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CIK: 0001744349
Total reported value
$5.4B
$5.4B
719 檔
6.1%
In Q4 2025, Elevation Point Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $5.4B, distributed across 719 disclosed stock positions.
In Q4 2025, Elevation Point Wealth Partners, LLC displayed an active expansion posture, initiating 23 new positions and adding to 121 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 719 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.90% | +0.61% | +44.42% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.80% | -1.05% | +115.60% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.26% | -0.32% | +107.95% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | -0.36% | +63.01% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.07% | +40.01% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.05% | +92.61% | |
| 7 | EPD | Enterprise Products Partners | Stock-Energy | 1.57% | -0.21% | +5361.47% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | -0.54% | +287.27% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.02% | +56.55% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.35% | -0.11% | +8.82% | |
| 11 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.35% | -0.20% | +904.04% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | -0.05% | +3.32% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.31% | -0.14% | +62.74% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.18% | +0.06% | +140.47% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.14% | +48.57% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.06% | +0.09% | +402.37% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.03% | +12.62% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | +0.04% | +101.02% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.00% | -0.05% | +24.72% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | -0.16% | +596.89% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.98% | -0.23% | +11.73% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.97% | -0.22% | +11.80% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.97% | -0.04% | +3279.59% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.91% | -0.08% | +2028.27% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | -0.05% | +59.87% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.89% | -0.03% | +2311.74% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.10% | +45.91% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.84% | -0.08% | +10.24% | |
| 29 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.81% | +0.01% | -25.22% | |
| 30 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.71% | +0.08% | +106.20% | |
| 31 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.71% | -0.25% | -0.20% | |
| 32 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.67% | -0.05% | +1821.79% | |
| 33 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.66% | -0.15% | -19.59% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.62% | — | +274.28% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.09% | +43.19% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.58% | +0.11% | +2.07% | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.54% | +0.01% | +350.65% | |
| 38 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.53% | -0.11% | +11.01% | |
| 39 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.52% | +0.03% | +665.07% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.52% | -0.05% | -4.14% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.50% | +0.09% | -30.54% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.50% | +0.02% | +268.03% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.50% | +0.01% | +122.53% | |
| 44 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.49% | -0.04% | +380.68% | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.49% | +0.10% | +76.63% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.49% | -0.06% | +94.19% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.05% | +177.66% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.04% | +66.26% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.46% | +0.03% | +128.91% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.05% | +227.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | +1.5% | +5361.47% | Add |
| 2 | GLD | Spdr Gold Shares | +1.5% | +115.60% | Add |
| 3 | CMCSA | Comcast Corp-class A | +1.2% | +904.04% | Add |
| 4 | AAPL | Apple Inc | +1.1% | +107.95% | Add |
| 5 | XOM | Exxon Mobil CORP | +1% | +287.27% | Add |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.9% | +3279.59% | Add |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.9% | +2028.27% | Add |
| 8 | USFR | Wisdomtree Floating Rate Tre | +0.8% | +2311.74% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +596.89% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.8% | +402.37% | Add |
| 11 | GOVT | Ishares US Treasury Bond ETF | +0.6% | +1821.79% | Add |
| 12 | AMZN | Amazon.com Inc | +0.5% | +92.61% | Add |
| 13 | VO | Vanguard Mid-cap ETF | +0.5% | +140.47% | Add |
| 14 | HEDJ | Wisdomtree Europe Hedged Equ | +0.4% | +665.07% | Add |
| 15 | NOBL | Proshares S&p 500 Dividend A | +0.4% | +274.28% | Add |
| 16 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +3304.73% | Add |
| 17 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +350.65% | Add |
| 18 | TFLO | Ishares Treasury Floating Ra | +0.3% | +380.68% | Add |
| 19 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +1580.48% | Add |
| 20 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | +268.03% | Add |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.3% | +101.02% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.3% | +48.57% | Add |
| 23 | MU | Micron Technology Inc | +0.3% | +230.51% | Add |
| 24 | DXJ | Wisdomtree Japan Hedged Eq | +0.3% | +106.20% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.2% | +177.66% | Add |
| 26 | COF | Capital One Financial CORP | +0.2% | +252.30% | Add |
| 27 | MS | Morgan Stanley | +0.2% | +122.53% | Add |
| 28 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +599.70% | Add |
| 29 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +128.91% | Add |
| 30 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +911.24% | Add |
| 31 | GEM | Goldman Sachs Activebeta Em | +0.2% | +202.59% | Add |
| 32 | GSSC | Goldman Sachs Activebeta US | +0.2% | +316.17% | Add |
| 33 | NEE | Nextera Energy Inc | +0.2% | +94.19% | Add |
| 34 | GOOG | Alphabet Inc-cl C | +0.2% | +66.26% | Add |
| 35 | VGK | Vanguard Ftse Europe ETF | +0.2% | +214.13% | Add |
| 36 | MSFT | Microsoft CORP | +0.1% | +63.01% | Add |
| 37 | VCIT | Vanguard Int-term Corporate | +0.1% | +62.74% | Add |
| 38 | FSK | Fs Kkr Capital CORP | +0.1% | +394.28% | Add |
| 39 | OEF | Ishares S&p 100 ETF | +0.1% | +515.41% | Add |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | +56.55% | Add |
| 41 | XLY | Ss Consumer Disc Select Sect | +0.1% | +602.48% | Add |
| 42 | EFA | Ishares Msci Eafe ETF | +0.1% | +163.62% | Add |
| 43 | IAU | Ishares Gold Trust | +0.1% | +184.78% | Add |
| 44 | TMO | Thermo Fisher Scientific Inc | +0.1% | +162.77% | Add |
| 45 | VB | Vanguard Small-cap ETF | +0.1% | +1085.08% | Add |
| 46 | IEMG | Ishares Core Msci Emerging | +0.1% | +59.87% | Add |
| 47 | COST | Costco Wholesale CORP | +0.1% | +162.21% | Add |
| 48 | LLY | Eli Lilly & Co | +0.1% | +12.62% | Add |
| 49 | CSCO | Cisco Systems Inc | +0.1% | +87.05% | Add |
| 50 | BAC | Bank Of America CORP | +0.1% | +126.97% | 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 719 disclosed positions in Q4 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, GLD, AAPL) accounted for 6.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
IVE
市值: $5.8M
Top Position Liquidated / Trimmed
EVTR
前期市值: $15.3M
During Q4 2025, Elevation Point Wealth Partners, LLC's top holdings by market value included VOO (3.9%)、GLD (3.8%)、AAPL (3.3%). The largest single position, VOO, represented 3.9% of total portfolio value.
In Q4 2025, Elevation Point Wealth Partners, LLC made 200 total portfolio adjustments, initiating 23 new buys, adding to 121 positions, trimming 41 holdings, and fully liquidating 15 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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