ELEVATION POINT WEALTH PARTNERS, LLC
Q2 2026 13F filing
Updated 29 days ago1,202 disclosed positions worth $5.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $169.9M | 587.2K | 3.15% | — |
| 2 | V VGES VANGUARD INDEX FDS | $137.4M | 200.1K | 2.54% | — |
| 3 | G GLD SPDR GOLD TR | $108.8M | 295.3K | 2.01% | — |
| 4 | B BOKF BOK FINL CORP | $106.9M | 770.0K | 1.98% | — |
| 5 | N NVDA NVIDIA CORPORATION | $105.5M | 527.3K | 1.95% | — |
| 6 | G GOOGN ALPHABET INC | $94.9M | 265.6K | 1.76% | — |
| 7 | M MSFT MICROSOFT CORP | $87.2M | 233.9K | 1.62% | — |
| 8 | A AMZN AMAZON COM INC | $76.3M | 320.1K | 1.41% | — |
| 9 | E ETHA ISHARES TR | $75.6M | 101.0K | 1.40% | — |
| 10 | V VGES VANGUARD INDEX FDS | $75M | 871.2K | 1.39% | — |
| 11 | J JPM-PM JPMORGAN CHASE & CO | $64.4M | 196.7K | 1.19% | — |
| 12 | A AVGO BROADCOM INC | $61.5M | 162.7K | 1.14% | — |
| 13 | S SPY STATE STR SPDR S&P 500 ETF T | $55.3M | 73.9K | 1.02% | — |
| 14 | X XOM EXXON MOBIL CORP | $53.6M | 392.1K | 0.99% | — |
| 15 | L LLY ELI LILLY & CO | $50.4M | 42.1K | 0.93% | — |
| 16 | H HD HOME DEPOT INC | $47M | 133.5K | 0.87% | — |
| 17 | S STT-PG SPDR SERIES TRUST | $46.6M | 767.1K | 0.86% | — |
| 18 | G GOOGN ALPHABET INC | $45.1M | 127.7K | 0.83% | — |
| 19 | E ETHA ISHARES TR | $44.2M | 201.2K | 0.82% | — |
| 20 | F FPF FIRST TR EXCHANGE TRADED FD | $40.9M | 504.4K | 0.76% | — |
| 21 | M MU MICRON TECHNOLOGY INC | $40.5M | 35.1K | 0.75% | — |
| 22 | S STT-PG SPDR SERIES TRUST | $38.8M | 326.3K | 0.72% | — |
| 23 | S STT-PG SELECT SECTOR SPDR TR | $38.6M | 202.8K | 0.72% | — |
| 24 | E ETHA ISHARES TR | $38M | 256.3K | 0.70% | — |
| 25 | E EPDU ENTERPRISE PRODS PARTNERS L | $37.9M | 1.03M | 0.70% | — |
| 26 | E ETHA ISHARES TR | $37.9M | 458.6K | 0.70% | — |
| 27 | E ETHA ISHARES INC | $37.7M | 368.8K | 0.70% | — |
| 28 | M META META PLATFORMS INC | $37.5M | 66.6K | 0.69% | — |
| 29 | V VGES VANGUARD TAX-MANAGED FDS | $36.7M | 514.7K | 0.68% | — |
| 30 | ? N/A PGIM ETF TR | $36.2M | 869.3K | 0.67% | — |
| 31 | V VGES VANGUARD INDEX FDS | $35.7M | 443.6K | 0.66% | — |
| 32 | E ETHA ISHARES TR | $35.5M | 367.6K | 0.66% | — |
| 33 | V VGES VANGUARD SCOTTSDALE FDS | $34.4M | 416.0K | 0.64% | — |
| 34 | E ETHA ISHARES TR | $33.5M | 434.9K | 0.62% | — |
| 35 | V VGES VANGUARD BD INDEX FDS | $31.4M | 402.7K | 0.58% | — |
| 36 | E ETHA ISHARES TR | $30.4M | 741.2K | 0.56% | — |
| 37 | S STT-PG SPDR SERIES TRUST | $30.3M | 330.4K | 0.56% | — |
| 38 | B BTCW WISDOMTREE TR | $29.8M | 592.5K | 0.55% | — |
| 39 | E ETHA ISHARES INC | $27.7M | 334.4K | 0.51% | — |
| 40 | W WDC WESTERN DIGITAL CORP | $27.3M | 42.7K | 0.51% | — |
| 41 | K KO COCA COLA CO | $26.3M | 321.7K | 0.49% | — |
| 42 | ? N/A GOLDMAN SACHS ETF TR | $26M | 513.4K | 0.48% | — |
| 43 | ? N/A RBB FUND TRUST | $25.4M | 519.1K | 0.47% | — |
| 44 | B BTCW WISDOMTREE TR | $25M | 144.2K | 0.46% | — |
| 45 | E ETHA ISHARES TR | $24.9M | 1.09M | 0.46% | — |
| 46 | C CCZ COMCAST CORP NEW | $24.7M | 1.01M | 0.46% | — |
| 47 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $24.5M | 51.4K | 0.45% | — |
| 48 | J JNJ JOHNSON & JOHNSON | $24M | 94.7K | 0.45% | — |
| 49 | A ABBV ABBVIE INC | $23.2M | 92.1K | 0.43% | — |
| 50 | ? N/A GOLDMAN SACHS ETF TR | $23.1M | 472.0K | 0.43% | — |