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CIK: 0001744349
Total reported value
$5.4B
$5.4B
1093 檔
10.0%
The Q1 2026 SEC filing reveals that Elevation Point Wealth Partners, LLC held a total portfolio value of $5.4B, covering 1093 public equity positions.
In Q1 2026, Elevation Point Wealth Partners, LLC displayed an active expansion posture, initiating 35 new positions and adding to 157 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1093 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.47% | -0.32% | +136.88% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.06% | -1.05% | +54.12% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | -0.07% | +125.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.36% | +87.98% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | +0.61% | +7.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.14% | +214.69% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | -0.54% | +44.71% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.05% | +94.83% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.05% | +503.37% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | -0.05% | +110.13% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | -0.16% | +177.24% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | +0.02% | +96.05% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-Other | 1.14% | -0.38% | +1520.36% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.95% | -0.74% | +14172.06% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.07% | +489.28% | |
| 16 | EPD | Enterprise Products Partners | Stock-Energy | 0.91% | -0.21% | +1.29% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.03% | +106.17% | |
| 18 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.82% | -0.67% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.04% | +281.43% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | +0.03% | +263.81% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.10% | +116.52% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.78% | -0.14% | +25.13% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | -0.11% | +17.52% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.75% | -0.58% | +15798.43% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | -0.05% | +36.09% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.05% | +233.17% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.73% | +788.61% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.04% | +29.06% | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.66% | -0.20% | +5.40% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.64% | -0.08% | +45.82% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.62% | -0.04% | +34.89% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.61% | +0.09% | +134.73% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.06% | +6.66% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | +0.09% | +11.97% | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.58% | -0.03% | +35.19% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.57% | -0.22% | +22.86% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.57% | -0.46% | +1191.64% | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.57% | -0.23% | +21.60% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | -0.05% | +24.32% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.55% | -0.39% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.16% | +321.78% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.05% | +376.08% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.09% | +56.36% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.52% | -0.45% | — | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.51% | -0.05% | +58.29% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | -0.05% | +1442.81% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.01% | +157.74% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | -0.07% | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.01% | +205.10% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.42% | -0.08% | +4.52% |
| # | 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 | IWM | Ishares Russell 2000 ETF | +0.2% | +1226.17% | Add |
| 25 | PFE | Pfizer Inc | +0.2% | +642.40% | Add |
| 26 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +613.40% | Add |
| 27 | SO | Southern Co/the | +0.2% | +1062.19% | Add |
| 28 | PH | Parker Hannifin CORP | +0.1% | +747.45% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +324.83% | Add |
| 30 | APH | Amphenol Corp-cl A | +0.1% | +510.67% | Add |
| 31 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +1274.45% | Add |
| 32 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.1% | +805.94% | Add |
| 33 | BPRE | Bluerock Private Real Estate | +0.1% | +1057.50% | Add |
| 34 | SPOT | Spotify Technology S.A. | +0.1% | +658.44% | Add |
| 35 | NET | Cloudflare Inc - Class A | +0.1% | +2074.86% | Add |
| 36 | WELL | Welltower Inc | +0.1% | +1810.43% | Add |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +134.73% | Add |
| 38 | COST | Costco Wholesale CORP | +0.1% | +158.42% | Add |
| 39 | T | At&t Inc | +0.1% | +235.12% | Add |
| 40 | TJX | Tjx Companies Inc | +0.1% | +408.48% | Add |
| 41 | NVS | Novartis Ag-sponsored Adr | +0.1% | +392.86% | Add |
| 42 | ETN | Eaton Corporation plc | +0.1% | +411.98% | Add |
| 43 | ASML | ASML Holding N.V. | +0.1% | +413.49% | Add |
| 44 | GS | Goldman Sachs Group Inc | +0.1% | +217.94% | Add |
| 45 | C | Citigroup Inc | +0.1% | +579.02% | Add |
| 46 | HWM | Howmet Aerospace Inc | +0.1% | +666.51% | Add |
| 47 | NBIS | Nebius Group N.V. | +0.1% | +1521.03% | Add |
| 48 | DGRO | Ishares Core Dividend Growth | +0.1% | +1485.14% | Add |
| 49 | NFLX | Netflix Inc | +0.1% | +214.76% | Add |
| 50 | SLV | Ishares Silver Trust | +0.1% | +273.02% | 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 1093 disclosed positions in Q1 2026.
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, GLD, NVDA) accounted for 10.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
JAVA
市值: $35.6M
Top Position Liquidated / Trimmed
SPTS
前期市值: $3.7M
During Q1 2026, Elevation Point Wealth Partners, LLC's top holdings by market value included AAPL (3.5%)、GLD (3.1%)、NVDA (2.0%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q1 2026, Elevation Point Wealth Partners, LLC made 200 total portfolio adjustments, initiating 35 new buys, adding to 157 positions, trimming 7 holdings, and fully liquidating 1 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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