Q2 2026 13F · SEC CIK 1744349

Elevation Point Wealth Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.4B
Reported positions: 1,181
Holdings vs S&P 500, 3 yrs: —
Assets under management: $8.3B

Elevation Point Wealth Partners, LLC is a wealth manager that reported 1,181 positions worth $5.4B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Apple Inc (AAPL, 3.2%), Vanguard Index Fds (VOO, 2.5%), Spdr Gold Tr (GLD, 2.0%).

Elevation Point Wealth Partners, LLC holdings largest 50 of 1,181 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elevation Point Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.2%	3.6%	587,164	-0.5%	$169.9M
VOOVanguard Index Fds	2.5%	2.0%	200,052	+43.7%	$137.4M
GLDSpdr Gold Tr	2.0%	3.1%	295,275	-3.8%	$108.8M
BOKFBok Finl Corp	2.0%	—	770,026	—	$106.9M
NVDANvidia Corporation	2.0%	2.1%	527,328	+5.5%	$105.5M
GOOGLAlphabet Inc	1.8%	1.7%	265,550	+9.6%	$94.9M
MSFTMicrosoft Corp	1.6%	2.0%	233,876	+1.3%	$87.2M
AMZNAmazon Com Inc	1.4%	1.5%	320,122	+5.8%	$76.3M
IVVIshares Tr	1.4%	1.4%	100,954	+13.3%	$75.6M
VUGVanguard Index Fds	1.4%	0.7%	871,237	+1238.0%	$75.0M
JPMJpmorgan Chase & Co	1.2%	1.2%	196,682	+14.7%	$64.4M
AVGOBroadcom Inc	1.1%	1.2%	162,693	-1.9%	$61.5M
SPYState Str Spdr S&p 500 ETF T	1.0%	—	73,906	—	$55.3M
XOMExxon Mobil Corp	1.0%	1.6%	392,100	+1.1%	$53.6M
LLYEli Lilly & Co	0.9%	0.9%	42,067	-0.4%	$50.4M
HDHome Depot Inc	0.9%	1.0%	133,466	+8.6%	$47.0M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.9%	—	767,081	—	$46.6M
GOOGAlphabet Inc	0.8%	0.8%	127,665	+7.9%	$45.1M
QUALIshares Tr	0.8%	0.8%	201,242	+13.9%	$44.2M
RDVYFirst Tr Exchange Traded Fd	0.8%	1.2%	504,374	-30.2%	$40.9M
MUMicron Technology Inc	0.8%	—	35,098	—	$40.5M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.7%	—	326,305	—	$38.8M
XLKSelect Sector Spdr Tr	0.7%	0.7%	202,782	-6.4%	$38.6M
IJRIshares Tr	0.7%	0.7%	256,339	+12.4%	$38.0M
EPDEnterprise Prods Partners L	0.7%	0.9%	1,032,284	+0.0%	$37.9M
GARPIshares Tr	0.7%	—	458,581	—	$37.9M
EMXCIshares Inc	0.7%	0.6%	368,846	+9.5%	$37.7M
METAMeta Platforms Inc	0.7%	—	66,600	—	$37.5M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.6%	514,683	+30.0%	$36.7M
PTRBPgim ETF Tr	0.7%	—	869,256	—	$36.2M
VOVanguard Index Fds	0.7%	0.6%	443,568	+393.3%	$35.7M
IEFAIshares Tr	0.7%	0.8%	367,626	-0.4%	$35.5M
VCITVanguard Scottsdale Fds	0.6%	0.8%	415,986	+2.6%	$34.4M
IJHIshares Tr	0.6%	0.7%	434,926	+1.5%	$33.5M
BSVVanguard Bd Index Fds	0.6%	0.6%	402,698	+17.2%	$31.4M
INTFIshares Tr	0.6%	—	741,199	—	$30.4M
BILSpdr Series Trust	0.6%	0.7%	330,375	+9.4%	$30.3M
USFRWisdomtree Tr	0.6%	0.6%	592,455	+19.5%	$29.8M
IEMGIshares Inc	0.5%	0.6%	334,388	-3.0%	$27.7M
WDCWestern Digital Corp Com	0.5%	—	42,693	—	$27.3M
KOCoca Cola Co	0.5%	0.6%	321,668	+6.3%	$26.3M
GIGLGoldman Sachs ETF Tr	0.5%	—	513,440	—	$26.0M
FEGERbb Fund Trust	0.5%	—	519,149	—	$25.4M
DXJWisdomtree Tr	0.5%	—	144,188	—	$25.0M
GOVTIshares Tr	0.5%	0.5%	1,092,317	+13.7%	$24.9M
CMCSAComcast Corp New	0.5%	0.7%	1,005,982	+1.9%	$24.7M
TSMTaiwan Semiconductor Manufac	0.5%	0.4%	51,370	-2.0%	$24.5M
JNJJohnson & Johnson	0.4%	0.6%	94,695	+0.0%	$24.0M
ABBVAbbvie Inc	0.4%	0.5%	92,097	+5.5%	$23.2M
GTIPGoldman Sachs ETF Tr	0.4%	—	471,983	—	$23.1M

What Elevation Point Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.0% /yr; S&P 500 +22.0%
3 years: —
5 years: +10.2% /yr; S&P 500 +10.1%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.4B	1,181
Q1 2026	$4.2B	1,088
Q4 2025	$2.1B	719
Q3 2025	$1.4B	671
Q4 2023	$1.1B	492
Q3 2023	$919.4M	496
Q2 2023	$943.7M	477
Q1 2023	$890.3M	480
Q4 2022	$877.7M	448
Q3 2022	$752.5M	440
Q2 2022	$792.9M	452
Q1 2022	$919.9M	462

Questions about Elevation Point Wealth Partners, LLC's portfolio

What stocks does Elevation Point Wealth Partners, LLC own?

Elevation Point Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 1,181 positions worth $5.4B. The largest are Apple Inc (AAPL) at 3.2%, Vanguard Index Fds (VOO) at 2.5%, Spdr Gold Tr (GLD) at 2.0%, Bok Finl Corp (BOKF) at 2.0% and Nvidia Corporation (NVDA) at 2.0%.

What did Elevation Point Wealth Partners, LLC buy last quarter?

In Q2 2026, Elevation Point Wealth Partners, LLC added Vanguard Index Fds (VUG) (+1238.0% shares), Vanguard Index Fds (VO) (+393.3% shares) and Vanguard Index Fds (VOO) (+43.7% shares), compared with its Q1 2026 filing.

What did Elevation Point Wealth Partners, LLC sell last quarter?

In Q2 2026, Elevation Point Wealth Partners, LLC cut from its top 50 First Tr Exchange Traded Fd (SDVY), cut from its top 50 J P Morgan Exchange Traded F (JAVA), cut from its top 50 Vanguard Intl Equity Index F (VT), cut from its top 50 Schwab Strategic Tr (SCHZ), cut from its top 50 J P Morgan Exchange Traded F (JEPI), First Tr Exchange Traded Fd (RDVY) (-30.2% shares) and Select Sector Spdr Tr (XLK) (-6.4% shares), compared with its Q1 2026 filing.

When is Elevation Point Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elevation Point Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Elevation Point Wealth Partners, LLC manage?

Elevation Point Wealth Partners, LLC reported $8.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.4B.