.0M | 140K |
| Rtx Corporation | RTX | Shares | $10.8M | 56K |
| At&T Inc | T | Shares | $10.5M | 364K |
| Cisco Sys Inc | CSCO | Shares | $10.4M | 134K |
| Ishares Tr | AGG | Shares | $10.4M | 105K |
| Vanguard Specialized Funds | VIG | Shares | $10.2M | 47K |
| Hca Healthcare Inc | HCA | Shares | $10.0M | 21K |
| International Business Machs | IBM | Shares | $10.0M | 41K |
| Ishares Tr | EFA | Shares | $9.9M | 102K |
| Blackrock Etf Trust | DYNF | Shares | $9.6M | 165K |
| Ishares Tr | MBB | Shares | $9.5M | 101K |
| Vaneck Etf Trust | GDX | Shares | $9.5M | 104K |
| Ishares Tr | EFV | Shares | $9.4M | 126K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.