Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ELEVATION POINT WEALTH PARTNERS, LLC (CIK 1744349) reported $4.31B across 1,079 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($149.7M, 3.47%), GLD ($132.1M, 3.06%), NVDA ($87.2M, 2.02%), MSFT ($85.5M, 1.98%), VOO ($83.2M, 1.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $149.7M | 3.47% | 590,038 | Added |
| 2 | GLD | SPDR GOLD TR | $132.1M | 3.06% | 306,968 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $87.2M | 2.02% | 499,727 | Added |
| 4 | MSFT | MICROSOFT CORP | $85.5M | 1.98% | 230,977 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $83.2M | 1.93% | 139,259 | Added |
| 6 | GOOGL | ALPHABET INC | $69.6M | 1.62% | 242,209 | Added |
| 7 | XOM | EXXON MOBIL CORP | $65.8M | 1.53% | 387,890 | Added |
| 8 | AMZN | AMAZON COM INC | $63.0M | 1.46% | 302,481 | Added |
| 9 | IVV | ISHARES TR | $58.2M | 1.35% | 89,076 | Added |
| 10 | AVGO | BROADCOM INC | $51.3M | 1.19% | 165,864 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $51.0M | 1.18% | 83,233 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $50.5M | 1.17% | 171,511 | Added |
| 13 | RDVY | FIRST TR EXCHANGE TRADED FD | $49.4M | 1.14% | 722,842 | Added |
| 14 | SDVY | FIRST TR EXCHANGE TRADED FD | $41.0M | 0.95% | 1.0M | Added |
| 15 | HD | HOME DEPOT INC | $40.4M | 0.94% | 122,947 | Added |
| 16 | EPD | ENTERPRISE PRODS PARTNERS L | $39.1M | 0.91% | 1.0M | Added |
| 17 | LLY | ELI LILLY & CO | $38.8M | 0.90% | 42,234 | Added |
| 18 | JAVA | J P MORGAN EXCHANGE TRADED F | $35.6M | 0.82% | 495,706 | New |
| 19 | QUAL | ISHARES TR | $33.9M | 0.79% | 176,633 | Added |
| 20 | META | META PLATFORMS INC | $33.9M | 0.79% | 59,269 | Added |
| 21 | GOOG | ALPHABET INC | $33.9M | 0.79% | 118,345 | Added |
| 22 | VCIT | VANGUARD SCOTTSDALE FDS | $33.5M | 0.78% | 405,333 | Added |
| 23 | IEFA | ISHARES TR | $33.4M | 0.77% | 368,941 | Added |
| 24 | VT | VANGUARD INTL EQUITY INDEX F | $32.2M | 0.75% | 232,912 | Added |
| 25 | XLK | SELECT SECTOR SPDR TR | $28.8M | 0.67% | 216,534 | Added |
Source: SEC Form 13F filings · as of 2026-03-31