Elevation Point Wealth Partners, LLC 13F Filings Explorer

CIK: 0001744349

Diversified strategyMomentum followerHigh-turnover trader

Total reported value

$4.3B

Reporting period: 2026-03-31 · Number of holdings: 1095

ELEVATION POINT WEALTH PARTNERS, LLC disclosed 1095 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.3B and a quarterly turnover rate of 75.5%.

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Personality snowflake

Concentration: 2.87
Portfolio Stability: 75.55
Momentum/Contrarian: 100
Sector conviction: 57.38
Diversification: 100
Sizing Uniformity: 73.83

Elevation Point Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.007 — mathematically equivalent to about 139 equally-sized positions, well below its 1095 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.62), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 35% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Add RDVY
+1520.4%　$46.3M
Add SDVY
+14172.1%　$40.7M
Trim MSFT
+88.0%　$26.1M
Add IVV
+503.4%　$48.1M
Trim GLD
+54.1%　$53.2M
Add VT
+15798.4%　$32.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 1095 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	3.47%	+0.21%	+136.88%
2	GLD	Spdr Gold Shares	ETF-Commodities	3.06%	-0.74%	+54.12%
3	NVDA	Nvidia CORP	Stock-Tech	2.02%	+0.03%	+125.28%
4	MSFT	Microsoft CORP	Stock-Tech	1.98%	-0.88%	+87.98%
5	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.93%	—	+7.89%
6	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.62%	+0.46%	+214.69%
7	XOM	Exxon Mobil CORP	Stock-Energy	1.53%	-0.02%	+44.71%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	1.46%	-0.26%	+94.83%
9	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.35%	+0.86%	+503.37%
10	AVGO	Broadcom INC	Stock-Tech	1.19%	-0.12%	+110.13%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.18%	+0.19%	+177.24%
12	JPM	Jpmorgan Chase & Co	Stock-Financials	1.17%	-0.19%	+96.05%
13	RDVY	First Trust Rising Dividend	ETF-Other	1.14%	+0.99%	+1520.36%
14	SDVY	First Trust Smid Cap Rising	ETF-Other	0.95%	+0.94%	+14172.06%
15	HD	Home Depot INC	Stock-Consumer Disc	0.94%	+0.59%	+489.28%
16	EPD	Enterprise Products Partners	Stock-Energy	0.91%	—	+1.29%
17	LLY	Eli Lilly & Co	Stock-Healthcare	0.90%	-0.16%	+106.17%
18	JAVA	Jpmorgan Active Value ETF	ETF-Other	0.82%	+0.82%	NEW
19	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.79%	+0.32%	+281.43%
20	QUAL	Ishares Msci USA Quality Fac	ETF-Other	0.79%	+0.33%	+263.81%
21	META	Meta Platforms Inc-class A	Stock-Comm Services	0.79%	-0.08%	+116.52%
22	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.78%	—	+25.13%
23	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.77%	—	+17.52%
24	VT	Vanguard Tot World Stk ETF	ETF-Other	0.75%	+0.74%	+15798.43%
25	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.67%	—	+36.09%
26	XLK	Ss Technology Select Sector	ETF-Tech	0.67%	+0.22%	+233.17%
27	VUG	Vanguard Growth ETF	ETF-Other	0.66%	+0.49%	+788.61%
28	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.66%	—	+29.06%
29	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.66%	—	+5.40%
30	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.64%	-0.27%	+45.82%
31	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.62%	—	+34.89%
32	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	0.61%	+0.11%	+134.73%
33	VO	Vanguard Mid-cap ETF	ETF-Other	0.60%	—	+6.66%
34	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.59%	—	+11.97%
35	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.58%	—	+35.19%
36	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.57%	—	+22.86%
37	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.57%	+0.48%	+1191.64%
38	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	0.57%	—	+21.60%
39	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.56%	—	+24.32%
40	VXF	Vanguard Extended Market ETF	ETF-Other	0.55%	+0.55%	NEW
41	WMT	Walmart INC	Stock-Consumer Staples	0.54%	+0.30%	+321.78%
42	KO	Coca-cola Co/the	Stock-Consumer Staples	0.54%	+0.33%	+376.08%
43	JNJ	Johnson & Johnson	Stock-Healthcare	0.54%	-0.06%	+56.36%
44	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	0.52%	+0.52%	NEW
45	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.51%	—	+58.29%
46	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.45%	+0.39%	+1442.81%
47	ABBV	Abbvie INC	Stock-Healthcare	0.44%	+0.07%	+157.74%
48	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.43%	+0.43%	NEW
49	TSLA	Tesla INC	Stock-Consumer Disc	0.42%	+0.08%	+205.10%
50	BOND	Pimco Active Bond Exchange-t	ETF-Other	0.42%	—	+4.52%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2%

Performance Last 4 Quarters

+24.3%

Based on 77% of reported portfolio value with available pricing

Stdev: +11.6%
Beta: +0.82
Alpha: +0.8%
Max Drawdown: -7.6%
Annualized Perf: +16.4%
Batting Avg vs S&P: +41.7%
Sortino: +2.7
Stutzer: +0.4
Treynor: +0.19
Sterling: +0.99
Calmar: +2.15
Information Ratio: -0.5
Tracking Error: +5.1%
Stdev Down: +5.9%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +32.8%
Worst 12 Months: +8.5%
Efficiency Ratio: +0.54
Sharpe: +1.37
Stdev Sectors: +9.6%
Skewness: -0.07
Kurtosis: -0.33
Upside Potential: +4.34

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1095	$4.3B	76	1AAPL 2GLD 3NVDA Top holdings2026-03-31 1.AAPL 2.GLD 3.NVDA 4.MSFT 5.VOO 6.GOOGL 7.XOM 8.AMZN 9.IVV 10.AVGO
2025-12-31	719	$2.1B	61	1VOO 2GLD 3AAPL Top holdings2025-12-31 1.VOO 2.GLD 3.AAPL 4.MSFT 5.NVDA 6.AMZN 7.EPD 8.XOM 9.JPM 10.IEFA
2025-09-30	671	$1.4B	100	1VOO 2MSFT 3GLD Top holdings2025-09-30 1.VOO 2.MSFT 3.GLD 4.AAPL 5.NVDA 6.AVGO 7.IEFA 8.LMBS 9.SPAB 10.SCHZ
2025-06-30	1499	$1.3B	31	1AAPL 2SPYV 3QUS Top holdings2025-06-30 1.AAPL 2.SPYV 3.QUS 4.SPYG 5.COWZ 6.PVAL 7.IVV 8.GARP 9.MSFT 10.GOOGL
2025-03-31	537	$1.2B	20	1AAPL 2SPYV 3SPYG Top holdings2025-03-31 1.AAPL 2.SPYV 3.SPYG 4.QUS 5.IVV 6.COWZ 7.GOOGL 8.MSFT 9.JPIE 10.AMZN
2024-12-31	561	$1.2B	47	1AAPL 2SPYV 3SPYG Top holdings2024-12-31 1.AAPL 2.SPYV 3.SPYG 4.IVV 5.QUS 6.COWZ 7.GOOGL 8.MSFT 9.AMZN 10.GOOG
2024-09-30	548	$1.0B	39	1AAPL 2IVV 3MSFT Top holdings2024-09-30 1.AAPL 2.IVV 3.MSFT 4.GOOGL 5.JPIE 6.XLK 7.GOOG 8.EMXC 9.NVDA 10.VYM
2024-06-30	575	$1.3B	18	1AAPL 2SPYV 3SPYG Top holdings2024-06-30 1.AAPL 2.SPYV 3.SPYG 4.IVV 5.QUS 6.COWZ 7.GOOGL 8.MSFT 9.AMZN 10.GOOG
2024-03-31	532	$1.3B	100	1AAPL 2SPYV 3SPYG Top holdings2024-03-31 1.AAPL 2.SPYV 3.SPYG 4.IVV 5.QUS 6.COWZ 7.MSFT 8.GOOGL 9.GOOG 10.AMZN
2023-12-31	495	$1.1B	0	1AAPL 2IVV 3GOOG Top holdings2023-12-31 1.AAPL 2.IVV 3.GOOG 4.GOOGL 5.MSFT 6.SHW 7.JPIE 8.XLK 9.DFSEUR 10.BMY
2023-09-30	499	$919.6M	0	1AAPL 2IVV 3GOOG Top holdings2023-09-30 1.AAPL 2.IVV 3.GOOG 4.GOOGL 5.MSFT 6.SHW 7.CSCO 8.XLK 9.JPM 10.CMCSA
2023-06-30	479	$944.0M	0	1AAPL 2IVV 3GOOGL Top holdings2023-06-30 1.AAPL 2.IVV 3.GOOGL 4.GOOG 5.MSFT 6.SHW 7.CSCO 8.JPM 9.MCHP 10.CMCSA
2023-03-31	482	$890.5M	0	1AAPL 2IVV 3GOOGL Top holdings2023-03-31 1.AAPL 2.IVV 3.GOOGL 4.MSFT 5.CSCO 6.SHW 7.GOOG 8.JPM 9.INTC 10.CMCSA
2022-12-31	452	$881.3M	0	1AAPL 2IVV 3GOOGL Top holdings2022-12-31 1.AAPL 2.IVV 3.GOOGL 4.ACWX 5.SHW 6.MSFT 7.CVS 8.CSCO 9.JPM 10.MBB
2022-09-30	442	$753.2M	0	1AAPL 2IVV 3GOOGL Top holdings2022-09-30 1.AAPL 2.IVV 3.GOOGL 4.MSFT 5.CVS 6.GOOG 7.SHW 8.MRK 9.CSCO 10.ESGU
2022-06-30	453	$793.6M	0	1AAPL 2IVV 3GOOGL Top holdings2022-06-30 1.AAPL 2.IVV 3.GOOGL 4.MSFT 5.SHW 6.CVS 7.GOOG 8.MRK 9.CSCO 10.TSN
2022-03-31	462	$919.9M	0	1AAPL 2IVV 3GOOGL Top holdings2022-03-31 1.AAPL 2.IVV 3.GOOGL 4.MSFT 5.GOOG 6.SHW 7.CSCO 8.CVS 9.ESGU 10.IBM
2021-12-31	456	$962.0M	0	1AAPL 2IVV 3GOOGL Top holdings2021-12-31 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.MSFT 6.GOOG 7.CVS 8.BMY 9.CSCO 10.ESGU
2021-09-30	457	$869.4M	0	1AAPL 2IVV 3GOOGL Top holdings2021-09-30 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.MSFT 6.GOOG 7.BMY 8.CVS 9.CSCO 10.JPM
2021-06-30	423	$826.6M	96	1AAPL 2IVV 3GOOGL Top holdings2021-06-30 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.BMY 6.GOOG 7.MSFT 8.XOM 9.META 10.LRCXEUR
2021-03-31	407	$766.2M	25	1AAPL 2IVV 3GOOGL Top holdings2021-03-31 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.BMY 6.UNH 7.GOOG 8.LRCXEUR 9.META 10.MSFT
2020-12-31	397	$712.5M	35	1AAPL 2IVV 3GOOGL Top holdings2020-12-31 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.BMY 6.UNH 7.META 8.LRCXEUR 9.C 10.GOOG
2020-09-30	350	$702.0M	35	1AAPL 2ED 3IVV Top holdings2020-09-30 1.AAPL 2.ED 3.IVV 4.SHW 5.GOOGL 6.BMY 7.META 8.UNH 9.ONB 10.INTC
2020-06-30	332	$558.2M	43	1AAPL 2IVV 3GOOGL Top holdings2020-06-30 1.AAPL 2.IVV 3.GOOGL 4.BMY 5.SHW 6.CVS 7.META 8.UNH 9.ONB 10.INTC
2020-03-31	289	$443.5M	38	1AAPL 2BMY 3IVV Top holdings2020-03-31 1.AAPL 2.BMY 3.IVV 4.INTC 5.CVS 6.GOOGL 7.KR 8.UNH 9.GIS 10.LRCXEUR
2019-12-31	321	$575.8M	29	1AAPL 2BMY 3IVV Top holdings2019-12-31 1.AAPL 2.BMY 3.IVV 4.GOOGL 5.INTC 6.CVS 7.LRCXEUR 8.UNH 9.DAL 10.LBEUR
2019-09-30	307	$558.9M	19	1AAPL 2CELG 3CVS Top holdings2019-09-30 1.AAPL 2.CELG 3.CVS 4.GOOGL 5.IVV 6.SHW 7.INTC 8.LRCXEUR 9.UNH 10.DAL
2019-06-30	317	$541.7M	18	1AAPL 2GOOGL 3CVS Top holdings2019-06-30 1.AAPL 2.GOOGL 3.CVS 4.CELG 5.GOOG 6.SHW 7.IVV 8.DAL 9.INTC 10.LRCXEUR
2019-03-31	316	$533.8M	22	1AAPL 2GOOGL 3CELG Top holdings2019-03-31 1.AAPL 2.GOOGL 3.CELG 4.INTC 5.GOOG 6.IVV 7.CMCSA 8.GIS 9.SHW 10.CMI
2018-12-31	309	$492.4M	34	1AAPL 2CELG 3CVS Top holdings2018-12-31 1.AAPL 2.CELG 3.CVS 4.IVV 5.INTC 6.SHW 7.CMCSA 8.CMI 9.HPQ 10.LRCXEUR
2018-09-30	947	$572.7M	38	1AAPL 2CVS 3IVV Top holdings2018-09-30 1.AAPL 2.CVS 3.IVV 4.CELG 5.CMCSA 6.HPQ 7.CMI 8.SPG 9.SHW 10.JNP
2018-06-30	960	$528.4M	33	1AAPL 2CELG 3IVV Top holdings2018-06-30 1.AAPL 2.CELG 3.IVV 4.SHW 5.CVS 6.GWW 7.HPQ 8.IWM 9.LBEUR 10.CTLEUR
2018-03-31	942	$466.5M	0	1AAPL 2IVV 3SHW Top holdings2018-03-31 1.AAPL 2.IVV 3.SHW 4.CVS 5.WDC 6.IWM 7.HPQ 8.HD 9.GWW 10.IBM

Holding changes this quarter

Elevation Point Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: Jpmorgan Active Value ETF (JAVA); New buy: Vanguard Extended Market ETF (VXF); New buy: Isha Curr Hedged Msci Eafe (HEFA); New buy: Vanguard High Dvd Yield ETF (VYM); New buy: Virtus Reaves Utilities ETF (UTES).

Position changes disclosed by Elevation Point Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	RDVY	First Trust Rising Dividend	+1%	+1520.36%	Add
2	SDVY	First Trust Smid Cap Rising	+0.9%	+14172.06%	Add
3	IVV	Ishares Core S&p 500 ETF	+0.9%	+503.37%	Add
4	VT	Vanguard Tot World Stk ETF	+0.7%	+15798.43%	Add
5	HD	Home Depot INC	+0.6%	+489.28%	Add
6	VUG	Vanguard Growth ETF	+0.5%	+788.61%	Add
7	JEPI	Jpmorgan Equity Premium Inco	+0.5%	+1191.64%	Add
8	GOOGL	Alphabet Inc-cl A	+0.5%	+214.69%	Add
9	VTI	Vanguard Total Stock Mkt ETF	+0.4%	+1442.81%	Add
10	JPIE	Jpmorgan Income ETF	+0.4%	+4773.02%	Add
11	QUAL	Ishares Msci USA Quality Fac	+0.3%	+263.81%	Add
12	KO	Coca-cola Co/the	+0.3%	+376.08%	Add
13	GOOG	Alphabet Inc-cl C	+0.3%	+281.43%	Add
14	WMT	Walmart INC	+0.3%	+321.78%	Add
15	WDC	Western Digital CORP	+0.3%	+2688.55%	Add
16	JHMM	John Hancock Multi Fact Mid	+0.2%	+459.36%	Add
17	XLK	Ss Technology Select Sector	+0.2%	+233.17%	Add
18	TSM	Taiwan Semiconductor-sp Adr	+0.2%	+306.71%	Add
19	IWF	Ishares Russell 1000 Growth	+0.2%	+671.43%	Add
20	AAPL	Apple INC	+0.2%	+136.88%	Add
21	DIS	Walt Disney Co/the	+0.2%	+840.63%	Add
22	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+177.24%	Add
23	XLF	Ss Financial Select Sector	+0.2%	+379.36%	Add
24	QQQ	Invesco Qqq Trust Series 1	+0.1%	+324.83%	Add
25	EMXC	Ishares Msci Emr Mrk Ex Chna	+0.1%	+134.73%	Add
26	COST	Costco Wholesale CORP	+0.1%	+158.42%	Add
27	GS	Goldman Sachs Group INC	+0.1%	+217.94%	Add
28	TSLA	Tesla INC	+0.1%	+205.10%	Add
29	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+171.02%	Add
30	ABBV	Abbvie INC	+0.1%	+157.74%	Add
31	NVDA	Nvidia CORP	0%	+125.28%	Add
32	XOM	Exxon Mobil CORP	0%	+44.71%	Add
33	JNJ	Johnson & Johnson	-0.1%	+56.36%	Add
34	META	Meta Platforms Inc-class A	-0.1%	+116.52%	Add
35	AVGO	Broadcom INC	-0.1%	+110.13%	Add
36	LLY	Eli Lilly & Co	-0.2%	+106.17%	Add
37	JPM	Jpmorgan Chase & Co	-0.2%	+96.05%	Add
38	AMZN	Amazon.com INC	-0.3%	+94.83%	Add
39	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.3%	+45.82%	Add
40	GLD	Spdr Gold Shares	-0.7%	+54.12%	Add
41	MSFT	Microsoft CORP	-0.9%	+87.98%	Add
42	JAVA	Jpmorgan Active Value ETF	—	NEW	New buy
43	VXF	Vanguard Extended Market ETF	—	NEW	New buy
44	HEFA	Isha Curr Hedged Msci Eafe	—	NEW	New buy
45	VYM	Vanguard High Dvd Yield ETF	—	NEW	New buy
46	UTES	Virtus Reaves Utilities ETF	—	NEW	New buy
47	EVTR	Eaton Vance Total Return	—	NEW	New buy
48	HEDG	Equable Shares Hdg Eqty ETF	—	NEW	New buy
49	AVUV	Avantis US Small Cap Value	—	NEW	New buy
50	AZN	AstraZeneca PLC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-27	13F-HR	View on EDGAR
2025-12-31	2026-02-12	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2026-02-03	Amendment	View on EDGAR
2025-06-30	2025-08-13	13F-HR	View on EDGAR
2025-03-31	2026-02-03	Amendment	View on EDGAR
2025-03-31	2025-04-16	13F-HR	View on EDGAR
2024-12-31	2026-02-03	Amendment	View on EDGAR
2024-12-31	2025-01-22	13F-HR	View on EDGAR
2024-09-30	2026-02-03	Amendment	View on EDGAR
2024-09-30	2024-10-23	13F-HR	View on EDGAR
2024-06-30	2026-02-03	Amendment	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2026-02-03	Amendment	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-10-11	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-11	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-07	13F-HR	View on EDGAR
2022-06-30	2022-08-02	13F-HR	View on EDGAR
2022-03-31	2022-05-03	13F-HR	View on EDGAR
2021-12-31	2022-02-02	13F-HR	View on EDGAR
2021-09-30	2021-11-02	13F-HR	View on EDGAR
2021-06-30	2021-08-04	13F-HR	View on EDGAR
2021-03-31	2021-05-04	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-07-09	13F-HR	View on EDGAR
2020-03-31	2020-05-04	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-13	13F-HR	View on EDGAR
2019-03-31	2019-05-15	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-22	13F-HR	View on EDGAR
2018-03-31	2018-06-25	13F-HR	View on EDGAR

FAQ

What is Elevation Point Wealth Partners, LLC and what type of investor is it?

Elevation Point Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.3B, spread across 1095 disclosed positions.

What are Elevation Point Wealth Partners, LLC's largest equity positions?

Based on the latest 13F filing, Elevation Point Wealth Partners, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $149.7M (3.5%) 2. Spdr Gold Shares (GLD) — $132.1M (3.1%) 3. Nvidia CORP (NVDA) — $87.2M (2.0%) 4. Microsoft CORP (MSFT) — $85.5M (2.0%) 5. Vanguard S&p 500 ETF (VOO) — $83.2M (1.9%)

What changes did Elevation Point Wealth Partners, LLC make in its most recent portfolio filing?

In the latest quarter, Elevation Point Wealth Partners, LLC was primarily adding exposure — initiating 9 new positions and adding to 41 existing holdings. The largest of these moves: New buy: Jpmorgan Active Value ETF (JAVA); New buy: Vanguard Extended Market ETF (VXF); New buy: Isha Curr Hedged Msci Eafe (HEFA); New buy: Vanguard High Dvd Yield ETF (VYM); New buy: Virtus Reaves Utilities ETF (UTES)

What sectors does Elevation Point Wealth Partners, LLC focus on?

Elevation Point Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.3% • Communication Services: 14.6% • Financials: 11.2% • Consumer Discretionary: 11.1% • Health Care: 10.5% • Energy: 6.1%

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Elevation Point Wealth Partners, LLC 13F Filings Explorer

CIK: 0001744349

Diversified strategyMomentum followerHigh-turnover trader

Total reported value

$4.3B

Reporting period: 2026-03-31 · Number of holdings: 1095

ELEVATION POINT WEALTH PARTNERS, LLC disclosed 1095 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.3B and a quarterly turnover rate of 75.5%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "E"

Personality snowflake

Concentration: 2.87
Portfolio Stability: 75.55
Momentum/Contrarian: 100
Sector conviction: 57.38
Diversification: 100
Sizing Uniformity: 73.83

Position sizes vary widely across the portfolio (a coefficient of variation of 2.62), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Add RDVY
+1520.4%　$46.3M
Add SDVY
+14172.1%　$40.7M
Trim MSFT
+88.0%　$26.1M
Add IVV
+503.4%　$48.1M
Trim GLD
+54.1%　$53.2M
Add VT
+15798.4%　$32.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 1095 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	3.47%	+0.21%	+136.88%
2	GLD	Spdr Gold Shares	ETF-Commodities	3.06%	-0.74%	+54.12%
3	NVDA	Nvidia CORP	Stock-Tech	2.02%	+0.03%	+125.28%
4	MSFT	Microsoft CORP	Stock-Tech	1.98%	-0.88%	+87.98%
5	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.93%	—	+7.89%
6	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.62%	+0.46%	+214.69%
7	XOM	Exxon Mobil CORP	Stock-Energy	1.53%	-0.02%	+44.71%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	1.46%	-0.26%	+94.83%
9	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.35%	+0.86%	+503.37%
10	AVGO	Broadcom INC	Stock-Tech	1.19%	-0.12%	+110.13%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.18%	+0.19%	+177.24%
12	JPM	Jpmorgan Chase & Co	Stock-Financials	1.17%	-0.19%	+96.05%
13	RDVY	First Trust Rising Dividend	ETF-Other	1.14%	+0.99%	+1520.36%
14	SDVY	First Trust Smid Cap Rising	ETF-Other	0.95%	+0.94%	+14172.06%
15	HD	Home Depot INC	Stock-Consumer Disc	0.94%	+0.59%	+489.28%
16	EPD	Enterprise Products Partners	Stock-Energy	0.91%	—	+1.29%
17	LLY	Eli Lilly & Co	Stock-Healthcare	0.90%	-0.16%	+106.17%
18	JAVA	Jpmorgan Active Value ETF	ETF-Other	0.82%	+0.82%	NEW
19	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.79%	+0.32%	+281.43%
20	QUAL	Ishares Msci USA Quality Fac	ETF-Other	0.79%	+0.33%	+263.81%
21	META	Meta Platforms Inc-class A	Stock-Comm Services	0.79%	-0.08%	+116.52%
22	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.78%	—	+25.13%
23	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.77%	—	+17.52%
24	VT	Vanguard Tot World Stk ETF	ETF-Other	0.75%	+0.74%	+15798.43%
25	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.67%	—	+36.09%
26	XLK	Ss Technology Select Sector	ETF-Tech	0.67%	+0.22%	+233.17%
27	VUG	Vanguard Growth ETF	ETF-Other	0.66%	+0.49%	+788.61%
28	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.66%	—	+29.06%
29	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.66%	—	+5.40%
30	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.64%	-0.27%	+45.82%
31	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.62%	—	+34.89%
32	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	0.61%	+0.11%	+134.73%
33	VO	Vanguard Mid-cap ETF	ETF-Other	0.60%	—	+6.66%
34	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.59%	—	+11.97%
35	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.58%	—	+35.19%
36	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.57%	—	+22.86%
37	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.57%	+0.48%	+1191.64%
38	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	0.57%	—	+21.60%
39	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.56%	—	+24.32%
40	VXF	Vanguard Extended Market ETF	ETF-Other	0.55%	+0.55%	NEW
41	WMT	Walmart INC	Stock-Consumer Staples	0.54%	+0.30%	+321.78%
42	KO	Coca-cola Co/the	Stock-Consumer Staples	0.54%	+0.33%	+376.08%
43	JNJ	Johnson & Johnson	Stock-Healthcare	0.54%	-0.06%	+56.36%
44	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	0.52%	+0.52%	NEW
45	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.51%	—	+58.29%
46	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.45%	+0.39%	+1442.81%
47	ABBV	Abbvie INC	Stock-Healthcare	0.44%	+0.07%	+157.74%
48	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.43%	+0.43%	NEW
49	TSLA	Tesla INC	Stock-Consumer Disc	0.42%	+0.08%	+205.10%
50	BOND	Pimco Active Bond Exchange-t	ETF-Other	0.42%	—	+4.52%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2%

Performance Last 4 Quarters

+24.3%

Based on 77% of reported portfolio value with available pricing

Stdev: +11.6%
Beta: +0.82
Alpha: +0.8%
Max Drawdown: -7.6%
Annualized Perf: +16.4%
Batting Avg vs S&P: +41.7%
Sortino: +2.7
Stutzer: +0.4
Treynor: +0.19
Sterling: +0.99
Calmar: +2.15
Information Ratio: -0.5
Tracking Error: +5.1%
Stdev Down: +5.9%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +32.8%
Worst 12 Months: +8.5%
Efficiency Ratio: +0.54
Sharpe: +1.37
Stdev Sectors: +9.6%
Skewness: -0.07
Kurtosis: -0.33
Upside Potential: +4.34

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1095	$4.3B	76	1AAPL 2GLD 3NVDA Top holdings2026-03-31 1.AAPL 2.GLD 3.NVDA 4.MSFT 5.VOO 6.GOOGL 7.XOM 8.AMZN 9.IVV 10.AVGO
2025-12-31	719	$2.1B	61	1VOO 2GLD 3AAPL Top holdings2025-12-31 1.VOO 2.GLD 3.AAPL 4.MSFT 5.NVDA 6.AMZN 7.EPD 8.XOM 9.JPM 10.IEFA
2025-09-30	671	$1.4B	100	1VOO 2MSFT 3GLD Top holdings2025-09-30 1.VOO 2.MSFT 3.GLD 4.AAPL 5.NVDA 6.AVGO 7.IEFA 8.LMBS 9.SPAB 10.SCHZ
2025-06-30	1499	$1.3B	31	1AAPL 2SPYV 3QUS Top holdings2025-06-30 1.AAPL 2.SPYV 3.QUS 4.SPYG 5.COWZ 6.PVAL 7.IVV 8.GARP 9.MSFT 10.GOOGL
2025-03-31	537	$1.2B	20	1AAPL 2SPYV 3SPYG Top holdings2025-03-31 1.AAPL 2.SPYV 3.SPYG 4.QUS 5.IVV 6.COWZ 7.GOOGL 8.MSFT 9.JPIE 10.AMZN
2024-12-31	561	$1.2B	47	1AAPL 2SPYV 3SPYG Top holdings2024-12-31 1.AAPL 2.SPYV 3.SPYG 4.IVV 5.QUS 6.COWZ 7.GOOGL 8.MSFT 9.AMZN 10.GOOG
2024-09-30	548	$1.0B	39	1AAPL 2IVV 3MSFT Top holdings2024-09-30 1.AAPL 2.IVV 3.MSFT 4.GOOGL 5.JPIE 6.XLK 7.GOOG 8.EMXC 9.NVDA 10.VYM
2024-06-30	575	$1.3B	18	1AAPL 2SPYV 3SPYG Top holdings2024-06-30 1.AAPL 2.SPYV 3.SPYG 4.IVV 5.QUS 6.COWZ 7.GOOGL 8.MSFT 9.AMZN 10.GOOG
2024-03-31	532	$1.3B	100	1AAPL 2SPYV 3SPYG Top holdings2024-03-31 1.AAPL 2.SPYV 3.SPYG 4.IVV 5.QUS 6.COWZ 7.MSFT 8.GOOGL 9.GOOG 10.AMZN
2023-12-31	495	$1.1B	0	1AAPL 2IVV 3GOOG Top holdings2023-12-31 1.AAPL 2.IVV 3.GOOG 4.GOOGL 5.MSFT 6.SHW 7.JPIE 8.XLK 9.DFSEUR 10.BMY
2023-09-30	499	$919.6M	0	1AAPL 2IVV 3GOOG Top holdings2023-09-30 1.AAPL 2.IVV 3.GOOG 4.GOOGL 5.MSFT 6.SHW 7.CSCO 8.XLK 9.JPM 10.CMCSA
2023-06-30	479	$944.0M	0	1AAPL 2IVV 3GOOGL Top holdings2023-06-30 1.AAPL 2.IVV 3.GOOGL 4.GOOG 5.MSFT 6.SHW 7.CSCO 8.JPM 9.MCHP 10.CMCSA
2023-03-31	482	$890.5M	0	1AAPL 2IVV 3GOOGL Top holdings2023-03-31 1.AAPL 2.IVV 3.GOOGL 4.MSFT 5.CSCO 6.SHW 7.GOOG 8.JPM 9.INTC 10.CMCSA
2022-12-31	452	$881.3M	0	1AAPL 2IVV 3GOOGL Top holdings2022-12-31 1.AAPL 2.IVV 3.GOOGL 4.ACWX 5.SHW 6.MSFT 7.CVS 8.CSCO 9.JPM 10.MBB
2022-09-30	442	$753.2M	0	1AAPL 2IVV 3GOOGL Top holdings2022-09-30 1.AAPL 2.IVV 3.GOOGL 4.MSFT 5.CVS 6.GOOG 7.SHW 8.MRK 9.CSCO 10.ESGU
2022-06-30	453	$793.6M	0	1AAPL 2IVV 3GOOGL Top holdings2022-06-30 1.AAPL 2.IVV 3.GOOGL 4.MSFT 5.SHW 6.CVS 7.GOOG 8.MRK 9.CSCO 10.TSN
2022-03-31	462	$919.9M	0	1AAPL 2IVV 3GOOGL Top holdings2022-03-31 1.AAPL 2.IVV 3.GOOGL 4.MSFT 5.GOOG 6.SHW 7.CSCO 8.CVS 9.ESGU 10.IBM
2021-12-31	456	$962.0M	0	1AAPL 2IVV 3GOOGL Top holdings2021-12-31 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.MSFT 6.GOOG 7.CVS 8.BMY 9.CSCO 10.ESGU
2021-09-30	457	$869.4M	0	1AAPL 2IVV 3GOOGL Top holdings2021-09-30 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.MSFT 6.GOOG 7.BMY 8.CVS 9.CSCO 10.JPM
2021-06-30	423	$826.6M	96	1AAPL 2IVV 3GOOGL Top holdings2021-06-30 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.BMY 6.GOOG 7.MSFT 8.XOM 9.META 10.LRCXEUR
2021-03-31	407	$766.2M	25	1AAPL 2IVV 3GOOGL Top holdings2021-03-31 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.BMY 6.UNH 7.GOOG 8.LRCXEUR 9.META 10.MSFT
2020-12-31	397	$712.5M	35	1AAPL 2IVV 3GOOGL Top holdings2020-12-31 1.AAPL 2.IVV 3.GOOGL 4.SHW 5.BMY 6.UNH 7.META 8.LRCXEUR 9.C 10.GOOG
2020-09-30	350	$702.0M	35	1AAPL 2ED 3IVV Top holdings2020-09-30 1.AAPL 2.ED 3.IVV 4.SHW 5.GOOGL 6.BMY 7.META 8.UNH 9.ONB 10.INTC
2020-06-30	332	$558.2M	43	1AAPL 2IVV 3GOOGL Top holdings2020-06-30 1.AAPL 2.IVV 3.GOOGL 4.BMY 5.SHW 6.CVS 7.META 8.UNH 9.ONB 10.INTC
2020-03-31	289	$443.5M	38	1AAPL 2BMY 3IVV Top holdings2020-03-31 1.AAPL 2.BMY 3.IVV 4.INTC 5.CVS 6.GOOGL 7.KR 8.UNH 9.GIS 10.LRCXEUR
2019-12-31	321	$575.8M	29	1AAPL 2BMY 3IVV Top holdings2019-12-31 1.AAPL 2.BMY 3.IVV 4.GOOGL 5.INTC 6.CVS 7.LRCXEUR 8.UNH 9.DAL 10.LBEUR
2019-09-30	307	$558.9M	19	1AAPL 2CELG 3CVS Top holdings2019-09-30 1.AAPL 2.CELG 3.CVS 4.GOOGL 5.IVV 6.SHW 7.INTC 8.LRCXEUR 9.UNH 10.DAL
2019-06-30	317	$541.7M	18	1AAPL 2GOOGL 3CVS Top holdings2019-06-30 1.AAPL 2.GOOGL 3.CVS 4.CELG 5.GOOG 6.SHW 7.IVV 8.DAL 9.INTC 10.LRCXEUR
2019-03-31	316	$533.8M	22	1AAPL 2GOOGL 3CELG Top holdings2019-03-31 1.AAPL 2.GOOGL 3.CELG 4.INTC 5.GOOG 6.IVV 7.CMCSA 8.GIS 9.SHW 10.CMI
2018-12-31	309	$492.4M	34	1AAPL 2CELG 3CVS Top holdings2018-12-31 1.AAPL 2.CELG 3.CVS 4.IVV 5.INTC 6.SHW 7.CMCSA 8.CMI 9.HPQ 10.LRCXEUR
2018-09-30	947	$572.7M	38	1AAPL 2CVS 3IVV Top holdings2018-09-30 1.AAPL 2.CVS 3.IVV 4.CELG 5.CMCSA 6.HPQ 7.CMI 8.SPG 9.SHW 10.JNP
2018-06-30	960	$528.4M	33	1AAPL 2CELG 3IVV Top holdings2018-06-30 1.AAPL 2.CELG 3.IVV 4.SHW 5.CVS 6.GWW 7.HPQ 8.IWM 9.LBEUR 10.CTLEUR
2018-03-31	942	$466.5M	0	1AAPL 2IVV 3SHW Top holdings2018-03-31 1.AAPL 2.IVV 3.SHW 4.CVS 5.WDC 6.IWM 7.HPQ 8.HD 9.GWW 10.IBM

Holding changes this quarter

Position changes disclosed by Elevation Point Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	RDVY	First Trust Rising Dividend	+1%	+1520.36%	Add
2	SDVY	First Trust Smid Cap Rising	+0.9%	+14172.06%	Add
3	IVV	Ishares Core S&p 500 ETF	+0.9%	+503.37%	Add
4	VT	Vanguard Tot World Stk ETF	+0.7%	+15798.43%	Add
5	HD	Home Depot INC	+0.6%	+489.28%	Add
6	VUG	Vanguard Growth ETF	+0.5%	+788.61%	Add
7	JEPI	Jpmorgan Equity Premium Inco	+0.5%	+1191.64%	Add
8	GOOGL	Alphabet Inc-cl A	+0.5%	+214.69%	Add
9	VTI	Vanguard Total Stock Mkt ETF	+0.4%	+1442.81%	Add
10	JPIE	Jpmorgan Income ETF	+0.4%	+4773.02%	Add
11	QUAL	Ishares Msci USA Quality Fac	+0.3%	+263.81%	Add
12	KO	Coca-cola Co/the	+0.3%	+376.08%	Add
13	GOOG	Alphabet Inc-cl C	+0.3%	+281.43%	Add
14	WMT	Walmart INC	+0.3%	+321.78%	Add
15	WDC	Western Digital CORP	+0.3%	+2688.55%	Add
16	JHMM	John Hancock Multi Fact Mid	+0.2%	+459.36%	Add
17	XLK	Ss Technology Select Sector	+0.2%	+233.17%	Add
18	TSM	Taiwan Semiconductor-sp Adr	+0.2%	+306.71%	Add
19	IWF	Ishares Russell 1000 Growth	+0.2%	+671.43%	Add
20	AAPL	Apple INC	+0.2%	+136.88%	Add
21	DIS	Walt Disney Co/the	+0.2%	+840.63%	Add
22	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+177.24%	Add
23	XLF	Ss Financial Select Sector	+0.2%	+379.36%	Add
24	QQQ	Invesco Qqq Trust Series 1	+0.1%	+324.83%	Add
25	EMXC	Ishares Msci Emr Mrk Ex Chna	+0.1%	+134.73%	Add
26	COST	Costco Wholesale CORP	+0.1%	+158.42%	Add
27	GS	Goldman Sachs Group INC	+0.1%	+217.94%	Add
28	TSLA	Tesla INC	+0.1%	+205.10%	Add
29	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+171.02%	Add
30	ABBV	Abbvie INC	+0.1%	+157.74%	Add
31	NVDA	Nvidia CORP	0%	+125.28%	Add
32	XOM	Exxon Mobil CORP	0%	+44.71%	Add
33	JNJ	Johnson & Johnson	-0.1%	+56.36%	Add
34	META	Meta Platforms Inc-class A	-0.1%	+116.52%	Add
35	AVGO	Broadcom INC	-0.1%	+110.13%	Add
36	LLY	Eli Lilly & Co	-0.2%	+106.17%	Add
37	JPM	Jpmorgan Chase & Co	-0.2%	+96.05%	Add
38	AMZN	Amazon.com INC	-0.3%	+94.83%	Add
39	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.3%	+45.82%	Add
40	GLD	Spdr Gold Shares	-0.7%	+54.12%	Add
41	MSFT	Microsoft CORP	-0.9%	+87.98%	Add
42	JAVA	Jpmorgan Active Value ETF	—	NEW	New buy
43	VXF	Vanguard Extended Market ETF	—	NEW	New buy
44	HEFA	Isha Curr Hedged Msci Eafe	—	NEW	New buy
45	VYM	Vanguard High Dvd Yield ETF	—	NEW	New buy
46	UTES	Virtus Reaves Utilities ETF	—	NEW	New buy
47	EVTR	Eaton Vance Total Return	—	NEW	New buy
48	HEDG	Equable Shares Hdg Eqty ETF	—	NEW	New buy
49	AVUV	Avantis US Small Cap Value	—	NEW	New buy
50	AZN	AstraZeneca PLC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-27	13F-HR	View on EDGAR
2025-12-31	2026-02-12	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2026-02-03	Amendment	View on EDGAR
2025-06-30	2025-08-13	13F-HR	View on EDGAR
2025-03-31	2026-02-03	Amendment	View on EDGAR
2025-03-31	2025-04-16	13F-HR	View on EDGAR
2024-12-31	2026-02-03	Amendment	View on EDGAR
2024-12-31	2025-01-22	13F-HR	View on EDGAR
2024-09-30	2026-02-03	Amendment	View on EDGAR
2024-09-30	2024-10-23	13F-HR	View on EDGAR
2024-06-30	2026-02-03	Amendment	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2026-02-03	Amendment	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-10-11	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-11	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-07	13F-HR	View on EDGAR
2022-06-30	2022-08-02	13F-HR	View on EDGAR
2022-03-31	2022-05-03	13F-HR	View on EDGAR
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