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CIK: 0001744349
Total reported value
$5.4B
$5.4B
533 檔
7.0%
According to the latest 13F quarterly dataset, Elevation Point Wealth Partners, LLC managed an equity portfolio of $5.4B at the end of Q2 2024, spanning 533 distinct U.S. exchange-listed positions.
In Q2 2024, Elevation Point Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 533 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.61% | -0.32% | -13.11% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.30% | +0.86% | NEW | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.66% | +0.72% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | +0.05% | -11.16% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 2.53% | +0.20% | NEW | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.22% | +0.06% | +3.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.14% | -7.17% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.36% | -0.54% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.05% | +1.87% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.19% | +0.04% | -22.16% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.96% | -0.08% | +3.83% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.04% | +2.30% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 0.91% | +0.05% | -14.43% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | -0.07% | +1008.68% | |
| 15 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.86% | -0.03% | +0.07% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.14% | +27.57% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.07% | +0.27% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.02% | -0.85% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.10% | -3.81% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | -0.04% | -3.83% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.01% | -4.09% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.54% | -0.01% | -8.92% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.54% | +0.03% | -1.01% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.53% | -0.01% | +32.14% | |
| 25 | GLW | Corning Inc | Stock-Tech | 0.52% | +0.02% | -8.44% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.52% | -0.20% | -3.87% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | +46.06% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.51% | -0.01% | -13.67% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.54% | +0.73% | |
| 30 | CVS | Cvs Health CORP | Stock-Healthcare | 0.49% | +0.01% | -3.42% | |
| 31 | DFSEUR | Discover Financial Services | Stock-Other | 0.49% | — | -21.93% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.49% | -0.02% | +32.84% | |
| 33 | FDX | Fedex CORP | Stock-Industrials | 0.49% | -0.02% | — | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.48% | +0.02% | NEW | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.02% | -12.79% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.48% | — | -2.76% | |
| 37 | EMN | Eastman Chemical Co | Stock-Materials | 0.46% | — | -13.94% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.46% | +0.04% | +82.75% | |
| 39 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.45% | -0.04% | +36.10% | |
| 40 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.44% | -0.01% | -13.70% | |
| 41 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.44% | — | -13.11% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.01% | +5.01% | |
| 43 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.41% | -0.02% | -13.63% | |
| 44 | EG | Everest Group, Ltd. | Stock-Financials | 0.41% | -0.01% | -13.11% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.41% | -0.09% | +1.45% | |
| 46 | DG | Dollar General CORP | Stock-Consumer Staples | 0.40% | — | -11.44% | |
| 47 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.40% | -0.01% | -2.54% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | +0.04% | +1.44% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.39% | -0.01% | +0.13% | |
| 50 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.39% | — | -14.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | -13.11% | Trim |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | +2.69% | Add |
| 3 | AES | Aes CORP | +0.3% | +1693.49% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +1008.68% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +82.75% | Add |
| 6 | QUS | Ss Spdr Msci U Stratfact ETF | +0.3% | +5.85% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.17% | Trim |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +27.57% | Add |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +46.06% | Add |
| 10 | SPOT | Spotify Technology S.A. | +0.2% | +36.10% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +75.86% | Add |
| 12 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +32.14% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +1.87% | Add |
| 14 | APP | Applovin Corp-class A | +0.1% | +557.47% | Add |
| 15 | SHEL | Shell Plc-adr | +0.1% | +154.18% | Add |
| 16 | MNST | Monster Beverage CORP | +0.1% | +351.39% | Add |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +0.51% | Add |
| 18 | BWA | Borgwarner Inc | -0.1% | -12.78% | Trim |
| 19 | EMN | Eastman Chemical Co | -0.1% | -13.94% | Trim |
| 20 | TEAM | Atlassian Corp-cl A | -0.1% | -25.53% | Trim |
| 21 | CSCO | Cisco Systems Inc | -0.1% | -12.79% | Trim |
| 22 | ICLR | ICON Public Limited Company | -0.1% | -16.80% | Trim |
| 23 | MELI | Mercadolibre Inc | -0.1% | -35.14% | Trim |
| 24 | CMCSA | Comcast Corp-class A | -0.1% | -3.87% | Trim |
| 25 | FERG | Ferguson Enterprises Inc. | -0.1% | -16.80% | Trim |
| 26 | AON | Aon plc | -0.1% | -18.12% | Trim |
| 27 | ABT | Abbott Laboratories | -0.1% | -26.63% | Trim |
| 28 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -34.16% | Trim |
| 29 | SHW | Sherwin-williams Co/the | -0.1% | +0.07% | Add |
| 30 | DIS | Walt Disney Co/the | -0.1% | -7.08% | Trim |
| 31 | HAL | Halliburton Co | -0.1% | -12.53% | Trim |
| 32 | KDP | Keurig Dr Pepper Inc | -0.1% | -68.89% | Trim |
| 33 | DFSEUR | Discover Financial Services | -0.1% | -21.93% | Trim |
| 34 | DG | Dollar General CORP | -0.1% | -11.44% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | -11.16% | Trim |
| 36 | CP | Canadian Pacific Kansas City | -0.1% | -34.00% | Trim |
| 37 | ASML | ASML Holding N.V. | -0.1% | -38.06% | Trim |
| 38 | RACE | Ferrari N.V. | -0.1% | -34.48% | Trim |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -32.01% | Trim |
| 40 | CVS | Cvs Health CORP | -0.2% | -3.42% | Trim |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -8.92% | Trim |
| 42 | ORCL | Oracle CORP | -0.5% | -81.76% | Trim |
| 43 | RTX | Rtx CORP | -0.5% | -94.57% | Trim |
| 44 | NEE | Nextera Energy Inc | -0.6% | -82.80% | Trim |
| 45 | FDX | Fedex CORP | — | NEW | New buy |
| 46 | CPNG | Coupang Inc | — | NEW | New buy |
| 47 | CMI | Cummins Inc | — | EXIT | Sold out |
| 48 | APD | Air Products & Chemicals Inc | — | EXIT | Sold out |
| 49 | FSLR | First Solar Inc | — | EXIT | Sold out |
| 50 | VST | Vistra CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Elevation Point Wealth Partners, LLC reported a total U.S. public equity portfolio value of $5.4B across 533 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPYV, SPYG) accounted for 7.0% of total reported equity market value during Q2 2024.
Top New Position Initiated
FDX
市值: $6.2M
Top Position Liquidated / Trimmed
CMI
前期市值: $1.5M
During Q2 2024, Elevation Point Wealth Partners, LLC's top holdings by market value included AAPL (15.6%)、SPYV (5.3%)、SPYG (3.7%). The largest single position, AAPL, represented 15.6% of total portfolio value.
In Q2 2024, Elevation Point Wealth Partners, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 28 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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