Funds › Elevation Point Wealth Partners, LLC
Elevation Point Wealth Partners, LLC
13F for Q3 2026, filed Nov 5, 2026. 1,190 positions worth $6.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 5, 2026
Reported value
$6.0B
+$557.3M (10.3%) vs Q2 2026
Positions
1,190
1,181 in Q2 2026
Top 10 share
19.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Elevation Point Wealth Partners, LLC in the latest 13F quarter?
Using 13F.ai, how has Elevation Point Wealth Partners, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Elevation Point Wealth Partners, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 661,156 | $220.4M | 3.7% | +12.6% | 13F ↗ |
| 2 | Vanguard Index Fds S&P 500 Etf Shs | 201,707 | $142.1M | 2.4% | +0.8% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 259,895 | $133.5M | 2.2% | +11.1% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 566,752 | $129.7M | 2.2% | +7.5% | 13F ↗ |
| 5 | GLD SPDR Gold Shares · Gold Shs | 298,158 | $113.5M | 1.9% | +1.0% | 13F ↗ |
| 6 | BOKF BOK Financial Corporation | 769,991 | $97.3M | 1.6% | Unchanged | 13F ↗ |
| 7 | GOOGL Alphabet Inc. Class A | 278,146 | $95.9M | 1.6% | +4.7% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 367,653 | $92.0M | 1.5% | +14.8% | 13F ↗ |
| 9 | iShares Tr Core S&P500 Etf | 101,136 | $77.5M | 1.3% | +0.2% | 13F ↗ |
| 10 | JPM JPMorgan Chase & Co. | 201,641 | $66.7M | 1.1% | +2.5% | 13F ↗ |
| 11 | XOM ExxonMobil Holdings Corporation | 407,994 | $66.4M | 1.1% | New | 13F ↗ |
| 12 | First Tr Exchange Traded Fd Risng Divd Achiv | 798,520 | $62.5M | 1.0% | +58.3% | 13F ↗ |
| 13 | AVGO Broadcom Inc. | 167,173 | $58.7M | 1.0% | +2.8% | 13F ↗ |
| 14 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 74,533 | $57.0M | 1.0% | +0.8% | 13F ↗ |
| 15 | META Meta Platforms, Inc. | 71,762 | $52.0M | 0.9% | +7.8% | 13F ↗ |
| 16 | LLY Eli Lilly and Company | 44,574 | $51.5M | 0.9% | +6.0% | 13F ↗ |
| 17 | Spdr Series Trust St Str Blo 1 Etf | 536,089 | $49.1M | 0.8% | +62.3% | 13F ↗ |
| 18 | Spdr Series Trust St Str P500VAL | 756,135 | $46.7M | 0.8% | -1.4% | 13F ↗ |
| 19 | GOOG Alphabet Inc. Class C | 137,057 | $46.7M | 0.8% | +7.4% | 13F ↗ |
| 20 | First Tr Exchange Traded Fd Nasd Tech Div | 382,355 | $43.1M | 0.7% | +2348% | 13F ↗ |
| 21 | Bny Mellon ETF Trust Us Lrg Cp Core | 879,936 | $43.0M | 0.7% | +2433% | 13F ↗ |
| 22 | Select Sector Spdr Tr St Str Techn Etf | 216,963 | $42.5M | 0.7% | +7.0% | 13F ↗ |
| 23 | Spdr Series Trust St Str P500GRW | 323,828 | $40.9M | 0.7% | -0.8% | 13F ↗ |
| 24 | MU Micron Technology, Inc. | 38,362 | $40.9M | 0.7% | +9.3% | 13F ↗ |
| 25 | iShares Tr Msci Us Garp Etf | 456,267 | $39.7M | 0.7% | -0.5% | 13F ↗ |
| 26 | First Tr Exchange-Traded Fd Vest Laddered | 1.90M | $39.6M | 0.7% | +944% | 13F ↗ |
| 27 | Vanguard Tax-Managed Fds | 552,539 | $39.0M | 0.7% | +7.4% | 13F ↗ |
| 28 | HD Home Depot, Inc. | 134,661 | $38.3M | 0.6% | +0.9% | 13F ↗ |
| 29 | iShares Inc Msci Emrg Chn | 386,062 | $38.3M | 0.6% | +4.7% | 13F ↗ |
| 30 | iShares Tr Core S&P Scp Etf | 273,425 | $37.2M | 0.6% | +6.7% | 13F ↗ |
| 31 | EPD Enterprise Products Partners L.P. | 1.04M | $37.1M | 0.6% | +0.8% | 13F ↗ |
| 32 | First Tr Exchange-Traded Alp Sml Cp Grw Alp | 321,223 | $37.0M | 0.6% | +325% | 13F ↗ |
| 33 | Putnam ETF Trust Focused Lar Cap | 689,763 | $36.8M | 0.6% | New | 13F ↗ |
| 34 | iShares Tr Msci Usa Qlt Fct | 162,664 | $36.2M | 0.6% | -19.2% | 13F ↗ |
| 35 | First Tr Exch Trd Alphdx Fd Dev Mrk Ex Us | 364,363 | $34.1M | 0.6% | +2239% | 13F ↗ |
| 36 | iShares Tr Core S&P Mcp Etf | 460,314 | $33.1M | 0.6% | +5.8% | 13F ↗ |
| 37 | Pgim ETF Tr Jennison Int Opp | 521,847 | $32.7M | 0.5% | +2601% | 13F ↗ |
| 38 | Vanguard Bd Index Fds Short Trm Bond | 418,054 | $31.9M | 0.5% | +3.8% | 13F ↗ |
| 39 | iShares Tr Core Msci Eafe | 329,566 | $31.9M | 0.5% | -10.4% | 13F ↗ |
| 40 | First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 815,676 | $30.6M | 0.5% | +936% | 13F ↗ |
| 41 | iShares Tr Core Divid Etf | 472,573 | $30.5M | 0.5% | +1984% | 13F ↗ |
| 42 | iShares Tr Intl Eqty Factor | 737,670 | $30.4M | 0.5% | -0.5% | 13F ↗ |
| 43 | KO Coca-Cola Company | 332,640 | $28.8M | 0.5% | +3.4% | 13F ↗ |
| 44 | First Tr Exchange Traded Fd Smid Risng Etf | 687,317 | $27.9M | 0.5% | +167% | 13F ↗ |
| 45 | Pgim ETF Tr Etf | 695,351 | $27.5M | 0.5% | -20.0% | 13F ↗ |
| 46 | iShares Inc Core Msci Emkt | 324,497 | $26.3M | 0.4% | -3.0% | 13F ↗ |
| 47 | Rbb Fund Trust First Eagle Gbl | 515,946 | $26.0M | 0.4% | -0.6% | 13F ↗ |
| 48 | JNJ Johnson & Johnson | 97,807 | $25.9M | 0.4% | +3.3% | 13F ↗ |
| 49 | PANW Palo Alto Networks, Inc. | 64,556 | $25.7M | 0.4% | +6.5% | 13F ↗ |
| 50 | BRK-B Berkshire Hathaway Inc. Class B | 49,937 | $24.9M | 0.4% | +26.2% | 13F ↗ |
Showing the top 50 of 1,190 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
154 new, 581 added to, 406 trimmed, 145 exited, 49 unchanged. By estimated dollars.
New positions (154)
| XOM ExxonMobil Holdings Corporation | 407,994 | New | $66.4M |
| Putnam ETF Trust Focused Lar Cap | 689,763 | New | $36.8M |
| Northern Lts Fd Tr III Coun Qua Equ Etf | 172,789 | New | $8.9M |
| Dimensional ETF Trust Core Fixe In Etf | 214,629 | New | $8.6M |
| Invesco Actively Managed Exc Total Return | 184,879 | New | $8.2M |
| Calamos ETF Tr Nasdaq Autocalll | 260,135 | New | $6.8M |
| ETF Ser Solutions Defia Quant Etf | 37,110 | New | $5.6M |
| Goldman Sachs ETF Tr Ultr Shor Bd Etf | 107,226 | New | $5.4M |
| Vanguard World Fd Extended Dur | 97,014 | New | $5.4M |
| Vanguard Scottsdale Fds MTG-BKD Secs Etf | 112,421 | New | $5.0M |
Added to (581)
| First Tr Exchange Traded Fd Nasd Tech Div | 382,355 | +2348% | $41.4M |
| Bny Mellon ETF Trust Us Lrg Cp Core | 879,936 | +2433% | $41.3M |
| First Tr Exchange-Traded Fd Vest Laddered | 1.90M | +944% | $35.8M |
| First Tr Exch Trd Alphdx Fd Dev Mrk Ex Us | 364,363 | +2239% | $32.7M |
| Pgim ETF Tr Jennison Int Opp | 521,847 | +2601% | $31.5M |
| iShares Tr Core Divid Etf | 472,573 | +1984% | $29.0M |
| First Tr Exchange-Traded Alp Sml Cp Grw Alp | 321,223 | +325% | $28.3M |
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 815,676 | +936% | $27.6M |
| AAPL Apple Inc. | 661,156 | +12.6% | $24.7M |
| First Tr Exchange Traded Fd Risng Divd Achiv | 798,520 | +58.3% | $23.0M |
Trimmed (406)
| Vanguard Index Fds Mrngstr Grwt Etf | 14,012 | -98.4% | -$77.6M |
| Vanguard Index Fds Mrngstr Mid Cap | 4,713 | -98.9% | -$35.1M |
| Vanguard Index Fds Mrngstr Ttl Stk | 591 | -99.0% | -$22.2M |
| Goldman Sachs ETF Tr Access Inflati | 50,417 | -89.3% | -$19.5M |
| WMT Walmart Inc. | 15,681 | -91.4% | -$17.3M |
| WDC Western Digital Corporation | 6,798 | -84.1% | -$16.3M |
| iShares Tr Core S&P Us Vlu | 14,757 | -90.5% | -$15.4M |
| Spdr Series Trust St Lon Treas Etf | 283,167 | -66.1% | -$13.2M |
| V Visa Inc. | 11,279 | -73.1% | -$11.0M |
| Goldman Sachs ETF Tr Nasda 100 Etf | 68,307 | -70.8% | -$9.6M |
Exited (145)
| Exxon Mobil Corp | 392,100 | Exited | -$53.6M |
| Wisdomtree Tr Floatng Rat Trea | 592,455 | Exited | -$29.8M |
| Goldman Sachs ETF Tr Corporate Bd Etf | 513,440 | Exited | -$26.0M |
| Wisdomtree Tr Japn Hedge Eqt | 144,188 | Exited | -$25.0M |
| Invesco Qqq Tr | 26,865 | Exited | -$19.5M |
| Wisdomtree Tr Europe Hedged Eq | 291,745 | Exited | -$16.6M |
| Goldman Sachs ETF Tr Small Cap Equity | 210,982 | Exited | -$14.6M |
| RTX RTX Corporation | 53,023 | Exited | -$10.1M |
| Pgim ETF Tr Shor Dura Bd Etf | 175,262 | Exited | -$8.9M |
| Vanguard Index Fds Extend Mkt Etf | 34,411 | Exited | -$8.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 5, 2026 | 13F-HR | 1,206 | $6.0B | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 1,202 | $5.4B | Current | SEC ↗ |
| Q1 2026 | Apr 27, 2026 | 13F-HR | 1,095 | $4.3B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 719 | $2.1B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 671 | $1.4B | Current | SEC ↗ |
| Q2 2025 | Feb 3, 2026 | 13F-HR/A (restatement) | 1,493 | $1.3B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 1,499 | $1.3B | Replaced | SEC ↗ |
| Q1 2025 | Feb 3, 2026 | 13F-HR/A (restatement) | 533 | $1.2B | Current | SEC ↗ |
| Q1 2025 | Apr 16, 2025 | 13F-HR | 533 | $1.2B | Replaced | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer