Q2 2026 13F · SEC CIK 1744349

Elevation Point Wealth Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.4B
Reported positions: 1,181
Holdings vs S&P 500, 3 yrs: —
Assets under management: $8.3B

Elevation Point Wealth Partners, LLC is a wealth manager that reported 1,181 positions worth $5.4B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Apple Inc (AAPL, 3.2%), Vanguard S&p 500 ETF (VOO, 2.5%), Spdr Gold Shares (GLD, 2.0%).

Elevation Point Wealth Partners, LLC holdings largest 50 of 1,181 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elevation Point Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.2%	3.6%	587,164	-0.5%	$169.9M
VOOVanguard S&p 500 ETF	2.5%	2.0%	200,052	+43.7%	$137.4M
GLDSpdr Gold Shares	2.0%	3.1%	295,275	-3.8%	$108.8M
BOKFBok Finl Corp	2.0%	—	770,026	—	$106.9M
NVDANvidia Corporation Com	2.0%	2.1%	527,328	+5.5%	$105.5M
GOOGLAlphabet Inc	1.8%	1.7%	265,550	+9.6%	$94.9M
MSFTMicrosoft Corp	1.6%	2.0%	233,876	+1.3%	$87.2M
AMZNAmazon Com Inc Com	1.4%	1.5%	320,122	+5.8%	$76.3M
IVVIshares Core S&p 500 ETF	1.4%	1.4%	100,954	+13.3%	$75.6M
VUGVanguard Indx Fd	1.4%	0.7%	871,237	+1238.0%	$75.0M
JPMJpmorgan Chase & Co	1.2%	1.2%	196,682	+14.7%	$64.4M
AVGOBroadcom Inc	1.1%	1.2%	162,693	-1.9%	$61.5M
SPYSpdr S&p 500 ETF Tr	1.0%	—	73,906	—	$55.3M
XOMExxon Mobil Corp	1.0%	1.6%	392,100	+1.1%	$53.6M
LLYLilly Eli & Co	0.9%	0.9%	42,067	-0.4%	$50.4M
HDHome Depot Inc Com	0.9%	1.0%	133,466	+8.6%	$47.0M
SPYVSpdr Series Trust	0.9%	—	767,081	—	$46.6M
GOOGAlphabet Inc	0.8%	0.8%	127,665	+7.9%	$45.1M
QUALIshares Msci USA Quality Factor ETF	0.8%	0.8%	201,242	+13.9%	$44.2M
RDVYFirst Trust Rising Dividend Achievers Et	0.8%	1.2%	504,374	-30.2%	$40.9M
MUMicron Technology Inc	0.8%	—	35,098	—	$40.5M
SPYGSpdr Series Trust	0.7%	—	326,305	—	$38.8M
XLKState Street Technology Select Sector Sp	0.7%	0.7%	202,782	-6.4%	$38.6M
IJRIshares Core S&p Small Cap ETF	0.7%	0.7%	256,339	+12.4%	$38.0M
EPDEnterprise Prods Partners L	0.7%	0.9%	1,032,284	+0.0%	$37.9M
GARPIshares Tr	0.7%	—	458,581	—	$37.9M
EMXCIshares Inc	0.7%	0.6%	368,846	+9.5%	$37.7M
METAMeta Platforms Inc Class A	0.7%	—	66,600	—	$37.5M
VEAVanguard Tax-Managed Fds	0.7%	0.6%	514,683	+30.0%	$36.7M
PTRBPgim ETF Tr	0.7%	—	869,256	—	$36.2M
VOVanguard Index Fds	0.7%	0.6%	443,568	+393.3%	$35.7M
IEFAIshares Core Msci Eafe ETF	0.7%	0.8%	367,626	-0.4%	$35.5M
VCITVanguard Scottsdale Fds	0.6%	0.8%	415,986	+2.6%	$34.4M
IJHIshares Tr	0.6%	0.7%	434,926	+1.5%	$33.5M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.6%	0.6%	402,698	+17.2%	$31.4M
INTFIshares Tr	0.6%	—	741,199	—	$30.4M
BILSPDR Brcy1-3 Ser	0.6%	0.7%	330,375	+9.4%	$30.3M
USFRWisdomtree Tr	0.6%	0.6%	592,455	+19.5%	$29.8M
IEMGIshares	0.5%	0.6%	334,388	-3.0%	$27.7M
WDCWestern Digital Corp	0.5%	—	42,693	—	$27.3M
KOCoca Cola Co	0.5%	0.6%	321,668	+6.3%	$26.3M
GIGLGoldman Sachs ETF Tr	0.5%	—	513,440	—	$26.0M
FEGERbb Fund Trust	0.5%	—	519,149	—	$25.4M
DXJWisdomtree Tr	0.5%	—	144,188	—	$25.0M
GOVTIshares Tr	0.5%	0.5%	1,092,317	+13.7%	$24.9M
CMCSAComcast Corp New	0.5%	0.7%	1,005,982	+1.9%	$24.7M
TSMTaiwan Semiconductor Manufac	0.5%	0.4%	51,370	-2.0%	$24.5M
JNJJohnson & Johnson	0.4%	0.6%	94,695	+0.0%	$24.0M
ABBVAbbvie Inc	0.4%	0.5%	92,097	+5.5%	$23.2M
GTIPGoldman Sachs ETF Tr	0.4%	—	471,983	—	$23.1M

What Elevation Point Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.0% /yr; S&P 500 +22.0%
3 years: —
5 years: +10.2% /yr; S&P 500 +10.1%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.4B	1,181
Q1 2026	$4.2B	1,088
Q4 2025	$2.1B	719
Q3 2025	$1.4B	671
Q4 2023	$1.1B	492
Q3 2023	$919.4M	496
Q2 2023	$943.7M	477
Q1 2023	$890.3M	480
Q4 2022	$877.7M	448
Q3 2022	$752.5M	440
Q2 2022	$792.9M	452
Q1 2022	$919.9M	462

Questions about Elevation Point Wealth Partners, LLC's portfolio

What stocks does Elevation Point Wealth Partners, LLC own?

Elevation Point Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 1,181 positions worth $5.4B. The largest are Apple Inc (AAPL) at 3.2%, Vanguard S&p 500 ETF (VOO) at 2.5%, Spdr Gold Shares (GLD) at 2.0%, Bok Finl Corp (BOKF) at 2.0% and Nvidia Corporation Com (NVDA) at 2.0%.

What did Elevation Point Wealth Partners, LLC buy last quarter?

In Q2 2026, Elevation Point Wealth Partners, LLC added Vanguard Indx Fd (VUG) (+1238.0% shares), Vanguard Index Fds (VO) (+393.3% shares) and Vanguard S&p 500 ETF (VOO) (+43.7% shares), compared with its Q1 2026 filing.

What did Elevation Point Wealth Partners, LLC sell last quarter?

In Q2 2026, Elevation Point Wealth Partners, LLC cut from its top 50 First Tr Exchange-Traded Fd (SDVY), cut from its top 50 J P Morgan Exchange Traded F (JAVA), cut from its top 50 Vanguard Total World Stock Index Fund Et (VT), cut from its top 50 Schwab Strategic Tr (SCHZ), cut from its top 50 Jpmorgan Equity Premium Income ETF (JEPI), First Trust Rising Dividend Achievers Et (RDVY) (-30.2% shares) and State Street Technology Select Sector Sp (XLK) (-6.4% shares), compared with its Q1 2026 filing.

When is Elevation Point Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elevation Point Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Elevation Point Wealth Partners, LLC manage?

Elevation Point Wealth Partners, LLC reported $8.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.4B.