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CIK: 0001744349
Total reported value
$5.4B
$5.4B
671 檔
3.5%
According to the latest 13F quarterly dataset, Elevation Point Wealth Partners, LLC managed an equity portfolio of $5.4B at the end of Q3 2025, spanning 671 distinct U.S. exchange-listed positions.
In Q3 2025, Elevation Point Wealth Partners, LLC displayed an active expansion posture, initiating 49 new positions and adding to 76 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 671 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.82% | +0.61% | +6433.11% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.36% | +79.26% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 2.29% | -1.05% | +325.33% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.12% | -0.32% | -82.83% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | -0.07% | +73.33% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.76% | -0.05% | +148.68% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.75% | -0.11% | +887.10% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.56% | +0.01% | — | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.27% | -0.23% | — | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.27% | -0.22% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | -0.05% | +0.92% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | +0.02% | +56.01% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.17% | -0.14% | — | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.16% | -0.08% | +15.19% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.15% | -0.05% | +88.21% | |
| 16 | EXR | Extra Space Storage Inc | Stock-Real Estate | 1.11% | -0.25% | +44449.41% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.10% | -0.08% | — | |
| 18 | EVTR | Eaton Vance Total Return | ETF-Other | 1.07% | -0.06% | +14.90% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.97% | +0.09% | +14.53% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.03% | +436.23% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.10% | +50.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.14% | -51.33% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.84% | -0.04% | +2446.11% | |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.83% | +0.11% | — | |
| 25 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.80% | -0.05% | +1344506.67% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.80% | -0.05% | +178.10% | |
| 27 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.78% | -0.15% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.04% | +135.91% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.72% | +0.06% | +10719.75% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.04% | -17.33% | |
| 31 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.70% | -0.11% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.03% | +206.78% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.66% | -0.38% | +115.20% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.12% | +257.17% | |
| 35 | FSCC | Fed Hermes Small Cap Core | ETF-Small Cap | 0.59% | +0.01% | — | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | +0.01% | +57.93% | |
| 37 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.56% | -0.01% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.09% | +169.11% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.54% | +30.42% | |
| 40 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.54% | — | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.01% | +35.87% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.01% | +6.65% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.03% | +336.01% | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.46% | -0.04% | — | |
| 45 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.44% | -0.05% | +5256.94% | |
| 46 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.44% | +0.08% | — | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.42% | +0.10% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | -0.02% | +1730.22% | |
| 49 | IQLT | Ishares Msci International Q | ETF-Other | 0.40% | -0.01% | — | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.40% | +0.07% | -10.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.8% | +6433.11% | Add |
| 2 | GLD | Spdr Gold Shares | +1.8% | +325.33% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +1.6% | +887.10% | Add |
| 4 | EXR | Extra Space Storage Inc | +1.1% | +44449.41% | Add |
| 5 | MSFT | Microsoft CORP | +1.1% | +79.26% | Add |
| 6 | AVGO | Broadcom Inc | +1.1% | +148.68% | Add |
| 7 | NVDA | Nvidia CORP | +1% | +73.33% | Add |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.8% | +2446.11% | Add |
| 9 | VGLT | Vanguard Long-term Treasury | +0.8% | +1344506.67% | Add |
| 10 | LLY | Eli Lilly & Co | +0.8% | +436.23% | Add |
| 11 | VO | Vanguard Mid-cap ETF | +0.7% | +10719.75% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | +0.5% | +178.10% | Add |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +88.21% | Add |
| 14 | ORCL | Oracle CORP | +0.5% | +206.78% | Add |
| 15 | CVX | Chevron CORP | +0.5% | +257.17% | Add |
| 16 | OWL | Blue Owl Capital Inc | +0.4% | +5256.94% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.4% | +56.01% | Add |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.4% | +135.91% | Add |
| 19 | VTV | Vanguard Value ETF | +0.4% | +1730.22% | Add |
| 20 | MCD | Mcdonald's CORP | +0.4% | +336.01% | Add |
| 21 | JNJ | Johnson & Johnson | +0.4% | +169.11% | Add |
| 22 | VBR | Vanguard Small-cap Value ETF | +0.4% | +8287.24% | Add |
| 23 | RDVY | First Trust Rising Dividend | +0.3% | +115.20% | Add |
| 24 | BLK | Blackrock Inc | +0.3% | +2624.32% | Add |
| 25 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | +4623.08% | Add |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.3% | +8307.17% | Add |
| 27 | RTX | Rtx CORP | +0.3% | +3135.22% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.3% | +50.26% | Add |
| 29 | KMI | Kinder Morgan, Inc. | +0.2% | +3931.10% | Add |
| 30 | WMT | Walmart Inc | +0.2% | +320.15% | Add |
| 31 | NOBL | Proshares S&p 500 Dividend A | +0.2% | +9416.33% | Add |
| 32 | GM | General Motors Co | +0.2% | +17421.77% | Add |
| 33 | MS | Morgan Stanley | +0.2% | +274.26% | Add |
| 34 | UNP | Union Pacific CORP | +0.2% | +2577.89% | Add |
| 35 | ADP | Automatic Data Processing | +0.2% | +181.46% | Add |
| 36 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.2% | +3391.47% | Add |
| 37 | WMB | Williams Cos Inc | +0.2% | +228.59% | Add |
| 38 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +447.50% | Add |
| 39 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +581.30% | Add |
| 40 | ABBV | Abbvie Inc | +0.2% | +35.87% | Add |
| 41 | UBS | UBS Group AG | +0.2% | +169.23% | Add |
| 42 | AEP | American Electric Power | +0.2% | +2126.90% | Add |
| 43 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +945000.00% | Add |
| 44 | GDX | Vaneck Gold Miners ETF | +0.2% | +50.30% | Add |
| 45 | EEM | Ishares Msci Emerging Market | +0.2% | +232.28% | Add |
| 46 | AMLP | Alerian Mlp ETF | +0.2% | +44410.92% | Add |
| 47 | XEL | Xcel Energy Inc | +0.2% | +467.90% | Add |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +2114.61% | Add |
| 49 | VGT | Vanguard Info Tech ETF | +0.2% | +266.35% | Add |
| 50 | PLD | Prologis Inc | +0.2% | +1337.41% | 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 671 disclosed positions in Q3 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 VOO, MSFT, GLD) accounted for 3.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
LMBS
市值: $22.4M
Top Position Liquidated / Trimmed
SPYV
前期市值: $42.7M
During Q3 2025, Elevation Point Wealth Partners, LLC's top holdings by market value included VOO (3.8%)、MSFT (2.7%)、GLD (2.3%). The largest single position, VOO, represented 3.8% of total portfolio value.
In Q3 2025, Elevation Point Wealth Partners, LLC made 200 total portfolio adjustments, initiating 49 new buys, adding to 76 positions, trimming 47 holdings, and fully liquidating 28 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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