Elevation Point Wealth Partners
$5.4B 13F equity value
1,253 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Elevation Point Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 587,164 | $170M | 3.2% |
| VOO | VANGUARD INDEX FDS | 200,052 | $137M | 2.5% |
| GLD | SPDR GOLD TR | 295,275 | $109M | 2.0% |
| BOKF | BOK FINL CORP | 770,026 | $107M | 2.0% |
| NVDA | NVIDIA CORPORATION | 527,328 | $105M | 2.0% |
| GOOGL | ALPHABET INC | 265,550 | $95M | 1.8% |
| MSFT | MICROSOFT CORP | 233,876 | $87M | 1.6% |
| AMZN | AMAZON COM INC | 320,122 | $76M | 1.4% |
| IVV | ISHARES TR | 100,954 | $76M | 1.4% |
| VUG | VANGUARD INDEX FDS | 871,237 | $75M | 1.4% |
Track Elevation Point Wealth Partners's 13F portfolio: $5.4B in reported holdings, 1,253 positions. Top holdings and quarterly changes on SentiSense.
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