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CIK: 0001744349
Total reported value
$5.4B
$5.4B
1493 檔
5.4%
During the Q2 2025 filing period, Elevation Point Wealth Partners, LLC (CIK: 0001744349) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.4B across 1493 reported positions.
Elevation Point Wealth Partners, LLC executed strategic sector rebalancing during Q2 2025, establishing 36 new positions while fully exiting 9 holdings and trimming 89 positions.
Showing top 200 holdings (of 1493 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.17% | -0.32% | +2.19% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.33% | +0.86% | NEW | |
| 3 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 3.03% | +0.20% | NEW | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.67% | +0.72% | NEW | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.38% | +0.06% | -1.33% | |
| 6 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.36% | — | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.05% | -12.72% | |
| 8 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 1.93% | +0.70% | NEW | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.36% | +0.54% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.14% | -3.23% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.05% | +10.62% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.12% | -0.08% | -3.36% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | -0.07% | -0.04% | |
| 14 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 1.10% | +0.44% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.04% | +2.17% | |
| 16 | EVTR | Eaton Vance Total Return | ETF-Other | 1.02% | -0.06% | -2.78% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.04% | -3.51% | |
| 18 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.93% | -0.04% | -5.82% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.89% | +0.09% | -6.41% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.88% | +0.05% | +1.70% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.02% | +3.57% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.10% | -2.90% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | -0.07% | -5.35% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | -0.05% | +0.02% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | -0.05% | +10.83% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | +0.04% | -2.54% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.01% | -0.32% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.05% | +16.95% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.01% | +17.48% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -1.05% | +0.86% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | +0.03% | -0.10% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.48% | — | +16.93% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.14% | -13.06% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.54% | +1.54% | |
| 35 | ARKK | Ark Innovation ETF | ETF-Other | 0.44% | — | +23.36% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.44% | -0.12% | +49.83% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.44% | +0.07% | +19.05% | |
| 38 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.44% | -0.02% | +23.52% | |
| 39 | SE | Sea Ltd-adr | Stock-Comm Services | 0.43% | — | -6.40% | |
| 40 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.42% | -0.02% | +6.92% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.01% | -9.10% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | -0.01% | -8.67% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | +0.02% | +106.54% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.02% | +7.47% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | -0.04% | -6.21% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.38% | -0.01% | -2.24% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.08% | +16.84% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.37% | -0.01% | +2.80% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | +0.02% | +4.93% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.36% | -0.02% | +4.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.3% | +0.54% | Add |
| 2 | NVDA | Nvidia CORP | +0.3% | -0.04% | Trim |
| 3 | AVGO | Broadcom Inc | +0.2% | +0.02% | Add |
| 4 | PM | Philip Morris International | +0.2% | +106.54% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +10.62% | Add |
| 6 | ARKK | Ark Innovation ETF | +0.2% | +23.36% | Add |
| 7 | SPOT | Spotify Technology S.A. | +0.2% | -5.82% | Trim |
| 8 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +49.83% | Add |
| 9 | DIS | Walt Disney Co/the | +0.1% | +16.95% | Add |
| 10 | SOXX | Ishares Semiconductor ETF | +0.1% | +19.05% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | +0.1% | +74.71% | Add |
| 12 | NBIS | Nebius Group N.V. | +0.1% | +131.80% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.1% | +1.70% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.54% | Trim |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +17.48% | Add |
| 16 | VST | Vistra CORP | +0.1% | +22.49% | Add |
| 17 | SAP | Sap Se-sponsored Adr | +0.1% | +23.52% | Add |
| 18 | OEF | Ishares S&p 100 ETF | +0.1% | +79.84% | Add |
| 19 | FERG | Ferguson Enterprises Inc | +0.1% | +76.99% | Add |
| 20 | TLN | Talen Energy CORP | +0.1% | +31.39% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +3.57% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -2.90% | Trim |
| 23 | TSLA | Tesla Inc | +0.1% | +13.88% | Add |
| 24 | WFC | Wells Fargo & Co | +0.1% | +23.53% | Add |
| 25 | AFL | Aflac Inc | +0.1% | +166.31% | Add |
| 26 | HOOD | Robinhood Markets Inc - A | +0.1% | -7.96% | Trim |
| 27 | ISRG | Intuitive Surgical Inc | +0.1% | +218.68% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +2.17% | Add |
| 29 | NOC | Northrop Grumman CORP | +0.1% | +28.95% | Add |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | +1.39% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -0.13% | Trim |
| 32 | APH | Amphenol Corp-cl A | +0.1% | -3.61% | Trim |
| 33 | TLH | Ishares 10-20 Year Treasury | +0.1% | +79.84% | Add |
| 34 | WM | Waste Management Inc | +0.1% | +138.33% | Add |
| 35 | SHOP | Shopify Inc - Class A | +0.1% | +175.05% | Add |
| 36 | VRT | Vertiv Holdings Co-a | +0.1% | -1.23% | Trim |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | +10.83% | Add |
| 38 | AMAT | Applied Materials Inc | 0% | +1.46% | Add |
| 39 | IVE | Ishares S&p 500 Value ETF | 0% | +16.84% | Add |
| 40 | NXPI | NXP Semiconductors N.V. | 0% | +5.32% | Add |
| 41 | URI | United Rentals Inc | 0% | +25.27% | Add |
| 42 | DE | Deere & Co | 0% | +63.89% | Add |
| 43 | IWF | Ishares Russell 1000 Growth | 0% | +16.45% | Add |
| 44 | CPNG | Coupang Inc | 0% | +3.79% | Add |
| 45 | KT | Kt Corp-sp Adr | 0% | +147.53% | Add |
| 46 | NET | Cloudflare Inc - Class A | 0% | +67.18% | Add |
| 47 | MCHP | Microchip Technology Inc | 0% | +73.69% | Add |
| 48 | PINS | Pinterest Inc- Class A | 0% | +180.50% | Add |
| 49 | COIN | Coinbase Global Inc -class A | 0% | +5.05% | Add |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +16.93% | Add |
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 1493 disclosed positions in Q2 2025.
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, QUS) accounted for 5.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
PVAL
市值: $30.2M
Top Position Liquidated / Trimmed
ICLR
前期市值: $1.4M
During Q2 2025, Elevation Point Wealth Partners, LLC's top holdings by market value included AAPL (11.2%)、SPYV (3.3%)、QUS (3.0%). The largest single position, AAPL, represented 11.2% of total portfolio value.
In Q2 2025, Elevation Point Wealth Partners, LLC made 200 total portfolio adjustments, initiating 36 new buys, adding to 66 positions, trimming 89 holdings, and fully liquidating 9 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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